Seamlessly integrated with Salesforce, DocGen & eSign connects with Salesforce Objects to pull data for document generation and update records effortlessly. Enhance your workflows by automating document creation and secure e-signing, all while keeping your data synchronized within Salesforce.
Directly connect with Salesforce Objects to pull data for document creation. Generate and store documents within Salesforce or send them out for secure e-signature
Support complex signing scenarios with our multi-signer functionality. Send documents to multiple signers in pre-defined order, ensuring each signer receives the document on their turn
Streamline your document workflows with a powerful tool that effortlessly merges, splits, and customizes files to organize and manage your content efficiently
Faster set up compared to market standards
Faster rule creation compared to our competitor
Pocket friendly compared to market standards
Still have questions? Learn more about our services and experience through the questions of people like you.
Yes, we provide a free 15 day trial.
The signed document is automatically attached to its respective object.
Yes, we support sequential multiple signers, where each must sign before the next.
Yes, we securely store the IP address of each signer for tracking and compliance purposes.
Yes, we track the full workflow to ensure visibility and accountability at every stage.
Yes, documents can be easily merged and split directly from DocGen.
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