S-Docs is an add-on that generates quotes, contracts, invoices, reports and any other document directly on Salesforce.

Languages supported:

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

9.8/10 (Expert Score) ★★★★★
Product is rated as #2 in category Salesforce CRM Document Generation Software
Ease of use
9.0
Support
0.0
Ease of Setup
0.0

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S-Docs is the only 100% native document generation and e-signature solution for Salesforce. Built entirely on the Salesforce platform, S-Docs is lightning fast, exceptionally intuitive, and incredibly secure, since your data never leaves Salesforce.

Generate, email, and e-sign your mission critical documents using a solution built on the platform your team relies on every day.

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Customer Reviews

S-Docs Reviews

David L.

Advanced user of S-Docs
★★★★★
Best Salesforce document generation package

What do you like best?

There are many upsides to S-Docs. We like that our data stays completely within Salesforce. I know the other guys say everything is secure and encrypted but, why risk it? The user interface is clean and straight-forward for creating new templates. Also, we really like the batch job feature of S-Docs. Provides so many options for document generation and delivery. And they fairly recently enhanced the user interface to be completely in Lightning. Great user experience. The one other big thing about S-Docs is the people - outstanding technical support and customer support. They actually seem to care.

What do you dislike?

At this point, I cannot come up with anything I dislike about S-Docs.

Recommendations to others considering the product:

Be sure to give consideration to whether you're comfortable with your data leaving Salesforce. If you're not, S-Docs is your best choice.

What problems are you solving with the product? What benefits have you realized?

Like most other Salesforce customers, the demand for generating and distributing polished forms and documents to our customers is never-ending. S-Docs is the only product we use in Salesforce for doing that.

Review source: G2.com

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