105 out of 106 Total Reviews for S-Docs
Overall Review Sentiment for S-Docs
Log in to view review sentiment.
S-Docs allows you to create your document from your data with ease. Customizing the layout to what you need works very well. Review collected by and hosted on G2.com.
Finding answers to questions on the FAQ. Sometimes the answers aren't readily available. Review collected by and hosted on G2.com.
If you're not a developer but you need to be able to generate pdf documents from Salesforce then S-Docs is the way to go. It's easy to set things up and very intuitive. Review collected by and hosted on G2.com.
There may be something available but I'm uncertain because I haven't done the research but a batch option based on a report would be very helpful. So, I'd like to be able to run a report and then have it create a pdf for each contact on the report and send them to the email address on file. Review collected by and hosted on G2.com.
Connects to every object meaning our merge options are unlimited. Review collected by and hosted on G2.com.
Sometimes difficult to create specific page layouts (we had trouble with adding board lists to some of our letters) Review collected by and hosted on G2.com.
Being fully integrated into Salesforce makes it much easier for our sales team to use. Review collected by and hosted on G2.com.
Will require committing some time to set it up initially. Also, can't seem to get rid of white bars around the border of our proposals. Review collected by and hosted on G2.com.
S-Docs offers very powerful and flexible template creation that allows for more advanced communications. The ability to integrate with automated processes significantly increases the efficiency and effectiveness of our communications. Review collected by and hosted on G2.com.
There is a bit of a learning curve to harness the advanced functionality but excellent documentation and support makes the process straightforward. Review collected by and hosted on G2.com.
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.
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.
I've had this app for a few weeks now on my Salesforce org, and I've been really impressed. It's very easy to work with - easy to create document templates, edit them, upload/download, send, etc. Right now I'm on the free version because I'm only using two templates, but I'll likely upgrade soon so I can add more templates and create some automation. Review collected by and hosted on G2.com.
Nothing so far! This has met our needs to this point. Review collected by and hosted on G2.com.
We tried other solutions to create emails with PDF attachments, but this one was EASY to set up, beautiful (Lightning native), and it WORKS. I was able to set up mail-merged PDFs, with conditional logic in just a few clicks. Must have - thank you S-Docs for filing the gaps in Salesforce! Review collected by and hosted on G2.com.
I honestly haven't found anything to dislike yet Review collected by and hosted on G2.com.
Interface is very logical which makes it very easy to navigate, even for those who aren't so tech savvy. Review collected by and hosted on G2.com.
Could integrate automated links to salesforce objects to further improve ease of template setup. Review collected by and hosted on G2.com.
