Docusign Gen for Salesforce
Simplified custom document generation
By Docusign, IncDocument Generation
- Rating
- 3.7
- Reviews
- 12
- Pricing
- Paid
- From $20 per user per month
- Listed since
- 2019
About Docusign Gen for Salesforce
Automate the generation of agreements from Salesforce
Document generation done right:
- Seamless merging of Salesforce data: Eliminate data entry errors by automatically pulling in Salesforce customer, product, and pricing data.
- Seamless integrations with Salesforce CPQ, Salesforce Billing and Salesforce Subscription Management
- Generated documents are editable: Reps, legal reviewers and customers can review documents in PDF, Word or Docusign agreement formats.
- Admin-friendly: Drag and drop template creation. Conditional content allows for fewer templates, which means less admin overhead.
- “Conditional content” that customizes itself: Leverage business rules to drive the inclusion or exclusion of content sections by factors like geography and deal size.
- Easy to use: Setup and template creation are guided. Conditional content allows for fewer templates, which means less admin overhead.
- Powered by Lightning: Offers a modern, mobile-friendly user experience. Salesforce Classic compatible.
- Integrated with Salesforce and Docusign eSignature: Automate the agreement process before, during, and after eSignature.
Docusign for Salesforce connector is required to use.
Highlights
- If you like Docusign eSignature for Salesforce, you will love Gen: Docusign Gen for Salesforce extends the Docusign experience to document generation—with the ease of setup, management, and use that you expect from Docusign.
- Stay in Salesforce: Your reps can generate agreements from opportunity data without leaving the Salesforce user interface, in either Lightning or Classic.
- Straightforward: Try, buy, and configure yourself. Use clicks, not code to create templates.
Screenshots
Image 1 of 9
Pricing
Paid, from $20 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Default Plan | $20 per user | Monthly | 30 days |
Requires existing Docusign paid plan.
The publisher offers discounts.
Compatibility
- Works with
- Revenue Cloud
- Government Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on November 20, 2018
- Languages
- English
- French
- German
- Italian
- Japanese
- Korean
- Portuguese
- Russian
- Chinese (China)
- Spanish
- Chinese (Taiwan)
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