Great products are shaped by features, UI/UX, security, and more - but they’re made truly exceptional by the communities surrounding them.

At S-Docs, our incredible community is filled with workflow operations experts that span geographies, industries, and job functions (and generate four million+ documents monthly!). This diverse group has ideas to exchange, questions to ask, and expertise to share.

That’s why we’re launching the S-Docs Community, a hub where all S-Docs users can connect and collaborate. We’re excited to introduce this new way to build, learn, and innovate together.

Who Is The S-Docs Community For?

Here’s a quick rule of thumb: If you know about S-Docs, this community is for you!

Whether you’re exploring document automation/e-signature for the first time,  just created your first template, or already streamline your operations with S-Docs, you’ll find value tapping into this group.

Have questions? Maybe you’re wondering about best practices or not sure how to fully use a product feature. Our community’s here to help!

Have answers? If you’re a seasoned S-Docs pro, we’d love for you to join the discussion and share your expertise. You might even learn something new!

Have feedback or suggestions? Share your innovative ideas to help make S-Docs and S-Sign even better. Our products are constantly improved by users like you!

Design an incredible template? Show it off to the community! Get feedback and find out even more ways to create polished documents with S-Docs.

Need inspiration? Come to the community to network, collaborate, and learn new ways to accelerate business results with S-Docs.

The S-Docs Community is designed to help you maximize the value you get from our document automation & e-signature solutions, while helping us improve your experience at the same time.

S-Docs Community Features

The S-Docs Community is a group on the Salesforce Trailblazer Community. If you’re already a user there, you’ll already know your way around.

If not, here’s a quick rundown of what you’ll have access to when you join the S-Docs Community.

Ask Questions

To start leveraging the community’s collective knowledge, you can click Ask a question at the top of the page. This allows you to write a subject and body, add formatting like code blocks, attach images, and more.

Tip: Links to similar questions will appear as you’re typing so that you can maximize your time.

Search For Answers

Everyone’s unique, but our shared curiosity means the acronym “FAQ” exists for a reason. Save time by finding out if your question has been asked before by using the search filters at the top of the community.

Share Ideas & Feedback

If you have ideas, feedback, or want to show off something great you’ve built with S-Docs, you can switch to Post mode in the question interface to start a discussion.

Contribute to the Discussion!

If you’re an S-Docs expert, there’s no better place to show off your prowess than the S-Docs Community. Help other users by answering questions and voting on other great answers. You never know what additional insight you’ll uncover in conversation.

The S-Docs Community thrives on input from great users like you. We can’t wait to see you there!

How To Get Started

The S-Docs Community is open to all today! Click here to access it now.

If you already have a Trailhead account, all you have to do is click Join in the top right to get started.

If you don’t have a Trailhead account yet, signing up is free and easy. Simply click Sign Up in the top right. Once your account is created, you can come back and join the fun!

Join The S-Docs Community Today!

The S-Docs Community is your go-to resource to ask questions, get advice, and discover new ways to maximize the value of your Salesforce and S-Docs investment.

We can’t wait to collaborate with you. Click below to get started today!

Boys & Girls Clubs of America is a network of over 1,100 independent nonprofit organizations making up more than 4,900 locations that provide mentorship and high-impact development programs to 4 million children each year across America. Their mission: help young people of all backgrounds reach their full potential through caring mentorship, safe spaces, and life enhancing programs.

The Challenge

It all began when Boys & Girls Clubs of America began rethinking how their Clubs approached membership management.

“All of our Club sites operate independently, meaning there were hundreds of different systems in place for daily operations - but each experienced similar pain points related to how much time their day-to-day tasks demanded,” said Jacky Noden, Senior Director of Product at Boys & Girls Clubs of America. “We needed a way to help them function more efficiently using a single holistic solution, rather than several siloed systems.”

The answer was MyClubHub, a custom member management system built on the Salesforce platform. MyClubHub provides connected member, program, donor, and volunteer management, plus more - which in turn allows staff to spend more time with the kids.

But one efficiency challenge remained.

“Local Clubs have to print lots of custom documents, including membership applications & cards, donor thank-you letters, and licensed childcare forms,” said Jacky. “Users had to export Salesforce reports, build documents in Microsoft Word, perform mail merges, and then print the docs or upload them back to Salesforce. It was very time-consuming.”

Boys & Girls Clubs of America needed a solution for creating custom documents that would also fit seamlessly into MyClubHub.

The Solution

To solve their document efficiency challenge, Boys & Girls Clubs of America piloted S-Docs 100% native document generation, which allows Club staff to create custom documents in minutes, right from MyClubHub.

"S-Docs helps deliver on the promise of what a CRM is supposed to be, and it saves our Club sites tons and tons of time."

“We initially offered S-Docs for generating and printing membership cards and applications, but after some time, Club professionals started coming up with many more ways S-Docs could help them save time and focus on what really matters - engaging and mentoring the kids,” said Jacky.

Thanks to S-Docs, printing any type of custom document - both individually and in bulk - no longer takes up participating Clubs’ valuable resources.

"S-Docs’s ability to easily transfer templates across different orgs has been really powerful for us."

“The biggest improvement has been efficiency. S-Docs helps deliver on the promise of what a CRM is supposed to be, and it saves our Club sites tons and tons of time,” said Jacky.

S-Docs also saves time for the Boys & Girls Clubs of America national organization, which typically builds and delivers templates to individual participating Clubs.

