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S-Docs

Sales Tools
Salesforce CRM Document Generation

100% native Salesforce document generation and e-signature solution

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S-Docs

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About the S-Docs

S-Docs is a 100% native Salesforce document generation and e-signature platform that lets users build templates and generate documents directly inside Salesforce, without external servers or integrations. It supports manual generation via an S-Docs button on any standard or custom object, as well as fully automated generation using S-Doc Jobs triggered by Flow, Process Builder, or Apex, allowing large-scale, background document creation and emailing. S-Docs generates quotes, proposals, invoices, contracts, reports, and other outputs in formats such as PDF, DOCX, and PPTX, and offers a companion e-signature solution (S-Sign), all running on the Salesforce platform for performance, security, and compliance.

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