# S-Docs Reviews **Vendor:** S-Docs **Category:** [Salesforce CRM Document Generation Software](https://www.g2.com/categories/salesforce-crm-document-generation) **Average Rating:** 4.7/5.0 **Total Reviews:** 128 ## About 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 Pros & Cons **What users like:** - Users find S-Docs to be **extremely user-friendly** , facilitating quick document generation directly within Salesforce. (8 reviews) - Users commend the **excellent customer support** from S-Docs, effectively resolving issues and enhancing user experience. (4 reviews) - Users value the **seamless integration** of S-Docs with Salesforce, enhancing security and efficiency in document generation. (4 reviews) - Users appreciate the **seamless Salesforce integration** of S-Docs, enhancing document generation and ensuring security and compliance. (4 reviews) - Users love the **ease of template creation** and seamless integration with Salesforce, enhancing daily workflows significantly. (4 reviews) - Users praise S-Docs for its **time-saving features** , streamlining document generation and e-signature processes within Salesforce. (4 reviews) - Versatility (4 reviews) - Users love the **easy-to-use automations** in S-Docs, appreciating its integration and reliability within Salesforce. (3 reviews) - Customization (3 reviews) - Integrations (3 reviews) **What users dislike:** - Users find the **learning curve steep** due to complex templates and a need for technical knowledge, making setup challenging. (4 reviews) - Users find S-Docs' interface **not intuitive** , making it challenging for less technical users to navigate effectively. (4 reviews) - Users find that **automation setup can be complex** , requiring time and technical support for advanced functionalities. (2 reviews) - Users find S-Docs **expensive** , especially with the new pricing model affecting smaller organizations significantly. (2 reviews) - Users find **formatting issues** with S-Docs, especially with complex templates and limitations in DOCX output. (2 reviews) - Limited Customization (2 reviews) - Users find the **missing features** in S-Docs, particularly with DOCX and PDF generation, limiting their usage. (2 reviews) - Setup Difficulty (2 reviews) - Users face a **steep learning curve** with S-Docs due to complex queries and a challenging template editor. (2 reviews) - Technical Issues (2 reviews) ## S-Docs Reviews ### 1. Efficient and Cost-Effective with Simple Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Kara A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about S-Docs?** I like that S-Docs was lower than competitor pricing and was easy to install and get up and running. It's easy to use once set up, which makes creating and executing contracts efficiently in one package very convenient. **What do you dislike about S-Docs?** The setup for contract templates could be easier to use. It could probably be more updated as well. The steps and signature addition are hard to understand and figure out based on the instructions. We did experience some challenges in setting up our personal site. **What problems is S-Docs solving and how is that benefiting you?** S-Docs allows us to efficiently create and execute contracts all in one package, which helped us switch from DocuSign and Conga to cut down on costs. ### 2. Efficient Document Generation in Salesforce, but Setup Can Be Complex **Rating:** 5.0/5.0 stars **Reviewed by:** Salah S. | F, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about S-Docs?** What I like best about S-Docs is how seamlessly it works within Salesforce, making document generation and e-signature fast and easy. It’s secure, fully native, and eliminates the need for external tools, which saves time and keeps everything in one place. **What do you dislike about S-Docs?** What I dislike about is that complex templates or advanced automation can take time to set up, and troubleshooting issues sometimes requires technical support. Additionally, while powerful, it can feel limited if you need highly customized formatting beyond standard options. **What problems is S-Docs solving and how is that benefiting you?** solves problems like slow, error-prone document creation, manual approvals, and the need to manage multiple tools for contracts, invoices, or agreements. By automating document generation and e-signatures directly within , it saves time, reduces errors, ensures compliance, and keeps all documents organized in one secure place, making workflows faster and more efficient. **Official Response from Ivy Rio:** > Hi Salah, thank you for the five-star review! We are thrilled to hear that S-Docs has helped your organization and appreciate your honest feedback, as we are always working to improve. ### 3. Reliable PDF Generation and E-Signatures Directly Inside Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Tracie P. | Chief Information Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2025 **What do you like best about S-Docs?** S-Docs has made a big difference in how we handle documents in Salesforce. We mostly use it to generate clean, professional-looking Quote and Order PDFs — and it handles different formats based on order type really well. It’s flexible, easy to work with, and integrates smoothly into our existing workflows. We also use it for e-signatures, and having Salesforce records update automatically when a document is signed is a huge plus. Overall, it helps our team move faster and keeps things organized. **What do you dislike about S-Docs?