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