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Generate professional agreements in just
a few clicks

DocuSign Gen for Salesforce

Automate agreement prep

Empower your reps to generate agreements and send for eSignature without leaving the Salesforce user interface.

Features and benefits

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Fast, professional agreements

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

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Prepare, sign and store agreements, all within Salesforce

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

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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 agreements instantly

Non-disclosure agreements (NDAs)
Master Service Agreements (MSAs)
Statements of Work (SOWs)
Quotes & Proposals
Invoices

Sales documents

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

Sales 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

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 agreements today

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