** The main feedback we hear is around document generation speed — sometimes it takes a little longer than expected, especially when multiple documents are involved. It’s not a dealbreaker by any means, just something to be aware of. The pros far outweigh that minor frustration. **What problems is S-Docs solving and how is that benefiting you?** Our users rely greatly on emailing and printing documents, so we quite literally wouldn't be able to do the things we need to do with our quotes and orders with native Salesforce alone. **Official Response from Ivy Rio:** > Hi Tracie, thank you for taking the time to leave us a positive review and constructive feedback - we are always improving our product and feedback like yours is helpful for that process. ### 4. S-Docs has continues to exceed our expectations. **Rating:** 5.0/5.0 stars **Reviewed by:** David H. | Senior Manager Salesforce Cloud Platform, Enterprise (> 1000 emp.) **Reviewed Date:** July 07, 2025 **What do you like best about S-Docs?** We are very glad that we moved to S-Docs from our previous doc-gen tool. We needed more capabilities and better experience which they have delivered on all fronts. The doc-generation has provided seamless integration within our salesforce org. It has provided our users with a user friendly experience and we continue to work with them to identify more solutions on our platform. Their customer support has been excellent whether it is answering questions or providing thought leadership. **What do you dislike about S-Docs?** No negative experiences, so far. We only have positive things to say about our partnership with S-Docs. **What problems is S-Docs solving and how is that benefiting you?** We are leveraging S-Docs, to produce our Quality claims documentation, that is running majority of our companies claims. Goal is to move all of our company to this solution before the end of the year. We are also leveraging both document generation and S-Sign to communicate our Rebate programs with our customer base. **Official Response from Ivy Rio:** > Hi David, thank you for the five-star review! We appreciate your partnership. ### 5. On platform doc gen is the way to go! **Rating:** 5.0/5.0 stars **Reviewed by:** Jake R. | Salesforce Lead and Architect, Enterprise (> 1000 emp.) **Reviewed Date:** July 08, 2025 **What do you like best about S-Docs?** On platform document generation makes life substantially easier and allows for more flexibility on what can be done. We did a full blown implementation so there was a lot of work on the front end for us given the way we wanted to use the tool but we were also able to add features that we would have needed to do a ton more work to get there with other tools. **What do you dislike about S-Docs?** One thing I would want to see with S-Docs is continued improvement on knowledge base. There's room to improve with use cases and combining features. We've had to lean on S-Docs support more than we really would like to. **What problems is S-Docs solving and how is that benefiting you?** With the sales that we do, we need to have 5-10 documents generated with every deal. S-Docs allows us to automate and simplify this process. **Official Response from Ivy Rio:** > Hi Jake, thank you for the five-star review and helpful feedback! We are happy to hear you're enjoying our product. ### 6. Excellent Template Builder with Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** David M. | Salesforce Administrator / Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2025 **What do you like best about S-Docs?** We have used S-Docs for over a year now. We switched from TITAN to S-Docs primarily for cost reasons, and the migration process was smooth. Converting our templates was easy. S-Docs offers a wide range of template formats, and the WYSIWYG (What You See Is What You Get) editor makes them simple to set up. For those comfortable with HTML, there's also a source code option. Additionally, the platform allows for in-depth customization using easy-to-understand code combined with Salesforce SOQL. From the user perspective, the process is intuitive and includes helpful features like direct emailing. S-Docs provides thorough documentation and training videos that make it easy to get started. Beyond that, their support team is excellent—quick to respond and very helpful with any issues that arise. **What do you dislike about S-Docs?** Some issues I’ve encountered include users copying text directly from AI tools into text fields, which can cause formatting problems when the content is converted to HTML for document generation. However, this issue isn’t specific to S-Docs—it can also occur when using Visualforce pages. Another minor challenge is setting up related objects, which can take a few extra steps. That said, S-Docs provides solid training materials and helpful videos that make the process easier to understand and implement. **What problems is S-Docs solving and how is that benefiting you?** New adding extra text to an email generated with the documents **Official Response from Ivy Rio:** > Hi, thank you for taking the time to leave us a positive review! We are continually improving our product, and feedback like yours helps us with that process. ### 7. So far we've had a great experience overall with S-Docs. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2025 **What do you like best about S-Docs?