Resources

See All S-Docs Has to Offer

Knowledge Base

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.

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The S-Docs Blog

The latest on all things Salesforce, digitization, document generation and e-signature.

Blog
June 12, 2024

Optimizing Sales Ops KPIs with Effective Reporting and Document Automation

Optimizing Sales Ops KPIs with Effective Reporting and Document Automation You don't have to micromanage your sales executives to optimize sales operations. Instead, you’ll have more success by establishing sales…
Blog
June 5, 2024

Are You Ready for a Document Automation Tool?

The Need for Efficiency in Today’s Businesses Business efficiency is crucial. Imagine running a marathon while juggling — sounds chaotic, right? That’s what managing documents without automation can feel like.…
Blog
May 29, 2024

Understanding and Advancing Organization Maturity Levels in Your Business

Understanding and Advancing Organization Maturity Levels in Your Business An organizational maturity assessment identifies where your company stands within the stages of a chosen maturity model framework so you can…

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Videos

See S-Docs in action with product tutorials, guides, customer testimonials, 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

0:58

Hear how Daniel Chu from the State of California Department of Industrial Relations uses S-Docs.

Create Your First S-Docs Template

05:25

Learn how to use the S-Docs template editor to start creating stunning templates and generating sophisticated documents in no time.

Template Library

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!
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Release Notes

At S-Docs, we're constantly innovating to meet the unique needs of our customers. Check out the latest updates from our product team.

Release Notes
April 16, 2024

April 2024

April '24 Generally Available Release Elevate your document workflows with the April '24 S-Docs and S-Sign Release. Explore new enhancements focused on efficiency, security, and customization, demonstrating our dedication to…
Release Notes
March 1, 2024

February 2024

February '24 Generally Available Release The February '24 generally available S-Docs and S-Sign Release brings a host of new features and improvements that aim to provide more efficient, secure, and…
Release Notes
December 6, 2023

November 2023

November '23 Generally Available Release The November ‘23 Generally Available S-Docs and S-Sign Release delivers a range of stability improvements, performance optimization, and functionality expansion that aims to enhance the…
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Troubleshooting

Browse a list of common errors and resolutions.

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Frequently Asked Questions

View common questions our users have and their answers.

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.

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