DocuSign Gen for Salesforce
Generate polished, customizable agreements with a single click.
Overview
DocuSign Gen for Salesforce is an application available on the Salesforce AppExchange that allows sales reps to automatically generate professional, customizable agreements directly within Salesforce. It merges data from Salesforce objects (like Opportunities, Accounts, and CPQ Quotes) into document templates, streamlining the document creation process and reducing manual errors.
✨ Key Features
- Automated Document Generation
- Salesforce Native Integration
- Template Creation (clicks, not code)
- Conditional Content Logic
- Seamless integration with DocuSign eSignature
- Supports Word and PDF output
🎯 Key Differentiators
- Deep, native integration with Salesforce
- Part of the trusted DocuSign Agreement Cloud ecosystem
- Ease of use for both admins and end-users
Unique Value: Accelerates sales cycles by automating the creation of accurate, data-driven sales documents directly within Salesforce.
🎯 Use Cases (4)
✅ Best For
- Automating the creation of complex quotes from Salesforce CPQ data
- Generating standardized sales contracts with customer data pre-populated
- Creating professional proposals directly from a Salesforce Opportunity
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not using Salesforce
- Need for highly interactive, web-based proposals
🏆 Alternatives
Offers a more seamless and native Salesforce experience compared to third-party tools that require connectors and may have less robust integration.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies by plan tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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