All Industries

S-Docs Solutions

for any Industry

S-Docs supports the needs and specific use cases of many industries. Our customers value the ease, power and flexibility of the platform.

Finance & Insurance

Data Security Your IT Department Can Bank On

Healthcare

The Most Secure Document Automation Platform For Salesforce

Government

Data Security Governments Can Trust

Media & Entertainment

Streamline Your Operations And Lower Costs

Retail & Manufacturing

Eliminate Manual Tasks Across Your Value Chain

Professional Services

Spend Time On Tasks That Provide Value To Your Clients

Medical Appliances & Equipment

Highlighted Customer

Chemical

Highlighted Customer

Electronics & Lighting

Highlighted Customer

Food & Beverage

Highlighted Customer

Hospitality

Highlighted Customer

Consumer Goods

Highlighted Customer

Telecommunication

Highlighted Customer

Heavy Equipment

Highlighted Customer

Waste Management

Highlighted Customer

HVAC & Equipment

Highlighted Customer

Automotive & Aerospace

Highlighted Customer

Rail Transport

Highlighted Customer

Ecommerce

Highlighted Customer

Agriculture

Highlighted Customer

Metals

Highlighted Customer

Here are just some of the ways in which our customers leverage S-Docs to auto-generate documents and stay on top of their day-to-day business more effectively than before:

  • Auto-create and email proposals, quotes, SOWs as soon as status changes to 'ready to send'
  • Auto-send strategic account briefs to team 1 day prior to a scheduled meeting
  • Send alerts to management upon big deal closures
  • Share dashboard charts via email with non-Salesforce users
  • Create detailed invoices and automatically send them 45 days prior to due date
  • Send payment reminders, credit change notifications, and credit freeze letters automatically
  • Generate closing documents when opportunity is closed
  • Send a win-back offer 30 days after opportunity is lost
  • Send bulk generated (batch processed) thank you letters upon closing deals
  • Auto-send happy birthday messages to contacts
  • Send direct mail offers when a new product is launched
  • Auto Create sales or project status reports on 1st of each month
  • Send satisfaction surveys on close of support case
  • Generate return material authorization instruction automatically
  • Create professional services reports
  • Create loyalty program summaries
  • Create complex purchase orders with dynamic terms with one click
  • Create complex contracts that are customized without any copy/paste
  • Generate order summaries and electronic receipts
  • Create shipping documents on demand
  • Produce and distribute brief inventory availability reports on demand
  • Employee performance reports and charts
  • Employee on-boarding documents
  • Customized certificates