From template to finished document, with Salesforce at the center.
The manual work happens once, when you set up the template. After that, generation can follow the process automatically.
Book a demodocu2.me / Service contract Service contract
Document filled from record data, ready for the next step.
A short path between record and document.
You decide when to review, when to automate and how the document enters the next stage of the operation.
Pick or build the template
Start from a blank document or a ready-made template. Editing is visual: what you see in the editor is what comes out in the final document.
Insert the Dynamic Fields
Connect Salesforce record fields to the text — name, amount, date or any field available on the object.
Bring in related lists
Use the Resource Manager to render products, contract items, equipment and other related data.
Generate and send
Generate manually to review, or automate with Flow, Apex and Agentforce from a Salesforce event.
The next document can happen without anyone copying anything.
When an opportunity reaches the signature stage, a Flow can trigger generation. When the team needs an exception, the user can still review and generate manually.
See automations