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S-Docs Reviews & Product Details

Pricing

Pricing provided by S-Docs.

S-Docs Free

Free
1 User Per Year

S-Docs Integrations

(3)
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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
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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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S-Docs Reviews (127)

Reviews

S-Docs Reviews (127)

4.7
127 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the product for its ease of use and seamless integration with Salesforce, which significantly enhances document generation and management. Many appreciate how it streamlines workflows and improves efficiency, allowing for quick document creation and e-signatures. However, some users note that the setup process can be complex and may require technical support.

Pros & Cons

Generated from real user reviews
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DO
Mid-Market (51-1000 emp.)
"Salesforce Document Generation"
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.

Reunaldo P.
RP
Senior Data Analyst
Mid-Market (51-1000 emp.)
"Recommend S-Docs: My personal 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.

Verified User in Machinery
AM
Small-Business (50 or fewer emp.)
"S-Docs has improved our productivity significantly. Great app!"
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.

Verified User in Government Administration
CG
Enterprise (> 1000 emp.)
"Simple, Native solution"
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.

YK
IT application development specialist
Mid-Market (51-1000 emp.)
"Best tool for documents in Salesforce"
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.

MP
Grants and Operations Manager
Small-Business (50 or fewer emp.)
"Best document generation tool"
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.

VT
Salesforce Admin
Mid-Market (51-1000 emp.)
"Great doc gen product native to Salesforce"
What do you like best about S-Docs?

The tool being native to Salesforce is an excellent pro of S-Docs as the developers have greater flexibility to build complex feature requests compared to Conga/Drawloop, which are template-based tools. The template editor in the S-Docs is an excellent tool for continuously enhancing doc gen projects. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

S-Docs dev team continuously enhances the product, takes feedback from the customers and addresses the issues in a minimal time and I do not see a reason to dislike anything so far. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Vikram,

Thanks so much for the review! We're so happy that you're using S-Docs to save your client time on complex reporting projects. Becoming more efficient and enabling focus on higher value work is what S-Docs is all about!

Thanks again!

SS
Civil Engineer at KEI Ltd.
Small-Business (50 or fewer emp.)
"A great software to edit quotations, Agreements and Invoices directly for Salesforce"
What do you like best about S-Docs?

Easy to set up, even easier to use, Great customer support, Nice templates, Overall one great software. It is also highly scalable and regular updates are coming that make it up to date with market requirements. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

With regular updates, there are always chances of bugs and compatibility issues. that is a problem, second thing is that its integration with other software is also tough and rigid. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Shailendra, thanks so much for the review! We're very happy to hear that S-Docs has made managing invoices and other documents easier for your team!

We're sorry to hear that you've had some trouble with integrations before - rest assured that our team is continually working to improve compatibility with other software and adding new integrations with each new release. Check out our most recent release notes below for more information!

Thanks again for taking the time to review S-Docs!

See how S-Docs improved
JD
Finance Manager
Small-Business (50 or fewer emp.)
"S-Docs is a versatile and easy to use Document Generation tool"
What do you like best about S-Docs?

Templates are straightforward; they are easy to customize and implement. The support has been tremendous, and installing the product was a breeze. We replaced Conga with S-Docs and could not be happier. It has been a week since we officially switched to S-Docs, and we have no issues with its operation. It was effortless to train employees as the program is simple and easy to use for all skill types. We use S-Docs to generate many different types of documents - Quotes, Invoices, Purchase Orders, Service Reports, Packing Slips, and more. S-Docs can also edit documents before you send/download them without ever leaving the Salesforce platform, saving a ton of time. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Inserting "related lists" can be challenging in templates as there are only a few design options. Support is quick to respond and assist, making this challenge very easy to overcome. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Jimmy, thanks for the review! We're so happy to hear that your team is finding success generating a variety of documents with S-Docs. It's especially great to hear that you are using the Live Edit feature to edit documents after generation!

We're also glad to see our support team has been able to help you get up and running with ease. We value our customers and will strive to continue delivering great experiences!

Cheers!

JC
CRM Manager
Mid-Market (51-1000 emp.)
"Great Support"
What do you like best about S-Docs?

The support team at SDocs are great. Any query I pose to them has been handled quickly and efficiently, meaning I'm able to configure the application to suit the ever increasing requirements of our business. S-Docs is helping make us a much more automated and efficient business which can only be a good thing. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

There is nothing I dislike about S-Docs. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Jim,

Thanks so much for the review! We're very happy to hear that you're using S-Docs and S-Sign to increase your business efficiency.

Thanks again!

Pricing Options

Pricing provided by S-Docs.

S-Docs Free

Free
1 User Per Year

S-Docs

$25.00
1 Per user/Seats Per Year

S-Docs with e-Signature

$40.00
1 Users and Seats Per Year
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S-Docs Features
Software
Spreadsheets
Documents
Templates
Automation
Branding
Workflow
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Batch
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S-Docs