Features

 

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S-Docs FREE

Free

 

2 Templates per org
No User Limits
No Document Count Limits
On-Line Forum Support

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Unlimited

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REQUIRES A MINIMUM OF
10 S-DOCS USER LICENSES

 

2 Templates per org
No User Limits
No Document Count Limits
On-Line Forum Support

REQUIRES A MINIMUM OF 10 S-DOCS USER LICENSES

Cost: Per User/ Month (Progressive discount at
50+ licenses)
$0
 
Contact Us

(10 User Minimum)
Template
Limits
2 None
Document
Limits
None None
Limits on Number Of Users None 10 User
Minimum
Technical
Support (General Troubleshooting and
Design)
Forums 24x7 Phone,
email, Webex*
Upgradable to
future versions
Document
Generation Features
* Output to
Multiple formats (PDF, MS Word, MS XLS,
HTML)
* Compatible
with MS Office 2007-2013, and Mac
O/S
* Leverages
HTML5 and VisualForce that work on any
browser [no plug-ins, flash files or
downloads
* Supports
document creation, viewing and emailing
from your ipad
* Search, Select
and Create Multiple Documents at
once
* One-Click
document create option (i.e. allows a
button to be hard linked to a
preselected document list)
* Allow dynamic
URL parameters to filter templates
based on category, or search
criteria
* Searchable
Template Library controlled via
standard User Permissions
* Suggest
templates to user based on
popularity
* Select which
related contact record to merge during
document creation
* Add free-form
private notes to each document at
create time
* Ability to
edit documents after creation (MS Word,
MS Excel only)
* Works with
Force.com platform applications
* Supports
salesforce RTF, link and image field
types to renders mark-up correctly
* Option to
merge graphics and images as either
linked images (MS Word or HTML output),
and deep embedded images (MS Word and
PDF output)
* Limit document
editing by leveraging PDF file
format
Integrated
Email
* Built-in email
pop-up to send generated documents to
clients
* Auto-attach
selected documents to email
* Browse, attach
and preview previously generated
S-Docs
* Browse and
attach files from salesforce documents
folder
* Browse record
attachments and add to email without
downloading file locally
* Upload
additional attachments to outbound
email
* Auto-populate
email to, cc, bcc, subject fields with
static and dynamic record data
* Lock down to,
cc, bcc, subject and email body fields
using checkboxes on template
* Override
default attachment name with static or
dynamic data
* Auto-populate
email addresses based on linked contact
records
* Allow
on-the-fly update to contact's
email
* Provide
contact email lookup for contacts not
linked to record
* Allow
full-featured editing of outbound email
body even when template is used
* Auto attach
linked knowledge articles when email
relates to a case object
* Allow users to
select "send from" global org-wide
email addresses
* Create
outbound email as an activity and
automatically associate it to
record
* Auto-replace
email body with an HTML generated
template
Salesforce
Integration
* Displays
documents created in standard
salesforce related lists that can be
added to any page layout
* UTF-8
character set supports Chinese,
Japanese templates
* Whitelabeling
(Customizable button and list text
allows masking S-Docs branding)
* Works with
Salesforce Quotes Object (free S-Docs
Quote templates available)
* No I-frames:
Uses standard salesforce.com UI
components keeping with salesforce.com
design, fonts styles and color
schemes
WYSIWYG
Template Editor
* Web-based
template editor built on html5
standards that works on ipad
*
Point-and-click merging of images
stored in Salesforce documents
folder
* Multiple
Images (such as logos or product
images) can be deep embeded or linked
into a single document
*
Point-and-click merging of standard and
custom salesforce record data and
related data (up to three levels
removed) without any additional
setup
* Merge record
related data up to 5 field removed
*
Point-and-click merging of child
records and multiple related lists into
a tables within a single document
* Click to
insert page breaks
* Support any
paper size (letter, A4, legal
etc.)
* Specify
header, header image, first page
header, pagination, footer, footer
image, first page footer and pagination
(for MS Word and PDF)
* Supports
embedding multiple Google charts into
documents
Template
Advanced features
* Template
Editor Source Mode allows
customizations by anyone knowledgible
in HTML and CSS
* Supports
currency and date formatting of
salesforce data
* Ability to
limit the number of records included in
a related list
* Related list
items can be filtered and sorted by
multiple criteria in ascending or
descending order
* Related lists
can be grouped and subtotaled
* Add a row/line
item counter as a table column
* Related list
items can be grouped and separated into
multiple tables by field value, with
optional repeated headers before or
after grouping name
* Related lists
can be displayed vertically (records
appear in sections vs columns)
* Related lists
can be generated from direct SOQL
queries that respects running users
permissions
* Direct SOQL
feature allows embedding of any
querable salesforce data
* SOQL queries
support aggregates (eg sum by group
function) and offsets
* Supports SOQL
subqueries that can appear as sub-rows
of data
* 5 Default
formatting options for related list
tables with support for custom
formatting
* Leverage css
to have complete control of data and
cell formats
* Allows
conditional display of data, text,
images via a dynamic run-time Render
feature
* Can add
prefix, postfix, null substitutions for
all related list data
* Render images
within cells of a related lists
* Fully leverage
salesforce formula fields to control
data rendering
100% Native
Force.com App
* COMPLETE DATA
LOCKDOWN. No external web services
calls, no external SOAP requests, no
REST URI request, no querystring
submissions to external servers
* No user user
provisioning (access controlled through
standard salesforce permissions)
* No user
credentials are passed or shared from
salesforce to any other system (you
data always stays within your
salesforce instance)
* No Stored Data
- No cookies are used or stored
* Maximum
uptime- S-Docs is not dependent on an
external server availability, and is
therefore not subject to third-party
server outages
* Central
Document Version Control - templates
centrally administered in Salesforce,
retrieved real-time during document
generation. User do not need access to
a shared network drive needed
* Adheres to
salesforce record-level security model-
Document visibility automatically
inherited from and controlled by parent
record permissions
* User Level
Data control- Data is queried as
running user, assuring no unauthorized
data is accessible during document
creation
Custom Object
Integration Support
 
REST API and
Connected App
  **
* Generate documents via workflow or triggers  
* Generated
documents and email documents
programtically as any salesforce
user
 
* Run batch
processes from remote systems
 
Generate Documents in Batch  
Integrated with E-Signature
solutions
 
Generate
Documents via Workflow (incl.
Time-based workflow)
 
Programatically
Create and email document as any
salesforce user
 
Integrate with
Google Drive
 
Integrate with
Amazon S3
 
Client specific
enhancement/customization requests
 
Custom Template
Design Service
 
Show More Features
= Feature Included
= Requires editing HTML
= Available for additional fee

More about S-Docs

Simple

Incredibly powerful - remarkably simple. One button document creation. Open your record, choose your document template and click generate - it's that simple. Documents are immediately created and automatically added.

Smart

Intelligent document storage allows you to report on document content. Flexible format options includes output to PDF, MS Word, MS Excel, XML or HTML Emails. Supports a large template library that can be searched.

Secure

100% Native Force.com. No third-party web services, no plug-ins, no active-x controls, and no flash files. There are no client downloads or installs. S-Docs Leverages HTML5 (so it even works on the ipad).