Can I manage all my documents in Salesforce?

Yes, the platform includes full Salesforce document management capabilities such as version tracking, access control, and secure file storage. Everything your team creates through automated document generation stays organized and compliant within Salesforce.

Salesforce Document Generation and eSignature

Generate, Sign, and Automate Documents in Salesforce

Automate document creation, electronic signatures, and approval workflows directly from Salesforce with Document Generation and eSignature solution. Generate personalized PDFs, proposals, contracts, and agreements using Salesforce data, send documents for secure electronic or digital signatures, and track every step in real time without leaving Salesforce.

CloudMaven Inc dashboard showing business account balance of $24,098.00, tax reserve of $2,456.89, and a money flow bar chart with highlighted values of $2,450.

Digital business account dashboard showing available balance of $24,098 with a bar chart highlighting $5,092.

Digital card showing savings amount of $1,980.00 with a faint bar chart in the background.

Track Document Status and Signatures in Salesforce

Monitor every stage of document generation, delivery, signing, and completion directly within Salesforce. Real-time document tracking and reporting help teams identify pending signatures, follow up on delays, and maintain visibility across the document lifecycle.

Two stylized arrow shapes pointing right, one dark blue and one light blue.

Track document generation, delivery, pending signatures, and completion statuses

Monitor multiple signers, signing sequences, reminders, and workflow audit history

Report on outstanding documents, signing completion rates, and turnaround times in Salesforce

Explore our DocGen & eSign Documentation for setup instructions.

Document Status showing progress at step 3 of 5 for DW-09766 DocGen & eSign Order Form with tasks Notification Sent, Envelop Link Created, and Document Generated completed, awaiting signature.

Merge, Split, and Manage Documents in Salesforce

Prepare and manage documents without leaving Salesforce. Preview generated PDFs, make supported document modifications, merge multiple files into one document, or split documents into separate files before sending them for signature. Use the PDF Form Creator to add interactive signature, initials, text, checkbox, date, and dropdown fields, and assign applicable fields to individual signers. Send an existing Salesforce File or an uploaded document for signature without building a predefined template.

Preview, modify, merge, split, and organize documents within Salesforce

Build interactive PDF forms with signature, initials, text, checkbox, date, and dropdown fields

Upload existing documents or select Salesforce Files for eSignature without a predefined template

Document management interface showing three pages of a Special Medical Prior Authorization (SMPA) request form with options to import, delete, merge files, and navigate pages.

Salesforce eSignature and Digital Signing

Send documents for electronic signature, configure sequential signing, and track signer activity directly in Salesforce. Our solution supports electronic and digital signature workflows, with signing certificates and audit trails that help teams manage agreements securely and maintain a record of completed actions.

Dynamically assign multiple signers from Salesforce records with configurable sequential signing

Customize signing emails and send manual or automated signature reminders

Maintain signing certificates, audit history, and supported tamper-evident digital signatures and document sealing

Signature form with name John Doe, date 03/26/2026, and signature in cursive John Doe.

Salesforce-Native Document Storage and Security

Manage generated and signed documents within Salesforce records by default and governed by the permissions you already use such as field-level security, sharing rules, and user access. For organizations requiring specialized electronic document custody, integrate with Wolters Kluwer eOriginal eVault as an optional external vaulting solution.

Manage generated and signed files in Salesforce using configurable access permissions

Multi-factor authentication with OTP, access controls, and redaction

Securely store and manage signed documents with optional Wolters Kluwer eOriginal eVault integration

Generate PDFs, Proposals, and Contracts from Salesforce Data

Use Cloud Maven, Inc's Salesforce PDF generator and Word document templates to create proposals, contracts, agreements, and forms using data from Salesforce records. Trigger document creation or signature workflows using Salesforce Flow, Apex, and supported automation methods. Automatically populate document fields, reduce repetitive copy-and-paste work, and generate consistent business documents.

Build dynamic Word templates with merge fields, repeating tables, conditional sections, and related Salesforce data

Generate documents from standard and custom Salesforce objects using configurable field mappings

Deliver documents faster with a built-in Salesforce PDF generator

Credit application form from CloudMaven inc with sections for business information, owner/principal information, and credit application terms including agreement details and links to SaaS Cloud Services Terms of Service.

How Document Generation and eSignature Speeds Up Turnaround, Eliminates Errors, and Boosts Productivity

83% Faster Document Generation

Generate and send documents automatically in seconds compared to prior manual workflows. Track every document in real-time and catch delays before they happen.

100% Data Accuracy

With automated document generation, every field pulls straight from Salesforce data. That means fewer typos, no manual copy-paste, and always-accurate documents, compared to prior manual workflows.

5X Increase in Productivity

Teams using Salesforce document management and automated document generation finish creation, routing, and signing tasks up to five times faster, based on average results across our customer implementations.

