Cloudy DocGen & Signer
PDF & Document Generation | eSign, Proposal & Signature
By Cloudy Wave LLC
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Paid plans from $15 per per user (1–5 users) per month
- Listed since
- 2025
About Cloudy DocGen & Signer
Generate PDF Documents, Collect e-Signatures & Send Proposals
Cloudy DocGen & Signer is a 100% Salesforce-native app that automates PDF document generation and electronic signatures - no external tools, no data transfer, no third-party integrations required. Generate professional, branded contracts, proposals, quotes, invoices, and agreements directly from any Salesforce record using dynamic templates with merge fields, related lists, and conditional logic.
Send PDF documents for e-signing in one click. Collect legally binding electronic signatures with OTP verification, multi-signer sequencing, role-based permissions, and real-time signing status - all tracked inside Salesforce with a complete, tamper-proof audit trail for every document and e-signature event.
Design documents and proposals effortlessly using a rich text and drag-and-drop layout designer with full control over fonts, images, tables, and page structure. Deliver a seamless, branded eSign experience with custom logos, welcome pages, and redirect messages - giving every signer a professional, on-brand signature journey.
Monitor document and e-sign status with automated reminders, expiration alerts, and rejection notifications.
Highlights
- One-Click PDF & Document Generation Generate professional PDFs, Word docs, and proposals instantly from any Salesforce record — no manual effort, no switching tabs, no external tools needed.
- Dynamic Templates for Proposals, Quotes & Contracts Use merge fields, related lists & conditional logic to auto-fill Salesforce data into proposals, contracts, and quotes — every document personalized at scale.
- Built-in eSign & Electronic Signature Workflow Send documents for e-signing with one click. Collect legally binding electronic signatures with OTP verification, signer sequencing & real-time signing status.
- DocGen Canvas: Drag-and-Drop Layout Designer Design stunning document layouts with rich text, images, tables, and videos using Cloudy DocGen's intuitive canvas — no coding, no plugins, no limits.
- Automated Document & eSign Notifications Trigger email alerts for document creation, e-sign reminders, completion, rejection & expiration — keeping every signer and stakeholder informed automatically.
- 100% Salesforce-Native DocGen & eSign Platform No external integrations. No data transfer. Cloudy DocGen & Signer is built entirely on Salesforce — fully secure, compliant, and deployable in minutes.
- Branded eSign Experience & Custom Signing Pages Customize the signing experience with your company logo, welcome message & redirect URLs — delivering a professional, branded e-signature journey for every recipient.
Screenshots and videos
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Pricing
Free, paid plans from $15 per per user (1–5 users) per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Team Plan | $15 per per user (1–5 users) | Monthly | 30 days |
| Business Plan | $14 per per user (6–20 users) | Monthly | 30 days |
| Enterprise Plan | $12 per per user (20+ users) | Monthly | 30 days |
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Experience Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 29, 2025
- Industries
- Financial Services
- Manufacturing
- Professional Services
- Languages
- English