1. [Home](https://www.g2.com/) 2. ... 3. [Salesforce CRM Document Generation Software](https://www.g2.com/categories/salesforce-crm-document-generation) 4. [Docusign Gen Discussions](https://www.g2.com/products/docusign-gen/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a03b418c4e16afa44302e63df1bfe8f1/docusign-gen.png "Product Avatar Image") ](/products/docusign-gen/reviews) [ Docusign Gen ](/products/docusign-gen/reviews) (21)4.5/5 Docusign Gen for Salesforce is a powerful tool designed to streamline the document generation process for sales teams by automating the creation of professional, error-free documents directly within the Salesforce environment. This integration allows sales representatives to generate contracts, quotes, invoices, and other essential documents with just a few clicks, eliminating manual data entry and reducing the risk of errors. Key Features and Functionality: - Seamless Salesforce Integration: Gen is a Salesforce-native application that integrates into Salesforce Sales Cloud and Revenue Cloud (CPQ+, Billing, and Subscription Management), enabling users to generate documents without leaving the Salesforce interface. - Data Merging: Effortlessly merge customer, product, and pricing data from Salesforce records to create documents in Microsoft Word, PDF, or Docusign formats. - Conditional Content: Automatically include or exclude specific content based on predefined Salesforce data and rules, ensuring that each document is tailored to the specific business scenario. - Dynamic Tables: Generate quotes or invoices that include properly formatted tables, enhancing the clarity and professionalism of the documents. - Editable Documents: Generated documents are editable in Microsoft Word, allowing representatives, legal reviewers, and clients to make necessary adjustments and negotiate terms within a familiar platform. Primary Value and User Benefits: Docusign Gen for Salesforce significantly enhances the efficiency and accuracy of the document generation process for sales teams. By automating the creation of customized documents, it reduces the time spent on manual preparation, minimizes errors, and ensures consistency across all sales documents. This leads to faster deal closures, improved compliance, and a more streamlined sales workflow, ultimately driving higher productivity and customer satisfaction. Show More * * * ### 76.0 Nps Score Already have Docusign Gen? ### All Docusign Gen Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is Gen used for? ](/discussions/what-is-gen-used-for) What is Gen used for? [ Salesforce CRM Document Generation Software ](https://www.g2.com/tags/salesforce-crm-document-generation-software)[ Salesforce Appexchange Apps ](https://www.g2.com/tags/salesforce-appexchange-apps) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Docusign+Gen+questions+and+get+answers+from+expert+users+in+our+Docusign+Gen+Discussions+section.&title=Docusign+Gen+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Docusign+Gen+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Docusign+Gen+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss%0aAsk+Docusign+Gen+questions+and+get+answers+from+expert+users+in+our+Docusign+Gen+Discussions+section.) 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[Yatender R.](https://www.g2.com/users/a0f4477c-5f76-4855-9c1e-ca50128d6f34 "Yatender R.") • over 4 years ago Business Associate More Options - [ # Jjsjsja ](/discussions/jjsjsja) Jjsjannsms [ Salesforce Appexchange Apps ](https://www.g2.com/tags/salesforce-appexchange-apps)[ Salesforce CRM Document Generation Software ](https://www.g2.com/tags/salesforce-crm-document-generation-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Docusign+Gen+questions+and+get+answers+from+expert+users+in+our+Docusign+Gen+Discussions+section.&title=Docusign+Gen+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Docusign+Gen+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Docusign+Gen+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss%0aAsk+Docusign+Gen+questions+and+get+answers+from+expert+users+in+our+Docusign+Gen+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Docusign+Gen+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss%0aAsk+Docusign+Gen+questions+and+get+answers+from+expert+users+in+our+Docusign+Gen+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 4 years ago More Options - [ # We also dig into whether generational differences affect review submission preferences and behaviors ](/discussions/we-also-dig-into-whether-generational-differences-affect-review-submission-preferences-and-behaviors) To level set, our 10,486 respondents are active shoppers across the United States who have opted in to offers and discounts from retailers. We ran the survey in October 2020. To get an idea of how these consumers approach UGC, we first wanted to understand how frequently our participants... [Read more](/discussions/we-also-dig-into-whether-generational-differences-affect-review-submission-preferences-and-behaviors) [ Salesforce Appexchange Apps ](https://www.g2.com/tags/salesforce-appexchange-apps)[ Salesforce CRM Document Generation Software ](https://www.g2.com/tags/salesforce-crm-document-generation-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Docusign+Gen+questions+and+get+answers+from+expert+users+in+our+Docusign+Gen+Discussions+section.&title=Docusign+Gen+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Docusign+Gen+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Docusign+Gen+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss%0aAsk+Docusign+Gen+questions+and+get+answers+from+expert+users+in+our+Docusign+Gen+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Docusign+Gen+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss%0aAsk+Docusign+Gen+questions+and+get+answers+from+expert+users+in+our+Docusign+Gen+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/docusign-gen/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/beb6bf75a6dc2b5e00499e0edf1151a6/docusign-gen.svg "Product Avatar Image") ### Have you used Docusign Gen before? Answer a few questions to help the Docusign Gen community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fdocusign-gen%2Fdiscuss%3Fsmall_ask%3Ddocusign-gen) No ## Top Contributors in Docusign Gen 1 ![Yatender R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yatender R.") YR Loading... ### [Yatender R.](https://www.g2.com/users/a0f4477c-5f76-4855-9c1e-ca50128d6f34 "Yatender R.") Business Associate 1 pt 2 ![ABHISHEK S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ABHISHEK S.") AS Loading... ### [ABHISHEK S.](https://www.g2.com/users/cb503be8-1f1d-4bcf-b2e6-b8c398a145ff "ABHISHEK S.") marketing concultent 1 pt 3 ![FC y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "FC y.") FY Loading... ### [FC y.](https://www.g2.com/users/2429fda5-0258-4d93-91d5-f8746296ad66 "FC y.") Audit Associate 1 pt