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S-Docs Reviews & Product Details - Page 4

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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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
233 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
Description

S-Docs is a cloud-based document generation and automation platform designed to streamline the creation and management of documents for businesses. By integrating with Salesforce, S-Docs enables users to easily generate customized documents such as contracts, proposals, and reports directly from their Salesforce data. The platform emphasizes ease of use, allowing users to create templates without the need for coding, thereby enhancing productivity and reducing manual errors. For more information, visit their website at https://www.sdocs.com.


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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
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

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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.
PC
Payroll Specialist
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about S-Docs?

S-Docs platform is to help us users to have an easy job most especially with PDF's. With this software my everyday job will be easier and faster. Because of this straight to the point software it enabled me to use it without any confusions. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Since im just using a free version, I have less templates than the paid ones. Review collected by and hosted on G2.com.

Recommendations to others considering S-Docs:

I recommend using this software. A life changer software that help a lot of people. Review collected by and hosted on G2.com.

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

All the necessary documents became fast and easier because of S-Docs. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Patricia, thanks for the review! We're very happy to hear that S-Docs is helping your users generate the PDFs they need to make their jobs easier!

Verified User in Hospital & Health Care
UH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about S-Docs?

S-Docs had the most straightforward implementation. Users intuitively use the program, and our elderly customers find it easy to use. We use salesforce, and the integration is seamless. We have had very few if any down times with s-docs. We implemented prior to working from home and the tranistion was easy. It is customizeable and meets the bulk of our needs. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Sometimes it can be a challenge to create the page layouts but as we continue to learn it becomes easier. I can't think of anything I don't like at this time. Review collected by and hosted on G2.com.

Recommendations to others considering S-Docs:

We compared to multiple programs and looked at both functionality, pricing, longevity, and reviews. This program has been seamless. Review collected by and hosted on G2.com.

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

We communicate with Veterans to get home care. We have a contract and documents that are shared both ways. Ease of communication with Providers and our elderly clients. Quicker response times with the VA. We create contracts, quotes, emails, reporting directly in salesforce. Our templates were easy to incorporate in out daily process. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi there,

Thanks for your review! I'm so glad you've found S-Docs to be easy and straightforward for your users. That's one of the many reasons we built S-Docs 100% natively in Salesforce - to mirror the look and feel of the platform that you already use :)

Cheers!

Verified User in Management Consulting
AM
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about S-Docs?

SDocs support team is phenomenal! (customer facing and development team) They provide their expertise to help troubleshoot and to provide guidance on the best way to move forward. They are very fast to build additional features into their tool when these are helpful and needed for us. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

There is nothing that I dislike. I know that sounds cliche, but I mean it! SDocs is a company that has impressed me at every turn. From the initial engagement, through to deployment, and now beyond. They are all about giving their customers the ability to generate beautiful documents, very easily. Review collected by and hosted on G2.com.

Recommendations to others considering S-Docs:

You will not regret working with SDocs. Every weird use case that has come up, they have been super willing to jump on to understand and then make development updates to the tool. Review collected by and hosted on G2.com.

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

Giving our sales team the ability to generate documents without addtional help. Documents like Agreements, Additional Service Letters, NDAs, Proposals and Quotes. All are very complex documents, but S-Docs handles are the heavy lifting for us and the sales team can generate what they need within seconds. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi there,

Thanks for your review! We're thrilled that you've found success with S-Docs, and that you've had a great experience with our team! Customer satisfaction is our #1 goal!

Thanks again!

PS
Inside Sales Associate
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about S-Docs?

It is one of the best solution to generate required documents on salesforce. We can easily create any document with the help of templates. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

I used S-Docs for more than a year. I never faces any problem. Review collected by and hosted on G2.com.

Recommendations to others considering S-Docs:

I would recommend :-) Review collected by and hosted on G2.com.

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

Company provided us S-Docs integrated with Salesforce to help us generate documents. It really saves a lot of time in generating documents. So we can focus more on sales rather than paper work! Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Priya,

Thanks for your review! We're happy to hear S-Docs lets you forget the tedious tasks and focus on the work that matters :)

NG
Founder/CEO
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about S-Docs?

