Woman with earbuds working on a laptop and holding her phone.

Generate professional agreements in just
a few clicks

DocuSign Gen for Salesforce

Automate agreement prep

Empower your reps generate agreements and send for eSignature without leaving the Salesforce user interface.

Features and benefits

Document icon with an arrow

Fast, professional agreements

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

Calendar icon with a check mark at the top.

Prepare, sign and store agreements, all within Salesforce

Gen is a Salesforce-native application that seamlessly integrates into Salesforce Sales Cloud and Revenue Cloud (CPQ and Billing).

Graph line icon trending upwards.

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

Screenshot of DocuSign Gen document generator.

Create sales agreements instantly

Non-disclosure agreements (NDAs)
Master Service Agreements (MSAs)
Statements of Work (SOWs)
Quotes & Proposals

Sales documents

Customized document creation with one click.
  • Easy to set up and maintain
  • Reduce or eliminate re-formatting
  • Drive content from Salesforce data

Sales 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

Gen is easy to set up and maintain


Download and install the app from the Salesforce AppExchange for a 30-day free trial.


Connect your DocuSign for Salesforce account* and simply start configuring templates. Don't have an account?


Configure templates with clicks, not code. Deploy yourself by following the step-by-step guided instructions.

Generate professional, error-free agreements today

Starting at $20 per user per month
Try DocuSign Gen for Free