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Document Generation and eSignature: Create Documents in Salesforce

Automated Document Generation, eSignature & Digital Signature in Salesforce

Overview

Simplify document generation in Salesforce with automated templates, secure e-signatures, real-time tracking, and Salesforce native document storage. You can create, manage, and finalize documents faster with built-in compliance.

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See How Document Generation and eSignature: Create Documents in Salesforce Works

  • ✔️Automated Document Generation in Salesforce Create documents in Salesforce like proposals, contracts & forms. Pull real-time Salesforce data into templates, eliminate manual processing errors & generate PDF or MS Word documents without switching tools.

  • ✔️Sign and Track Salesforce Documents with eSignatures Generate, send, sign, track, and store documents in Salesforce with e-signatures directly under records. Support sequential signing, view status, and finalize agreements based on compliance needs.

  • ✔️Manage Salesforce Document Storage and Permission Details   • No need to transfer data outside Salesforce   • Each document has tracking and audit-ready history   • All documents are stored with related records and controlled via permissions

  • ✔️Merge or Split Documents in Salesforce Automate complex document handling tasks using our intelligent merge and split tools. You can merge or split multiple files at once, eliminating the need to download individual files and reducing manual labor.

  • ✔️Legally Recognized Digital Certificates Every signed document is accompanied by a legally recognized digital certificate recording the signer's identity, timestamp, and location. Certificates are stored in Salesforce, supporting industry compliance.

  • ✔️Track Salesforce Document Status and Signer Activity in Real-Time You can easily monitor signer activity, identify any approval delays, and improve accountability with complete visibility into your entire Salesforce document workflow.

  • ✔️Make Salesforce Your Document Generation Hub Turn Salesforce into a document automation and management hub. Create, manage, sign and track your documents in one place. Reduce turnaround time and manage business-critical documents in efficient manner.

  • ✔️Protect Enterprise Documents with Salesforce Security and Compliance   • One-time password and multi-factor authentication   • Signer IP tracking and activity logs   • Data masking and redactions   • Compliance ready storage for audits

  • ✔️Store Legal Documents with eOriginal Integration Integrate with eOriginal to securely store legally binding documents in a tamper-sealed eVault. Leverage multi-factor authentication, IP tracking, digital signatures, and audit trails for compliance.

Our Document Generation and eSignature app makes it easier to create and sign PDF or MS Word documents from a single Salesforce-native user experience. Your teams can create documents using real-time Salesforce data, eliminating the need for manual formatting and enabling faster document approval without leaving the CRM. The app also allows customer-updated fields in documents to sync back into Salesforce, ensuring data stays accurate and up to date. ✔️Pull live Salesforce data into PDF and MS Word templates, removing manual processing ✔️eSignature allows for secure, sequential signing workflows ✔️Real-time tracking of document status and signer activity ✔️Allows you to merge, split, and manage multiple documents, without needing to download ✔️Uses one-time password, multi-factor authentication, IP tracking, and redaction to protect sensitive Salesforce documents ✔️Legally recognized digital certificates to provide compliance and validity for your documents ✔️Seamlessly integrates with other apps like SMS, Payment, Identity Verification, etc. to automate end-to-end workflows ✔️Enable AWS and Google Drive sync to store signed documents externally and cut storage costs

Categories

Business Needs
Contract Management
Document Generation
Industries
Horizontal Product
Personas
Administrator
Business Operations Manager
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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