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Trail Blazer060 ha fatto una domanda in #Docusign Gen

I am evaluating different document generation tools for my Salesforce org, and my highest priority is to choose a product that can perform both document generation only and e-signature capability. One of the options I am evaluating is DocuSign Gen for document generation. However, I am not able to locate anywhere in DocuSign documentation if I can use pdf form as source file when creating template. I only see the option of creating new templates with Word document. Please let me know if its possible to create PDF based DocuSign Gen template. 

Create PDF based DocuSign Gen Template

 

 

 

#Docusign Gen

1 risposta
  1. 2 giu 2025, 21:07

    Hi @Trail Blazer060

    Creating a template using a Word document as the document template is the default option. There is another option to use the Docusign Agreement Cloud Editor within Gen, but that's a special feature that needs to be enabled by your Docusign sales team or by Docusign support. 

    Hope that helps! 

    Jesse

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