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Docusign Gen for Salesforce: Simplified custom document generation
Automate the generation of agreements from Salesforce
- Business Need
- Document Generation
- Requires
- Sales Cloud
- Compatible With
- Revenue CloudGovernment Cloud
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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Showing 10 of 12 Reviews
Awesome product
Really liked it
Easy and efficient document generation and signing
I recently started using DocuSign Gen for our document generation and signing needs, and I have to say I'm very impressed with it. The app is very easy to use and integrates seamlessly with Salesforce, allowing us to generate and send documents to clients right from our CRM. The best part about DocuSign Gen is its flexibility and customization options. We can create templates for different types of documents and fields, and easily pull in data from Salesforce records to populate them. We can also add conditional logic and dynamic content to make the documents more personalized and relevant to each recipient. Overall, I highly recommend DocuSign Gen for any business that needs a reliable and efficient solution for document generation and signing. It has definitely streamlined our workflows and improved our customer experience.
Easy to set up - Up and running in a day
We have been using DocuSign for Gen for a month now. I must say it is very easy to use. Took me a day to set up a template and start using it. You don't need to be very technical to set this up. Haven't got any issues yet. Fingers crossed. I usually get an error with the envelope status lightening component, but goes away if we refresh the page. I compared DocuSign with 3 other contract management tool and this was the easiest one to set up and one of the most reasonable one too as we got a good discount due to signing up for a longer contract.
Good but can be improve.
Bugs are feel like interruption on working life please remove it. And other things is working well.
Disappointing and riddled with bugs
We have had Docusign Gen for about a year, and we are so disappointed with the experience. We realized after a few months that Gen was distorting our pricing by rounding or truncating decimals. It was a huge problem to fix internally. After working with support on and off for months, the matter is still unresolved. Very poor showing by Docusign.
Half baked, Highly Manual, No automation like E-Sign
This seems like a good concept, but it is just that - a simple concept. It is as if they decided to just cut it during a phase 2 testing session and said "good enough". Well it is definitely not. It is simply a button generating a document. Nothing more. There is no automation or functional use within process builder such as there is with Envelopes and E-sign... You are unable to generate a document pdf automatically once a record is approved, cant seem to really find any straightforward help on this either as any time you search - results bring back DOCUSIGN.... In no way is this worth it. Save the money and use it to code your own solution....
Would you be comfortable using Gen Apex methods to generate documents for your use case? This is something that is slated earlier in our roadmap than Process Builder support. To date, we haven't received many request for Process Builder support in Gen, and the equivalent feature in our eSignature solution has seen limited adoption.
Yes - the URL generation within the button is oddly not supported in any other accepted Visualforce rendering format - effectively rendering this limited to only the use of a button, requiring the use of very standard placement and does not allow for much flexibility in customized page layouts and lightning record pages. The fact that there is no automation support is striking as that realistically should have been out of the gate as it is a highly useful and advantageous function of Docusign.
Hi Kristopher, It sounds like your feedback is specifically focused on Process Builder support for document generation? While this is a roadmap feature for us at the moment, we'd love to know if you have feedback on any of the other functionality in the product. Thanks! Full documentation on currently supported functionality can be found in our admin guide, linked here and in the listings description. https://support.docusign.com/en/guides/DocuSign-Gen-for-Salesforce-Administrator-Guide
Software not fully baked, never works properly, DON'T DO IT!
I have tried for several months to get this software to work. They keep changing it and creating new problems. It is not ready for production release and is a total disaster. If you even think of using custom objects and plan on getting this to work properly forget about it. Truly disappointing.
So I continued working with engineers and it only gets worse! Everytime you provide an upgrade or update to this software you invalidate all the document generation templates created and make them worthless, requiring each one to be rebuilt. Have now found other issues in the newest version like not showing decimal places in currency fields to never solving the problem of Published Knowledge Articles can't generate documents (always useful to buy a document generation software that can't generate documents). Please don't make the mistake I did with going with this software, there are other offerings out there that actually work. You continue to get an F as Document Generation Software and if there was a lower grade for managing upgrades I would give one.
