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DocuSign 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 and proposals

        Invoices

        Transaction receipts

        Account statements

        • Sales documents

          Customised document creation with one click.

          • Easy to set up and maintain

          • Reduce or eliminate re-formatting

          • 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 and 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 £16 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 .