The G2 on S-Docs

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
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.

Overview Provided by:

Zach Brueck

Recent S-Docs Reviews

4/10/2025

Deep D.Small-Business (50 or fewer emp.)

5.0 out of 5

"Useful Document Generation"

S-Doc is a very useful document generation tool. The Documentations is easy to understand and easy to implement. We have used it for multiple cli...

4/10/2025

Jason C.Mid-Market (51-1000 emp.)

5.0 out of 5

"Super fast and super easy"

I like how fast document generation is as compared to other document generation tools out there. Also, while there is a learning curve and migratin...

4/10/2025

Luna S.Enterprise (> 1000 emp.)

3.5 out of 5

"Good, not great"

Easy to use for the users, one touch can send the document out

S-Docs Pricing

1 Per user/Seats Per Year

S-Docs with e-Signature

$40.00

1 Users and Seats Per Year

Enterprise Edition

1 Users and Seats Per Year

See all 4 S-Docs pricing levels

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.

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

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Official Downloads

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Verified User in Computer & Network Security

Mid-Market(51-1000 emp.)

Validated Reviewer

Review source: G2 invite

Incentivized Review

Nov 23, 2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"S-docs for document supporter"

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.

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Response from Zach Brueck of S-Docs

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Dec 03, 2021

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!

Helpful?

Admin Approval Link

Tarun K.

Inside Sales Manager

Mid-Market(51-1000 emp.)

Validated Reviewer

Review source: G2 invite

Incentivized Review

Oct 24, 2021

"One of the best solution for salesforce document generation and e-signature!!"

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.

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Response from Zach Brueck of S-Docs

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Nov 02, 2021

Hi Tarun,

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

Helpful?

Admin Approval Link

Jonathan K.

sales engineer

Enterprise(> 1000 emp.)

Validated Reviewer

Review source: G2 invite

Incentivized Review

Nov 30, 2021

"Fast and easy document sign off"

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.

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Response from Zach Brueck of S-Docs

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Dec 03, 2021

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

Helpful?

Admin Approval Link

Scott M.

Small-Business(50 or fewer emp.)

Validated Reviewer

Review source: G2 invite on behalf of seller

Incentivized Review

Jun 16, 2021(Original May 12, 2021)

"Excellent product to work with."

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.

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Response from Zach Brueck of S-Docs

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Oct 18, 2021

Hi Scott,

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

Cheers!

Helpful?

Admin Approval Link

Rajat G.

Senior Engineer - Sales & Application

Enterprise(> 1000 emp.)

Validated Reviewer

Review source: G2 invite

Incentivized Review

Oct 23, 2021

"Wonderful Document Generation"

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.

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Response from Zach Brueck of S-Docs

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Nov 02, 2021

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!

Helpful?

Admin Approval Link

Morgan T.

Assistant Director

Small-Business(50 or fewer emp.)

Validated Reviewer

Review source: G2 invite

Incentivized Review

Nov 15, 2021

"S Doc Review"

What do you like best about S-Docs?

Fast, do not have to transfer data between clouds, secure, easy to use. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

There needs to be were more options for future dating documents Review collected by and hosted on G2.com.

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

A communication link between sales, marketing and manufacturing.

Benefiting financially thru more accurate sales and manufacturing forecasting. Review collected by and hosted on G2.com.

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Response from Zach Brueck of S-Docs

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Nov 22, 2021

Hi Morgan,

Thanks for your feedback! We're happy to hear about the interdepartmental communication benefits you've achieved using our 100% native document generation solution!

I noticed you would like to future date your documents. I've added a link to an S-Docs help article that describes how to easily future-date your documents using date math. I hope that helps take care of your concern!

Cheers, and thanks again for your feedback!

See how S-Docs improved

Helpful?

Admin Approval Link

Rochelle K.

Sales Operations Administrative Coordinator

Small-Business(50 or fewer emp.)

Validated Reviewer

Verified Current User

Review source: G2 invite on behalf of seller

Incentivized Review

Aug 17, 2021

"The best program I've experienced in helping to create business contracts !"

What do you like best about S-Docs?

I love the ability to edit invoices and contracts after creating them. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

I have to search for access to highlight text. Review collected by and hosted on G2.com.

