Streamline Operations with DocuSign Gen for Salesforce

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: May 21st, 2024

About DocuSign Document Generation

What is Docusign Gen? DocuSign is the platform you want if you need electronic signatures and management services for your digital transactions. With docgen DocuSign, you will be able to safely send documents, allow readers to sign them, and overall manage your signed documents. Additionally, you get the ability to collaborate on your documents at all stages of the lifecycle instead of through multiple channels such as email, separate documents, or chats.

If you are still using manual paper-based work processes to sign and manage your documents, we highly recommend that you elevate to digital systems with DocuSign. They can connect to more than four hundred applications, including big brands like Google, Salesforce, Workday, Microsoft, Slack, SAP, Zoom, and Intuit.

What is DocuSign Docgen?

Docgen refers to generating documents online. Document Generation DocuSign is one of the platforms that you can use to generate professional documents with the Gen feature. DocuSign Gen can assist your staff in automating the prep work needed for documents so that you can generate documents directly within your Salesforce organization.

Gen from DocuSign is easy to configure. To access the platform, simply download and install the application from Salesforce AppExchange. You can choose to use the 30-day free trial. To start the Salesforce DocuSign setup and use the application to create templates, connect your DocuSign for Salesforce account. Once your templates are ready, you can deploy your documents.

You can quickly generate professional documents that are error-free with DocuSign Gen. Here are a few advantages for choosing DocuSign Gen:

You can create your content from Salesforce data.

Build documents with clicks that are easy to set up and work with.

When working with complex documents from Salesforce CPQ, you can sort table data automatically.

Work with currency, date, or number fields in complex documents.

You can work with Salesforce Billing to automate invoice generation.

Generate documents from standard and related objects.

Document Generation | DocuSign Doc Gen Features

Are you looking for a specific feature from DocuSign Gen? Let’s take a look at some of the features they offer when you sign up for the platform.

Document Creation

With DocuSign Gen, you can create documents that contain merged data from customers, products, and pricing. Then, generate these professional documents in Microsoft Word, PDF, or other DocuSign formats.

Salesforce-Focused Processes

You can get all your document creation and management processes contained in Salesforce. This means that you can prepare documents, sign them, and store them all in Salesforce. In this way, your business teams can work smarter and faster without having to navigate between different platforms.

DocuSign Gen also integrates well with Salesforce Sales and Revenue Clouds for your convenience.

Control Document Data with DocuSign Gen Documentation

Use doc gen DocuSign wisely by choosing which content you would like to see in your documents. You can configure the platform to automatically add or exclude content based on rules or Salesforce data. This functionality from DocuSign Gen can save your business time by reducing manual data entry, which also reduces the amount of errors you may receive in your documents from copy-pasting tasks.

Is DocuSign HIPAA Compliant?

DocuSign does have HIPAA-enabled features.

How much is DocuSign? DocuSign Gen Pricing

There are many pricing plans on offer at DocuSign. Each plan is structured to meet different business needs and solutions. At the moment, you can select a Developer Account for free to test DocuSign’s APIs. However, we recommend that you visit their website to get the most accurate pricing details.

How much does DocuSign cost a month? We have provided a table for you to reference quickly.

DocuSign Requirements

The requirements for installing DocuSign into your system will be based on the pricing plan that you choose and your specific project needs. However, here are the general requirements you need to use DocuSign well:

You need a stable internet connection to access and use DocuSign, as it is a cloud-based platform.

Check that you are using a browser that is supported by DocuSign, such as Google Chrome, Microsoft Edge, Safari, and Mozilla Firefox.

Make sure to check the DocuSign website to ensure that you are using a device that is compatible with the platform. DocuSign can be accessed via computers, tablets, and smartphones.

You must have a DocuSign account to access and use the platform.

Remember to save documents that you want to send for signing as PDFs. You can use various other document formats with DocuSign, but PDF is the most commonly used format.

Ensure you have the email address of the recipient that you want to send the document to be signed.

If you want to use DocuSign to allow recipients to electronically sign your documents, you need to ensure that signers are willing and authorized to do so.

If you need to integrate DocuSign with other software in your operations, remember to check if they are all compatible with DocuSign and have integration solutions to connect with the platform.

There is a DocuSign mobile app. If you want to access and use it, check that your device meets the requirements to run the application.

FAQ

Here are a few popular questions from our archives related to Salesforce document generation to assist you further. Let us know if you have a specific question in mind.

Can DocuSign create documents?

Yes, some DocuSign examples include sales documents, invoices, account statements, quotes, proposals, receipts, and non-disclosure agreements.

How does DocuSign Gen work?

It allows you to generate customized documents directly within Salesforce. You can also use DocuSign Gen to create custom documents by adding merged Salesforce data and using rules.

What is document generation for signature?

It is a process that you can use to create documents intended for signing.

We hope to see you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.