S-Docs blog

e-Signature

November 18, 2024

How to sign a PDF in minutes using S-Docs e-Signature solution

Have you ever found yourself scrambling to sign a PDF document quickly and securely? It can be a...

November 12, 2024

Sales document automation: 10 benefits of ditching paperwork

Document automation

November 4, 2024

A better solution than a Salesforce report export to Excel

For years, Salesforce reports and Excel have worked in tandem, serving as the backbone for data...

Productivity

October 28, 2024

Understanding the sales process: 7 steps to success

Sales. It's a word that can elicit a range of emotions — from excitement to anxiety, and everything...

Document automation

October 21, 2024

How to ensure compliance with automated legal document generation

It is no surprise that businesses rely on technology to streamline their operations and improve...

Document automation

October 16, 2024

5 reasons to automate document workflow for remote teams

Are you tired of juggling endless documents and struggling to keep everything organized? Tracking...

September 30, 2024

Release best practices: How to install S-Docs upgrades seamlessly

Upgrading S-Docs to the latest version is essential to stay up-to-date with new features, bug...

Operational efficiency

September 3, 2024

S-Docs for HubSpot: It’s time to level up your document workflows

S-Docs is officially a HubSpot partner. Explore how our product can help you streamline your...

Event

August 12, 2024

Meet S-Docs At Dreamforce 2024

Pack your bags and charge your devices—S-Docs is heading to the Golden Gate Bridge! Well, close...

Document automation

June 12, 2024

Optimizing Sales Ops KPIs with Effective Reporting and Document Automation

You don't have to micromanage your sales executives to optimize sales operations. Instead, you’ll...

Document automation

June 5, 2024

Are You Ready for a Document Automation Tool?

The Need for Efficiency in Today’s Businesses Business efficiency is crucial. Imagine running a...

Operational efficiency

May 29, 2024

Understanding and Advancing Organization Maturity Levels in Your Business

An organizational maturity assessment identifies where your company stands within the stages of a...

Customer experience

May 8, 2024

How Automated Healthcare Payer Solutions Deliver Exceptional Value

Good quality healthcare is patient-centered and timely. When insurance providers streamline...

e-Signature

April 29, 2024

Supercharge Sales Performance In Home Durables With Technology

Introduction Navigating the highly competitive home durables market demands more than just having...

Customer experience

April 22, 2024

How E-Signatures Empower Financial Institutions To Streamline The Financial Agreement Process

Signatures on a financial agreement between two parties are the lifeblood of financial services....

Data security

April 3, 2024

Harmonizing Compliance and Operational Efficiency with Healthcare Automation Solutions

Healthcare requires a lot of paperwork, from forms to letters to patient charts and treatment...

Document automation

March 28, 2024

Transforming the Federal Employee Experience with Salesforce and Government Digital Transformation

Government agencies have come a long way in the last few decades. Operations that used to be...

Customer experience

March 13, 2024

How Customer Communication Tools Help Consumer Goods Companies Build Brand Loyalty

Picture this: You're strolling through a big box store and find yourself in the paper products...

Customer experience

March 6, 2024

From Frustration to Delight: How Utilities Technology Improves Regulated Utility Customer Service

The average regulated utility customer doesn’t think much at all about their provider — until the...

e-Signature

February 28, 2024

How to Simplify and Automate Claims Processing

The first insurance company in the U.S. was established in the 1700s. When you look at insurance...

Document automation

February 21, 2024

8 Apps to Optimize Salesforce for HR Departments

Salesforce, the top-tier customer relationship management (CRM) platform, isn’t just for sales and...

Operational efficiency

February 14, 2024

Can AI Drive Operational Excellence?

“How do you see AI shaping the future of operations?”

Salesforce

January 31, 2024

10 Reasons Native Apps are the Only Choice for Governments Using Salesforce

Government agencies today embrace technology to serve their customers, but the apps they implement...

Event

January 24, 2024

Advice from The Experts: Architecting Operational Efficiency in 2024

Operational efficiency has become a key differentiator for organizations striving to stay ahead of...

Document automation

January 17, 2024

4 Ways Document Workflow Automation Increases Operational Agility

As your company looks for ways to improve operational efficiency, one thing is certain: managing...

e-Signature

January 9, 2024

How to Set Up E-Signature to Simplify Business Workflows

Modern organizations must be agile and efficient to compete in today’s business environment. Forget...

