If you are considering Docusign Gen, you may also want to investigate similar alternatives or competitors to find the best solution. Other important factors to consider when researching alternatives to Docusign Gen include reliability and ease of use. The best overall Docusign Gen alternative is Conga Composer. Other similar apps like Docusign Gen are DealHub.io, Nintex, GetAccept, and Formstack Documents. Docusign Gen alternatives can be found in Salesforce CRM Document Generation Software but may also be in Document Generation Software or CPQ Software.
Conga Composer makes it easy for Salesforce.com users to create sophisticated documents and reports using their data in Salesforce CRM with just a few clicks.
Easy to set up and easy to use, DealHub award-winning Sales Engagement and CPQ platform lets you share relevant content, quickly produce error-free quotes, track buyer engagement and automate sales workflows and approvals. DealHub is fully native within Salesforce and Microsoft Dynamics CRM.
Cobrowse is a collaborative browsing solution, designed to augment remote sales and support engagements with real-time human interaction. With Cobrowse, agents can offer tailored guidance to customers as they navigate any of your digital channels, on desktop and mobile, across the web or native iOS and Android mobile applications. The same powerful suite of tools is available for both web and mobile co-browsing: - Laser pointer - Annotation - Remote Control - Full Device Screen Share - Agent Present Mode With Universal Co-browsing, agents can stay in contact with customers as they browse third-party content, websites, and applications. The full suite of agent tools remains available across third-party content, allowing agents to provide personalized guidance throughout the customers’ digital journey. Seamless integration with enterprise CRM and CX solutions enables agents to escalate complex sales and support tickets to a collaborative browsing session without leaving the host interface. A range of flexible session initialization options and a fully customizable UI make the transition frictionless and provide a consistently branded experience across all channels. Current integrations include: - Salesforce - Genesys - Zendesk - Talkdesk - Intercom - Freshworks Cobrowse prioritizes data security, with compliant data redaction a key differentiator for businesses that deal with sensitive or private customer data. Private-by-default functionality means no images, text, or other content will be displayed unless specifically added to the allowlist, maintaining compliance with strict data protection regulations. For auditability, you can record every action the customer and agent take during a co-browsing session. Session replays provide an accurate, tamper-proof record of every interaction, which can be used for dispute resolution, to understand better how users navigate your digital platforms, or to improve agent training. For the ultimate in security, the same Cobrowse software that runs in the cloud is also available for enterprises to self-host in their cloud accounts, run in their on-premises data centers, or even deploy to air-gapped, protected networks. Proven to enhance customer and agent satisfaction, Cobrowse is trusted by businesses worldwide that prioritize customer service excellence. Co-browsing is used widely within remote sales and support environments to efficiently resolve complex enquiries and provide outstanding service when customers need it most.
GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features.
Formstack Documents is an online platform that allows you to easily collect data, populate a document and send it to any contact automatically. They provide you with flexible document types, dynamic content, and delivery options that fit to your business needs.
Concord is a contract lifecycle management platform that’s built for everyone. Driven by values of simplicity, Concord makes it easier to buy, sell, hire and manage everything in your organization. Create, collaborate, negotiate, e-sign, manage and analyze all agreements on one eco-system - all while creating a new standard for business success.
Generate interactive quotes, invoices, service document & more with data dynamically merged from any object in Salesforce.
Fluent is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents.
B2B Customers expect a B2C experience. PDF Butler makes it possible for every company to meet these expectations and encourages this with its highly flexible templates.
Cobrowse is a collaborative browsing solution, designed to augment remote sales and support engagements with real-time human interaction. With Cobrowse, agents can offer tailored guidance to customers as they navigate any of your digital channels, on desktop and mobile, across the web or native iOS and Android mobile applications. The same powerful suite of tools is available for both web and mobile co-browsing: - Laser pointer - Annotation - Remote Control - Full Device Screen Share - Agent Present Mode With Universal Co-browsing, agents can stay in contact with customers as they browse third-party content, websites, and applications. The full suite of agent tools remains available across third-party content, allowing agents to provide personalized guidance throughout the customers’ digital journey. Seamless integration with enterprise CRM and CX solutions enables agents to escalate complex sales and support tickets to a collaborative browsing session without leaving the host interface. A range of flexible session initialization options and a fully customizable UI make the transition frictionless and provide a consistently branded experience across all channels. Current integrations include: - Salesforce - Genesys - Zendesk - Talkdesk - Intercom - Freshworks Cobrowse prioritizes data security, with compliant data redaction a key differentiator for businesses that deal with sensitive or private customer data. Private-by-default functionality means no images, text, or other content will be displayed unless specifically added to the allowlist, maintaining compliance with strict data protection regulations. For auditability, you can record every action the customer and agent take during a co-browsing session. Session replays provide an accurate, tamper-proof record of every interaction, which can be used for dispute resolution, to understand better how users navigate your digital platforms, or to improve agent training. For the ultimate in security, the same Cobrowse software that runs in the cloud is also available for enterprises to self-host in their cloud accounts, run in their on-premises data centers, or even deploy to air-gapped, protected networks. Proven to enhance customer and agent satisfaction, Cobrowse is trusted by businesses worldwide that prioritize customer service excellence. Co-browsing is used widely within remote sales and support environments to efficiently resolve complex enquiries and provide outstanding service when customers need it most.