Resource Center

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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
January 5, 2022

S-Docs 2021 Year In Review

2021 was big - not just for S-Docs, but for the league of innovators and…
Blog
December 1, 2021

Enhance Salesforce Field Service with Document Generation & E-Signature

Field service is a broad concept that takes many shapes - landscaping, product delivery, utility…
Blog
November 19, 2021

Improve Salesforce CPQ with Document Generation

There’s no doubt about it: Salesforce CPQ is an exceptionally valuable sales tool. But its…

Looking for more content? Visit our blog homepage to view past posts and subscribe to always stay up to date.

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

2:51

Hear what Reva, United Healthcare, and Intuitive Surgical are saying about S-Docs and how it's helping their organizations.

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
November 10, 2021

November 2021

S-Docs 4.471 Note: See considerations for this release Major Updates: Upload Documents to Microsoft SharePoint…
Release Notes
July 8, 2021

July 2021

S-Docs 4.439 Note: See considerations for this release Major Updates: Do More With Runtime Prompts…
Release Notes
March 10, 2021

March 2021

S-Docs 4.404 Note: See considerations for this release Major Updates: Cruise Through S-Docs With The…

Troubleshooting

Browse a list of common errors and resolutions.

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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