📄 Automate the Entire Revenue Document Flow
Genesis makes documents part of the Revenue Experience — connected, intelligent, and automatic.
The Problem
Why Salesforce CPQ Documents Slow You Down
Salesforce CPQ relies on outdated PDF templates that hinder productivity. Without real-time previews, reps struggle to align their quotes with buyer expectations.
Adoption Issues
Natural human tendency for a rep is to see the document as they are building the quote, not after. Generating documents after, only to issue causing redo impact adoption.
Admin Burden
Rigid PDF templates, hard to customize. No advanced formatting or conditional logic. Multiple systems needed (Conga, DocuSign Gen, Nintex)
“Document creation shouldn’t be a separate project.”
The Genesis Difference
Revenue Documents, Reimagined
Visual Flow
Quote documents that build automatically and display in real-time. Letting users to view and edit as they build.
AI Driven
Right content and terms inserted dynamically. Reps can make allowed changes with AI conversational instructions.
Add-On Chaos vs. Built-In Experience
Product Comparison
Genesis CPQ
AI-powered, dynamic docs
Salesforce CPQ
“The live preview changed everything. Reps finally trust the system, because they can see exactly what the buyer will see — no more surprises at send time.”
Which Transition Path Is Right for You?
