Highlights

  • Generate documents powered by any Salesforce data & request e-signatures via clicks, automated flows, or in bulk. Get efficient processes that deliver consistent experiences, faster sales cycles, and time back to focus on driving business value.
  • Design powerful templates without ever leaving Salesforce. Use point-and-click tools to add complex business logic with an intuitive, easily adoptable UI and output templates in PDF, Word, Excel, PowerPoint, Email, and more - all in one place.
  • S-Docs is built entirely on Salesforce, for Salesforce. Set up & maintain easier using Salesforce tools you know, ensure compliance with data processed exclusively within your org, & end long load times to deliver documents as fast as business demands.

Social Impact

  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Description

S-Docs is a document operations platform that helps thousands of organizations scale smarter. It enables any business to effortlessly create and sign critical documents through intuitive, secure document generation and e-Signature solutions.####With powerful features including batch generation, zero-click automation via Flows or Apex, conditional logic, translation, PDF editing, and more, S-Docs allows you to create your mission-critical documents with ease including:##✓ Proposals & Quotes##✓ Invoices & Receipts##✓ Contracts & Agreements##✓ SOWs##✓ Work Orders##✓ Emails##✓ Reports####As a 100% certified native app, S-Docs is the smart choice because it runs entirely within Salesforce, never processes your data externally, and is a natural extension of your workflows.####Thousands of organizations in every industry rely on S-Docs to win faster, amplify productivity, and delight customers at every opportunity. Built with your unique needs in mind, S-Docs seamlessly connects to the processes that power your business so you can start streamlining the way your team creates, manages, and shares information instantly—and realize operational efficiency faster.####Contact us today at sales@sdocs.com

Also Compatible With

  • Supports orgs where Salesforce Shield services are enabled Salesforce Shield
  • Government Cloud

Features

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, Force.com, Developer, and Performance EditionsEnterprise & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • View and edit this package’s code and metadataEditable Code
  • Supports orgs where Person Accounts is enabledPerson Accounts
  • Supports orgs where Multiple Currencies is enableMulti-Currency

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 12
  • Custom Applications: 1
  • Custom Tabs: 3

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 3
  • App Builder: 0
  • Community Builder: 0

Requirements

Salesforce Edition
Enterprise, Unlimited, Force.com, Developer, Performance
Other System Requirements
No additional system requirements

Support

(800) 519-DOCS / +1-212-729-8100

Additional Information

Package Name
SDocs
Version
May '24 / 7.1.3
Listed On
6/11/2010
Latest Release
7/3/2024
Languages
Dutch, English, Finnish, French, German, Danish, Italian, Japanese, Korean, Portuguese, Russian, Simplified Chinese, Spanish, Swedish, Thai, Traditional Chinese
S-Docs
521 Fifth Ave, New York, NY 10175
Founded
2010
Phone
800-519-DOCS / +1-212-729-8100

S-Docs is a document operations platform that helps thousands of organizations — from small shops to global enterprises — scale smarter. Built 100% natively on the Salesforce Platform, it enables any business to effortlessly create and sign critical documents through intuitive, secure document automation and e-Signature solutions. As a native app, S-Docs delivers documents faster, is easier to implement and use, and offers first class data security. S-Docs goes beyond simplifying workflows—it drives process transformation.####Thousands of organizations in every industry rely on S-Docs to win faster, amplify productivity, and delight customers at every opportunity. Built with your unique needs in mind, S-Docs seamlessly connects to the processes that power your business so you can start streamlining the way your team creates, manages, and shares information instantly—and realize operational efficiency faster.####Visit sdocs.com to learn more.

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