![Woman with earbuds working on a laptop and holding her phone.](jpg/gen-hero-darkened_2-us2e78.jpg)
Generate professional agreements in just
a few clicks
DocuSign Gen for Salesforce
Automate agreement prep
Empower your reps 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
![Screenshot of DocuSign Gen document generator.](png/gen-product-shot-oe1b0e4.png)
Create sales agreements instantly
Non-disclosure agreements (NDAs)
Master Service Agreements (MSAs)
Statements of Work (SOWs)
Quotes & Proposals
Invoices
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.