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

The benefit of using S-Docs has helped in time management when having to create multiple contracts. Review collected by and hosted on G2.com.

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Response from Zach Brueck of S-Docs

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Aug 18, 2021

Thanks for taking the time to review us, Rochelle! We're glad you're finding success creating contracts with S-Docs, especially using our Live Edit feature! Cheers!

Helpful?

Admin Approval Link

Verified User in Banking

Small-Business(50 or fewer emp.)

Validated Reviewer

Review source: G2 invite

Incentivized Review

Nov 19, 2021

"S-Docs Review"

What do you like best about S-Docs?

S-Docs has been a life saver for my organization! It's so nice to be able to create templates right away. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

I wish the free trail would let you create more than two templates. Review collected by and hosted on G2.com.

Recommendations to others considering S-Docs:

Give S-Docs a try and watch how it will transform your business! Review collected by and hosted on G2.com.

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

I am able to focus more on running my business and less time worrying about administrative things. Review collected by and hosted on G2.com.

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Response from Zach Brueck of S-Docs

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Nov 22, 2021

Hi there,

Thanks for your feedback! We're happy you're able to focus on higher-value work while S-Docs takes care of the tedious tasks :)

Helpful?

Admin Approval Link

Verified User in Health, Wellness and Fitness

Small-Business(50 or fewer emp.)

Validated Reviewer

Review source: G2 invite

Incentivized Review

Nov 30, 2021

"A useful program"

What do you like best about S-Docs?

I like the ability to collaborate together with other parties on a project. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

At times the variety of options can be confusing as I am not yet familiar with all the functions Review collected by and hosted on G2.com.

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

We utilize this program to allow working from various locations and still being able to collaborate on writing and verbal projects Review collected by and hosted on G2.com.

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Response from Zach Brueck of S-Docs

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Dec 03, 2021

Thanks for your feedback! We're glad S-Docs allows your team to get work done from anywhere!

Helpful?

Admin Approval Link

Verified User in Information Technology and Services

Small-Business(50 or fewer emp.)

Validated Reviewer

Review source: G2 invite on behalf of seller

Incentivized Review

Jul 05, 2021

"Good way to make reusable templates"

What do you like best about S-Docs?

I like that we can see the source code of our template. The HTML editor is handy for customizing what you want or need to do. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

With the preview, when I want to modify the template, it is difficult to manipulate the different parts/text. Sometimes what we see on the template preview is not at all what we see in the visualization of the final document. Also, to edit the way I want exactly, often I will edit the HTML source code to alter the template more efficiently. Review collected by and hosted on G2.com.

Recommendations to others considering S-Docs:

S-Docs is an excellent way to standardize and generalize emails and receipts. It prevents repeating the writing of the same document. Review collected by and hosted on G2.com.

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

I create general templates for receipts or emails in organization that need to thank their donor. Review collected by and hosted on G2.com.

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Response from Zach Brueck of S-Docs

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Sep 01, 2021

Hi there,

Thanks for your review of S-Docs! We're happy to hear that you're making use of our extensive customization capabilities!

Please feel free to give us a shout (https://www.sdocs.com/about/#contact-us) about your concerns regarding difficulty manipulating your template, and we'll see what we can do to make things right.

Thanks again for telling us about your experience with S-Docs!

Helpful?

Admin Approval Link

S-Docs Reviews & Product Details - Page 5

S-Docs Overview

Recent S-Docs Reviews

S-Docs Pricing

S-Docs Media

Official Downloads

FINS

HLS

CGCS

Pubsec

105 out of 106 Total Reviews for S-Docs

S-Docs Pros and Cons

Overall Review Sentiment for S-Docs

S-Docs Comparisons

Top Rated S-Docs Alternatives

Explore More

S-Docs Reviews & Product Details - Page 5

S-Docs Overview

Recent S-Docs Reviews

S-Docs Pricing

S-Docs Media

Official Downloads

FINS

HLS

CGCS

Pubsec

105 out of 106 Total Reviews for S-Docs

S-Docs Pros and Cons

Overall Review Sentiment for S-DocsQuestion

S-Docs Comparisons

Top Rated S-Docs Alternatives

Explore More

Overall Review Sentiment for S-Docs