Gen for Salesforce

Overview

Docusign Gen for Salesforce lets sales reps automatically generate professional, customizable agreements with just a few clicks from Salesforce. Instead of manually copying and pasting Salesforce data into sales documents, then spending time reformatting, reps leverage Gen to seamlessly drive customer, product and pricing data.

Highlights

• Automatically pull in Salesforce customer, product, and pricing data into pre-approved agreement templates

• Dynamic tables enable you to generate a quote or invoice that includes properly formatted tables

• Drag and drop template creation with pre-configured Salesforce data fields

• Admins can download and deploy Gen themselves—no hidden fees for professional services.

Benefits

• Speed up the deal cycles with easily configurable agreements

• Improve productivity and reduce errors with Salesforce data automatically populated into agreements

• Keeps business moving forward by automating the batch generation of invoices from Salesforce Billing and Salesforce Subscription Management