Features

Streamlined and Straightforward -

The Features You Need

S-Docs was purpose-built for Salesforce users like you. We’ve developed the platform based on a few core principles that we feel make it the most user-friendly, yet powerful document automation solution available today.

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Native to Force.com

We’ve built it natively on Force.com so companies who care about data security can rest assured that their data is safe and secure.

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Fast & Lightweight

We’ve kept it fast and lightweight so end users can quickly and easily complete tasks without a lot of training or costly change management.

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AppExchange Top 1%

We’re providing the greatest value for our customers by pricing fairly, providing A+ customer support and continuing to innovate to support your needs

The following is a list of our core features. We’d be happy to walk you through these, as well as share details of our Advanced Features.

Ensure Compliance

  • Generate documents without external data communication
  • Easily manage old documents
  • Intelligently filter which documents users can create
  • Improves security compliance and reduces user-selection errors
  • Track version history as templates evolve
  • Restrict domains of outbound emails
  • Make groups of template visible only to certain users
  • Translate merged data
  • Control document visibility across user profiles

Complete Salesforce Compatibility

  • Merge any data from within Salesforce into sleek documents
  • Complete Salesforce Communities integration
  • Query fields and related lists from any Salesforce object
  • Integrate with other third party applications
  • Seamlessly integrate E-Signature functionality into your documents
  • Integrate with Google Drive, Amazon S3, and other document storage options
  • Functionality in Lightning, Classic, and Mobile

Dynamic Document Creation

  • Allow end-users to input information when creating documents with the Runtime Prompts feature
  • Allow users to edit generated documents to perfection
  • Format dates based on each users’ international standard
  • Compatible with international character sets
  • Automatic document naming capabilities
  • Flexible header and footer configuration options
  • Merge multiple child templates into a parent template with the Component Template feature
  • Dynamically name generated documents
  • Conditionally include or exclude portions of your document based on record-level info

Maximize Efficiency

  • User-friendly template editing interface that allows even non-technical users to create powerful templates
  • Automatically route outbound emails by dynamically filling the To, From, and Subjects fields
  • Easily migrate templates across environments with the Generate Importable Template feature
  • Upload DOCX and PPTX files for automatic template creation
  • Generate and access documents via your mobile device
  • Automatically create tasks when documents are generated to help users track follow ups
  • Select from a wide range of pre-made templates for use in your org
  • Maximize user efficiency with one-click and zero-click document generation
  • Easily preview templates to reduce development time
  • Fully automate document generation with Process Builder or Apex Classes
  • Batch generate documents