Document Generation for Sales Quotes and Contracts

Manually generating sales quotes and contracts for signature typically involves working across multiple systems and departments. It’s a time consuming process that slows down deals and introduces opportunities for error. Document generation solutions that integrate directly into Salesforce can automate the creation of quotes,contracts, and other documents. These automated solutions save time and help teams focus on selling, decrease turnaround times, and can create shorter sales cycles.

Many types of documents can be generated from a solution like DocuSign Gen for Salesforce. Common types of documents include Master Service Agreements (MSA), Statements of Work (SOW) and non-disclosure agreements. Since it’s built natively within Salesforce, it can automatically pull Salesforce data into a document, a document to be generated in seconds, with a single click.

Create sales quote templates for Salesforce

Quote generation is one of the most common use cases for Salesforce document generation. One key difference with sales quote generation is the complexities of sales quotes.

Salesforce CPQ is dedicated to streamlining the document generation and agreement process. DocuSign Gen integrates seamlessly with Salesforce CPQ, allowing Gen to generate Salesforce quotes based on templates, making documents easier to customize, and also by supporting more advanced functionality for different industries.

The three biggest industries using Salesforce document generation for sales quotes are technology, manufacturing and automotive. Organizations in these industries typically have a big catalog of products that can be customized and are often sold as subscriptions, requiring sales reps to not only know which product SKUs are available, but also how they can be sold, which ones can be packaged together, and at what discounts. Potential customers need to be able to see a sales quote that spells out what is being sold in a clear and concise manner.

DocuSign Gen for Salesforce supports these use cases:

  • Conditional documents allow for complete documents to be included (or excluded) from a quote, based on Salesforce data. For example, if a quote is being generated that includes a product that requires services, an entire services agreement can be automatically added to the quote. The sales rep doesn’t need to take any additional steps, it’s all driven off the Salesforce fields. 
  • Localized Fields enable users to customize location specific data.. One example is currency or date formats that are driven off the user’s locale. If a user’s location is set to Germany, any quotes they generate will be in euros, or in a day/month/year format instead of month/day/year.
  • Complex Tables automate how data is structured and displayed within tables. The most common example is in a multi-year subscription with varying price by year. Instead of having to manually break discounts down by year, Gen can summarize the final subscription price by year, making it easier for the prospect or customer to understand the breakdown for each year.

Once a sales quote is generated, you can easily send it for signature or take additional actions with DocuSign’s suite of agreement cloud solutions.

Learn more about the integration between DocuSign Gen for Salesforce and Salesforce CPQ.

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