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Welcome to S-Docs. Let's build a reliable document workflow your entire team can scale with confidence. In just a few steps, you can install the app, design your first template, and empower your users to generate polished, data-driven documents directly inside Salesforce.
Go from setup to generating your first automated document in under 30 minutes.
Follow this path in order. Each step gets you closer to a working document workflow your team can use right away.
Step 1: Install S-Docs Get the app securely installed into your Salesforce environment.
Step 2: Create your first template Build a basic quote or invoice to quickly and effectively.
Step 3: Configure document generation Let users generate documents directly from the record page.
Step 4: Generate your documents See exactly what your reps will click to create and email a PDF to a customer.
Ready to do more? Once your foundation is built, explore these advanced tools to add logic, calculations, and custom formatting to your workflow.
Dive into the different capabilities of S-Docs. Whether you are designing dynamic layouts, automating generation, or managing org-wide settings, explore the guides below to build your expertise and support your team.
Template Building
Learn how to craft reusable, dynamic templates. Master the formatting tools, merge fields, and conditional logic needed to bring your team's documents to life.
Document Generation
Automate and streamline how your documents are created. Build seamless generation workflows that deliver accurate, on-demand output for your users at the exact right moment in their process.
Once you have S-Docs generating your documents, you can take your workflow to the next level with e-signatures. S-Sign takes the documents you’ve built and packages them into secure envelopes, creating a complete, end-to-end signing experience.
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