S-Docs is officially a HubSpot partner. Explore how our product can help you streamline your document generation and e-Signature processes.
Documents are the lifeblood of every organization; you can’t function without them. If you’ve found yourself (or your team) frustrated with your document workflows, you’re not alone. Thankfully, there is a solution available that can streamline your document workflows, effectively saving time, eliminating frustration, and protecting your bottom line.
S-Docs for HubSpot is up for the challenge. Previously built as a native Salesforce solution, we chose to build on HubSpot because we saw how much our solutions were helping Salesforce customers optimize their operations and wanted to bring that same support to HubSpot’s customer base. We’re proud to offer a solution for businesses of all sizes and industries who use HubSpot to achieve operational efficiency.
With S-Docs for HubSpot, you can automatically create and e-Sign your sales, service, and other essential agreements inside HubSpot. This enables you to easily:
- Provide excellent customer service
- Get your teams on the same page — literally
- Keep your data safe and secure
- Save valuable time, energy, and money
Let’s explore how S-Docs and HubSpot work together to help you sharpen your competitive edge, increase ROI, and achieve operational efficiency.
Intuitive, collaborative template editor
Going back and forth on document review between stakeholders and ensuring everyone uses the latest template versions is a hassle. However, it is a necessary process to ensure every document meets industry requirements and brand standards. This collaboration and the quality assurance process take up precious time that could be spent on other priorities.
- An intuitive interface. Drag-and-drop functionality and an intuitive template editor make it easier than ever to build and customize your document templates.
- Live template editor. S-Docs uses a live template editor, making it easy for your teams to collaborate. Plus, since the documents are live, you can guarantee that everyone uses the most up-to-date document version. We also allow for version history tracking so that you can refer to old document versions as needed.
- PDF template upload. You can build document templates from scratch or use our PDF upload feature. This makes it easy to send your PDFs for e-Signature — without having to worry about manually updating them with recipient data or printing them out for signatures. Simply upload your PDF, drag and drop your desired fields into the PDF template, and then send it for e-Signature.
Personalized, pixel-perfect documents generated in seconds
Consumers expect companies to have lightning-fast, consistent, and personalized service. Building every document from scratch is tedious, especially if you’re using clunky, rigid tools. Along with limiting document customizability, these tools leave you with documents that don’t reflect your brand standards or the customer experience you want to provide.
With S-Docs, you can generate personalized, on-brand, and accurate documents in seconds.
- Dynamic content generation. Powered by conditional logic, with the click of a button, our app pulls data directly from HubSpot into the fields you specify. Now, you can save time and eliminate manual processes while still providing personalized documents tailored to each individual. This reduces the risk of inaccuracies that can make you look unprofessional or, at worst, cost you business.
- Generate documents in seconds — and automatically. Say goodbye to the spinning wheel of death and slow load times. Our documents are generated in less than five seconds.
- Time-saving automated workflows. Put your documents on autopilot by adding them to your HubSpot automated workflows. This powerful automation enables your team to ensure the right documents are getting to the right people at the right time — saving them the headache of manually generating and sending documents, or worse, forgetting to send them.
Secure, intuitive e-Signature experiences
Our software makes it easy to keep the e-Signature process seamlessly and secure.
- Signer profiles and PIN permissions. Each signee will have a unique signer profile to streamline the e-Signature process. With these profiles, you can give each recipient a unique PIN to access and sign the documents — this is a great way to add an additional layer of security. If you want recipients to sign in a specific order, you can establish that in our app before sending an e-Signature request.
- Drag and drop signature, text, and date fields. Adding fields where you need a signature, date, and certain text (such as initials) allows you to ensure you get the specific data you need from signees.
- Ability to track e-Signature requests. S-Docs makes it easy to send e-Signature requests and track the status of each request in one place.
In addition to these features, we know that protecting client data is paramount — and something that can easily go overlooked. Backed by SOC II compliance, with S-Docs for HubSpot you can rest assured that your sensitive data will stay safe and secure.
Get started today — for FREE
Getting started with S-Docs for HubSpot is easy; just follow the steps below:
- Install S-Docs from the HubSpot App Marketplace.
- Create your templates.
- Enjoy the benefits of document automation.
Yes, it really is that simple! Request a demo and see how S-Docs can help you work smarter.