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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.

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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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Cloudy DocGen & Signer/Version 3.26 3.26.0
Listed On
11/03/2025
Latest Release
08/10/2026
Supported 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.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
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.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Sales Programs
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 15
App Builder: 2
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/29/2025

Additional Details

Cloudy DocGen & Signer is a 100% Salesforce-native app that automates document generation and eSignatures — no external tools required. Create professional, branded contracts, quotes, invoices, or agreements directly from Salesforce data using dynamic templates with merge fields, related lists, and conditional logic. Send documents securely for signature with OTP verification, signer sequencing, and real-time tracking. Design documents effortlessly using a rich text and layout designer with full control over fonts, images, and tables. Deliver a seamless, branded signing experience with custom logos, welcome pages, and redirect messages. Monitor document status, reminders, expirations, and audit trails — all inside Salesforce. Simplify your document lifecycle from creation to signature while maintaining accuracy, compliance, and brand consistency — faster, smarter, and entirely within Salesforce.

Need help?

Cloudy Wave LLC

Los Angeles, CA, USA

Support Phone91-9665933570
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