** With our last document generation tool, it was lived outside of Salesforce and sometimes integration with our objects and fields didn't work as well. But we like the fact that S-Docs is housed within Salesforce so we don't have that issue with this product. **What do you dislike about S-Docs?** We are in truck sales and we can have several trucks sale in one deal. There are some limitations with data that we've run into that has caused certain issues from slowness to system errors. **What problems is S-Docs solving and how is that benefiting you?** Being able to have S-Docs work within Salesforce is a huge plus from our other document generation tool that we used in the past. With that tool, we experienced countless timeout error and slowness due to integration. S-Docs has solved those issues and gives us the ability to do multiple docs (Bundles) at once which has made it easier for our Admins with day to day operations. **Official Response from Ivy Rio:** > Hi, thank you for leaving us a review! We are always working to improve our product, and feedback like yours helps shape that process. ### 8. Efficient Document Management, But Setup Needs Work **Rating:** 4.0/5.0 stars **Reviewed by:** Jeffrey S. | Senior Inside Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2025 **What do you like best about S-Docs?** I use S-Docs to source new contracts and send and receive electronic contracts. I like that we can send and share information fast and in a secure way. The price seems reasonable after the trial. Overall, it's a great product. **What do you dislike about S-Docs?** It can glitch from time to time and hard to install. **What problems is S-Docs solving and how is that benefiting you?** I use S-Docs to source and manage electronic contracts, sharing information quickly and securely. **Official Response from Ivy Rio:** > Hi, thank you for leaving us a positive review! We are glad to hear that you are enjoying our product and are always working to improve, and your feedback is helpful in that process. ### 9. Reliable and secure document generation in Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Marco M. | Consultant / Project Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2025 **What do you like best about S-Docs?** S-Docs is 100% native to Salesforce, which means no data leaves the platform. That gives us peace of mind in terms of security and compliance. It’s fast, integrates well with standard Salesforce automation (Flows, Process Builder), and supports complex templates. Once set up, it runs very reliably. **What do you dislike about S-Docs?** The template editor requires technical knowledge, especially when dealing with dynamic logic or conditions. It’s not drag-and-drop and can feel intimidating for less technical users. A more intuitive UI or visual template builder would be a big improvement. **What problems is S-Docs solving and how is that benefiting you?** S-Docs helps us automate the generation of customer-facing documents such as quotes and contracts directly from Salesforce, reducing manual effort and improving consistency. Because it’s 100% native, we also avoid security and compliance concerns tied to external tools. **Official Response from Ivy Rio:** > Hi Marco, thank you for leaving us a positive review! We are happy that you like our product and appreciate your honest feedback, as we are always working to improve. ### 10. User-Friendly and Well-Documented **Rating:** 4.5/5.0 stars **Reviewed by:** Camille P. | Sales Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about S-Docs?** S-Docs is easy to implement with a small learning curve. The help documentation is thorough and very helpful. Once configured, it has required little ongoing maintenance, making it a hands-off solution from an admin perspective. **What do you dislike about S-Docs?** There are some formatting limitations, particularly with text within tables. **What problems is S-Docs solving and how is that benefiting you?** We use S-Docs to generate various documents within Salesforce, streamlining workflows and eliminating manual admin tasks. It gives our team more time to focus on high-value work. **Official Response from Ivy Rio:** > Hi Camille, thank you for the positive review and helpful feedback! We appreciate your partnership. ### 11. Great to work with and ease of use. **Rating:** 5.0/5.0 stars **Reviewed by:** Brad S. | Sr. Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2025 **What do you like best about S-Docs?** It can handle multiple use cases and create templates easily. Our sales and operations team use it on a daily basis without even realizing it. If we run into any issues our account management team has been great to work with and will connect with support when needed. **What do you dislike about S-Docs?** I haven't found a feature or function I dislike. **What problems is S-Docs solving and how is that benefiting you?** We use S-docs for quote generation to our customers, email notifications and doc generation for completed orders sent to our warehouses, E-commerce site uses S-docs for receipt generation and operational paperwork. **Official Response from Ivy Rio:** > Hi Brad, thank you for the five-star review! We are thrilled to hear that you are enjoying our product and that our team is great to work with. ### 12. Solves the Nitch of Streamlining Generating Documents in any format you choose. **Rating:** 4.0/5.0 stars **Reviewed by:** Tony G. | Inside Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2025 **What do you like best about S-Docs?