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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€271.68
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?
It generates, populates, and delivers documents from Salesforce using templates and mapped data, and integrates with DocuSign eSignature for signing.
Who is this solution for?
Sales, operations, legal, and admin teams that use Salesforce and need to automate document creation and signing workflows.
How does it integrate with eSignature?
Generated documents can be routed through DocuSign eSignature directly from Salesforce, enabling signing and status tracking.
Can templates use Salesforce data fields?
Yes, templates can be populated with Salesforce record data via mappings to merge fields in document templates.
Is this sold as a subscription license?
DocuSign sells Salesforce integrations under subscription licensing models; specific terms are provided by DocuSign sales.