Collect, Generate, & eSign Complete Suite. Zero Complexity
Collect the data from your clients or teams with smart, no-code forms that connect directly to Salesforce records in real time.
Convert your collected data into brand-centric, professional documents like proposals, agreements, invoices, or other documents that are quick to share.
Send your forms and documents for eSigning with one click and track every step, so deals, approvals, and onboarding never get stuck.
Generate invoices, quotes, proposals, and other business documents in a single flow. One data capture triggers multiple document outputs, built instantly and ready for the next step.
Move from data collection to final approval in one seamless flow. Capture information through forms, turn it into beautifully designed documents, and complete approvals with eSignature - all without breaking the flow.
This case study highlights how Touch the World streamlined its document workflows by leveraging Docs Made Easy for bulk generation within Salesforce.
faster bulk document generation
less manual effort
This case study demonstrates how Atara Development transformed its document workflows by integrating Docs Made Easy with DocuSign inside Salesforce.
faster document generation and eSigning
time saving in document management
This case demonstrates how Burtville Developments modernized its document workflows, strengthened data protection, and delivered a consistent, brand-centric experience through Docs Made Easy.
Faster and Safer Agreement Closures
Improvement in Brand Consistency
Everything’s great, everything’s perfect," says Derek. "We’re just waiting for the final bits to be finished, and then everything will be complete and working.
Standardized Purchase Order, Invoice & Quote Templates
Reduction in Manual Intervention with Automated Flows
The overall experience has been good," says Guillermo. "We had some specific requirements, and the team completed them. It’s simple and it has the API integrated with Salesforce.
Reduction in manual documentation work.
Consolidation by replacing 5 templates with 1 unified version.
This isn’t three separate actions; it’s one continuous experience. Each step feeds the next automatically, creating a smooth path from first input to final sign-off.
