Create. Send. Sign. 100% Salesforce Native
Cloudy DocGen & Signer
Cloudy DocGen & Signer is a powerful, native Salesforce application that revolutionizes how organizations create, manage, and execute business documents. Seamlessly integrating document generation and electronic signature workflows directly into the Salesforce platform, this comprehensive solution reduces errors, and accelerates agreement cycles.
Master Service Agreement
Oct 24, 2025
Acme Corp
#AGR-2025-88
$12,500.00
Terms & Conditions
Draw Signature Here
Signed Successfully
Fast Generation
Core Functionalities
Examine the powerful, interconnected objects that drive the Cloudy DocGen automation platform.
Document Template
The master blueprint defining structure, content, behavior, and workflow, enabling consistent, compliant document generation at scale.
Document Signer
Tracks real humans. Records signer details, status, and real-time activity for accurate workflow management.
Template Signer Config
Automated approval chains. Pre-configure signers, enforce strict signing orders, and trigger automated notifications.
Template Section
Modular content architecture. Organize layouts with static text, dynamic merge fields, and rich media for readability.
Template RelatedList
Data bridge. Seamlessly inject lists of child records to mirror your Salesforce data structure accurately.
Document Record
Complete lifecycle tracking. An immutable record of every generated document, capturing content and status.
Key Features
Templates & Document Creation
- + Reusable Templates
- + Multiple Design Approaches
- + Pre-approved Templates
Canvas Workspace
- + Drag-and-Drop Interface
- + Interactive Components
- + Real-Time Formatting
- + Image Integration
- + Visual Layout Control
Cloudy DocGen & Signer supports most product-driven industries
Wholesale & Distribution
Retail & eCommerce
Manufacturing & Assembly
Trading & Import-Export
Logistics & Warehousing
Supply Chain & Procurement
Subscription & Order-Based
Industrial & B2B Supply
Consumer Goods & CPG
Electronics & Equipment
Automotive & Parts
Healthcare & Medical Supply
Rental & Asset-Backed
Repair & After-Sales Ops
Construction & Infrastructure
Agriculture & Agri-Supply
Education & Institutional
Specialty & Regulated
Professional Services
Financial Services & Fintech
Energy & Utilities
Easy 05 Steps to Create a Document
Step
01
Create Your Perfect Template
Set page layout, colors, fonts, and add headers/footers. Save reusable sections for faster future document creation.
Step
02
Add and Organize Your Signers
Assign single or multiple signers, set signing order, roles, and permissions, with clear instructions for each.
Step
03
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.
Step
04
Drag-and-Drop Design
Easily arrange sections, fields, and variables for mobile-friendly, professional layouts.
Step
05
Send, Sign, and Stay Notified
Enable OTP verification, send with automated reminders, and monitor signing progress in real-time with instant alerts.
For more information, click the button.
Contact UsSimple, transparent pricing
Flexible plans. Transparent pricing. No hidden fees.
Starter Plan
(Free)
$0
Team Plan
(1-5 users)
$15
/per user/month
Business Plan
(6-20 users)
$14
/per user/month
Enterprise Plan
(20+ Users)
$12
/per user/month
Customization & Add-ons
Have requirements unique to your workflow? Customization and add-on charges are billed separately and determined based on the scope. We provide tailored solutions to fit your needs perfectly.
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 Generated | 30 | Unlimited | Unlimited | Unlimited |
| Custom Related List | 1 | Unlimited | Unlimited | Unlimited |
| Interactive Fields | X | Unlimited | Unlimited | Unlimited |
| Signature Reminder | X | Unlimited | Unlimited | Unlimited |
| Web Signature | X | Unlimited | Unlimited | Unlimited |
| Setup Assistance | X | X | X | ✓ |
| Welcome Page | X | X | ✓ | ✓ |
| One Time Code | X | ✓ | ✓ | ✓ |
| Support | Priority | Priority | Priority |
Compare Ways to Run Business Operations on Salesforce
Understand the real cost, effort, and risk behind different approaches – not just license price.
Best Value
Cloudy DocGen & Signer
All-in-one operations platform on Salesforce
$12–15/ user / month
- Native Salesforce platform
- Custom Related List
- Documents Generated
- Fast go-live (weeks)
- One Time Code
Multiple AppExchange Apps
Patchwork of independent solutions
$60–70+/ user / month
- Multiple vendors & contracts
- Data sync & limits
- Inconsistent user experience
- Higher admin effort
Custom-Built Solution
Build everything from scratch
$15k–30kone-time
- Long development time
- High maintenance & tech debt
- Developer dependency
- Scaling challenges
Total Cost of Ownership Comparison
| Approach | Setup Time | Risk | Scalability | Overall Value |
|---|---|---|---|---|
| Cloudy DocGen & Signer | less than a day | Low | High | ★★★★★ |
| Multiple Apps | Weeks | Medium | Medium | ★★★☆☆ |
| Custom Build | 1 Months | Very High | Low | ★☆☆☆☆ |
Products Feedback
What Our Customers Say
Finally a fully native DocGen & Signer app for Salesforce. Do yourself a favor and trial this app. You will not be disappointed. The time based call routing is
This app has been great for our team. It is easy to implement and navigate and the DocGen & Signer team is very responsive in setting up and training. Thank you Go
This app is a time saver, keeps everything in line with your follow-up needs, and is not over-complicated
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.