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Cloudy DocGen & Signer | Document Generation | Signature | Native | Quote | PDF

By Cloudy Wave LLC

Create, send, and sign documents instantly — all within Salesforce.

No Ratings
Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Try It
Industries
Public Sector
Retail
Nonprofit
Business Need
Sales
Productivity
Customer Service
Requires
Sales Cloud

Cloudy DocGen & Signer is a 100% Salesforce-native solution that streamlines document generation, branding, and electronic signature workflows all within your CRM.

  • Cloudy DocGen & Signer

Highlights

One-Click Document Generation: Instantly create professional PDFs or Word docs directly from Salesforce records.

Dynamic Templates: Use merge fields, related lists & conditional logic for personalized, data-driven documents.

Built-in eSignature: Send, sign, and track documents securely — with OTP verification and signer sequencing.

Rich Text & Layout Designer: Drag, drop, and style content with images, tables, videos, and advanced formatting.

Automated Notifications: Email alerts for document creation, reminders, completion, rejection & expiration.

Real-Time Tracking: Monitor document and signer status with full audit trail and compliance logs.

Fully Native to Salesforce: 100% secure — no external integrations or data transfer required.

Branded Signer Experience: Customize signing pages with your company logo, welcome message & redirects.

Provider Details

Cloudy Wave LLC
Los Angeles, CA, USA
Founded
2016
Website
Email
Trust Center
Phone
+91 966 593 3570

Cloudy Wave is a Salesforce ISV and Consulting Partner delivering a 100% Salesforce-native ERP, CPQ, Inventory & Business Operations platform, powered by Agentforce AI. We unify finance, sales, procurement, inventory, warehouse, subscription billing, logistics, & order management on one connected Salesforce platform. Our flagship offering is Cloudy Business Ops 360, an enterprise-grade Salesforce ERP that automates the entire quote-to-cash process including CPQ, order management, accounting, inventory control, procurement, and financial operations. Built 100% on Salesforce, our solutions remove the need for disconnected systems and costly middleware, enabling growing SMBs and enterprises to automate workflows, improve collaboration and accelerate business growth on a secure, scalable platform. Why Choose Cloudy Wave? 100% Salesforce-Native ERP, CPQ & Inventory Platform, Powered by Agentforce AI Unified Finance, Sales, Inventory, Procurement & Operations Quote-to-Cash, Order Management & Subscription Billing Enterprise-Grade Security, Compliance & Scalability Business Process Automation & Real-Time Visibility Dedicated Customer Success, Support & Continuous Innovation

Pricing Details

Freemium

You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.

Active 3 Templates, and Generates only 30 Documents

Team Plan

$15 USD/Per User (1–5 users)/month

Free trial available for 30 days

Lowest Starting Price

Business Plan

$14 USD/Per User (6–20 users)/month

Free trial available for 30 days

Enterprise Plan

$12 USD/Per User (20+ users)/month

Free trial available for 30 days

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Tired of juggling separate ERP, CPQ & inventory tools? Cloudy Business Ops 360 unifies quote-to-cash, billing, warehouse ops, procurement & inventory natively in Salesforce - powered by Agentforce AI. Integrates Shopify, QuickBooks, Xero, Zoho Books.