Productivity

January 8, 2024

The Future of Operational Excellence: Insights from Operations Week 2023

The Future of Operational Excellence: Insights from Operations Week 2023

Document automation

January 4, 2024

7 Reasons to Automate Manufacturing Document Management for Optimal Productivity

7 Reasons to Automate Manufacturing Document Management for Optimal Productivity

Document automation

December 27, 2023

Jump from Paperwork to Productivity with HR Automation Software

Jump from Paperwork to Productivity with HR Automation Software

Legal

December 19, 2023

How AI Is Transforming Digital Agreements

How AI Is Transforming Digital Agreements

Customer experience

December 13, 2023

5 Types of Consumer Goods Technology to Improve the Customer Experience

5 Types of Consumer Goods Technology to Improve the Customer Experience

e-Signature

November 30, 2023

Putting “Service” Back into Financial Services with Automation

Putting “Service” Back into Financial Services with Automation

Document automation

November 22, 2023

Business Document Automation: 10 Benefits of Ditching Paperwork

Business Document Automation: 10 Benefits of Ditching Paperwork The digital world is knocking at...

Customer experience

November 10, 2023

Innovator’s Guide: Developing a Customer-Centric Operating Model

Innovator's Guide: Developing a Customer-Centric Operating Model

e-Signature

November 2, 2023

Accelerate Life-Saving Innovation with Life Sciences Digital Transformation

The life sciences sector is brimming with opportunities for pivotal breakthroughs, from preventing...

e-Signature

October 27, 2023

How to Accelerate the Sales Process with Document Automation

How to Accelerate the Sales Process with Document Automation

Document automation

October 24, 2023

Streamlining Customer Service with Contact Center Automation

How contact center technologies are your shortcut to customer satisfaction

Document automation

October 17, 2023

Build Constituent Trust Through Digital Government Transformation

Streamline Government Communication With Document Automation

Customer experience

October 4, 2023

Amplify Social Impact: A Roadmap to a Nonprofit Communication Strategy

e-Signature

September 29, 2023

Step Up Your Field Service Automation with Mobile Documents

Customers today can buy nearly anything they want online, bypassing contact with your company’s...

e-Signature

September 25, 2023

Transform Sales Efficiency with the Magic of E-Signature

Modern business today moves lightning fast, with information zipping through the internet as soon...

Event

August 4, 2023

Dream Big With S-Docs At Dreamforce

September is here, which means Labor Day weekend, pumpkin spice everything, and DREAMFORCE!

Event

May 17, 2023

Introducing The S-Docs Community

Great products are shaped by features, UI/UX, security, and more - but they’re made truly...

Document automation

May 24, 2022

How S-Docs Helps Boys & Girls Clubs of America Save Time For What Matters Most

Boys & Girls Clubs of America is a network of over 1,100 independent nonprofit organizations...

Event

January 5, 2022

S-Docs 2021 Year In Review

2021 was big - not just for S-Docs, but for the league of innovators and process optimizers...

Customer experience

December 1, 2021

Enhance Salesforce Field Service with Document Generation & E-Signature

Field service is a broad concept that takes many shapes - landscaping, product delivery, utility...

e-Signature

November 19, 2021

Improve Salesforce CPQ with Document Generation

There’s no doubt about it: Salesforce CPQ is an exceptionally valuable sales tool.

Customer experience

October 28, 2021

Document Automation: A Salesforce Org’s Best Friend

Of the many products/enhancements designed to improve your life, a select few will eventually...

Customer experience

October 25, 2021

How RPD Testing Delivers Faster COVID-19 Test Results with S-Docs

COVID-19 testing has been integral to keeping the world running - from helping sick individuals...

e-Signature

October 15, 2021

How to Generate Compelling Contracts in Salesforce

From billion dollar deals to your internet service agreement, contracts govern our world.

Event

September 16, 2021

Meet The New S-Docs Knowledge Base

At S-Docs, it’s no secret that our customers come first.

Document automation

August 23, 2021

How To Send Stronger Emails From Salesforce

Emails - they’re pretty important. In 2020, the world collectively sent over 300 billion per day.

Salesforce

August 17, 2021

Best Practices For Increasing Your Salesforce ROI

Maximizing the value of your CRM is an important factor in increasing productivity and profit for...

e-Signature

August 6, 2021

How To Maximize Value From Salesforce Experience Cloud Sites (AKA Communities)

When Salesforce renamed Community Cloud to Experience Cloud, we applauded the change. Though the...

