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Generate polished agreements in just a few clicks

DocuSign Gen for Salesforce

Automate agreement prep

Let your reps generate agreements from any standard or custom object without leaving the Salesforce user interface.

Features and benefits

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Fast, polished agreements

Effortlessly merge customer, product, and pricing data to generate agreements in Microsoft Word or PDF.

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Prepare, sign and store agreements, all within Salesforce

Gen is a Salesforce-native application, powered by Lightning (also compatible with Classic).

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Conditional content

Save time and errors by automatically inserting the right content based on Salesforce data and rules.

Get to closed-won faster

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Create sales agreements instantly

Non-disclosure agreements (NDAs)
Quotes
Proposals
Invoices
Learn More

Gen is built for small businesses

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 polished, error-free agreements today

Starting at $20 per user per month
Free Trial