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Docusign Gen for Salesforce: Simplified custom document generation

Automate the generation of agreements from Salesforce

Partner of the Year

Overview

Built to be easy to use, Gen accelerates sales cycles by automating the generation of customized sales documents with just a few clicks from Salesforce. **Try it free for 30 days!**

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See How Docusign Gen for Salesforce: Simplified custom document generation Works

  • If you like Docusign eSignature for Salesforce, you will love Gen: Docusign Gen for Salesforce extends the Docusign experience to document generation—with the ease of setup, management, and use that you expect from Docusign.

  • Stay in Salesforce: Your reps can generate agreements from opportunity data without leaving the Salesforce user interface, in either Lightning or Classic.

  • Straightforward: Try, buy, and configure yourself. Use clicks, not code to create templates.

Document generation done right: • Seamless merging of Salesforce data: Eliminate data entry errors by automatically pulling in Salesforce customer, product, and pricing data. • Seamless integrations with Salesforce CPQ, Salesforce Billing and Salesforce Subscription Management • Generated documents are editable: Reps, legal reviewers and customers can review documents in PDF, Word or Docusign agreement formats. • Admin-friendly: Drag and drop template creation. Conditional content allows for fewer templates, which means less admin overhead. • “Conditional content” that customizes itself: Leverage business rules to drive the inclusion or exclusion of content sections by factors like geography and deal size. • Easy to use: Setup and template creation are guided. Conditional content allows for fewer templates, which means less admin overhead. • Powered by Lightning: Offers a modern, mobile-friendly user experience. Salesforce Classic compatible. • Integrated with Salesforce and Docusign eSignature: Automate the agreement process before, during, and after eSignature. Docusign for Salesforce connector is required to use.

Docusign, Inc**'s Achievements

ISV

Global Partner

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ISV

System of Engagement

Slack

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Categories

Business Needs
Document Generation
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.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package

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