** Ease of use speeds up document generation. Frequently used a ton. Ease of Integration to our CRM. Amount of Features it has out of the box is awesome. **What do you dislike about S-Docs?** Not user friendly to some that are not as tech advanced as others. Editing some documents can be tedious if needed. **What problems is S-Docs solving and how is that benefiting you?** The ease and simplicity of document generation and creation to have across our CRM **Official Response from Ivy Rio:** > Hi Tony, thank you for leaving us a positive review. We are glad to hear that you are enjoying our product and appreciate your honest feedback. ### 13. Versatile and Customizable, but Sometimes Counterintuitive **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about S-Docs?** You can use a lot of coding to get it to do what you want. Very versatile. **What do you dislike about S-Docs?** Sometimes things are counterintuitive. Also, I wish I could preview a merge template without saving first period. **What problems is S-Docs solving and how is that benefiting you?** It allows for conditional formatting so we don't have to have 100 letter templates **Official Response from Ivy Rio:** > Hi, thank you for taking the time to leave us a review and for your feedback - we are always looking for ways to improve our product and your feedback helps that process! ### 14. Useful Document Generation **Rating:** 5.0/5.0 stars **Reviewed by:** Deep D. | Salesforce Development Lead, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2025 **What do you like best about S-Docs?** 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 clients and all out clients are satisfied with the solution. SDocs can be easy integrated with its own document generation. **What do you dislike about S-Docs?** The pricing for SDoc is tiered to minimum 25 users. This makes is an expensive product for smaller organization with 20 or less users. **What problems is S-Docs solving and how is that benefiting you?** We solved a development permit generation for a municipal government, Case report generation for Freedom of Information and Invoice Generation for a Windows and doors company to name a few. **Official Response from Ivy Rio:** > Hi, thank you for your positive review and feedback - we are always looking for ways to improve our product, and feedback like yours helps with that process. ### 15. Super fast and super easy **Rating:** 5.0/5.0 stars **Reviewed by:** Jason C. | Dev Ops Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2025 **What do you like best about S-Docs?** I like how fast document generation is as compared to other document generation tools out there. Also, while there is a learning curve and migrating existing templates can be tedious, overall, the product fits our needs very well. The technical support team was excellent at helping me resolve some technical issues we encountered during migration. **What do you dislike about S-Docs?** Support for using DOCX templates could use some work. Certain field values are not properly escaped which can result in broken DOCX output. Recommend using HTML instead. PDF generation uses Salesforce's in-built PDF generator which is missing a lot of functionality. **What problems is S-Docs solving and how is that benefiting you?** My organization works in a highly regulated field with a lot of compliance paperwork. S-Docs generate all of the paperwork for every job including estimates, contracts, permits, scope of work paperwork, and even some of the regulatory forms. **Official Response from Ivy Rio:** > Hi Jason, thank you for taking the time to leave a positive review - we are thrilled to hear that our product has positively impacted your work and appreciate your constructive feedback as we are always trying to improve our product. ### 16. Document solution within Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about S-Docs?** Agile and flexible solution for document creation in Salesforce system. Creation of different document types based on Salesforce records. Usuage of merge fields. Good customer support. **What do you dislike about S-Docs?** Creation of data tables within the S-Doc document. Automatization of S-Doc creation and sending to receipt process. Insertion of Logos within the S-Doc document. **What problems is S-Docs solving and how is that benefiting you?** S-Docs allow generate and send documents within Salesforce in a quick way, only by carrying out few steps. As S-Doc is vey well integrated with Salesforce, we avoid to use external tools for theses tasks. **Official Response from Ivy Rio:** > Hi, thank you for taking the time to leave a review! We appreciate your business and helpful feedback. ### 17. A technically capable Salesforce native app that has a pretty short learning curve **Rating:** 4.0/5.0 stars **Reviewed by:** Rick V. | Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2025 **What do you like best about S-Docs?** Very effective low overhead Document Generation using a native Salesforce App. A web designer that knows HTML and CSS that is tasked with designing the document output can easily assemble the report source and formatting using their existing skillset. No specific deep technical skills are required to handle any document generated. There is a nice stream of new features that are released every few years. **What do you dislike about S-Docs?