Salesforce × Circularo

Generate it. Sign it. File it. Without touching it.

Savvy DocGen turns a Salesforce record into a finished document, sends it to the right signers, and files the signed copy back on the record. No exports. No re-keying. No chasing anybody.

Book a Demo See How It Works

Works with your existing org No managed package to review Your own Circularo account

Acme Corp Renewal.pdf

Input: Salesforce record

Account.Name
Acme Corp
Amount
$248,000
CloseDate
31 Aug 2026
Owner.Name
P. Raman
Contact.Email
p.raman@acme.com

Output: signed document

Renewal Agreement

Signed by P. Raman

Status: Signed Filed to: Opportunity › Files

Runs on the objects you already use

40 MB Largest document, bundles included
Any object Standard or custom, including yours
Zero Manual exports or re‑keying
Both stores Files or Notes & Attachments

02 - Platform capabilities

Everything you need to stop chasing paperwork.

Six things that decide whether a document tool survives contact with a real Salesforce org.

Templates
.docx · .pdf
Max size
40 MB per document
Filed to
Files · Notes & Attachments
Triggers
Button · Field · Stage · File
Signers
Multiple, in the order you set
Any Object

Built on your data model

Opportunity, Contract, or the custom object your team invented three years ago. Related records and lookups come through with it.

Standard & custom objects Related records & lookups Multiple connected orgs
Word & PDF

Your template, not ours

Upload the file your legal team already approved. Drop Salesforce fields where the values belong and leave the rest alone.

.docx and .pdf templates Point-and-click field mapping Filename patterns you define
Multi Signer

Signatures that hold their place

Mark where each signer signs once. The marks travel with the content when the document grows, shrinks or repaginates.

Anchored signature fields Signing order & roles Signers resolved from the record
Auto Trigger

Rules that watch for you

Generate and send when a stage changes, a field is set, or a file appears. Or keep it to a button on the record - your call, per template.

Field & stage triggers Filename matching rules Button on the record page
Multi Doc

Bundles

Several templates merged into one document, in the order you set, sent as a single package for signature and filed as one file.

Ordered template merge One signature run Up to 40 MB per bundle
Live Status

Everything lands back on the record

Sent, opened, signed, filed - with timestamps, on the Salesforce record itself. Nobody has to ask where a document got to.

Signed PDF written back Named after the original Status visible in Salesforce

03 - Simple workflow

Set it up once. Then stop thinking about it.

The work is all in the first template. After that, each new one is a copy-and-adjust job.

You do once

  • Upload the template
  • Map the fields
  • Place signature marks
  • Pick the trigger

Runs forever

  • Generate the document
  • Send to the signers
  • Collect the signatures
  • File the signed copy
01

Upload your template

The Word or PDF file your team already uses. Map the Salesforce fields once.

02

Choose the trigger

A button on the record, or a rule that watches for the change you name.

03

It generates and sends

Values land in place, the file is named by your pattern, signers get it in order.

04

Signed copy comes back

Filed on the same record, in the same store, named after the original.

04 - Three ways to buy

Start where you are. Each step keeps the last.

Most teams begin with generation and add signing once they have watched it work. Nothing gets rebuilt when you move up - the templates you configured keep running exactly as they are.

We keep retyping the same data into the same document 01
We already sign in Circularo and upload files by hand 02
We spend our week chasing people for signatures 03
Service 01

Document Generation
Generate & file

Salesforce fills your template and files the finished document on the record. You still send it for signature yourself, however you do that today.

Best for teams who retype the same data into the same document every week.

What you get

Word & PDF templates Any object - standard or custom Child records up to 5 levels deep Conditions, tables and repeating rows Bundles - many templates, one document Dynamic filename patterns Files or Notes & Attachments Any number of sandbox or production orgs
More Features Book a Demo
Service 02

Generation + Circularo
One token, both systems talking

Paste one Circularo API token and the two systems are connected. From then on they stay in step by themselves: documents go across, signing status comes back, and Salesforce always shows where a document got to. Point it at whichever objects you want, whenever you want.

Best for teams already signing in Circularo who are tired of uploading files by hand.

Everything in 01, plus

Connect with a single Circularo API token Salesforce and Circularo stay in sync Documents delivered ready to send Live signing status back on the record Switch on any object, whenever you like Several Circularo accounts side by side
More Features Book a Demo
Most chosen
Service 03

End to End
Nobody touches it

The whole loop runs by itself. The document is generated, sent to the right signers in the right order, signed, and the signed copy is filed back on the record - while your team does something else.

Best for anyone whose documents have a deadline and a chaser attached to them.

Everything in 02, plus

Sent for signature automatically Signer order and roles Email OTP and per-signer passwords Signed PDF filed back on the record Conditional rules across a bundle Hand the finished document to any system
More Features Book a Demo

05 - Payback

What it gives back, in your own numbers.