Hi Gary, Thank you for working with our support and engineering teams to pinpoint the different issues you were seeing. The PDF generation issue was resolved in our latest release, and it looks like the custom object document writeback was unfortunately due to Salesforce permissions preventing writeback to archived objects. We'd love to keep working with you and hope you take the opportunity to try our latest release. Our support team has sent you support for moving your org to our latest build. Please continue to let us know how we're doing! Best, Marshall DocuSign Product Management
Inconsistent results- Needs a lot of work before it is usable
The results are inconsistent, with template errors appearing in templates that worked the day before, conditional formatting not working at all (hiding the text works but when the condition is met it does not appear), and (when I did get a template to work) the envelope status does not update anywhere close to real time, making triggering any workflow from the envelope status (which we must have) is impossible. I also would like free text docusign fields to be available to use on the template I have installed this is more than one sandbox to test as the concept of the product is great, and if it worked as described would be amazing. I have tried so many times to make it work as it should and I get a different result each time, even when following the exact same steps. I appreciate this is a new product, and was actually given a download link by support to the newest version that was not yet available on the app exchange (due to the generate a button function not working at all in the previous version), however it is no where near ready to be used. Also, as it appear various versions have been released, the admin guide appears out of date as the set up process does not quite match what the guide says. Would love to know when these issues have been fixed and a consistent experience is available.
Hi Emily, Sorry to hear about the problems you've been encountering, and it's good to hear that you've been working with our support team. We released a major update to Gen this past Monday, 3/16 which included bugfixes, enhancements, and an all-new way to create templates and documents, the Agreement Cloud Editor. Full release notes are available here, if you select 'Salesforce': https://support.docusign.com/en/releasenotes You can implement 'free text fields' in Gen by setting up a custom field with autoplace anchor text, as described here: https://support.docusign.com/en/guides/dfs-user-guide-use-automatic-anchor-text-with-custom-tags-user-v7 . Gen won't pre-create them for you, but once you set up your custom text field in DocuSign Admin (in the DS web application) you'll be able to add them as white text in your Gen template, and text fields will be added to document as part of the eSignature sending process. On documentation, you may be accessing the v1 Gen documentation, which ranks highly in Google search results. The Gen Admin Guide for the current version can be found here: https://support.docusign.com/en/guides/docusign-gen-for-salesforce-admin-guide, and is linked in the listing resources. I hope this helps! If you're still encountering issues, please let the support team know and we'll try to resolve your issue as quickly as possible! Best, Marshall Nam DS Product Management
Wait, am I missing something?
Setup the DocuSign Develop Sandbox - check Generate OAuth Token - check Download Python Script from Github and load into GithubDesktop - check Insert {ACCESS_TOKEN} {Account_ID}, {USER_FULLNAME}, {USER_EMAIL} - check Take a break, cause I'm going to have to load some more code - check Check out video regarding DocuSign Gen - wait, let me watch this again - check Go download DocuSign Gen from AppExchange and install in Sandbox - check Run DocuSign Gen Setup in Lightning (connect DocuSign account to Salesforce) - check Select Salesforce users who will be generating documents - check (hmmm, something is fishy here) Create a Configuration (I bypass the Quick Quide DocuSign Gen video because I can't believe what is happenning) - check A popup window asks: What You'll Need - Word Templates - Salesforce Data Source and Fields - DocuSign Fields and a Continue button Within 5-7 minutes, I generate a DocuSign template and a quick action button, place the quick action button in the page layout and create a DocuSign file. I created a few more just to make sure I wasn't imagining that setting up and then generating documents out of DocuSign had become so simple. This integration is off my list, well, after I complete a few more templates and buttons. DocuSign has done it! This was going to be my 4th DocuSign implementation and was gearing up for a 2-3 week coding session, but this may only take 2-4 hours to ensure all the documents are executed within the proper locations in Lightning. Amazing!
Such a time saver
We used to manually assemble our agreements in Word and then use DocuSign for Salesforce Essentials to send them for signature. I cringed every time I had to leave Salesforce, launch Word and copy data back and forth for 10 minutes. With DocuSign Gen I click a button on an opportunity and my agreement is generated in seconds. I smile every time I use it. Setup and building templates out was also very easy. It is a nice addition to the Docusign suite.
Hi Abdullah, Your review means a lot to us. Thank you so much for taking the time to provide feedback. We are delighted you rated DocuSign Gen for Salesforce with a 5 Star as we strive to deliver just that for all our customers. We're looking to serving you for many years to come!