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Dream Big With S-Docs At Dreamforce

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Introducing The S-Docs Community

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How S-Docs Helps Boys & Girls Clubs of America Save Time For What Matters Most

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S-Docs 2021 Year In Review

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August 4, 2023

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…
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May 17, 2023

Introducing The S-Docs Community

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…
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May 24, 2022

How S-Docs Helps Boys & Girls Clubs of America Save Time For What Matters Most

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…
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January 5, 2022

S-Docs 2021 Year In Review

2021 was big - not just for S-Docs, but for the league of innovators and process optimizers driving more intuitive and secure document workflows for their teams. Our incredible customers…
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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 repair, and more - but each one is united under a common goal: delighting the…
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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 three main functions - Configure, Price, and Quote - have a weaker link: quote generation.…
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October 28, 2021

Document Generation: A Salesforce Org’s Best Friend

Of the many products/enhancements designed to improve your life, a select few will eventually make you think I really used to do it like that? For example, dual monitors make one…
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October 25, 2021

How RPD Testing Delivers Faster COVID-19 Test Results with S-Docs

COVID-19 testing has been integral to keeping the world running - from helping sick individuals reduce the spread to making it safer to get back to the activities we’ve missed.…
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October 15, 2021

How to Generate Compelling Contracts in Salesforce

From billion dollar deals to your internet service agreement, contracts govern our world. So why is contract creation still a struggle for many businesses? Most of the time, it results…
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September 16, 2021

Meet The New S-Docs Knowledge Base

At S-Docs, it’s no secret that our customers come first. That doesn’t just mean providing the best solution for generating and e-signing documents in Salesforce. It also means ensuring anyone…
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August 23, 2021

How To Send Stronger Emails From Salesforce

Emails - they’re pretty important. In 2020, the world collectively sent over 300 billion per day. Our world - public and private, commercial and personal - still relies heavily on…
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August 17, 2021

Best Practices For Increasing Your Salesforce ROI

Maximizing the value of your CRM is an important factor in increasing productivity and profit for your business. Whether your company is new to Salesforce or has been using it…
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August 6, 2021

How To Maximize Value From Salesforce Experience Cloud Sites (AKA Communities)

When Salesforce renamed Community Cloud to Experience Cloud last year, we applauded the change. Though the business world has seen its fair share of questionable rebrands in the past, this…
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July 29, 2021

The Data Security Benefits of Native Salesforce Apps

The Salesforce AppExchange has been an enterprise gamechanger for over 15 years. Chock-full of business apps for Salesforce (3,000+!), it can enhance your org’s functionality by several orders of magnitude.…
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July 21, 2021

10 Simple Tips To Make Salesforce Easier

We’ve all been there. Sitting in front of our computer, staring at our Salesforce home page, and not being completely confident on how to best use/navigate the interface. With the…
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July 12, 2021

How Financial Services Organizations Are Using Salesforce In 2021

In recent years, the financial services industry has been undergoing a transformation. Today’s hyper-informed world has shifted power to the consumer - and the consumer is using it. Expectations of personalized…
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July 9, 2021

Top 5 Salesforce Apps For Productivity

It's always important to ensure that you are getting the most out of yourself, your team, and your Salesforce org! Optimizing productivity is essential in creating the best results for…
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June 17, 2021

The Performance Benefits of Native Salesforce Apps

You’ve probably heard about the security and compliance benefits of native Salesforce apps. Since they never send data off-platform, native apps can be trusted in the same way that Salesforce…
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June 10, 2021

Reduce Your Compliance Burden With Native Salesforce Apps

Native Salesforce applications are third-party tools built on the Lightning Platform (formerly known as force.com). Choosing native apps to enhance your Salesforce org can significantly reduce your company’s IT compliance…
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June 4, 2021

10 Salesforce Apps Every Sales Team Needs

Everyone wants to stand out at work (unless you’re a spy or secret agent, in which case blending in may be smarter). Excelling usually means showing up and working hard,…
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May 27, 2021

How to Create Immaculate Invoices in Salesforce

What is an invoice? Sure, it’s a document one business sends to another detailing services rendered and how much they cost. It’s a bill. But an invoice is also a…
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May 19, 2021

