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
February 21, 2024

8 Apps to Optimize Salesforce for HR Departments

8 Apps to Optimize Salesforce for HR Departments Salesforce, the top-tier customer relationship management (CRM) platform, isn’t just for sales and marketing. Its capabilities can help HR departments optimize their…
Blog
February 14, 2024

Can AI Drive Operational Excellence?

Can AI Drive Operational Excellence? “How do you see AI shaping the future of operations?”  Since we don’t have a crystal ball, we asked this question to some AI experts…
Blog
January 31, 2024

10 Reasons Native Apps are the Only Choice for Governments Using Salesforce

10 Reasons Native Apps are the Only Choice for Governments Using Salesforce Government agencies today embrace technology to serve their customers, but the apps they implement must also meet specific…

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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
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…
Release Notes
December 6, 2023

October 2023

October '23 Generally Available Release The October ‘23 Generally Available S-Docs Release introduces a range of improvements to enhance the document creation and generation experience. This release aims to empower…
Release Notes
September 27, 2023

September 2023

September '23 Generally Available Release The September ‘23 Generally Available S-Docs and S-Sign releases usher in the next progression of operational efficiency for our customers, reflecting S-Docs’ commitment to innovation,…
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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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