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Generate professional documents in just a few clicks

DocuSign Gen for Salesforce

Automate document prep

Empower your reps to generate documents without leaving the Salesforce user interface.

Features and benefits

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Fast, professional documents

Effortlessly merge customer, product, and pricing data to generate documents in Microsoft Word, PDF or DocuSign Agreement Cloud document formats.

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Prepare, sign and store documents, all within Salesforce

Gen is a Salesforce-native application that seamlessly integrates into Salesforce Sales Cloud and Revenue Cloud (CPQ+, Billing and Subscription Management).

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Conditional content

Save time and eliminate errors by automatically including or excluding the right content based on Salesforce data and rules.

Get to closed-won faster

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Create sales documents instantly

Non-disclosure agreements (NDAs)
Master service agreements (MSAs)
Statements of work (SOWs)
Quotes & proposals
Invoices
Transaction receipts
Account statements

Sales documents

Customized document creation with one click.
  • Easy to set up and maintain
  • Reduce or eliminate re-formatting
  • Drive content from Salesforce data

Quotes

Complex quote documents from Salesforce CPQ+.
  • Automate the sorting and grouping of table data
  • Drive currency, date and number fields by user locale
  • Automate the inclusion, or exclusion, of entire documents

Billing & invoices

Automated invoice generation from Salesforce Billing.
  • Simultaneous batch invoice generation
  • Scheduled or manual creation and sending
  • Generate from both standard and related objects

Finance documents

Sales and financial documents from Salesforce Subscription Management.
  • Professional, easy to set-up document generation
  • Generate transaction receipts on demand
  • View, print or share account statements

Gen is easy to set up and maintain

1

Download and install the app from the Salesforce AppExchange for a 30-day free trial.

2

Connect your DocuSign for Salesforce account* and simply start configuring templates. Don't have an account?

3

Configure templates with clicks, not code. Deploy yourself by following the step-by-step guided instructions.

Generate professional, error-free documents today

Starting at $20 per user per month
Try DocuSign Gen for Free