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Document templates can be used over and over again, optimizing your team’s daily operations.
Freedom to create templates your way.
Speed
Quickly create and customize data-driven, professional documents with an easy-to-use drag-and-drop interface, streamlining your team's operations and enhancing collaboration.
Flexibility
Customize every aspect from page size and margins to dynamic data integration, ensuring your documents perfectly meet your team's needs.
Reduce Errors
Native apps align with the look and feel of Salesforce, removing the frustration of familiarizing yourself with an entirely new platform and thus, faster ROI.
Runtime Variables
Inserting runtime variables into your S-Docs template allows you to automatically populate documents with key details like record names, owner information, and current user data, ensuring your documents are always accurate and personalized.
Insert Tables
Adding tables to your S-Docs template enhances document clarity and organization, allowing you to neatly display data, images, and variables with customizable formatting options for each cell, ensuring your documents are both professional and easy to read.
Preview Mode
Ensure your templates are error-free by visualizing them with real-time company data and unique Salesforce or HubSpot identifiers, allowing for accurate adjustments before finalizing and sending documents.
Trusted by our users
We are honored to be consistently ranked as the easiest-to-use document automation and e-signature solution available.
We've got a worldwide implementation with…several templates per brand, per language, so we needed to find a solution that could answer the salespeople’s needs. S-Docs is serving our ambitions. It's just a click, and the document is available.
Vincent Gerard, Sales Engagement Director
Accor
Industry leaders rely on S-Docs
Transform your customer experiences with S-Docs
Contact our team today to get started.