S-Docs blog

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e-Signature
March 18, 2025

5 workflow nightmares solved by e-Signature

You glance at your inbox and spot yet another email thread about a missing signature. The document...
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Document automation
March 17, 2025

Why your team needs a translator (no, not that kind)

When your teams work in silos, their workflows and priorities can easily misalign, leading to...
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Document automation
March 11, 2025

Automation isn't coming for your job — it's coming for your to-do list

You've heard the warnings about how automation will replace your job. But here's what they're not...
Man frustrated at desk
Document automation
March 10, 2025

The 3 document problems you didn't know you had (and how to fix them)

Think you've got your document processes under control? Look closer. While your teams are focused...
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Salesforce
March 6, 2025

Enhancing patient satisfaction with digital experience platforms

Keeping up with patient needs in any healthcare setting can be daunting. If you’re struggling to...
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Salesforce
March 6, 2025

Enhancing client engagement in financial services with Digital Experience Platforms

Financial services is a complex and meticulous industry. Your portfolio managers face the challenge...
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Automated Workflow
March 6, 2025

How to improve employee productivity — 5 expert tips

According to new McKinsey research, employee disengagement and attrition could cost a median-size...
invoice papers
Automated Workflow
March 6, 2025

Invoice automation: The key to faster payments and happier clients

How your business invoices clients directly affects your cash flow, client relationships, and...
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Customer experience
March 6, 2025

How to create a customer engagement plan that works

A good customer engagement plan is essential for building stronger relationships, driving loyalty,...
salesmen talking to two potential clients
Automated Workflow
March 6, 2025

Rev your revenue engine with these 7 sales acceleration hacks

In sales, time can be a valuable asset — but too much of it can put deals at risk. Being able to...
paperwork stacked up
Automated Workflow
March 6, 2025

Efficient customer service operations: 10 benefits of ditching paperwork

In customer service, relying on physical documents and manual processes can slow down operations,...
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Automated Workflow
March 6, 2025

Streamline production with document automation for manufacturing

It’s no secret that paperwork can be a real drag. But what if there was a way to make all those...
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Productivity
March 4, 2025

How a better employee experience leads to a more positive customer experience lifecycle

Every day, your team tackles visible project milestones, but beneath the surface, an invisible work...
a man experiencing burnout from work
Productivity
March 3, 2025

The 'invisible work' tax: How hidden tasks drain productivity across teams

Every day, your team tackles visible project milestones, but beneath the surface, an invisible work...
man showing customers a quote
Document automation
February 25, 2025

Uplevel HubSpot Quotes with S-Docs

HubSpot offers many great features when it comes to managing your sales process, including pipeline...
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Automated Workflow
February 24, 2025

Streamline your quote to cash process with S-Docs

While most organizations focus solely on closing deals, industry leaders know that an optimized...
woman working remotely
Document automation
February 18, 2025

How contract automation drives security and efficiency

You might remember the last time you handled a contract — the back-and-forth emails, the manual...
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Document automation
February 17, 2025

Drive insurance productivity and customer trust with S-Docs

If you work in insurance, you know industry trends are shaping its future. Paper forms and lengthy...
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Document automation
February 11, 2025

Document automation for legal departments: 10 benefits of automating legal paperwork

In the legal profession, mountains of paperwork come with the territory. Have you considered how...
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Customer experience
February 10, 2025

Enhancing customer journey touchpoints with document automation and e-Signature

You have likely heard about the customer journey and its importance in today's business landscape....
woman on a sales call
Automated Workflow
February 4, 2025

Operational efficiency myths busted: What really works (and what doesn't)

It seems like we’re constantly bombarded with advice on how to boost your operational efficiency...
project manager working hard
Automated Workflow
February 3, 2025

Tips for automating logistics and shipping documentation

The shipping and logistics industry stands as the backbone of global commerce, driving the movement...
S-Docs + Agentforce
Document automation
January 31, 2025

From clicks to prompts: Driving document automation with Agentforce AI

Salesforce CEO Marc Benioff said it best: “Digital labor is here, transforming productivity without...
a man smiling from working remotely
Document automation
January 22, 2025

Operational efficiency: Top 5 trends in 2025 to streamline operations

The past has taught us that thriving organizations embrace new technologies and streamline...
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Salesforce
January 10, 2025

Empowering citizen engagement with digital platforms

Many public sector leaders face the challenge of meeting increasing citizen demands while managing...
A digital globe with security icons
Document automation
December 17, 2024

Why document encryption is essential for business security

Document encryption is the process of converting information within a document into a code to...
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Document automation
December 9, 2024

5 time-consuming business processes to automate before the holidays

The end-of-year rush leaves many businesses scrambling to complete essential tasks while managing...
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Document automation
December 2, 2024

How document automation can transform your team's productivity

The pressure to improve productivity is constant. Automation provides a solution by allowing your...
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Salesforce
November 25, 2024

Elevating customer satisfaction with Digital Experience Platforms

If you’re struggling to keep up with the ever-evolving needs of your customers, you’re not alone....
man writing his signature
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...
coworkers throwing document papers in the air
November 12, 2024

Sales document automation: 10 benefits of ditching paperwork

man signing a document
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...
salesman talking with two clients
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...
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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...
man smiling at computer
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...
S-Docs logo
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...
the S-Docs team
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...
green analytics
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...
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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...
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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...
healthcare worker on a tablet
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...
employees brainstorming together
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...
dollar sign and paper
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....
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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...
blue collar workers in America
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...
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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...
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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...
pen on paper
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...
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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...
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Operational efficiency
February 14, 2024

Can AI Drive Operational Excellence?

“How do you see AI shaping the future of operations?”
SEC
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...
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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...
people working from computers
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...
man working off a tablet
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...

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