DocuSign Gen
Generate polished agreements in a few clicks.
Overview
DocuSign Gen is an application for Salesforce that automates the generation of sales documents, such as proposals, quotes, and contracts. It allows users to create templates that pull data directly from Salesforce objects, ensuring that documents are accurate and consistent. Once generated, documents can be sent for eSignature with DocuSign, creating a seamless workflow within the Salesforce environment.
✨ Key Features
- Document Generation from Salesforce Data
- Template Creation with Conditional Logic
- Integration with DocuSign eSignature
- Automated Workflows
- Document Version Control
🎯 Key Differentiators
- Native integration with the Salesforce platform.
- Seamless workflow with DocuSign eSignature.
- Part of the trusted and secure DocuSign Agreement Cloud.
Unique Value: DocuSign Gen helps Salesforce users accelerate the agreement process by automating the creation of accurate, data-driven documents that are ready for signature.
🎯 Use Cases (5)
✅ Best For
- Automating the creation of sales documents within Salesforce.
- Reducing errors and ensuring data consistency between Salesforce and sales documents.
- Accelerating the quote-to-cash process for Salesforce users.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that do not use Salesforce as their CRM.
- Teams that need a standalone proposal creation tool with a heavy focus on design and marketing.
🏆 Alternatives
Unlike standalone proposal tools, DocuSign Gen is deeply embedded within Salesforce, providing a more seamless and data-consistent experience for Salesforce users. It is a natural choice for companies already invested in the DocuSign and Salesforce platforms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
Free tier: NA
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