Salesforce

July 29, 2021

The Data Security Benefits of Native Salesforce Apps

The Salesforce AppExchange has been an enterprise gamechanger for over 15 years. Chock-full of...

Salesforce

July 21, 2021

10 Simple Tips To Make Salesforce Easier

We’ve all been there. Sitting in front of our computer, staring at our Salesforce home page, and...

Salesforce

July 12, 2021

How Financial Services Organizations Are Using Salesforce In 2021

In recent years, the financial services industry has been undergoing a transformation. Today’s...

e-Signature

July 9, 2021

Top 5 Salesforce Apps For Productivity

It's always important to ensure that you are getting the most out of yourself, your team, and...

Salesforce

June 17, 2021

The Performance Benefits of Native Salesforce Apps

You’ve probably heard about the security and compliance benefits of native Salesforce apps. Since...

Salesforce

June 10, 2021

Reduce Your Compliance Burden With Native Salesforce Apps

Native Salesforce applications are third-party tools built on the Lightning Platform (formerly...

Salesforce

June 4, 2021

10 Salesforce Apps Every Sales Team Needs

Everyone wants to stand out at work (unless you’re a spy or secret agent, in which case blending...

e-Signature

May 27, 2021

How to Create Immaculate Invoices in Salesforce

What is an invoice?

e-Signature

May 19, 2021

The Best Salesforce Healthcare Apps in 2021

When you hear the word “innovation,” what comes to mind? Other than stock photos of lightbulbs,...

Document automation

April 29, 2021

How To Get More Value Out Of Salesforce Revenue Cloud

If you’re reading this article, chances are you either currently use Salesforce Revenue Cloud, or...

Document automation

April 21, 2021

Supercharge Salesforce Reporting With Document Generation

As a Salesforce user, you know the value of reports and dashboards. If your org’s data were...

e-Signature

April 14, 2021

How Healthcare Organizations Are Using Salesforce In 2022

Healthcare: it’s on everyone’s minds these days. Outside of virus treatments and vaccines, the...

Salesforce

March 25, 2021

6 Easy Ways to Make Your Salesforce Org More Secure

Data security is no laughing matter, but you don’t need to have a room like this one to keep your...

Customer experience

March 22, 2021

How To Improve The Customer Experience With Salesforce

CRM may be a modern term, but what it stands for isn’t new - the importance of nurturing customer...

e-Signature

February 25, 2021

The Ultimate Guide to E-Signature for Salesforce in 2022

Picture this: It’s 2022. Your inbox lights up with a new email requesting your signature on a...

Customer experience

February 12, 2021

How to Increase Salesforce User Adoption

Salesforce is a powerful tool, but its real value comes from its users. Just like a car without...

Salesforce

February 1, 2021

Accelerate Solution Implementation with Native Salesforce Apps

The Salesforce AppExchange is one of the most important places a business using Salesforce can go...

Operational efficiency

January 29, 2021

The 5 Benefits of a Digitally Empowered Government Workforce

A digitally-empowered government workforce -- sounds buzzwordy, doesn’t it? What does...

e-Signature

January 12, 2021

Why Insurance Companies Should Invest in Document Automation in 2024

As the insurance industry navigates the complexities of a digital-first world post-pandemic, the...

Event

December 18, 2020

S-Docs 2020 Year In Review

At the risk of using the most cliché word of the year, we’ll say it: 2020 was unprecedented....

Salesforce

December 14, 2020

How Native Salesforce Apps Reduce Total Cost of Ownership

How much did the device you’re using to read these words cost? Seems like a simple question --...

Customer experience

December 8, 2020

6 Key Business Documents You Should Be Automating [Part 2]

A good document automation strategy is crucial for scalable business operations. But you can't...

Document automation

November 30, 2020

6 Key Business Documents You Should Be Automating [Part 1]

Document automation may sound simple, but implementing it into your Salesforce can skyrocket...

Document automation

November 18, 2020

5 Security and Compliance Benefits of Salesforce Document Automation

When an organization first introduces document automation to their Salesforce stack, some...

Document automation

November 4, 2020

Introducing The S-Docs Template Editor UI Refresh

Here at S-Docs, we believe in continuous product innovation to meet the ever-changing needs of...

e-Signature

October 23, 2020

How To Create A Stunning Statement Of Work In Salesforce

Certain documents just make life easier. For salespeople, these include sales quotes and...

Salesforce

October 19, 2020

Salesforce Influencer Spotlight: Melissa Hill Dees

Welcome back to another S-Docs Salesforce Influencer Spotlight, where we highlight some of the most...

