Resources

See All S-Docs Has to Offer

Knowledge Base

View our knowledge base and unlock the power of your S-Docs account. Find detailed, step-by-step guides on setting up and using S-Docs and S-Sign, tutorial videos, troubleshooting tips, and more.

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The S-Docs Blog

The latest on all things Salesforce, digitization, document generation and e-signature.

Blog
March 13, 2024

How Customer Communication Tools Help Consumer Goods Companies Build Brand Loyalty

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 section. As you…
Blog
March 6, 2024

From Frustration to Delight: How Utilities Technology Improves Regulated Utility Customer Service

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 lights go…
Blog
February 28, 2024

How to Simplify and Automate Claims Processing

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 claims paperwork today, you get the…

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Videos

See S-Docs in action with product tutorials, guides, customer testimonials, and more.

What is S-Docs for Salesforce?

1:45

Learn about the S-Docs advantage and see why S-Docs is the #1 Native Document Generator for Salesforce.

S-Docs Customer Testimonials

0:58

Hear how Daniel Chu from the State of California Department of Industrial Relations uses S-Docs.

Create Your First S-Docs Template

05:25

Learn how to use the S-Docs template editor to start creating stunning templates and generating sophisticated documents in no time.

Template Library

From sales to human resources, these pre-built templates can be downloaded and customized to fit your needs in seconds. View and download S-Docs templates for any industry, including:

  • Account Summaries
  • Team Pipeline Reports
  • Invoices
  • Quotes
  • Contracts
  • Statements of Work
  • Marketing Letters
  • and More!
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Release Notes

At S-Docs, we're constantly innovating to meet the unique needs of our customers. Check out the latest updates from our product team.

Release Notes
March 1, 2024

February 2024

February '24 Generally Available Release The February '24 generally available S-Docs and S-Sign Release brings a host of new features and improvements that aim to provide more efficient, secure, and…
Release Notes
December 6, 2023

November 2023

November '23 Generally Available Release The November ‘23 Generally Available S-Docs and S-Sign Release delivers a range of stability improvements, performance optimization, and functionality expansion that aims to enhance the…
Release Notes
December 6, 2023

October 2023

October '23 Generally Available Release The October ‘23 Generally Available S-Docs Release introduces a range of improvements to enhance the document creation and generation experience. This release aims to empower…
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Troubleshooting

Browse a list of common errors and resolutions.

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Frequently Asked Questions

View common questions our users have and their answers.

How do I install and configure S-Docs?

To install and configure S-Docs, simply follow the instructions in the S-Docs Quick Install & Config Guide.

Does S-Docs work with Salesforce Mobile?

Yes! To learn how to set up S-Docs for Salesforce mobile, please visit:
https://www.sdocs.com/documentation/using-sdocs-with-salesforce1/

What's the best resource for getting started with template development?

The S-Docs Template Editor documentation article contains a basic introduction to the S-Docs template editor, and breaks down all of it parts in detail. Later, if you'd like to explore a wide array of solutions, such as including dynamic images, SOQL queries, or conditionally rendered statements in your templates, you may refer to the Advanced Template Features article.

You can also visit our documentation homepage and search for specific information.

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