Salesforce CPQ is end-of-sale
The document comes last —so reps redo it and reissue
Salesforce CPQ generates the document after the quote, so reps rework it and reissue at send time.
Genesis builds the document as the quote is built — connected, live, and automatic.
Trusted by teams running 50,000+ users
The problem
Why Salesforce CPQ documents slow you down
Static PDF templates and no live preview leave reps building documents after the fact, then reworking them.
Adoption
Reps want to see the document as they build the quote, not after. Generating it later — then reissuing to fix it — hurts adoption.
Admin burden
Rigid PDF templates are hard to customize, with no advanced formatting or conditional logic — and multiple bolt-ons (Conga, DocuSign Gen, Nintex) to maintain.
Building the document shouldn’t be a separate project.
The Genesis difference
See the document as you build the quote
Reps see the quote in real time, exactly as the buyer will — which builds trust and adoption.
Live document
The quote document builds automatically and updates in real time, so users view and edit as they go.
AI-assisted
The right content and terms are inserted automatically; reps request allowed changes in plain language. AI proposes, humans decide.
Built-in
Add-ons vs. built-in
Turn document creation from a bolt-on project into part of the quote.
When reps see the document as they build it — exactly what the buyer will see — there are no surprises at send time.
Your Salesforce CPQ is ending.See exactly where you stand.
Run the free assessment on your own Salesforce CPQ — it reads your last year of quotes and shows exactly where you’re slow, which rules move to Genesis automatically, and how much faster quoting gets. Your current setup keeps running while you test.