The Best Salesforce Healthcare Apps in 2021

When you hear the word “innovation,” what comes to mind? Other than stock photos of lightbulbs, we think of someone in a lab coat - a healthcare professional. Healthcare companies…
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April 29, 2021

How To Get More Value Out Of Salesforce Revenue Cloud

If you’re reading this article, chances are you either currently use Salesforce Revenue Cloud, or you’re looking to. If so, take a moment to ask yourself: what drove you to…
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April 21, 2021

Supercharge Salesforce Reporting With Document Generation

As a Salesforce user, you know the value of reports and dashboards. If your org’s data were represented by wheat in a field, viewing a report or dashboard is like…
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April 14, 2021

How Healthcare Organizations Are Using Salesforce In 2022

Healthcare: it’s on everyone’s minds these days. Outside of virus treatments and vaccines, the relationship between healthcare and technology is at the forefront of the conversation. In the midst of…
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March 25, 2021

6 Easy Ways to Make Your Salesforce Org More Secure

Data security is no laughing matter, but you don’t need to have a room like this one to keep your org protected. Salesforce provides powerful out-of-the-box tools you can use…
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March 22, 2021

How To Improve The Customer Experience With Salesforce

CRM may be a modern term, but what it stands for isn’t new - the importance of nurturing customer relationships is as old as trade itself. In recent years, however,…
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February 25, 2021

The Ultimate Guide to E-Signature for Salesforce in 2022

Picture this: It’s 2022. Your inbox lights up with a new email requesting your signature on a statement of work. You click the attached file, ready to electronically sign the…
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February 12, 2021

How to Increase Salesforce User Adoption

Salesforce is a powerful tool, but its real value comes from its users. Just like a car without gas can’t drive, an org without users can’t provide value to a…
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February 1, 2021

Accelerate Solution Implementation with Native Salesforce Apps

The Salesforce AppExchange is one of the most important places a business using Salesforce can go (barring maybe the help section of the Trailblazer Community!). Its 5,000+ solutions -- which…
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January 29, 2021

The 5 Benefits of a Digitally Empowered Government Workforce

A digitally-empowered government workforce -- sounds buzzwordy, doesn’t it? What does “digitally-empowered” even mean? The opposite of “analogue-empowered?” Well, technically -- but let’s hope nobody actually uses that phrase. A…
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January 12, 2021

Why Insurance Companies Should Invest in Document Automation in 2022

It’s January: Enter leftover champagne, unbroken New Year’s resolutions, and a slew of facts and figures published about 2022 trends for the insurance industry. In a normal year, these annual…
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December 18, 2020

S-Docs 2020 Year In Review

At the risk of using the most cliché word of the year, we’ll say it: 2020 was unprecedented. Change was on everyone’s docket on January 1st, but nobody foresaw the…
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December 14, 2020

How Native Salesforce Apps Reduce Total Cost of Ownership

How much did the device you’re using to read these words cost? Seems like a simple question -- just dig up the receipt and you have your answer. The thing…
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December 8, 2020

6 Key Business Documents You Should Be Automating [Part 2]

A good document automation strategy is crucial for scalable business operations. But you can't automate everything - so what documents should you really be focusing on? Great candidates for automation…
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November 30, 2020

6 Key Business Documents You Should Be Automating [Part 1]

Document automation may sound simple, but implementing it into your Salesforce can skyrocket organizational efficiency, eliminate inaccuracies, and a whole lot more. Document generators take a tedious but vital business…
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November 18, 2020

5 Security and Compliance Benefits of Salesforce Document Automation

When an organization first introduces document automation to their Salesforce stack, some immediate benefits are crystal clear. Efficiency and productivity skyrocket as your team is able to focus on high-value…
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November 4, 2020

Introducing The S-Docs Template Editor UI Refresh

Here at S-Docs, we believe in continuous product innovation to meet the ever-changing needs of our customers. Throughout the course of 2020 our team has been hard at work researching,…
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October 23, 2020

