DocuSign Gen
Automatically generate polished agreements with just a few clicks from Salesforce®.
Close more deals faster with DocuSign Gen for Salesforce. Manually generating agreements wastes time and money. These manual activities slow down deals with information that are already keyed-in Salesforce®, kill reps’ productivity, and introduce human errors. Meanwhile, customers are left frustrated, waiting for final, error-free agreements.
DocuSign Gen for Salesforce® lets sales reps automatically generate polished, configurable agreements with just a few clicks from Salesforce.
With Gen reps can seamlessly merge-in customer, product, and pricing data. They can also insert or exclude content based on business rules or Salesforce® data, such as deal size. The resulting document can be sent for signing with DocuSign eSignature (sold separately) and stored back with the opportunity in Salesforce®. The entire process can be configured and controlled from Salesforce®, saving reps time, eliminating errors, and clearing the path to “Closed-Won.”
Built for Small Businesses and Perfect for
- Quotes
- Invoices
- Proposals
- Non-disclosure agreements (NDAs)
Key Features
Seamless merging of Salesforce® data
Create agreements instantly that are error-free and polished.
Pre-integrated with Salesforce (Powered by Lightning) and DocuSign eSignature
Automate the agreement process before, during, and after eSignature.
Generated agreements editable in Microsoft Word*
Allow reps, legal reviewers and customers to edit and negotiate in a tool they already know well.
“Conditional content” that customises itself
Save your reps time identifying and inserting the right content for the right situation. Make it easy for admins to support a single template rather than managing many different templates.
Easy to set up and admin-friendly
Save your admins time and hassle, as reps get up and running without professional services.
Dynamic tables
Generate a quote or invoice that includes a table quickly and easily.
Gen for Salesforce® Demo Video
Find Out How We Can Help Your Business
Speak to us by filling in your contact details and our Sales team will get in touch with you to better understand your needs!
