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.
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.
- Step 2
Connect your Docusign for Salesforce account* and simply start configuring templates. Don't have an account?
- Step 3
Configure templates with clicks, not code. Deploy yourself by following the step-by-step guided instructions.
Generate professional, error-free documents today
Starting at $20 per user per month
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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 .