How To Create A Stunning Statement Of Work In Salesforce

Certain documents just make life easier. For salespeople, these include sales quotes and invoices. For marketers, strategic campaign blueprints assuredly make the list. And for project managers, the documents that…
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October 19, 2020

Salesforce Influencer Spotlight: Melissa Hill Dees

Welcome back to another S-Docs Salesforce Influencer Spotlight, where we highlight some of the most inspiring and influential individuals in the Salesforce community. As a native Salesforce app, we’ve had…
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October 6, 2020

Salesforce MVP Spotlight: Scott Luikart

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most inspiring and influential individuals in the Salesforce community. As a native Salesforce app, we’ve had…
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September 29, 2020

Salesforce MVP Spotlight: Gemma Blezard

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most inspiring and influential individuals in the Salesforce community. As a native Salesforce app, we’ve had…
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September 18, 2020

How To Use Salesforce For Project Management

When you hear the word “Salesforce,” you probably think of the tool that helps you or your users manage customer relationships. Managing projects, on the other hand, probably isn’t the…
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September 9, 2020

Salesforce MVP Spotlight: Joy Shutters-Helbing

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most inspiring and influential individuals in the Salesforce community. As a native Salesforce app, we’ve had…
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August 31, 2020

How Native Salesforce Apps Drive Innovation

You’ve probably heard about the ever-increasing pace of change. New ideas and technologies are born at a rate that exponentially outstrips just a decade or two ago. Think about it…
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August 23, 2020

Salesforce MVP Spotlight: Brendan Conroy

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most inspiring and influential individuals in the Salesforce community. As a native Salesforce app, we’ve had…
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August 11, 2020

Salesforce MVP Spotlight: Charly Prinsloo

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most inspiring and influential individuals in the Salesforce community. As a native Salesforce app, we’ve had…
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August 5, 2020

How to Design a Professional Quote in Salesforce

“It’s not about having the right opportunities. It’s about handling the opportunities right.” -Mark Hunter, The Sales Hunter One of the most useful tools in a sales team’s wheelhouse is…
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July 21, 2020

Salesforce MVP Spotlight: Eric Dreshfield

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most inspiring and influential individuals in the Salesforce community. As a native Salesforce app, we’ve had…
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July 8, 2020

Salesforce MVP Spotlight: Steve Molis

Salesforce is a fantastic platform to work with, but it wouldn’t be where it is today without the vibrant and diverse Trailblazer Community that surrounds it. That’s why S-Docs is…
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June 24, 2020

10 More Essential Productivity Tips for Salesforce Admins [Part 2]

What’s the main responsibility of a Salesforce admin? If you asked 100 different people, you’d probably get 100 different answers. On any given day, Salesforce admins might be busy with…
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June 16, 2020

Salesforce Data Security Best Practices For Financial Services

The financial services industry -- which represented 7.4% of the United States GDP in 2018 -- is one of the most influential sectors in the world economy. Financial service firms…
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June 3, 2020

10 Essential Productivity Tips for Salesforce Admins [Part 1]

Salesforce admins are some of the most dedicated and hard-working people you can find. We should know -- as a native document generation and e-signature solution with over 10 years…
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May 28, 2020

[Datasheet] Native Salesforce App Architecture and Benefits

As any admin, developer, architect, or even end-user knows, one of Salesforce’s greatest strengths is its ability to be customized. The Salesforce platform allows you to do some amazing things…
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May 13, 2020

Top 10 Things An E-Signature Solution For Salesforce Can Do For You

In sales, extra steps get in the way. Anything that prolongs the sales cycle or causes the experience to be less than efficient is another opportunity for your prospect to…
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April 15, 2020

Salesforce Cybersecurity Best Practices For Healthcare

When people hear the word “healthcare,” it usually brings to mind health clinics and hospitals, lab coats and stethoscopes, or patients being treated by doctors and nurses. In the current…
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April 8, 2020

Upgrading Your Document Generation System? Here’s What You Need To Know

Here’s a short quiz for you: Have you spent more than 5 minutes creating a routine business document in the past month? Have you recently sent out a document to…
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April 2, 2020

