S-Docs Document Automation for Sales

Transform sales productivity

Experience efficiency like never before. S-Docs automatically generates and tailors sales documents throughout the entire deal lifecycle, so your team can focus on what matters. Maximize your output with:

Pitch deck creation
Proposal automation
Quote generation
Contract automation
Invoice scheduling

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Exceed prospect expectations

Captivate your future customers with seamless experiences that drive lasting relationships. You’ll ensure that every document is on-brand, on-time, and easy to access, review, and sign with S-Docs e-Signature.

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Break free from busywork

Sales cycles are full of time-consuming documents that drain valuable resources. Most sales reps spend less than a third of their workday on revenue-generating activities—S-Docs is here to change that.

Document automation for sales allows your team to stop wasting time searching for up-to-date pricing, formatting quotes, and perfecting proposals. S-Docs takes care of the paperwork so sales teams can close deals faster and accelerate business success.

S-Docs handles it all

No matter the industry, sales teams rely on S-Docs to drive success at every stage of the deal cycle.

Craft compelling pitch decks automatically

Expand your reach with tailored emails

Design data-driven quotes with complex pricing

Personalize proposals with a click

Send order forms in seconds

Request e-Signatures in-person or on the go

Build contracts effortlessly

Create up-to-date product datasheets

Track document progress from start to finish

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Get your FREE sales kit

Wasting time on administrative work? Download the S-Docs Salesforce sales kit to get everything you need to hit the ground running with S-Docs! We've built custom document templates tailored to your specific needs in the sales field.

Download now

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Powerful features for a powerhouse sales team

Connected to your CRM

S-Docs integrates seamlessly with the platform your team uses every day. Build custom templates that pull data directly from your source of truth so you can be confident your documents are always personalized, accurate, and up-to-date—just like your customers expect.

Put workflows on autopilot with automation

Tell S-Docs exactly when to generate your documents and where to send them, and we’ll do the rest. Your critical paperwork will be created and distributed behind the scenes while your team takes center stage to sell.

Request e-Signatures

Manage seamless agreement workflows for contracts and other legal documents. With S-Docs e-Signature software, you can request signatures and other input for any document and track the entire process. Stay organized and efficient while delighting prospects with a secure agreement process.

On-the-fly customization

Corrections and revisions are a breeze with S-Docs Live Edit. Effortlessly modify any PDF in your CRM after it’s generated—no external programs required. Whether a client requests a revision or you want to add a personal touch, S-Docs has you covered.