Move the sliders to match how your team works today. Nothing is submitted anywhere - this runs entirely in your browser.

What is being counted

The minutes your team spends exporting, filling, saving, attaching, emailing and chasing each document - the steps that stop happening.

Your numbers

Five inputs, nothing sent anywhere

120
18 min
3
4 days
$45
36 hours a month handed back to your team
Working days a year54 days
Cost of that time, annually$19,440
Documents handled a year1,440
Waiting days removed a year5,760 days
People freed from the process2 of 3

Assumes the manual steps - exporting, filling, saving, attaching, emailing, chasing - go to roughly zero. Your own figures, your own arithmetic.

06 - What changes

The same job, minus the busywork.

Nobody asks for a document tool. They ask to stop doing three things by hand - and those three things are the same in every org we have seen.

Steps today

  • Export the record
  • Fill the template
  • Save and rename
  • Attach and email
  • Chase the signer
  • Re-upload the signed copy

Steps after

  • Change the stage

“Send the renewal to the customer.”

Before

Export the record, fill the template, save it, rename it, attach it, email it, chase it

Now

Change the stage. Done.

Six steps become one

“Where did that contract get to?”

Before

Search your inbox, search theirs, ask three people, guess

Now

Open the record. It is there.

Nobody has to ask

“Attach the signed copy to the account.”

Before

Download it, rename it, upload it again, hope it is the final version

Now

Already filed. Already named.

Filed before you look

07 - Security

Built for the people who have to approve it.

Documents stay inside systems you already trust. Where one leaves Salesforce, you decide who is allowed to open it.

Signing runs on
Your Circularo account
Documents live in
Your Salesforce org
Signer identity
Email code · Password
Install footprint
No managed package
In transit
Encrypted end to end
Hosting region
Yours to choose

One-time email codes

A signer proves who they are with a code sent to their address before the document will open.

Per-signer passwords

Protect the document itself, so its contents are useless even if a link gets forwarded on.

Can stay inside Salesforce

Keep documents on the record only, where your existing sharing rules already decide who sees them.

A record of what happened

Who signed, when, and from where - kept with the document, ready for the day somebody asks.

Your own Circularo account

Signing runs through your subscription, under your organisation's terms - not through ours.

Regional hosting

Deployed in the region your data has to stay in. It runs in the United States today, with other regions stood up per customer.

Encrypted in transit

Every document and every field value moves over an encrypted connection, end to end.

Links you can switch off

Share links can expire in minutes, work once, or be turned off entirely so the record is the only way in.

08 - Questions

The things people ask on the first call.

Seven answers that usually decide whether a team goes ahead.

Ask us anything

Send a question about Savvy DocGen - what it does, how it fits your org, what it will take to set up. It reaches the people who built it rather than a ticket queue, and you get a straight answer.

Email us
What is Savvy DocGen?

Savvy DocGen is a Salesforce document generation and e-signature connector built by Savvy Data Cloud Consulting. It fills your Word or PDF template with data from a Salesforce record, files the finished document on that record, sends it for signature through Circularo, and writes the signed PDF back to the same record.

Do we need to install a managed package?

No. Savvy DocGen connects to your org through a standard authorised connection, so there is no package for your security team to review and nothing to install into production.

Whose e-signature account is used?

Yours. Signing runs through your own Circularo subscription, under your organisation's terms and retention rules. We never sit between you and your signed documents.

Will it work with our custom objects?

Yes. Any object your user can see, standard or custom, along with related records and lookup fields. If it is in your org, it can go in the document.

Where do the generated documents get filed?

Wherever you tell it to, per template - Files or Notes & Attachments. The signed copy is filed in the same place and named after the original, so the pair stay together on the record.

How large can a document be?

Up to 40 MB, including merged bundles. One thing to know: Salesforce itself caps Notes & Attachments at 25 MB, so anything larger has to be filed in Files. The product tells you this at the point you choose.

What happens if a signer never signs?

The document stays open and its status stays visible on the Salesforce record, so the owner can see exactly who it is waiting on without leaving the record.

How long does it take to set up?

Connecting your org and your Circularo account takes minutes. The work is in the first template, mapping fields and placing signature marks, and after that each new template is a copy-and-adjust job.

Can we test it in a Salesforce sandbox first?

Yes. Savvy DocGen connects to any number of sandboxes and production orgs. You can run your real templates against real records in a sandbox and watch the whole thing work before anything touches your live org.

See it run on your own org.

Thirty minutes. Bring one template and one record - you will watch it generate, get signed, and land back on the record before the call ends.

Book a Demo Compare Services

No managed package · Works with your existing org · Your own Circularo account