Digital Solutions For A Changing World

There’s no denying that it’s a strange time for business right now. Largely unknown when 2020 began, the COVID-19 pandemic has brought about massive changes for companies around the globe.…
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March 24, 2020

How To Evaluate The Security Of AppExchange Apps

There are many things that go into building great customer relationships -- personalization, communication, consistency -- but few are as foundational as trust. Consumers don’t want to give their business…
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March 18, 2020

Business As Usual: Tips For Working Remotely

This is a historic time for both our country and the world as we try to navigate the best way through this COVID-19 pandemic. At S-Docs, we think it’s important…
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March 10, 2020

How US Government Entities Are Using Salesforce In 2022

Although it begins with the word “Sales,” Salesforce is about as far from being a solution exclusively for sales teams as S-Docs is from advocating for manual workflows (automation is…
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March 3, 2020

What Makes E-Signature A Good Fit For Healthcare?

For as long as they’ve existed, corporations from every industry have endeavored to paint themselves in a noble light. They minimize talk about the money and maximize talk about the…
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February 25, 2020

How To Build A Game-Changing Proposal In Salesforce

Ah, the business proposal -- one of the staples of the professional world. Whether they’re formally requested or unofficially solicited, business proposals are how you communicate why your company’s services…
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February 17, 2020

E-Signature For Salesforce: 3 Reasons Native Apps Are Better

If you search “e-signature” on the Salesforce AppExchange, about 40 different apps will pop up on your screen. You’ll likely see some names that you recognize, and quite a few…
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February 11, 2020

How 2009 Changed The Salesforce AppExchange Forever

With over 5,000 solutions available and more than 7.5 million downloads (and counting!), the Salesforce AppExchange has come a long way since its launch in 2005. Recent findings have shown…
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February 4, 2020

Safeguarding Your Salesforce Data: Best Practices for Government Entities

Data security, cybersecurity, information security -- whichever term you use, you probably know that safeguarding your organization’s data is much more important than these buzzwords make it sound. Data breaches…
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January 28, 2020

How Accounting and Legal Departments Can Simplify Contract Creation in Salesforce

It’s a well-known fact that Salesforce has the potential to be a lifesaver for any organization. With its ability to remove data silos between departments, provide a bird’s eye view…
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January 21, 2020

How to Design a Beautiful Document

We’ve all been there before -- you receive an email from a sales representative, download an eBook, or maybe open up a business proposal -- and you’re met with a…
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January 17, 2020

S-Docs 2019 Year in Review

Although it feels like 2019 began only yesterday, we’ve already rounded out another successful year helping companies save time and money by digitizing, automating, and e-signing their documents in Salesforce.…
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January 13, 2020

Ebook: 20 Life Hacks Every Salesforce Admin Should Know

Whether you’ve been a Salesforce admin for fifteen months or fifteen years, you know in this profession, learning never stops. That’s half the fun of being an admin, right? You…
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December 5, 2019

What Tech Is Trending In Government?

3 Solutions Modernizing the Public Sector Have you ever wondered what’s trending in government tech? The truth is the government oversees initiatives that have a significant impact on our daily…
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December 4, 2019

Our Dreamforce 2019 Highlights

Now that Dreamforce 2019 is over, there’s only one thing we’re aiming for over the next 343 days: find comfortable shoes for Dreamforce 2020. Seriously, we pushed our shoes to…
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October 31, 2019

3 Tricks to Impressing Your Team and Consistently Over-Delivering

It’s a good feeling when you can go above and beyond what’s asked of you. Especially when it’s a request from upper leadership. So what keeps us from over-delivering every…
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October 22, 2019

Tips From S-Docs To Make Dreamforce ’19 A Success

Dreamforce 2019 kicks off on November 19th--that’s less than a month away! As we get hyped for the biggest Trailblazing event of the year, we’d like to share some of…
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October 9, 2019

S-Docs is proud to be part of the Pledge 1% movement

If you’re familiar with S-Docs, then you know we are in the business of improving. Improving workflows, improving time management, improving communication and more. But what you may not know…
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September 27, 2019

