Powerful Features for DocGen & Signer Success
Cloudy DocGen & Signer
The complete toolkit for generating, signing, and managing documents directly within Salesforce.
Creation & Design
Templates & Creation
- Reusable Templates: Create and manage template libraries to ensure consistency and save time.
- Multiple Design Approaches: Choose between traditional rich-text editing and visual Canvas workspace.
- Pre-approved Templates: Maintain brand compliance with standardized, approved templates.
Canvas Workspace
- Drag-and-Drop Interface: Build documents visually by placing fields exactly where needed.
- Interactive Components: Add checkboxes, radio buttons, and signatures easily.
- Real-Time Formatting: Apply styling changes with immediate visual feedback.
- Image Integration: Upload and position images directly in the canvas.
Rich Text Editor
- Text styling options: Bold, Italic, Headings, Lists, etc.
- Table management: Insert, merge/split cells, adjust alignment.
- Dynamic integration: Embed Salesforce fields and related lists.
- HTML source editing: Direct code access for advanced customization.
Signing & Sending
Electronic Signature
- One-Click Sending: Initiate signature processes instantly from any Salesforce record.
- Digital Signing Anywhere: Enable secure signing across mobile, desktop, or tablet.
Sending Options
- Flexible Routing: Support both sequential and parallel signing workflows.
- Bulk Sending: Simultaneously send documents to multiple signers for large-scale agreements.
Signer Experience
- Mobile-Friendly: Ensure seamless signing experience across all devices.
- Identity Verification: Enhance security with OTP verification codes sent to email.
Logic & Automation
Automation
- Dynamic Data: Automatically pull information from Salesforce records.
- Field Support: Handle text, dates, numbers, picklists, and related records.
- Conditional Logic: Show/hide content dynamically based on criteria.
Tracking & Notifications
- Real-Time Status: Monitor live updates (Sent, Viewed, Signed, Expired).
- Smart Alerts: Automated notifications for rejection or completion.
Branding
- Custom Branding: Maintain consistency with logos and colors across signing pages.
- Configurable Notifications: Customize alerts to keep signers engaged.
Security & Compliance
Security & Compliance
- Enterprise Protection: OTP verification, secure links, and audit trails.
- Compliance Ready: Tamper-evident documentation and full activity tracking.
- Data Integrity: Secure storage compliant with industry standards.