** The method of producing output that requires complex SOQL queries is challenging. The error messages that are produced at document runtime do not provide enough detail to understand what went wrong. The knowledgebase examples and detail is lacking sometimes. **What problems is S-Docs solving and how is that benefiting you?** Straight forward document generation. Multi-format document output. Documents that access SOQL results for inclusion into generated document output. **Official Response from Ivy Rio:** > Thank you for your review! We are continually looking for ways to improve our product and knowledge base, and your feedback is extremely helpful to that process. ### 18. Our go-to choice for Doc Gen on Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Jon M. | Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2025 **What do you like best about S-Docs?** As a Salesforce Summit partner document generation is a frequent requirement for our clients, and S-docs is always our top recommendation. We love how it's completely on platform,making setup a cinch and eliminating the need for additional penetration and security tests compared to off platform competitors. **What do you dislike about S-Docs?** There aren't many downsides. If I was being picky I would say the asynchronous nature means you need to pay extra attention when building doc gen into flows, but it's no different to competitor solutions and we have developed strategies to work around this. **What problems is S-Docs solving and how is that benefiting you?** A Variety of doc gen solutions, such as quotes and contract generation particularly in the automotive space. **Official Response from Ashlee Dinsmore:** > Thank you for the thoughtful review and for making S-Docs your go-to document generation solution. We're glad our native Salesforce architecture continues to make a difference for your team, and we appreciate your feedback on flow integration. It's a pleasure to support your work, especially in the automotive space—we truly value the partnership! ### 19. S-Docs is a powerful product for compiling documents from our data in Salesfroce. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about S-Docs?** It is an easy solution to our document production needs. **What do you dislike about S-Docs?** The licensing can be challenging to work through. **What problems is S-Docs solving and how is that benefiting you?** We compile quarterly giving statements for our donors, print them and mail them. S-Docs helps us assemble the print job. **Official Response from Ivy Rio:** > Hi, thank you for leaving a positive review - we appreciate your feedback. ### 20. Great system, good support, crazy expensive **Rating:** 1.5/5.0 stars **Reviewed by:** Dan . | Senior Salesforce Developer, Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2025 **What do you like best about S-Docs?** S-Docs is really easy to use, has useful documentation and helpful support staff. You can do some really quite sophisticated things with embedded queries, related lists, etc, effectively embedding process automation inside document templates. **What do you dislike about S-Docs?** S-Docs recently changed their pricing model for our team, making it approximately 10 times more expensive to use. Consequently it's not longer a viable long term option for us and we are moving to a cheaper alternative. **What problems is S-Docs solving and how is that benefiting you?** Allows us to easily generate documents for thousands of students, on demand. **Official Response from Ashlee Dinsmore:** > Hi Dan, Thank you for sharing your feedback — we're glad to hear that S-Docs met your needs while in use. We're continually evaluating how to evolve our offerings to better support organizations of all sizes, and feedback like yours helps guide that process. ### 21. Great tool for work in SF, escpaciall for customised design and purchase order. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2025 **What do you like best about S-Docs?** Transformed to PDF on many areas of company **What do you dislike about S-Docs?** Nothing much but to set up the proper permission, need to learn for a user. **What problems is S-Docs solving and how is that benefiting you?** nothing much the problem we found so far. **Official Response from Ivy Rio:** > Thank you for taking the time to leave a positive review. We appreciate your feedback! ### 22. S-docs has been a solution in helping our team go paperless **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about S-Docs?** We like that S-docs is 100% Native to Salesforce **What do you dislike about S-Docs?** I dislike that support is an extra charge. **What problems is S-Docs solving and how is that benefiting you?** S-docs is helping us move towards being paperless **Official Response from Ivy Rio:** > Thank you for your review, we are always improving our product and feedback like yours helps with that process! ### 23. Great tool for automating documents **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2025 **What do you like best about S-Docs?** The automation is easy to use and track. It is easy you spin up a quick automation **What do you dislike about S-Docs?** I would say when you compare it to some of the other tools in the space there are somewhat less options in creating a Document for automation. **What problems is S-Docs solving and how is that benefiting you?