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DocStudio for Salesforce: Document Management & e-Signature
Generate and manage documents using Salesforce data — start to sign
- Industries
- Horizontal Product
- Business Need
- SalesCustomer ServiceCollaboration
- Requires
- Sales CloudService CloudFinancial Services Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
Create, send, sign, and manage documents in Salesforce with DocStudio — the all-in-one document automation and e-signature solution. Get started with a free 30-day trial by clicking “Get It Now.”
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService CloudFinancial Services Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudExperience Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- Docstudio/Version 1.4.0 1.4.0
- Listed On
- 02/02/2026
- Latest Release
- 07/08/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf 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: 5Custom Tabs: 8Custom Apps: 1
- Lightning Components
- Global: 9App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
DocStudio is your complete solution for document generation, e-signatures, and workflow automation — fully integrated with Salesforce. Easily generate, send, sign, and manage documents using real-time Salesforce data. Keep everything in sync between your documents and CRM — from creation to signature. ✔️ Business Benefits: - Eliminate repetitive tasks and paperwork - Accelerate approvals and onboarding - Improve data accuracy and reduce risk - Stay compliant with full audit trails - Deliver seamless digital experiences ✔️ Key Features: - Real-Time Data Merge from Salesforce - Two-Way Sync with record updates - Drag-and-Drop Template Designer - Built-In eSignatures - Workflow Automation - Status Tracking & Audit Logs - Custom Configuration Available ✔️ Use Cases: Sales Quotes, HR & Onboarding Docs, NDAs, Legal Agreements, Customer Forms, Vendor Contracts, Invoices, POs, ASNs & more.
Need help?
Retail Content Service Inc.
Our team is here to support you every step of the way — from setup to full rollout. Contact us for: - Technical support - Setup and onboarding assistance - Custom configuration and integrations - Template or workflow guidance Email: hello@docstudio.com