Gen for Salesforce
Gen for Salesforce automates the generation of customized agreements directly from Salesforce, enhancing document generation and collaboration.
Quote GenerationCRM AutomationProposal AutomationDocument CollaborationApproval Workflows
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Features
Automate document preparation within Salesforce
Generate documents using Salesforce data
Integrate seamlessly with Salesforce Sales Cloud and Revenue Cloud
Include or exclude content based on Salesforce data and rules
Create complex quote documents from Salesforce CPQ+
Generate invoices automatically from Salesforce Billing
Batch generate invoices simultaneously
Configure document templates with clicks, not code
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