Salesforce

October 6, 2020

Salesforce MVP Spotlight: Scott Luikart

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

Salesforce

September 29, 2020

Salesforce MVP Spotlight: Gemma Blezard

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

Salesforce

September 18, 2020

How To Use Salesforce For Project Management

When you hear the word “Salesforce,” you probably think of the tool that helps you or your users...

Salesforce

September 9, 2020

Salesforce MVP Spotlight: Joy Shutters-Helbing

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

Salesforce

August 31, 2020

How Native Salesforce Apps Drive Innovation

You’ve probably heard about the ever-increasing pace of change. New ideas and technologies are...

Salesforce

August 23, 2020

Salesforce MVP Spotlight: Brendan Conroy

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

Salesforce

August 11, 2020

Salesforce MVP Spotlight: Charly Prinsloo

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

e-Signature

August 5, 2020

How to Design a Professional Quote in Salesforce

“It’s not about having the right opportunities. It’s about handling the opportunities right.” ...

Salesforce

July 21, 2020

Salesforce MVP Spotlight: Eric Dreshfield

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most...

Salesforce

July 8, 2020

Salesforce MVP Spotlight: Steve Molis

Salesforce is a fantastic platform to work with, but it wouldn’t be where it is today without the...

Salesforce

June 24, 2020

10 More Essential Productivity Tips for Salesforce Admins [Part 2]

What’s the main responsibility of a Salesforce admin? If you asked 100 different people, you’d...

Salesforce

June 16, 2020

Salesforce Data Security Best Practices For Financial Services

The financial services industry -- which represented 7.4% of the United States GDP in 2018 -- is...

Salesforce

June 3, 2020

10 Essential Productivity Tips for Salesforce Admins [Part 1]

Salesforce admins are some of the most dedicated and hard-working people you can find. We should...

Salesforce

May 28, 2020

[Datasheet] Native Salesforce App Architecture and Benefits

As any admin, developer, architect, or even end-user knows, one of Salesforce’s greatest strengths...

e-Signature

May 13, 2020

Top 10 Things An E-Signature Solution For Salesforce Can Do For You

In sales, extra steps get in the way. Anything that prolongs the sales cycle or causes the...

Salesforce

April 15, 2020

Salesforce Cybersecurity Best Practices For Healthcare

When people hear the word “healthcare,” it usually brings to mind health clinics and hospitals,...

e-Signature

April 8, 2020

Upgrading Your Document Generation System? Here’s What You Need To Know

Here’s a short quiz for you:

e-Signature

April 2, 2020

Digital Solutions For A Changing World

There’s no denying that it’s a strange time for business right now. Largely unknown when 2020...

Salesforce

March 24, 2020

How To Evaluate The Security Of AppExchange Apps

There are many things that go into building great customer relationships -- personalization,...

Productivity

March 18, 2020

Business As Usual: Tips For Working Remotely

This is a historic time for both our country and the world as we try to navigate the best way...

e-Signature

March 10, 2020

How US Government Entities Are Using Salesforce In 2022

Although it begins with the word “Sales,” Salesforce is about as far from being a solution...

Customer experience

March 3, 2020

What Makes E-Signature A Good Fit For Healthcare?

For as long as they’ve existed, corporations from every industry have endeavored to paint...

Document automation

February 25, 2020

How To Build A Game-Changing Proposal In Salesforce

Ah, the business proposal -- one of the staples of the professional world. Whether they’re ...

e-Signature

February 17, 2020

E-Signature For Salesforce: 3 Reasons Native Apps Are Better

If you search “e-signature” on the Salesforce AppExchange, about 40 different apps will pop up on...

Salesforce

February 11, 2020

How 2009 Changed The Salesforce AppExchange Forever

With over 5,000 solutions available and more than 7.5 million downloads (and counting!), the...

Salesforce

February 4, 2020

Safeguarding Your Salesforce Data: Best Practices for Government Entities

Data security, cybersecurity, information security -- whichever term you use, you probably know...

Document automation

January 28, 2020

How Accounting and Legal Departments Can Simplify Contract Creation in Salesforce

It’s a well-known fact that Salesforce has the potential to be a lifesaver for any organization....

Document automation

January 21, 2020

How to Design a Beautiful Document

We’ve all been there before -- you receive an email from a sales representative, download an eBook,...