100% Salesforce Data Residency

Every Salesforce document stays inside your CRM. Nothing leaves your environment, giving you total control over compliance, privacy, and data ownership

Why Compliance and Legal Teams Choose Document Generation and eSignature for Secure Document Workflows

Man in a black suit and white shirt crossing arms and pointing fingers in opposite directions.

Blue document icon with a yellow magnifying glass over it.

Legally Recognized Signing Certificates

When a document is signed, a digital certificate is generated that shows who signed, when, and from where. Everything stays in Salesforce, making compliance and record-keeping simple.

Blue megaphone icon with three gold sound waves.

Sensitive Data Masking and Redaction

Limit unnecessary exposure of sensitive information. Protect confidential document information using supported masking, redaction, and signer-specific access controls.

Blue cloud icon with two yellow documents below it.

Real-Time Compliance Tracking

Use Salesforce reporting to track documents generated, signature requests sent, pending and completed signatures, reminder activity, and document turnaround times.

Yellow smiley face with arrows pointing left and right above a blue video game controller.

Workflow Dashboards and Performance Insights

With clear dashboards and reporting built into Salesforce document generation tools, it’s easy to see what’s moving, what’s pending, and where things can improve, without digging through folders.

Blue clock icon above connected yellow gears symbol.

OTP and MFA Authentication

Protect sensitive Salesforce documents with multi-factor authentication and OTP-based (one-time password) access. Only verified users can open or sign critical files, reducing the risk of unauthorized actions.

Blue stopwatch above golden coin with dollar sign and arrows indicating cycle.

Secure Document Vaulting for Compliance

Powered by Wolters Kluwer’s eVault platform, you can store original digital documents in eVault (optional) maintained by eOriginal while meeting standards like ESIGN, UETA, and UCC Article 9.

Smiling woman with brown hair wearing a beige turtleneck sweater, crossing her arms and pointing left and right with index fingers.

Abstract gradient background with concentric curved bands in shades of purple, lavender, white, and black.

Frequently Asked Questions

Which document types are supported?

You can create documents in Salesforce and manage just about any file you use daily such as Word, PDF, or HTML templates. Proposals, invoices, forms, and agreements are easily generated through Salesforce document generation and kept safe with built-in Salesforce document management features.

Can multiple people sign the same document?

Yes, our Document Generation and eSignature solution supports multiple signers with configurable sequential signing. Recipients can be assigned dynamically using Salesforce records or configured manually. Signing requests are delivered in the defined order, and each signer completes their step before the next recipient is notified.

How secure is the signing process?

Your data and signatures stay protected. The Salesforce e-signature process follows strict global standards such as ESIGN (Electronic Signatures in Global and National Commerce Act), UETA (Uniform Electronic Transactions Act), and eIDAS (Electronic Identification, Authentication and Trust Services).

This ensures clarity when comparing esignature vs digital signature, while keeping every signature legally binding, fully encrypted, and automatically stored in Salesforce with time and date stamps for complete traceability.

Does DocGen & eSign support secure eVaulting?

Yes, the solution offers optional integration with Wolters Kluwer eOriginal eVault for eligible electronically executed documents. Yous can use this external service to support specialized electronic document custody and authoritative-copy management. eVaulting requires additional configuration and may involve separate service requirements.

What types of organizations benefit from using document generation in Salesforce?

Any organization that handles a high volume of documents benefits especially in industries like finance, lending, insurance, healthcare, and professional services. Using document generation in Salesforce combined with Salesforce document management, teams can automate contract creation, e-signing, storage, and compliance tracking directly within their CRM.

Can automated reminders be sent to signers?

Yes, Document Generation and eSignature supports manual reminders and scheduled automated reminder emails for pending signatures. Administrators can configure reminder templates and scheduled batch processing to follow up with recipients who have not completed their signing actions.

What is the difference between eSignature and digital signature in Salesforce?

Electronic signatures are used to capture consent and approval digitally, while digital signatures add encrypted identity verification and tamper protection for higher-security or regulated workflows.

Our Salesforce-native signing solution supports both depending on compliance and business requirements.

Does document generation work with Salesforce Flow and Apex?

Yes, Document generation and eSignature supports Salesforce document automation workflows using Flow, Apex, Process Builder, or custom logic. This allows teams to automatically generate agreements, proposals, invoices, or onboarding documents directly from Salesforce records.

How much does Salesforce Document Generation and eSignature cost?

Our Document Generation and eSignature solution starts at $20 per user per month under the Default Plan. A 15-day free trial is available to explore its features before purchasing. Special discounts are also available for nonprofit organizations.

Can documents be generated from custom Salesforce objects?

Yes, the Document Generation and eSignature solution supports document generation from standard and custom Salesforce objects. Administrators can configure templates and field mappings to retrieve the appropriate Salesforce data and generate documents directly from eligible records.

Can I send an existing document for signature from Salesforce without creating a template?

Yes, you can upload an existing document or select a Salesforce File and send it for electronic signature without creating a predefined document template. Add recipients, define the signing order, insert required fields, and send the document for signing directly from a supported Salesforce record.