It is a very powerful and popular product. The documentation is of high quality, which makes it easy to set up for Salesforce administrators. The data remains in Salesforce. The user interface is friendly. The product is affordable compared to competitors. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Overall no real complaints. At times preview appear to be different than the final document that gets generated. Review collected by and hosted on G2.com.

Recommendations to others considering S-Docs:

The support is high quality, and product is equally good. Overall I recommend the product. Review collected by and hosted on G2.com.

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

SDocs is a document generation software for Salesforce. Users can generate dynamic content based on a template and salesforce records. This is a very common requirement from clients. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Naveen,

Thanks for your review! We're happy that our documentation has helped you set up our product and get up and running quickly!

I noticed that you reported a concern about the preview you see in the template editor being different than the final generated document.

I've linked an article that explains our Save & Preview feature - which lets you input a Salesforce record ID into the template editor, and generate a preview copy of your document at any time with real data pulled in from that record!

I hope this helps simplify the template building process!

See how S-Docs improved
Verified User in Computer & Network Security
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about S-Docs?

Instantly explore alternative software very useful feature highly customizable template option allows you to create professional and personalized documents email functionality key features and benefits lot of options prepare you are files and documents generation Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

S-docs relationship object servers as a junction object between S-docs templates and other objects sometime swsiwyg editor can not edit facing problem otherwise ok Review collected by and hosted on G2.com.

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

S-docs allow user document generation tool that generate multiple format to meet other the document generation needs data Yuva capture in sale force the beginning the important will to be moved to having a document generation tools Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi there, thanks for your review! We're happy to hear that S-Docs has helped your team create professional and personalized documents more easily!

TK
Inside Sales Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about S-Docs?

I loved S-Docs. I liked many things in this solution, like generating documents on a single button, documents generation is fast and easy, and there are many templates to access. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

I didn't find any such issue with S-Docs. It is better than other salesforce document generation tools. Review collected by and hosted on G2.com.

Recommendations to others considering S-Docs:

Highly recommeded! Review collected by and hosted on G2.com.

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

We use it for generating documents to make work of inside and field sales team's job easier. It has a faster loading time! Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Tarun,

Thanks for the review! We're so happy that your sales teams are finding success with our one-click document generation solution!

JK
sales engineer
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about S-Docs?

Easy to send and receive back, with notification Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Nothing, product works and integrates well with SalesForce Review collected by and hosted on G2.com.

Recommendations to others considering S-Docs:

Use for faster sales cycle Review collected by and hosted on G2.com.

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

When a fast responce time and turn around it is much easier to use S-Doc as apposed to email Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Jonathan, thanks for your review! We're glad S-Docs is helping you speed up your sales cycle!

SM
G
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about S-Docs?

Works well with Salesforce during form creation and configuration. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

I don't really have any criticisms about Sdocs Review collected by and hosted on G2.com.

Recommendations to others considering S-Docs:

There are many upsides to S-Docs. We like that our data stays completely within Salesforce. I know the other guys say everything is secure and encrypted but, why risk it? The user interface is clean and straight-forward for creating new templates. Also, we really like the batch job feature of S-Docs. Provides so many options for document generation and delivery. And they fairly recently enhanced the user interface to be completely in Lightning. Great user experience. The one other big thing about S-Docs is the people - outstanding technical support and customer support. They actually seem to care. Review collected by and hosted on G2.com.

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

PDF creation for quotes Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Scott,

Thanks for your review! We're happy you're finding success with our 100% native solutions!

Cheers!

RG
Senior Engineer - Sales & Application
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about S-Docs?

The best feature is the e-signature which lets you sign the document on the go. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

The UI is not very intuitive, because of which it isn't straightforward to navigate the software. Review collected by and hosted on G2.com.

Recommendations to others considering S-Docs:

Use it specifically for e-signing Review collected by and hosted on G2.com.

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

We use S-docs for creating documents and e-signing them. The main benefit is the e-signing part is very easy. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Rajat,

Thanks for the review! We're glad to hear that you've had a great experience with S-Sign!

I noticed that you're concerned about using S-Docs's user interface. Please feel free to contact us (https://www.sdocs.com/about/#contact-us) with your feedback and we will be sure to take it into account as we further innovate on our products.

Cheers!