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Docusign IAM | Gen for Salesforce

Generate professional documents in just a few clicks

Automate document prep. Empower your reps to generate documents without leaving the Salesforce user interface.

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Features and benefits

  • Fast, professional documents

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

  • Prepare, sign and store documents, all within Salesforce

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

  • Conditional content

    Save time and eliminate errors by automatically including or excluding the right content based on Salesforce data and rules.

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      Create sales documents instantly

      Non-disclosure agreements (NDAs)

      Master service agreements (MSAs)

      Statements of work (SOWs)

      Quotes & proposals

      Invoices

      Transaction receipts

      Account statements

      • Sales documents

        Customized document creation with one click.

        • Easy to set up and maintain

        • Reduce or eliminate reformatting

        • Drive content from Salesforce data

      • 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

      • Finance documents

        Sales and financial documents from Salesforce Subscription Management.

        • Professional, easy-to-set-up document generation

        • Generate transaction receipts on demand

        • View, print or share account statements

      Learn More

      Gen is easy to set up and maintain

      • Step 1

        Download and install the app from the Salesforce AppExchange for a 30-day free trial.

        Try Gen for Free

      • Step 2

        Connect your DocuSign for Salesforce account* and simply start configuring templates. Don't have an account?

        Start a Free Trial

      • Step 3

        Configure templates with clicks, not code. Deploy yourself by following the step-by-step guided instructions.

        Get the Guide

      Generate professional, error-free documents today

      Starting at $28 CAD per user per month

      Try DocuSign Gen For Free

      • A DocuSign eSignature plan is required for you to use DocuSign Gen for Salesforce. Prepare, send for eSignature, and store all your documents within Salesforce. Don’t have a DocuSign eSignature account yet? Sign up for a 30-day free trial .