How can we help you?
Find answers in our knowledge base, browse documentation, or reach out to our support team. We're here to help you get the most out of DocuSync.
Popular topics
Quick answersGetting Started with Templates
Learn how to create your first document template and configure merge fields.
Setting Up E-Signatures
Configure signature workflows, add signers, and track document status.
Account & Billing
Manage your subscription, update payment methods, and view invoices.
Security & Compliance
Learn about our security practices, data protection, and compliance certifications.
Frequently Asked Questions
Quick answersHow do I create my first document template?
Go to Templates in your dashboard, click "New Template," upload a DOCX file, and add merge fields using our visual editor. You can then generate personalized documents from your data.
Can I integrate DocuSync with Salesforce?
Yes! DocuSync is built specifically for Salesforce integration. Connect your Salesforce org, map fields to your templates, and generate documents directly from Salesforce records.
How secure are my documents?
Security is our top priority. All documents are encrypted in transit and at rest. We maintain SOC 2 compliance, provide detailed audit trails, and never share your data.
What file formats are supported?
DocuSync supports DOCX templates for input and can generate documents in both DOCX and PDF formats. We also support images, tables, and conditional content.
Do you offer a free trial?
Yes! We offer a free trial so you can explore all features before committing. No credit card required to get started with your trial.
How do I cancel my subscription?
You can cancel your subscription at any time from Account Settings. Go to Billing, then click "Cancel Subscription." You'll have access until the end of your billing period.
Still need help?
Our support team is ready to assist you with any questions.