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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

    Work more efficiently by staying within Salesforce. Gen 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.

Get to closed-won faster

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 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 & 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 $20 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 .