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.
How Sales Reps use Doc Gen for Salesforce
Read Full Customer StoryHow Insperity Unlocked Faster Deals and AI Insights with the IAM Platform
Read Full Customer StoryCatchafire Doubles Contracting Capacity, Accelerating Nonprofit Partnerships with Docusign IAM for Sales
Read Full Customer StoryCheckr Optimizes the Deal-Closing Process With Docusign Gen and eSignature for Salesforce- 99%Reduction in templates, from 400 to 3
- ~3kDocuments flow through Docusign every month
Read Full Customer StoryGoosehead Insurance Accelerates New Business Production with Docusign and Salesforce- 90%Faster delivery with SMS + Email
- 36%Faster user completion rate for digital signature documents
- 70%Faster agreement processing
- <2 daysAverage turnaround time
- 70%Faster agreement processing
- <2 daysAverage turnaround time
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 .