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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
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

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 .