Rather than stopping once a document is generated, this layer carries it forward — out to e-signature providers, into the Salesforce surfaces your users already work from (Experience Cloud, mobile, Field Service Lightning, Agentforce), across other CloudFiles products such as Document Management, Sharing, and Document AI, and out to any custom system through Apex, APIs, and events. See the Doc Gen features overview for how this fits alongside template design, data, governance, and generation.

Integrated e-Signature Support

Integrated e-Signature Support lets you prepare, send, sign, and store documents using your preferred e-signature provider — starting with DocuSign (live) and Adobe Sign (coming soon) — directly from Doc Gen workflows, without leaving Salesforce.

  • Multi-Provider Support — Supports DocuSign today, built on a pluggable provider framework so Adobe Sign and other e-signature systems can be added without architectural changes.
  • Template-Level Signature Fields — Add signature, initials, text, checkbox, and date fields directly inside DOCX/PDF templates using Insert Form Field, so documents come out signature-ready. Signature fields are configured at template design time — see All-Format Designer for building the underlying template.
  • Automated Recipient Assignment — Populate signer details dynamically through a Recipient Resource, using Salesforce fields, lookups, roles, or runtime inputs so documents route to the correct signers automatically.
  • End-to-End Signing Flow — Trigger signing from a widget, Flow, or Apex, track signing events (sent, viewed, completed), and auto-store signed documents to Salesforce Files or connected storage based on your destination rules.

Deep Salesforce Integrations

Deep Salesforce Integrations bring Doc Gen inside the Salesforce experiences your users already work from — Experience Cloud, Salesforce Mobile, field service apps, and AI-driven actions.

  • Experience Cloud Support — Portal users can generate documents through widgets and flows with governed access, extending Doc Gen securely to partners and customers.
  • Salesforce Mobile Access — Doc Gen generation flows and outputs are supported inside Salesforce Mobile, so documents can be created and accessed anywhere, not just on desktop.
  • FSL Mobile Support — Field Service Lightning users can trigger document generation in the FSL mobile context, giving field teams real-time, job-linked documents on site.
  • Agentforce Actions — Doc Gen can be triggered via Agentforce/AI actions as part of a document workflow, letting AI kick off document generation automatically when needed.

Cross-Product Compatibility

Cross-Product Compatibility connects Doc Gen with CloudFiles Document Management, Document Sharing, and Document AI so teams can build complete, end-to-end document workflows.

  • Unified Document Management — Store generated documents in Salesforce or any connected external storage, even across multiple destinations, with foldering, metadata, tagging, versioning, retention, and record linking.
  • Analytics-Enabled Document Sharing — Send generated documents using CloudFiles Sharing links and track engagement inside Salesforce — views, downloads, time spent, and scroll analytics.
  • AI-Driven Document Processing — CloudFiles Document AI extracts structured data from incoming documents (KYC forms, invoices, contracts, and more) and feeds it into Doc Gen templates or Flows for automated document creation.
  • Multi-App Workflow Orchestration — Combine Document Management, Document Sharing, Document AI, and Doc Gen in the same Flow or Apex automation to build end-to-end document workflows: upload, extract, generate, and share, all inside Salesforce.

API & Developer Extensibility

API & Developer Extensibility lets you trigger, control, and scale document generation from code, integrations, or events, connecting Doc Gen to systems beyond Salesforce.

  • Apex Actions — Trigger Doc Gen programmatically inside Salesforce through Apex and invocable actions, so developers can embed document generation into custom Salesforce logic.
  • REST APIs — Generate documents from external applications through authenticated API calls, connecting Doc Gen to ERPs, websites, or middleware without rework.
  • Event-Driven Triggers — Async and bulk generation is supported through platform events and callbacks, scaling high-volume generation smoothly without slowing operations.