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  • S-Docs Achieves FedRAMP & IL-4 Compliance
S-Docs for SalesforceS-Docs for SalesforceS-Docs for Salesforce
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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
  • S-Docs for Salesforce Revenue Cloud
  • Pricing
  • Customers
  • Partners
  • Order Now

Solutions

  • Healthcare
  • Finance & Insurance
  • Government
  • Retail & Manufacturing
  • Consumer Goods & Electronics
  • All Industries

Resources

  • S-Docs Blog
  • Videos
  • Template Library
  • Documentation
  • FAQ
  • Release Notes

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.

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  • Products
    • Document Generation
    • E-Signature
    • S-Docs for Salesforce Revenue Cloud
    • Pricing
  • Solutions
    • Healthcare
    • Finance & Insurance
    • Government
    • Retail & Manufacturing
    • Consumer Goods & Electronics
    • All Industries
  • Customers
  • Partners
  • Resources
    • S-Docs Blog
    • Videos
    • Template Library
    • Documentation
    • FAQ
    • Release Notes
  • About
    • Overview
    • Native Benefits
    • Leadership
    • News & Events
    • Careers
    • Contact Us
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