docuWeaver is a Salesforce document management, document generation, and e-signature solution that enables organizations to manage the complete document lifecycle directly within Salesforce. It allows users to generate documents using Salesforce and external data, store files in Salesforce or external storage systems, send documents for signature using preferred e-signature platforms, and access all documents within Salesforce.
docuWeaver is categorized as Salesforce document management software and Salesforce document generation software. It is designed for teams that rely on Salesforce as their system of record and require secure, scalable, and automated document workflows across sales, operations, finance, legal, and service functions.
1. Document Generation
The Document Generation module automates document creation using Salesforce and external data sources.
Key capabilities:
- Create datasets using Salesforce standard and custom objects and external data sources
- Generate documents in Word and PDF formats
- Support for Salesforce PDF generation
-Template-based document creation along with template versioning
- Fully automated document generation in Salesforce
- Trigger document generation via Salesforce flows
- Send automated emails after document generation
- Configure reusable email templates
2. E-Signature
The E-Signature module enables flexible and automated signing workflows within Salesforce.
Key capabilities:
- Integrate with multiple Salesforce e-signature platforms
- Support for multiple recipients and signing sequences
- Track signing status within Salesforce
- Automate e-signature workflows as part of document generation
3. Document Management
The Document Management module provides centralized control over files while removing Salesforce storage limitations.
Key capabilities:
- Store documents in Salesforce or any external storage server
- Access externally stored files directly within Salesforce
- Organize documents using folders and structured hierarchies
- Store files based on data residency requirements
- Upload any file type and file size
- Maintain document versions and revision history
- Perform bulk file uploads
- Search documents by file name, folder, or content
- Control access using Salesforce permissions
End-to-End Automation
docuWeaver allows organizations to automate the full document lifecycle within a single Salesforce platform: from document generation to e-signature and final storage. Once documents are signed, they can be automatically stored in the preferred storage location and remain accessible within Salesforce records.
