Fall 2025

Fall '25 generally available release

The S-Docs Fall 2025 product release is available for installation! Read on to learn about the product updates we’ve made to improve the S-Docs for Salesforce experience. 

Fall '25 release overview

The Fall ’25 release brings more incremental advancements, built off of the Summer '25 release, designed to make documents smarter, processes more flexible, and usage insights more transparent, including:

• Smarter, more dynamic documents: S-Docs documents are more data-rich and adaptable than ever. Customers can now integrate related record data into DOCX and PPTX outputs, apply conditional rendering based on Salesforce data, and format merge fields for currencies, dates, and phone numbers with professional polish. Rich Text Fields are fully supported, ensuring Salesforce styling carries through to generated Microsoft files—empowering users to create polished, dynamic outputs that truly reflect their data.
• Greater flexibility & scale: Template management and enterprise-scale document generation are now easier than ever. A new Lightning Web Component lets users upload and manage Microsoft templates in Salesforce, while SDK upgrades enable batch PPTX generation for high-volume needs. Admins and developers can also combine multiple S-Docs into a single packet via Apex or Flow—streamlining previously manual workflows.
• Clearer insights: This release debuts a dashboard for tracking document and e-Signature usage in real time. Customers can now see how consumption aligns with entitlements—making it easier to manage usage and optimize consumption-based plans.

Major updates

Microsoft DOCX and PPTX file format expansion

This release introduces the ability to include line item related lists directly generated in second-generation DOCX and PPTX documents. This enhancement allows for even more dynamic and data-rich document creation, ensuring that data from related record line items can be presented seamlessly in Microsoft file outputs that utilize the Salesforce compression functionality.

Click here to learn more about enhancements to DOCX and PPTX templates.

Conditional rendering (DOCX/PPTX)

Support was added for conditional rendering in DOCX and PPTX templates, enabling more dynamic control over document content and allowing templates to adapt based on data-driven conditions.

Template file upload LWC

A new Lightning Web Component (LWC) was launched that supports file uploads for DOCX and PPTX templates right in S-Doc template records. This feature simplifies the process of template management, improving user efficiency and flexibility.

PPTX Support for Generate Documents in Batch

The S-Docs SDK was expanded to include batch generation for PPTX files. Developers and admins can now automate and scale large-volume presentation generation.

Merge Field Formatting

Users can now apply formatting for currency, date, and phone numbers directly to merge fields in DOCX and PPTX templates, resulting in more polished and customized outputs and compatibility with existing Insert Merge Field wizard output.

RTF Field Support

Support was added for inserting Salesforce Rich Text Fields (RTFs) into DOCX and PPTX templates. Any RTF fields included in your templates will now preserve their rich text formatting, such as bold, italics, ordered/unordered lists, hyperlinks, and more - exactly as specified in the Salesforce record.

Usage metrics Lightning Web Component (LWC)

This release introduces a dashboard for tracking org-wide document and e-Signature usage. With configurable options to highlight what matters most for each plan, this feature gives customers clear visibility into how consumption aligns with entitlements, making it easier to monitor and manage usage under S-Docs consumption-based plans.

Click here to learn more about the Usage Metrics LWC.

Combine documents seamlessly with Apex or Flow

Users can now define any number* of generated S-Docs to be merged into a single output. Use custom Apex or integrate with a Flow via the companion invocable action in the S-Docs library to easily select and combine the documents you need into one consolidated packet.

Click here to learn more about combining documents.

*Total combined document output is subject to Salesforce governor limits.

Go to the Salesforce AppExchange to download the latest S-Docs release now.