Generate, submit, and securely e-sign documents-inside Salesforce
Automate your end-to-end document workflow: generate from Salesforce data, route for review, send for signature, and track status in real time.
Works with Salesforce templates & data. Built for secure, legally binding e-signatures.
How it works
3 simple stepsGenerate from Salesforce
Merge Salesforce data into ready-to-send templates for contracts, proposals, invoices, and more.
Route for review & approval
Send to internal reviewers, collect feedback, and keep a clear history of changes and status.
Send for signature & track
Capture legally binding signatures, send reminders automatically, and know exactly what's pending.
Designed for fast document workflows
Core capabilitiesDocument generation
Build reusable templates and produce polished PDFs in seconds-without manual copy/paste.
E-signature
Multi-signer flows, remote signing, and professional signature styles for a smooth client experience.
Visibility & control
Real-time status updates, reminders, and an audit-ready record of what happened and when.
Pick the right plan for your business
Transparent pricing that grows with you. All plans include document generation and e-signature capabilities.
Free Trial
- 10 documents
- 50 MB standard storage
- 0 MB compliance storage
- E-signature support
- Upload to storage
- Storage APIs
- Email notifications
- Custom integration
Bronze
- 200 documents
- 15GB standard storage
- 500 MB compliance storage
- E-signature support
- Upload to storage
- Storage APIs
- Email notifications
- Custom integration
Silver
- 500 documents
- 50GB standard storage
- 2GB compliance storage
- E-signature support
- Upload to storage
- Storage APIs
- Email notifications
- Custom integration
Enterprise
Contact Us
- Unlimited documents
- Unlimited standard storage
- Unlimited compliance storage
- E-signature support
- Upload to storage
- Storage APIs
- Email notifications
- Custom integration
Need more capacity? Boost your storage.
Standard Storage Packs
Expand your primary workspace with high-performance storage. Perfect for teams handling large volumes of active documents.
Compliance Vault Packs
Secure, immutable storage (WORM) designed for audit-ready records and legal document retention.
Frequently Asked Questions
How do I create my first document template?
Go to Templates in your dashboard, click "New Template," upload a DOCX file, and add merge fields using our visual editor.
Can I integrate DocuSync with Salesforce?
Yes! DocuSync is built for Salesforce. Connect your org, map fields to templates, and generate documents directly from records.
How secure are my documents?
All documents are encrypted in transit and at rest. We maintain SOC 2 compliance and provide detailed audit trails.
Do you offer a free trial?
Yes! We offer a free trial so you can explore all features before committing. No credit card required.