Deliver Perfect Proposals & Quotes
While Salesforce CPQ simplifies configuring the right products and discounts, S-Docs brings it all together into data-driven proposals and quotes.
Accelerate Your Digital Revenue Processes
S-Docs for
Salesforce Revenue Cloud
Close the gap between lead to cash with pixel perfect documents when you need them. S-Docs is the only 100% native document generation and e-signature solution for Salesforce Revenue Cloud.
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Salesforce Revenue Cloud accelerates revenue growth across all your go-to-market channels. Now, S-Docs allows you to take control of your quoting and billing to close the final gap between lead to cash. No matter your delivery channel, generate and e-sign data-driven documents when you need them - and exceed your customers’ expectations.
One-Click Execution
No matter how complex the business requirement, S-Docs puts you one click away from sophisticated documents.
Dynamic Content
Merge in terms and conditions or other content based on business rules like deal size, products, customer type, and much more. And automatically format currency or language based on your customers’ location.
Powerful Data
Generate quotes with thousands of line items pulled from any object in Salesforce, and format them your way.
Intelligent Billing & Invoices
Reduce your Day Sales Outstanding by adding S-Docs to your Salesforce Billing workflows. Manually or automatically generate intelligent invoices, send them for e-signature, and add revenue faster.
Flexible Invoicing
Create data-driven invoices with thousands of line items instantly, via clicks or automated triggers.
Batch Processing
Invoicing fit to your business. Schedule batches of invoices for thousands of records at once.
Secure E-Signatures
Request and collect e-signatures and other data, and track it all in Salesforce - 100% natively.
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Enhance Your Revenue Lifecycle
From lead to cash, the path toward higher recurring revenue is perfecting how you engage your customers at every step of the buyer’s journey. S-Docs for Salesforce Revenue Cloud ensures your quotes, proposals, and invoices are generated perfectly, and gets them sent and signed faster - so you don’t miss a beat.
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100% Native To Salesforce
S-Docs is a 100% native app built entirely on the Salesforce platform. That means it’s seamlessly integrated into the system that your teams depend on everyday, allowing you to deliver documents faster through a platform you trust.
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Secure Data
S-Docs operates entirely within Salesforce Revenue cloud. Your data is never sent for external processing, keeping you compliant.
Performance & Reliability
S-Docs leverages the power of Salesforce for superior performance. Generate thousands of data-driven documents per hour.
Faster Processing
Since all processing occurs within the Salesforce cloud, S-Docs delivers your documents at a lightning fast pace so you can close deals faster.
Ease of Use
S-Docs mirrors the look and feel of Salesforce, meaning you'll learn our system in no time and get up and running faster.
