Create branded templates and control layout at scale.

Create a Template

Format Document Layouts

Reuse Template Content

Manage Template Updates

Pull the right Salesforce data into every document.

Insert Merge Fields

Use Related Record Data

Add Conditional Content

Validate Merge Output

Generate, preview, and deliver documents from live workflows.

Generate Documents on Demand

Preview Output

Deliver Documents

Support Recurring Workflows

Send agreements, manage recipients, and track every step.

Send Your First Agreement

Add and Manage Recipients

Track Signing Status

Complete the Signature Workflow

Scale document work with Flow, APIs, SDKs, and Apex.

Automate Document Generation

Build Flow Processes

Use SDK and APIs

Create Custom Apex Workflows

Set up the org, govern access, and keep document operations clean.

Best Practices

Changelog / Release Notes

Install and Configure the Org

Manage Templates and User Access

Extend S-Docs with custom workflows, APIs, and Apex.

Developer Overview

SDK and APIs

Custom Apex Workflows

Flow Automation