Product Overview
Cloudy DocGen & Signer is a complete document solution built directly within Salesforce, combining easy document creation with secure electronic signatures. It streamlines how your team manages agreements from start to finish, making every process faster and more efficient.
What Makes Us Different:
- Flexible Document Creation
Create documents your way – choose between our standard text editor or the visual Canvas workspace, where you can drag and drop elements to design documents exactly how you need them. - Built for Salesforce
Works seamlessly with your existing Salesforce setup, using your current data, security settings, and user permissions – no complex integrations required. - All-in-One Management
Handle everything in one place – from creating templates and collecting signatures to storing finalized documents, all within your Salesforce environment. - Enterprise Security
Keep your documents protected with one-time passwords, secure signing links, and comprehensive tracking of all document activities to ensure full compliance. - Real-Time Tracking & Visibility
Monitor document and signature status instantly with live updates. Know exactly when a document is sent, viewed, signed, or rejected – all directly from your Salesforce record, eliminating the need for constant follow-ups. - Accelerate Business Processes
Speed up contract cycles and automate notifications to keep deals moving forward faster than ever before. - Enhance Customer Experience
Deliver professional, branded documents with seamless e-signature options that provide a modern, convenient signing experience for your clients.
SEE ALSO :
_____👉Product Features