Operational efficiency

January 17, 2020

S-Docs 2019 Year in Review

Although it feels like 2019 began only yesterday, we’ve already rounded out another successful year...

Salesforce

January 13, 2020

Ebook: 20 Life Hacks Every Salesforce Admin Should Know

Whether you’ve been a Salesforce admin for fifteen months or fifteen years, you know in this...

Document automation

December 5, 2019

What Tech Is Trending In Government?

3 Solutions Modernizing the Public Sector Have you ever wondered what’s trending in government...

Salesforce

December 4, 2019

Our Dreamforce 2019 Highlights

Now that Dreamforce 2019 is over, there’s only one thing we’re aiming for over the next 343 days: ...

Document automation

October 31, 2019

3 Tricks to Impressing Your Team and Consistently Over-Delivering

It’s a good feeling when you can go above and beyond what’s asked of you. Especially when it’s a...

Salesforce

October 22, 2019

Tips From S-Docs To Make Dreamforce ’19 A Success

Dreamforce 2019 kicks off on November 19th--that’s less than a month away! As we get hyped for the...

Service

October 9, 2019

S-Docs is proud to be part of the Pledge 1% movement

If you’re familiar with S-Docs, then you know we are in the business of improving. Improving...

Document automation

September 27, 2019

What Salesforce Document Automation Can Teach You About Embracing Change

When was the last time you learned a new skill, tried out a new hobby, attempted to use a new...

Document automation

August 30, 2019

Close Deals Faster With A Document Generation App – 5 Helpful Tips

Remember that iconic line from 1992 film Glengarry Glen Ross? “ABC: Always be closing.”

Productivity

August 15, 2019

5 Reasons You Need to Digitize Your Business

When is the last time you heard the word digitize? Truth be told, other than ‘digitization’ being...

Customer experience

August 6, 2019

Inside the S-Docs Intern Program That’s Boosting Customer Experience

Have you met the 2019 S-Docs interns? If you’re a current S-Docs customer, or even if you’re...

Document automation

July 19, 2019

Searching for an Easy Document Generator for Salesforce? We’ve Got You.

When was the last time you started looking for something you thought would be a simple, but wound...

Salesforce

June 27, 2019

4 Ways Native Salesforce Apps are Transforming the Healthcare Industry

If you’ve been to the doctor recently, you’ve likely noticed some new technology. Paperwork that...

Customer experience

June 19, 2019

Document Automation in Healthcare: 3 Patient Data Benefits You’ll Love

In the healthcare industry, the number one key to success is maintaining patient satisfaction....

Document automation

June 4, 2019

Whitepaper: Automate These 3 Documents and Your Team May Throw You a Party

What’s better than being recognized at work? Few things make us feel more validated than receiving...

Document automation

May 15, 2019

Are Document Creation Apps As Important As Sleep?

There’s one human function crucial to our livelihood that is often underestimated – a healthy...

Salesforce

April 30, 2019

Can a Native App Help Overcome a Tedious Software Approval Process?

If you’ve ever tried to enact change at work, you know it can be an arduous process. Something as...

Document automation

April 11, 2019

Salesforce Hack: How to Increase Productivity through Automation

In the current age of technology, there seems to be an app for everything. Even though the world as...

Document automation

March 27, 2019

Work smarter not harder — the Salesforce help your team needs

Imagine this — you manage a team of ambitious, go-getting salespeople who use Salesforce all day,...

Salesforce

March 12, 2019

Always choose the Native App on the AppExchange — Here’s why

The world's biggest search engines understand that results they list are not created equal, so they...

Document automation

January 29, 2019

6 Benefits of a Financial Services Document Generation App

Asking why a company that’s in the business of managing money for clients should use a financial...

Salesforce

January 15, 2019

5 best Salesforce apps you should install now

Here at S-Docs, we are a business built on creating and selling. It’s quite common for people to...

Document automation

January 8, 2019

6 Benefits of a Salesforce Document Generator

Think about the last time you bought a car. Chances are you worked with a salesperson while...

Salesforce

December 17, 2018

How to choose the best apps on the AppExchange

The Salesforce AppExchange has well over 3500 apps. While this number may seem small when compared...

Document automation

September 14, 2018

A Salesforce Document Generation App Will Change Your Life – Really!

You know those campy infomercials where an exasperated actor looks at the camera and screams out in...

Document automation

September 14, 2018

Document Creation and the Salesforce Admin Hero

There are many skills necessary to be a great Salesforce Administrator. Perhaps one of the most...