# Which Salesforce document generation plugin also works well on mobile so field reps can generate and send documents without going back to their laptop?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Field reps lose momentum when they have to return to a laptop just to send a document, so I've been researching which <a class="a a--md" elv="true" href="https://www.g2.com/categories/salesforce-crm-document-generation">Salesforce document generation</a> tools actually hold up on mobile. It's a thinner field than you'd expect: GetAccept is the clear standout for building and sending from a phone, with Docusign CLM a lighter option if the mobile need is mostly signing and moving contracts along.</p><ul>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/getaccept/reviews"><strong>GetAccept</strong></a> (4.6 stars, 1,264 reviews): The strongest fit. Reviewers describe using its native mobile app to create, send, and sign documents straight from a phone. Worth knowing the gripes: the sign button can be hard to spot on a phone, and BankID signing on Android needs an extra step.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/docusign-clm/reviews"><strong>Docusign CLM</strong></a> (4.3 stars, 492 reviews): A lighter pick. Reviewers call it mobile-friendly for viewing and pushing contracts along on a phone, though it leans toward signing and approvals rather than generating a document from scratch on mobile.</li>
</ul><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">The rest of the category is built for a desk. S-Docs and Conga Composer generate from Salesforce reliably, but no reviewers describe using them on a phone, and DealHub reviewers actually ask for more admin features on mobile. Pulsar for Salesforce is mobile-first by design, but it has too few G2 reviews to judge.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">If you've had field reps generate and send documents from their phones, what worked in practice? And did you lean on a doc-gen tool or just the mobile signing step?</p>

##### Post Metadata
- Posted at: 3 months ago
- Author title: SEO Content Writer
- Net upvotes: 1


## Comments
### Comment 1

&lt;p&gt;&lt;span style=&quot;color: rgb(0, 0, 0);&quot;&gt;Conga Composer is the one reviewers most associate with mobile-friendly generation and sending, useful for field reps. Nintex is worth checking too if the mobile use case extends into broader workflow approvals.&lt;/span&gt;&lt;/p&gt;

##### Comment Metadata
- Posted at: 7 days ago



### Comment 2

&lt;p&gt;&lt;span style=&quot;background-color: transparent; color: rgb(0, 0, 0);&quot;&gt;Test it on the oldest phone anyone on the team carries, on cellular rather than office wifi. That&#39;s the actual condition, and it&#39;s the one demos never run.&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;

##### Comment Metadata
- Posted at: 8 days ago
- Author title: Tech Consultant



### Comment 3

&lt;p&gt;The framing that helped me here is that a field rep on a phone almost never needs to author a document, they need to finish one. The realistic flow is that the doc was generated before the visit, and on site the rep adjusts a quantity, adds a line, and gets a signature while the customer is still in front of them. That&#39;s a much narrower requirement than full mobile doc-gen, which is why the split in your post makes sense. GetAccept&#39;s mobile app covers the finish-and-sign path directly, and Docusign CLM leaning toward pushing contracts along is a fine answer if generation always happens at a desk anyway. The detail I&#39;d settle first is whether reps ever need to change a number on site, because that one thing decides which of the two you need.&lt;/p&gt;

##### Comment Metadata
- Posted at: 8 days ago
- Author title: Tech Consultant



### Comment 4

&lt;p&gt;Mobile support varies a lot by tool; some handle the full generate-and-send flow on a phone, while others are better suited for just the signing step.&lt;/p&gt;

##### Comment Metadata
- Posted at: 3 months ago





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