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S-Docs Reviews & Product Details

SL
Business Process Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about S-Docs?

Exactly what we needed at the right price and with amazing support! Renee in administration has been amazing to work with!! She was super helpful when I ran into and error. She was extremely responsive and clearly knew her stuff. She has made me even more confident in this product. The support team is also super quick and helpful. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Templates are a bit particular and take extra care, but once the are set up you are good to go. Review collected by and hosted on G2.com.

What problems is S-Docs solving and how is that benefiting you?

The app has met our needs for sending offer letters to new employees and contracts to clients as well as other documents straight from Salesforce. Review collected by and hosted on G2.com.

S-Docs Overview

What is S-Docs?

S-Docs is a document operations platform designed to help users streamline their document creation and signing processes. This solution caters to a wide range of organizations, from small businesses to large global enterprises, enabling them to efficiently manage critical documents through intuitive automation and secure e-signature capabilities. By focusing on both ease of use and robust functionality, S-Docs empowers businesses to enhance their operational efficiency and transform their workflows. The platform is particularly valuable for organizations that handle a high volume of documents, such as contracts, invoices, and compliance forms. Its target audience includes industries like finance, healthcare, legal, and manufacturing, where accurate and timely document management is essential. S-Docs addresses the specific needs of these sectors by providing a comprehensive solution that not only simplifies document workflows but also ensures compliance with industry regulations. Key features of S-Docs include its user-friendly document automation tools, which allow users to create customized templates and generate documents quickly. The e-signature functionality further enhances the platform by enabling users to obtain signatures securely and efficiently, reducing the time spent on manual processes. Additionally, S-Docs integrates seamlessly with existing systems, ensuring that organizations can leverage their current technology investments while enhancing their document operations. The benefits of using S-Docs extend beyond mere efficiency. By automating document processes, organizations can reduce human error, improve accuracy, and accelerate turnaround times. The platform also supports collaboration among team members, allowing multiple users to work on documents simultaneously, which fosters a more agile working environment. Furthermore, S-Docs' commitment to security ensures that sensitive information is protected throughout the document lifecycle, giving users peace of mind. Overall, S-Docs stands out in the document operations category by offering a comprehensive solution that not only simplifies document workflows but also drives significant process transformation. Its focus on automation, security, and integration makes it a valuable tool for organizations looking to enhance their document management capabilities and achieve greater operational efficiency.

S-Docs Details
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S-Docs Community
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Product Description

S-Docs is an add-on that generates quotes, contracts, invoices, reports and any other document directly on Salesforce.

How do you position yourself against your competitors?

S-Docs is the only 100% native document generation and e-signature solution for Salesforce. Built entirely on the Salesforce platform, S-Docs leverages the power of Salesforce to deliver a few major benefits that our customers love:

1. Speed: With no server latency, S-Docs lives up to the Lightning Platform's name. Generate data-driven documents in seconds.
2. Security: S-Docs never sends your data outside of Salesforce for processing. If you trust Salesforce, you can trust S-Docs.
3. Power: S-Docs leverages the full power of the Salesforce platform to create even the most complex, data-driven documents with information pulled from anywhere in Salesforce
4. Ease of Use: S-Docs mirrors the look and feel of Salesforce, meaning that it's easier to learn and use.


Seller Details
Seller
S-Docs
Company Website
Year Founded
2010
HQ Location
New York, NY
Twitter
@Sdocs
254 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®

Zach B.
ZB
Overview Provided by:

Recent S-Docs Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Good user experience and friendly"
It eliminates manual work and is pretty easygoing for daily use.
Verified User
A
Verified UserMid-Market (51-1000 emp.)
3.0 out of 5
"Does the work"
To create an opportunity and email templates
Yukari H.
YH
Yukari H.Small-Business (50 or fewer emp.)
4.5 out of 5
"I love it"
I love how easy and efficient it is. It's easy as 1-2-3. I live that I can create and sign me documents all in one place.
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S-Docs Media

S-Docs Demo - Automate data-driven documents and capture e-Signature
S-Docs is a document operations platform that helps thousands of organizations — from small shops to global enterprises — scale smarter. We drive process transformation through seamless and secure document automation and e-Signature solutions, enabling any business to win faster, amplify producti...
S-Docs Demo - Create, Send, e-Sign, Store any document type
S-Docs is a secure, native Salesforce app that enables users to create, send, e-sign, and store any type of document within Salesforce. Streamline workflows and enhance productivity with a seamless, fully integrated document solution.
S-Docs Demo - Create documents in bulk for hundreds of records at once
With S-Docs, you can generate documents in bulk for hundreds of records at once, saving time and boosting efficiency across large data sets. Effortlessly automate document creation to keep up with high-volume needs.
S-Docs Demo - Streamline workflows across Salesforce clouds
S-Docs streamlines workflows across all Salesforce clouds, enabling smooth document generation and management within a single, unified platform. Maximize efficiency and keep processes moving seamlessly.
S-Docs Demo - Customizable solutions for any department
S-Docs offers customizable document solutions for any department, allowing teams to tailor workflows to fit their unique needs. Simplify processes and enhance collaboration with adaptable tools.
S-Docs Demo - Get Results Like These!!!
Hear directly from our clients about the impact of S-Docs: “Get results like these!” With proven success across industries, S-Docs empowers businesses to achieve their document management goals.
S-Docs is a document operations platform that helps thousands of organizations — from small shops to global enterprises — scale smarter. Our seamless and secure document automation and e-Signature solutions drive process transformation that
Play S-Docs Video
S-Docs is a document operations platform that helps thousands of organizations — from small shops to global enterprises — scale smarter. Our seamless and secure document automation and e-Signature solutions drive process transformation that

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100 out of 101 Total Reviews for S-Docs

4.8 out of 5
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100 out of 101 Total Reviews for S-Docs
4.8 out of 5
100 out of 101 Total Reviews for S-Docs
4.8 out of 5

S-Docs Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for S-DocsQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Yukari H.
YH
Customer Service Agent
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about S-Docs?

