• _
  • [Webinar] All About S-Sign: 100% Native E-Signature | Register Now
S-Docs for SalesforceS-Docs for SalesforceS-Docs for Salesforce
  • Try It For Free
  • Products
    • Document Generation
    • E-Signature
    • Pricing
  • Solutions
    • Healthcare
    • Finance & Insurance
    • Government
    • Retail & Manufacturing
    • Consumer Goods & Electronics
    • S-Docs for Salesforce Revenue Cloud
    • All Industries
  • Customers
  • Partners
  • Resources
    • Knowledge Base
    • S-Docs Blog
    • Videos
    • News & Events
    • Template Library
    • Release Notes
    • Troubleshooting
    • FAQ
  • About
    • Overview
    • Why 100% Native?
    • Leadership
    • Careers
    • Contact Us
Documentation

Documentation Index: Formatting

At S-Docs, the user comes first. We try to gauge the varying levels of product expertise by breaking down our documentation into levels of proficiency.

Introduction

S-Docs with Salesforce Lightning

S-Docs with The Salesforce Mobile App

S-Docs Template Editor

Creating Quote Template

Include Shipping and Billing Contacts on a Quote

Adding Page Breaks to a PDF

Adding Page Numbers to a PDF

Choosing PDF, HTML, MS Word or Excel Formats

Change Page Size and Orientation

Intermediate

Using S-Docs with Salesforce Chatter

Preview Documents within the Template Editor

Using Arithmetic Functions

Advanced Template Features

Configuring S-Docs with Salesforce Quote Objects

Append Terms and Conditions to your Contract

Use your own Stylesheet of CSS

Displaying Checkboxes

Embedding Google Charts into your Doc

Embedding Static Images into your Document

Formatting Dates

Formatting Currencies

Specify Color on Even/Odd rows in Subquery Record

Advanced

Adding Dynamic Images Into Templates

Writing a Query that Returns Distinct Records

Use S-Docs Jobs to pass an XML string Connected to Template

Configure a Multi-Page Table to Repeat Header on Each Page

Parameters for APEX Buttons and Calls

S-Docs with Communities

Products

  • Document Generation
  • E-Signature
  • Pricing
  • Customers
  • Partners
  • Order Now

Solutions

  • Healthcare
  • Finance & Insurance
  • Government
  • Retail & Manufacturing
  • Consumer Goods & Electronics
  • S-Docs for Salesforce Revenue Cloud
  • All Industries

Resources

  • Knowledge Base
  • S-Docs Blog
  • Videos
  • Template Library
  • Release Notes
  • Troubleshooting
  • FAQ

About

  • Overview
  • Native Benefits
  • Leadership
  • News & Events
  • Careers
  • Contact Us

Founded in 2010, the S-Docs team is led by a former Director and Technical Architect from Salesforce and is comprised of experts in Salesforce and document solutions. S-Docs is now used by thousands of global subscribers from all industries with a multitude of use cases, but they all share one key theme: The need for a powerful yet easy-to-use native solution. We are proud that they have made us the #1 native document generator and e-signature solution and put us in the top 1% of all apps on the Salesforce AppExchange.

Read S-Docs reviews on G2

© 2022 S-Docs Inc. All Rights Reserved   |    Privacy

  • Products
    • Document Generation
    • E-Signature
    • Pricing
  • Solutions
    • Healthcare
    • Finance & Insurance
    • Government
    • Retail & Manufacturing
    • Consumer Goods & Electronics
    • S-Docs for Salesforce Revenue Cloud
    • All Industries
  • Customers
  • Partners
  • Resources
    • Knowledge Base
    • S-Docs Blog
    • Videos
    • News & Events
    • Template Library
    • Release Notes
    • Troubleshooting
    • FAQ
  • About
    • Overview
    • Why 100% Native?
    • Leadership
    • Careers
    • Contact Us
  • Try It For Free