DocSignAgent for Salesforce

Native e-Signature & Document Automation Using Google Docs + Emsigner

Product Introduction

Simplify your Salesforce documentation with DocSignAgent — the native e-signature and document automation solution built for seamless integration with Google Docs and Emsigner.

Designed specifically for Salesforce users, DocSignAgent empowers teams to generate documents, collect signatures, and track status — all from within Salesforce. No coding — just fast, secure, and compliant approvals.

Key Features Doc Sign Agent

Google Docs-Based Document Generation

Use existing Google Docs templates
Supports both standard and custom Salesforce objects
Insert real-time merge fields directly into templates

Merge Fields from Parent & Child Records

Pull data from any object level within Salesforce
Auto-fill fields using live CRM data
Repeating rows supported (great for CPQ & multi-line items)

Emsigner Integration for E-Signatures

Trigger signing flows directly from within Salesforce
Support for sequential/multi-step approvals
Assign signer roles: Signer, Reviewer, Approver

Send to Any Email

Share documents outside Salesforce
Configure recipient roles even for external users

Document History & Status Tracking

Track statuses: Sent, Signed, Declined, Pending
Store signed documents as Salesforce Files
Get full visibility into your e-signature workflows

Benefits of DocSignAgent

Clicks, not code

Implement native e‑signature automation on Salesforce with Google Docs 2025

Accelerate turnaround time

From NDAs to sales contracts and HR letters

Full audit trail

Ensure compliance and visibility at every stage

Secure and reliable

Built on trusted platforms: Salesforce, Google Docs, and Emsigner

No external systems

100% native Salesforce e-signature solution with Google Docs & Emsigner.

Use Cases

Sales Agreements

Automate Salesforce CPQ e-signature processes

NDAs & Legal Contracts

Reduce manual back-and-forth with streamlined workflows

Onboarding Forms

Easily onboard employees with Google Docs Salesforce integration

Compliance Sign-Offs

Ensure proper documentation for audits

HR Offer Letters

Create and send customized letters in a few clicks

Integration Requirements

Google Workspace account (for Google Docs integration)
Emsigner account & API access (for digital signatures)
Salesforce Lightning Experience (Supports both standard and custom Salesforce setups)

Ready to Streamline Your Salesforce Documents?

Start automating your document generation and e‑signatures inside Salesforce using Google Docs.

Frequently Asked Questions (FAQs)

1. What is DocSignAgent for Salesforce?

DocSignAgent is a zero-code solution that enables native document generation and e-signatures within Salesforce using Google Docs and Emsigner, designed for faster approvals and improved compliance.

2. Does it support Salesforce CPQ e-signature workflows?

Yes. DocSignAgent supports document generation and signing for Salesforce CPQ use cases, including dynamic line items, pricing tables, and approvals.

3. Can I send documents to non-Salesforce users for signature?

Absolutely. You can send documents to any email address and define their roles as reviewers or signers, even if they are not Salesforce users.

4. Is this a secure solution for document signing in Salesforce?

Yes. DocSignAgent uses secure protocols via Google Docs and Emsigner APIs, ensuring all documents are compliant and traceable within Salesforce.

5. How does DocSignAgent handle data merging from Salesforce?

It pulls live data from both parent and child records, making it easy to populate templates using merge fields directly from Salesforce objects.

6. Do I need to install any external tools or plug-ins?

No extra tools are needed. Just ensure you have access to Google Workspace, Emsigner API, and Salesforce Lightning Experience.