
Generate professional agreements in just
a few clicks
DocuSign Gen for Salesforce
Automate agreement prep
Empower your reps to generate agreements without leaving the Salesforce user interface.
Features and benefits

Fast, professional agreements
Effortlessly merge customer, product, and pricing data to generate agreements in Microsoft Word, PDF or DocuSign Agreement Cloud document formats.

Prepare, sign and store agreements, all within Salesforce
Gen is a Salesforce-native application, seamlessly working with solutions such as Salesforce CRM and Salesforce CPQ.

Conditional content
Save time and eliminate errors by automatically including or excluding the right content based on Salesforce data and rules.
Get to closed-won faster

Create sales agreements instantly
Non-disclosure agreements (NDAs)
Quotes
Proposals
Invoices
Learn More Quotes
Proposals
Invoices
Gen is built for small businesses
1
Download and install the app from the Salesforce AppExchange for a 30-day free trial.
2
Connect your DocuSign for Salesforce account* and simply start configuring templates. Don't have an account?
3
Configure templates with clicks, not code. Deploy yourself by following the step-by-step guided instructions.