I love how easy and efficient it is. It's easy as 1-2-3. I live that I can create and sign me documents all in one place. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

If I'm being honest, this far I have not had a bad experience. Review collected by and hosted on G2.com.

What problems is S-Docs solving and how is that benefiting you?

It solves my problem of time consumption as I no longer need 2-3 applications to create or generate my documents. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about S-Docs?

It eliminates manual work and is pretty easygoing for daily use. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

I have not found any disadvantages using S-Docs Review collected by and hosted on G2.com.

What problems is S-Docs solving and how is that benefiting you?

Unlike other softwares, S-Docs are less time consuming and eliminated the error-prone document creation. Review collected by and hosted on G2.com.

Open Discussions in S-Docs
Verified User in Pharmaceuticals
AP
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about S-Docs?

To create an opportunity and email templates Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Limit resources to extend the knowledge. Review collected by and hosted on G2.com.

What problems is S-Docs solving and how is that benefiting you?

Sending out the offer letters Review collected by and hosted on G2.com.

PM
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about S-Docs?

Very powerful, lots of features, very reliable, fast support service Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Some of the end user UX could be improve, a CSS WYSIWIG editor woudl be nice, some advanced feature require to go in the code: would be nice to make them more easily useable for non tech people. Review collected by and hosted on G2.com.

What problems is S-Docs solving and how is that benefiting you?

Limitations on native Salesforce email templates, Absence of ability of Salesforce to produce PDF Review collected by and hosted on G2.com.

DO
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about S-Docs?

It's a versitile tool that can generate Email and Document templates for Salesforce records.

The setup is comprehesive and includes some nice programtic options for entering aggregate data, math functions onto documents if needed. There are also good options for automated creation and emailing of documents in Salesforce based on a process flow.

The support team respond to any queries and are very helpful with requests. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

It can be timely and combersome to create each document template. Review collected by and hosted on G2.com.

What problems is S-Docs solving and how is that benefiting you?

Helps us create bespoke and dynamic documents for muliple entities within one salesforce org Review collected by and hosted on G2.com.

Reunaldo P.
RP
Senior Data Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about S-Docs?

S-Docs offers a user-friendly platform that simplifies document creation, with the added benefit of reusable templates. Thanks to S-Docs' automated procedures, document generation and delivery can be expedited. Moreover, S-Docs includes functionalities that guarantee compliance with regulations and policies for all documents. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

While there exist alternatives for small enterprises, the rates of S-Docs may prove costly for certain customers. S-Docs does not cater to all dialects, which might pose difficulties for patrons in foreign nations. The absence of social media integration opportunities can impede the growth of clients' promotional campaigns. Review collected by and hosted on G2.com.

What problems is S-Docs solving and how is that benefiting you?

S-Docs has effectively addressed the issue of time-consuming and error-prone document creation and delivery. Since implementing S-Docs, I have been able to considerably reduce the time spent on document creation and delivery. Overall, S-Docs has streamlined my document creation and delivery process, leading to time savings and reduced errors. Review collected by and hosted on G2.com.

Verified User in Machinery
AM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about S-Docs?

It can be used for virtually any task. Very easy to integrate, use and implement. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

I sincerely can not find anything I dislike about S-Docs. It is very useful. Review collected by and hosted on G2.com.

What problems is S-Docs solving and how is that benefiting you?

We use a significant number of formats and documents for our Salesforce CRM. Our customers are very happy about the ease of use. Review collected by and hosted on G2.com.

Verified User in Government Administration
CG
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about S-Docs?

Being native to Salesforce makes implementing very simple. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Limitations in all products, but possibly limitations on document size due to being native would be about the only thing. Review collected by and hosted on G2.com.

What problems is S-Docs solving and how is that benefiting you?

Creation of PDF and e-sign Review collected by and hosted on G2.com.

YK
IT application development specialist
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about S-Docs?

We integrated S-Docs into Salesforce and from day 1, as a non-profit organization, we were absolutely amazed at what this tool can do.

It simplifies our daily work and is appreciated by every department in our company. S-Docs is easy to use and at the same time can be flexibly adapted to the different requirements of the departments. Sending the created documents with one click is just one of the wonderful features. The incredibly high time saving is another advantage that S-Docs brings with it. The easy building of different templates and forms is another great feature.

Anyone who needs a tool for creating documents in Salesforce cannot avoid S-Docs, on the contrary it will only make the user happy after successful implementation.

The user-friendliness and the incredibly great support are also worth mentioning here. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

there is nothing to say. We are happy to get S-Docs Review collected by and hosted on G2.com.

What problems is S-Docs solving and how is that benefiting you?

Creating forms and the one-click sending feature is only one of them. Review collected by and hosted on G2.com.

MP
Grants and Operations Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about S-Docs?

We could not be happier with S-Docs. Creating templates, merging information, and sending out mass comms has been seamless with this product. We use S-Docs for multiple operations processes, both internally and externally, and we haven't had any issues at all. The tool works for a myriad of documents: invoices, notifications, agreements, marketing materials, etc. The ability to review and edit the documents before sending off has saved our team a ton of time. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Inserting related lists is not the easiest process, but there is plenty of documentation to help users figure it out! Once you insert the first one, it should be intuitive moving forward. Review collected by and hosted on G2.com.

What problems is S-Docs solving and how is that benefiting you?

S-Docs completely solved the customization use case our organization needed. We have multiple instances requiring a large amount of customization, and s-docs has provided the perfect solution. Review collected by and hosted on G2.com.