Learn about the S-Docs advantage and see why S-Docs is the #1 Native Document Generation and E-Signature solution for Salesforce.
S-Docs Overview Demo
11:25
See S-Docs' core capabilities including application architecture, product capabilities, and UI for the end-user and admin experiences.
Architecture and Security Advantages of S-Docs
5:44
Discover why S-Docs was built natively and why that's so important. This video is a presentation designed for those evaluating options for document generation and e-signature.
Install S-Docs for Salesforce
8:11
Learn how to install S-Docs from the Salesforce App Exchange and start generating documents in no time.
Install or Renew Your License Key
3:27
Learn how to install and renew your S-Docs license key to start taking advantage of all S-Docs has to offer.
Configure S-Docs & S-Sign Bundle
5:23
Configure the S-Docs and S-Sign Bundle to start taking advantage of 100% native document generation and e-signature.
Customer Testimonials
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.
Customer Testimonial: State of California DIR
0:58
Hear how Daniel Chu from the State of California Department of Industrial Relations uses S-Docs.
Customer Testimonial: Centene Corporation
1:15
Hear how Sherry Soriano from Centene Corporation uses S-Docs.
Customer Testimonial: Monark Premium Appliance
1:42
Hear how Sean Schuster from Monark Premium Appliance uses S-Docs.
Product Tutorials & Demos
S-Docs Overview Demo
11:25
See S-Docs' core capabilities including application architecture, product capabilities, and UI for the end-user and admin experiences.
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.
Configure S-Docs with Custom Objects
06:05
Learn how to configure S-Docs with any custom object and start generating documents your way.
S-Docs with the Salesforce Process Builder Tutorial
12:36
Learn how to set up S-Docs with the Salesforce Process Builder to automate document generation and distribution.
S-Docs Conditional Logic
3:53
Use the S-Docs Render feature to conditionally populate your documents with blocks of text and data. This video explores Render in a Contract.
S-Docs End-User Guide
4:06
Learn how to use S-Docs to generate, edit, and email documents from any object in Salesforce.
S-Sign End User Guide
5:40
Learn how to generate and send a document for e-signature with S-Docs and S-Sign, as well as how to track the entire process within Salesforce.
Using S-Docs With DOCX Templates
08:06
Learn about the S-Docs DOCX feature, which allows you to upload DOCX templates to the S-Docs template editor.
S-Sign Installation & Configuration
6:58
Learn how to install and configure S-Sign, our 100% native e-signature solution for Salesforce.
Mass Merge: Batch Document Generation
9:50
Learn how to use S-Docs to generate large numbers of documents at once for any list of Salesforce records with the Mass Merge feature.
Extended Demo with Q & A
43:35
An overview demo of S-Docs discussing app architecture, product capabilities, and UI.
Feature Spotlights
Generate A Document
0:30
See how easy it is to generate a document with S-Docs from any record in Salesforce.
S-Docs Mobile
0:30
Generate documents from your phone or tablet using S-Docs with the Salesforce mobile app.
Live Edit
0:30
Allow users to edit any document after it generates with the Live Edit feature.
Component Templates
0:30
Component templates allow you to nest templates within other templates. See what component templates can do for your workflows.
Runtime Prompts
0:30
S-Docs Runtime Prompts allow you to set up prompts for users to respond to, and then merge their input into your documents.
Conditional Logic
0:30
Conditional logic lets you show or hide data in your documents based on your custom business rules.
Create A Template
0:30
Learn how to create a new S-Docs template in 30 seconds.
PDF-Upload
0:30
Upload any PDF to the S-Docs template editor and drag & drop merge fields. It's that easy!
One-Click
0:30
Generating documents in one click is as easy as...one click!
Zero-Click
0:30
Learn how zero-click document automation can help you be more efficient.