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January 12, 2021

Why Insurance Companies Should Invest in Document Automation in 2021

It’s January: Enter leftover champagne, unbroken New Year’s resolutions, and a slew of facts and…
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December 31, 2020

3 Benefits of E-Signatures for Your Business

Business moves fast and losing momentum during a transaction can slow the closing of a…
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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:…
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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…
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December 8, 2020

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

Though 2020’s been full of surprises, one certainty we can take away is that workflow…
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November 30, 2020

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

There’s no question that finding agile, digital business solutions is currently a top priority for…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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April 29, 2020

Salesforce Process Builder Best Practices

If you’re a Salesforce #AwesomeAdmin, you know that Salesforce isn’t consistently ranked as the world’s…
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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,…
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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…
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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…
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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…
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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…
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March 10, 2020

How US Government Entities Are Using Salesforce In 2020

Although it begins with the word “Sales,” Salesforce is about as far from being a…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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?…
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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…
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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.…
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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…
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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.…
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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,…
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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,…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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July 5, 2018

An Interview with Brad Booher of UHC Dental

Brad Booher is a Senior Technical Architect at one of the nation’s largest dental insurers…
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