What Salesforce Document Automation Can Teach You About Embracing Change

When was the last time you learned a new skill, tried out a new hobby, attempted to use a new technology or all of the above? Undoubtedly, it was challenging.…
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August 30, 2019

Close Deals Faster With A Document Generation App – 5 Helpful Tips

Remember that iconic line from 1992 film Glengarry Glen Ross?  “ABC: Always be closing.”  Well, if you’re in a sales role, you know the pressure of closing deals and that…
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August 15, 2019

5 Reasons You Need to Digitize Your Business

When is the last time you heard the word digitize? Truth be told, other than ‘digitization’ being an extremely high scoring play in Scrabble, the term often gets lost in…
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August 6, 2019

Inside the S-Docs Intern Program That’s Boosting Customer Experience

Have you met the 2019 S-Docs interns? If you’re a current S-Docs customer, or even if you’re considering becoming one, chances are our interns have played a role in your…
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July 19, 2019

Searching for an Easy Document Generator for Salesforce? We’ve Got You.

When was the last time you started looking for something you thought would be a simple, but wound up spending hours scouring the internet for the answer? The rabbit hole…
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June 27, 2019

4 Ways Native Salesforce Apps are Transforming the Healthcare Industry

If you’ve been to the doctor recently, you’ve likely noticed some new technology. Paperwork that used to be filled out on a clipboard has been replaced by digital forms via…
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June 19, 2019

Document Automation in Healthcare: 3 Patient Data Benefits You’ll Love

In the healthcare industry, the number one key to success is maintaining patient satisfaction. Keeping patients comfortable, well-informed and healthy all translate to success. But what about keeping patients’ information…
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June 4, 2019

Whitepaper: Automate These 3 Documents and Your Team May Throw You a Party

What’s better than being recognized at work? Few things make us feel more validated than receiving a shout-out from our boss or being taken to lunch for our contributions. And…
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May 15, 2019

Are Document Creation Apps As Important As Sleep?

There’s one human function crucial to our livelihood that is often underestimated – a healthy amount of sleep. Oh yes, maintaining a decent dose of z’s is just about as…
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April 30, 2019

Can a Native App Help Overcome a Tedious Software Approval Process?

If you’ve ever tried to enact change at work, you know it can be an arduous process. Something as simple as coming up with a better system for handling the…
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April 11, 2019

Salesforce Hack: How to Increase Productivity through Automation

In the current age of technology, there seems to be an app for everything. Even though the world as we know it is full of gadgets and devices, inventing ways…
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March 27, 2019

Work smarter not harder — the Salesforce help your team needs

Imagine this — you manage a team of ambitious, go-getting salespeople who use Salesforce all day, every day. You can feel the pressure to get deals signed and keep customers…
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March 12, 2019

Always choose the Native App on the AppExchange — Here’s why

The world's biggest search engines understand that results they list are not created equal, so they write crazy smart algorithms that rank what makes page one/position one and so on.…
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January 29, 2019

6 Benefits of a Financial Services Document Generation App

Asking why a company that’s in the business of managing money for clients should use a financial services document generation app is like asking if you want cheese with your…
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January 15, 2019

5 best Salesforce apps you should install now

Here at S-Docs, we are a business built on creating and selling. It’s quite common for people to ask us which Salesforce apps we suggest. So, we put together a…
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January 8, 2019

6 Benefits of a Salesforce Document Generator

Think about the last time you bought a car. Chances are you worked with a salesperson while reviewing the features of the car and negotiating price. However, as soon as…
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December 17, 2018

How to choose the best apps on the AppExchange

The Salesforce AppExchange has well over 3500 apps. While this number may seem small when compared the App Store or Google Play, it is the “world’s largest business applications marketplace”…
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September 14, 2018

A Salesforce Document Generation App Will Change Your Life – Really!

You know those campy infomercials where an exasperated actor looks at the camera and screams out in frustration, “There has to be a better way!?” Then the announcer tells the…
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September 14, 2018

Document Creation and the Salesforce Admin Hero

There are many skills necessary to be a great Salesforce Administrator. Perhaps one of the most important is your approach to problem solving – listen first, understand and then provide…
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