DocuSign Gen for Salesforce Overview
(User)
DocuSign Gen for Salesforce is a
n app contained in the DocuSign Apps Launcher for
Salesforce package. DocuSign Apps Launcher is a unified bundle of DocuSign apps:
DocuSign eSignature for Salesforce, DocuSign Gen for Salesforce and DocuSign Nego-
tiate for Salesforce. Each app is configured and managed on a centralized platform in
Salesforce. This allows administrators to easily configure, use and manage the many fea-
tures and functionalities available.
DocuSign Gen for Salesforce is a fast and easy way for users to generate contracts. The
app is fully integrated with your Salesforce organization, and pulls details from Sales-
force records directly into your contract without manual input. The result is a clean, accur-
ate contract that's generated with the click of a button on the Salesforce record page.
DocuSign Apps Launcher for Salesforce
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221 Main Street, Suite 1550, San Francisco, CA 94105 Ι www.docusign.com Ι © DocuSign, Inc.
The apps contained in the DocuSign Apps Launcher for Salesforce managed package
work in conjunction with each other to get your users from contract generation to review
to signature with speed, efficiency and accuacy. DocuSign Gen for Salesforce creates a
new contract with the click of a button, the new contract is sent for internal approval or
external review with DocuSign Negotiate for Salesforce and the finished contract is then
sent to recipients for signature with DocuSign eSignature for Salesforce.
Note: DocuSign Negotiate for Salesforce does not come with a Gen purchase. The two
products work seamlessly together, but are sold separately.
This guide demonstrates:
l Activating your Gen account
l Creating contracts with Gen
l Importing and Editing DocuSign Files