About this software
DocuSign Gen for Salesforce enables users to generate, populate, and deliver documents from Salesforce using templates and data mappings. It integrates with DocuSign eSignature to route agreements for signing and tracks status within Salesforce. Intended for sales, operations, and legal teams using Salesforce, the solution reduces manual document assembly and streamlines agreement workflows through template reuse and automation.
Purchase
DocuSign Gen for Salesforce
In Stock
Delivery: 1 working day
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€224.53
Free and without obligation
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Benefits
- Template-based generation: Create documents from reusable templates using Salesforce data mappings.
- Salesforce integration: Trigger document creation and sending directly from Salesforce records and workflows.
- eSignature routing: Combine generated documents with DocuSign eSignature for signing and tracking.
- Automation and efficiency: Reduce manual document assembly through automated data merge and template reuse.
- Visibility in Salesforce: Track agreement status and history within Salesforce for auditability.
Available languages
- English
- Spanish
- French
- German
- Japanese
Support information
- Product documentation: Access user guides and setup articles on the DocuSign support and documentation site.
- Knowledge base articles: Find configuration and troubleshooting steps in the DocuSign knowledge base.
- Community resources: Use DocuSign community forums for peer advice and implementation tips.
- Salesforce resources: Consult Salesforce AppExchange listing and integration guidance for setup details.
- Account support options: Account-level support and professional services are available through DocuSign channels.
Frequently asked questions
What does DocuSign Gen for Salesforce do?
Generates documents from Salesforce data and streamlines sending them for electronic signature and tracking within Salesforce records.
How does it use Salesforce data to populate documents?
Templates include merge fields or placeholders mapped to Salesforce record fields and related objects, enabling generated documents to reflect current CRM data.
Can document generation be triggered automatically from Salesforce workflows?
Generation and signature requests can be initiated by Salesforce actions, record updates, or automation processes to reduce manual steps.
How are signatures and document status tracked in Salesforce?
Signature status and audit events are recorded back to related Salesforce records, providing visibility into signing progress and completed transactions.