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Docusign Gen for Salesforce: Simplified custom document generation

By Docusign, Inc**

Automate the generation of agreements from Salesforce

Starting at $20 USD/user/month

Discounts available for nonprofits

Pricing Details

Try It

Business Need: Document Generation

Requires: Sales Cloud

Compatible With: Revenue Cloud
Government Cloud

More Details

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!**

Compatibility

Requires This solution requires these products in order to work. Before you implement the solution, check that you have these products.: Sales Cloud

Compatible With This solution is tested to work with and extends the value of these products, but doesn't require them.: Revenue Cloud
Government Cloud

Salesforce Editions: Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version: DocuSign Apps Launcher/8.4 8.4.0
Listed On: 03/20/2019
Latest Release: 05/14/2026

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. 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

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: 33
Custom Tabs: 7
Custom Apps: 1

Lightning Components: Global: 13
App Builder: 3
Community Builder: 1

Languages: English
French
German
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Traditional Chinese

Security

Learn more about the Security Requirements for AppExchange Partners and Solutions.

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

5.1.0

Last Reviewed Date

11/20/2018

Additional Details

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.

Need help?

Docusign, Inc**

San Francisco, CA, USA

Support Phone866.219.4318

Other Resources

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