“S-Docs really decreases the development time it would've cost to build out this functionality with Visualforce,” Jacky elaborated. “The most unique part of this project is managing so many different environments, since each Club is so unique. S-Docs’s ability to easily transfer templates across different orgs has been really powerful for us.”

"Clubs really enjoy the ability to create their own S-Docs templates and use the product in even different ways."

Since S-Docs is 100% native to Salesforce, it fits seamlessly into different instances of MyClubHub and serves the unique needs of unique Club sites.

Looking Ahead

Boys & Girls Clubs of America initially offered a limited number of S-Docs templates to participating Clubs, but as MyClubHub continued to be adopted by more and more Club sites, ways to save even more time constantly surfaced.

“As we release new versions of MyClubHub, we continue to offer more functionality with S-Docs. While our initial build had 2 prebuilt S-Docs templates, our new version has over 30,” said Jacky. “And Clubs really enjoy the ability to create their own S-Docs templates and use the product in even different ways.”

Ultimately, S-Docs helps deliver on MyClubHub’s promise: helping Club sites operate more efficiently so they can devote more time towards accomplishing their goal of doing whatever it takes to build great futures for America’s kids.

For more information about S-Docs and how our 100% native document generation and e-signature solutions for Salesforce can help your business succeed, contact us here.

Field service is a broad concept that takes many shapes - landscaping, product delivery, utility repair, and more - but each one is united under a common goal: delighting the customer with prompt, exceptional work.

Field service management (FSM) software, like Salesforce Field Service, helps businesses achieve this goal by empowering their employees to do their best work:

• Contact center agents can respond to requests and create work orders faster
• Dispatchers can more seamlessly manage their technicians
• Technicians have a deeper understanding of the customers that they’re servicing

Source: salesforce.com
All of these optimizations funnel down into better customer experiences. But there’s still something missing. Field service is highly reliant upon documents - work orders, service reports, contracts, and more - meaning great field service depends on the ability to quickly and accurately generate those documents.

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Most FSM solutions provide rudimentary work order templates, but companies in the business of exceptional field service should consider Salesforce document generation and e-signature solutions for flawless customer experiences that scale.

Let’s take a look at how document generation for Salesforce field service can benefit your employees and customers.

What Is Document Generation for Field Service?

Salesforce document generators accomplish a simple task: automatically inserting your Salesforce data into premade document templates. As trivial as it sounds, the results are usually far from it.

In the world of field service, document generation apps like S-Docs leverage Salesforce Field Service’s 360-degree customer view to let service teams create and deliver personalized, accurate documents at every stage of the service lifecycle. For example:

• Contact center agents can click a button to instantly create and send a work order with all relevant customer information
• Dispatchers can generate and email service assignment letters
• Technicians can generate service reports, collect customer signatures, and email documents - all from a tablet in the field

Document generation apps also allow service teams to be more productive through automation. For example, checking a box on a case can automatically generate and send a work order. Preventative maintenance reminders can be automatically sent after a period of time following utility installation. Tasks that may have taken hours before can be reduced to a few minutes.

With a basic understanding of document generation for field service, let’s take a look at the benefits it can bring to your employees and customers.

How Salesforce Document Generation Improves Field Service

Document generation apps are built to improve field service experiences at every stage, from initial requests to post-service follow-ups.

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Document Generation For Contact Centers

When a customer makes a service request, contact center agents can use document generation to translate that information into a work order and distribute it with a single click. For even greater flexibility, it can even be built into Experience Cloud sites where customers can request service and generate work orders themselves.

Other documents can be built into the service request process, too. For example, if the customer is required to sign off on an upcoming visit, a consent form can be auto-generated and emailed for e-signature. These process improvements can enable contact center agents to field more requests and create work orders with higher accuracy - maximizing their time and your customers.’

Document Generation for Dispatchers

Document generators can save dispatcher time by allowing them to auto-generate job assignment letters and conditionally send them to the correct technician.

The dispatcher can also provide technicians with the latest information about the customer - and their service history - by generating and sending account summaries.

All in all, document generation creates more seamless behind-the-scenes processes for field service teams, which channel into faster resolution times for customers.

Document Generation for Field Service Technicians

With a streamlined pre-service process, service technicians will be equipped to work right away.

When they finally hit the field, the magic of Salesforce document generation really starts kicking in. Upon job completion, the technician can deliver exactly what the customer needs when they need it. This might include a service report summarizing the work done, or an invoice for signature - it can all take place on the customer’s front porch.

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This might also mean generating and sending documents externally. For example, a service technician might need to send an application to the local power authority before installing a utility. With document generation, the application can be signed off by the customer and filed before the technician leaves - no waiting around necessary.

Document generation apps also enable service technicians to cross-sell and upsell in the field - it’s easy to generate a new invoice or contract and collect signatures right away.

Seamless Follow-Up

The service lifecycle doesn’t end when the technician packs up and drives away. Your business might want to send follow-up notifications, surveys, or preventative maintenance reminders. All of these can be set to automatically generate and send when a case is marked as complete - or based on any condition of your choosing.

Improve Your Field Service Experiences Today

The goal of great field service is simple: delight the customer with prompt, exceptional work.

While Salesforce Field Service gives teams the tools they need to deliver on this objective, document generation closes the gaps left open and unifies the customer experience into one that will retain for years to come.

Looking to improve your field service document workflows? Look no further than S-Docs, the only 100% native document generation and e-signature solution for Salesforce. S-Docs is faster, more secure, and purpose-built for Salesforce - so your team can get up and running faster.

Contact us today to find out how S-Docs can transform your field service experiences..