Salesforce-Native Document Generation and e-Signature for highly regulated industries

Build Documents Faster. Execute Anywhere. Govern in Salesforce.

S-Docs helps organizations in public sector, financial services, healthcare, and other regulated industries create secure, audit-ready documents and e-Signatures without sending sensitive data outside Salesforce.

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Governemt woman working at computer with co worker

100% Salesforce-Native

FedRAMP High

IL5

CAC/PIV Signature

Trusted by Leading Organizations in the World's Most Regulated Industries

From Federal Agencies to Fortune 500 Companies, S-Docs Powers Document Workflows That Can't Fail

How Does S-Docs Work?

Document Generation and e-Signature in One Salesforce-Governed Lifecycle

Turn Salesforce data into accurate, audit-ready documents and send for e-Signatures — on demand, automatically, at scale, or through agentic AI with no data leaving your CRM.

Build Faster

Build Complex Documents,
Without the Complexity

Create and maintain document templates and customize them using Salesforce data, business rules, and reusable logic — no need to rebuild from scratch every time you need a document.

Execute Anywhere

Run the Same
Workflow Anywhere

Make approved document workflows available wherever work starts, without creating separate processes for each channel.

Govern in Salesforce

Keep Data, Documents
and Signatures Connected
and Controlled

Maintain control from the source record through review, signature, completion, and audit.

Why Choose S-Docs?

Designed for the teams that have to defend the workflow.

Security By Design

Salesforce-native document generation and data processing.

FedRAMP High and DoD IL5 authorized.

No third-party data processing.

Centralized control of templates, logic, files, and audit context.

Built For Regulated Complexity

Handles complex data models, conditional content, and workflow logic.

Document generation and e-Signature across high-stakes processes.

Invoke from Salesforce, connected experiences, and AI through Headless 360.

Keep governance in Salesforce as experiences and invocation points expand.

Salesforce Expertise, End to End

Complex workflow discovery and architecture assistance.

Template conversion, implementation, and optimization.

Deep experience with Flow, SOQL, Apex, permissions, and Salesforce data models.

Responsive US-based support from implementation through ongoing expansion.

[Support] gave us the ability to deliver our documents in time for high profile meetings the next business day. Thank you for your support and partnership.

Ginger Frola Fulton Bank

The Cost of Fragmented Document Workflows

Your System of Record Shouldn't Just Be Another Stop in Your Workflow

Critical documents often leave Salesforce for Word, email, signature tools, and file repositories. Every handoff creates another opportunity for data exposure, permission issues, version drift, manual rework, and audit gaps.

69%

of regulated workflows touch three or more tools before completion.

53%

of leaders in regulated industries say sensitive data leaves the system of record during document generation.

10 hrs

of every workweek are lost, on average, to manual document workarounds.

Source: The Regulated Workflow Divide , 2026 survey of 600 U.S. leaders in public sector, healthcare, and financial services.

Fragmentation Creates Risk At Every Step

More Tools, More Risk

Every external system creates another data pathway to secure, review, and explain to security, compliance, and procurement teams.

Manual Processes, Less Control

Disconnected document workflows make it harder to maintain compliance, meet governance requirements, and consistently apply approved business rules.

Inconsistent Output, Inconsistent Experience

When teams and processes operate differently, the result can be inaccurate documents, noncompliant communications, and inconsistent customer or constituent experiences.

S-Docs Provides a Unified Experience That Gives You More Control

Reduce third-party exposure, replace manual workarounds with governed automation, and standardize document processes so every output reflects the right data, rules, and approvals — without sacrificing operational efficiency.

Request a Demo Read the Regulated Workflow Divide

Build Faster

Build Complex Documents Without Complex Setup.

Visual Authoring

Design page-aware documents with a visual editor and live Salesforce data.

Flexible Template Creation

Build from scratch, upload existing PDFs, or work with Microsoft Office documents.

Advanced Logic

Configure related data, conditions, formulas, and custom Apex as needed.

Execute Anywhere

Use One Governed Workflow Everywhere Work Starts.

Let users generate, preview, edit, email, and send for signature without leaving the Salesforce record

Lightning Web Components

Experience Cloud

Contextual record actions

Govern in Salesforce

AI Can Initiate the Work. It Does Not Become the Policy Layer.

The interfaces people work in are changing. The controls behind a business-critical document cannot. Keep authoritative data, approved templates, access controls, business logic, and evidence governed in Salesforce.

AI Understands Intent

Salesforce and S-Docs Determine and Execute

Humans Review and Remain Accountable

S-Docs is Safe, Secure, Legally Binding, and Built for Enterprise Complexity

S-Docs is FedRAMP High certified, DoD IL5 authorized, and SOC 2 Type II certified. As a Salesforce-native platform, we inherit all of Salesforce's security credentials, including HIPAA compliance. You can rest assured that your document workflows won't be a risk.

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100% Salesforce-Native Generation Core

FedRAMP High

DoD IL5

SOC 2 Type II