Benefits
View All BenefitsFaster Document Generation
Quickly assemble complex documents using predefined sections and templates.
Streamlined Collaboration
Role-based signers with real-time notifications and reminders reduce delays.
Scalable Across Teams
Plans from Starter to Enterprise make it suitable for individuals to large organizations.
Rich User Experience
Interactive fields and custom layouts enhance user engagement and input accuracy.
Salesforce
Native
Deep integration with Salesforce ensures reliable performance and seamless data usage.
Setup Options
by Plan
From simple email support to full Setup Assistance & Priority Support, choose what suits your.
Key Features
Signer Management & Notifications
- + Multi-Party Signer Management
- + Web Signature
- + Email Notifications
Dynamic Content & Personalization
- + Rich Text Editor with Merge Fields Insertion
- + Interactive Fields & Conditional Logic
- + Custom Related Lists
Advanced Functionality
- + Reusable Sections & Global Variables
- + Advanced Editor Features
- + Custom HTML Embedding for Email Templates
Easy 05 Steps to Create a Document
Create Your Perfect Template
Set page layout, colors, fonts, and add headers/footers. Save reusable sections for faster future document creation.
Add and Organize Your Signers
Assign single or multiple signers, set signing order, roles, and permissions, with clear instructions for each.
Build Dynamic, Personalized Content
Use Template Sections and Merge Fields to auto-fill data from CRM or signer details. Add images, tables, and interactive fields.
Drag-and-Drop Design
Easily arrange sections, fields, and variables for mobile-friendly, professional layouts.
Send, Sign, and Stay Notified
Enable OTP verification, send with automated reminders, and monitor signing progress in real-time with instant alerts.
To More Furthure Information Get to Click on the Button
Contact UsSimple, transparent pricing
Flexible plans. Transparent pricing. No hidden fees.
Business Plan
(up to 30 users)
$6500
/org/per year(tiered)
Enterprise Plan
(Unlimited Users)
Coustomize Plan
Compare Plans & Features
Find the perfect plan by comparing all available features in detail.
| Features | Starter Plan (Free) | Team Plan | Business Plan | Enterprise Plan |
|---|---|---|---|---|
| Templates | 3 | Unlimited | Unlimited | Unlimited |
| Total Active Templates | 1 | 10 | Unlimited | Unlimited |
| Documents Geneated | 30 | Unlimited | Unlimited | Unlimited |
| Custom Related List | 1 | Unlimited | Unlimited | Unlimited |
| Interactive Fields | X | Unlimited | Unlimited | Unlimited |
| Signature Reminder | X | Unlimited | Unlimited | Unlimited |
| Web Sigature | X | Unlimited | Unlimited | Unlimited |
| Welcome Page | X | X | ✓ | ✓ |
| One Time Code | X | ✓ | ✓ | ✓ |
| Setup Assistance | X | X | X | ✓ |
| Support | Priority | Priority | Priority |
FAQ’s
Here's a list of frequently asked questions (FAQs) for a Cloudy DocGen & Signer
Cloudy DocGen & Signer is a Salesforce-native solution for creating, customizing, and digitally signing documents. It streamlines workflows like contracts, proposals, onboarding forms, and agreements with reusable templates and secure e-signatures.
Yes. You can design templates with custom headers, footers, and layouts using a drag-and-drop editor. It also supports reusable sections, merge fields, and global variables for consistent, personalized documents.
You can assign multiple signers with role-based permissions and control signing order. Signers receive email notifications for creation, reminders, expirations, and rejections. Signing is done securely through web signature support.
Absolutely. Cloudy DocGen & Signer pulls data from Salesforce objects, signer fields, and global variables. You can also embed related lists, conditional logic, and interactive form fields for real-time personalization.
Yes. The entire document generation and signing process is fully responsive, making it easy to create, review, and sign documents on any device.
It’s widely used for:
- Sales: Contracts, quotes, proposals, and quote-to-cash workflows.
- HR:Onboarding forms, policy acknowledgments, and performance reviews.
- Customer Success: Agreements, SLAs, and support documentation.
- Operations & Finance: Approvals, project docs, invoices, and payment agreements.
- Faster document generation and approvals.
- Secure, compliant digital signing.
- Scalable from small teams to enterprises.
- Deep Salesforce integration for seamless workflows.