Dream Big With S-Docs At Dreamforce
September is here, which means Labor Day weekend, pumpkin spice everything, and DREAMFORCE! S-Docs is a proud Dreamforce sponsor this year, and we’ve got BIG plans in store. Are you…
See All S-Docs Has to Offer
View our knowledge base and unlock the power of your S-Docs account. Find detailed, step-by-step guides on setting up and using S-Docs and S-Sign, tutorial videos, troubleshooting tips, and more.
What is S-Docs for Salesforce?
1:45
Learn about the S-Docs advantage and see why S-Docs is the #1 Native Document Generator for Salesforce.
S-Docs Customer Testimonials
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Hear how Daniel Chu from the State of California Department of Industrial Relations uses S-Docs.
Create Your First S-Docs Template
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Learn how to use the S-Docs template editor to start creating stunning templates and generating sophisticated documents in no time.
From sales to human resources, these pre-built templates can be downloaded and customized to fit your needs in seconds. View and download S-Docs templates for any industry, including:
- Account Summaries
- Team Pipeline Reports
- Invoices
- Quotes
- Contracts
- Statements of Work
- Marketing Letters
- and More!
Go To Template Library
How do I install and configure S-Docs?
To install and configure S-Docs, simply follow the instructions in the S-Docs Quick Install & Config Guide.
Does S-Docs work with Salesforce Mobile?
Yes! To learn how to set up S-Docs for Salesforce mobile, please visit:
https://www.sdocs.com/documentation/using-sdocs-with-salesforce1/
What's the best resource for getting started with template development?
The S-Docs Template Editor documentation article contains a basic introduction to the S-Docs template editor, and breaks down all of it parts in detail. Later, if you'd like to explore a wide array of solutions, such as including dynamic images, SOQL queries, or conditionally rendered statements in your templates, you may refer to the Advanced Template Features article.
You can also visit our documentation homepage and search for specific information.
Go To FAQ