Salesforce Document & Generation eSignature Package
Sales teams, service teams and operations teams often lose time creating documents manually, chasing signatures and correcting avoidable errors. Our Salesforce Document Generation & eSignature Package helps you automate that process so documents are created from trusted Salesforce data and sent for signature more efficiently.
This package is designed to give you a practical starting point for document automation, whether you need proposals, quotes, contracts, onboarding forms or internal documents. We focus on template setup, data merge logic, signature routing and user enablement.
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What we can do for you?
Discovery & Process Design
- Kick-off workshop to review current document workflows
- Identify priority document types and signature requirements
- Define source data fields, owners and trigger points
- Agree on the first-phase automation scope and dependencies
Document Configuration
- Configure the document generation solution for the agreed scope
- Set up up to 3 document templates
- Map Salesforce data into document outputs
- Configure up to 2 signature flows or routing patterns
Testing & Validation
- Run end-to-end document generation and signature testing
- Validate document outputs with business stakeholders
- Refine templates and routing based on feedback
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Salesforce Training
- 3 hours of remote training for admins and operational users
- Guidance on maintaining templates, triggering documents and handling exceptions
- Share self-paced resources for future updates
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Time to Value & Check-In
- Typical setup completed in 3-5 weeks
- 30-day post-implementation check-in to review usage, quality and next steps
1. Discovery & Design
- Kick-off call, gather requirements
- Align Salesforce to media goals
- Define 8 key sales reports
- Weekly check-in calls for updates
2. Configurations
- Configure Salesforce
- Set 1 path for leads/opps
- Create 8 reports, 1 dashboard
3. Salesforce Training
- 3-hour remote in-app training
- Share self-paced learning resources
4.Time to Value
- Complete setup in 4–5 weeks
5. Check-In
- Review reports and team usage
- Capture lessons and next steps
Why companies love our Document Generation & eSignature Package?
Key Use Cases
Our Document Generation & eSignature Package helps organisations that want to reduce administrative drag in document-heavy processes and create a cleaner, more scalable workflow inside Salesforce.
What kinds of documents can be automated?
Typical examples include quotes, proposals, contracts, forms, onboarding packs and other repeatable business documents.
Does this include eSignature?
Yes. The package includes signature workflow setup for agreed first-phase use cases.
Can this work with Formstack?
Yes. Formstack is one suitable option for document generation and digital signature workflows within Salesforce.
How many templates are included?
The focused phase covered here includes up to 3 templates and up to 2 signature flows.