** We send a document in an email to a contact every time a certian action happens. We send between 25-30k per year. **Official Response from Ivy Rio:** > Thank you for your review! We are continually improving our product, and feedback like yours helps us do just that. ### 24. Great ally for my business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2025 **What do you like best about S-Docs?** S-Doc is very practical for daily use. I was able to create a lot of templates specific to my business: employment contracts, quotes, and invoices, including logos, tables, and calculation formulas. **What do you dislike about S-Docs?** The tool can sometimes be a bit unintuitive, especially at first. **What problems is S-Docs solving and how is that benefiting you?** S-Docs streamlines the creation of my contracts and invoices by automating the layout, while still allowing me to personalize key fields **Official Response from Ivy Rio:** > Thank you for your review. We are always improving our product, and feedback like yours helps with that process! ### 25. Good, not great **Rating:** 3.5/5.0 stars **Reviewed by:** Luna S. | Salesforce Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** April 10, 2025 **What do you like best about S-Docs?** Easy to use for the users, one touch can send the document out **What do you dislike about S-Docs?** Support team is not very proactive. Still have one open ticket from August 2024. **What problems is S-Docs solving and how is that benefiting you?** No need to send and receive the scanned copies for the signed contracts **Official Response from Ashlee Dinsmore:** > Luna, Sorry to hear your support ticket is still unresolved. If you could email sales@sdocs.com with your support ticket number, I’ll make sure it gets the attention it needs and follow up personally. ### 26. S-docs for Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about S-Docs?** The thing we like the best about S-Docs is that it is fairly simple for all our staff to use. **What do you dislike about S-Docs?** That we are not able to use it for all of our forms. **What problems is S-Docs solving and how is that benefiting you?** Creating Insurance certificates. **Official Response from Ivy Rio:** > Thank you for leaving us a review, we are thrilled to hear that you're happy with our product. ### 27. Very agile tool for managing contracts and other forms in the CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about S-Docs?** Ease of integration and implementation. **What do you dislike about S-Docs?** Nothing in particular, it is a simple and effective tool. **What problems is S-Docs solving and how is that benefiting you?** Time saving through the automation of the document issuance process **Official Response from Ivy Rio:** > Thank you for taking the time to leave a review. We are glad you are having a great experience using S-Docs! ### 28. I love it **Rating:** 4.5/5.0 stars **Reviewed by:** Yukari H. | Customer Service Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2024 **What do you like best about S-Docs?** 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. **What do you dislike about S-Docs?** If I'm being honest, this far I have not had a bad experience. **What problems is S-Docs solving and how is that benefiting you?** It solves my problem of time consumption as I no longer need 2-3 applications to create or generate my documents. **Official Response from Ivy R.:** > Thank you for taking the time to leave a review. We are glad you are having a great experience using S-Docs! ### 29. Good user experience and friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about S-Docs?** It eliminates manual work and is pretty easygoing for daily use. **What do you dislike about S-Docs?** I have not found any disadvantages using S-Docs **What problems is S-Docs solving and how is that benefiting you?** Unlike other softwares, S-Docs are less time consuming and eliminated the error-prone document creation. **Official Response from Ivy R.:** > Thank you for taking the time to leave a review. We are happy that you've had a great experience using S-Docs! ### 30. Does the work **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about S-Docs?** To create an opportunity and email templates **What do you dislike about S-Docs?** Limit resources to extend the knowledge. **What problems is S-Docs solving and how is that benefiting you?** Sending out the offer letters **Official Response from Ivy R.:** > Hi, thank you for your review! We are sorry to hear that you think our resources are limited -- we will have new resources in our LMS and Knowledge Base soon. In the meantime, please feel free to check out our Salesforce trailhead community for additional resources: https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000HDfISAW?tab= ### 31. Excellent product to enhance Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Pascal M. | Enterprise (> 1000 emp.) **Reviewed Date:** September 29, 2023 **What do you like best about S-Docs?** Very powerful, lots of features, very reliable, fast support service **What do you dislike about S-Docs?** Some of the end user UX could be improve, a CSS WYSIWIG editor woudl be nice, some advanced feature require to go in the code: would be nice to make them more easily useable for non tech people. **What problems is S-Docs solving and how is that benefiting you?** Limitations on native Salesforce email templates, Absence of ability of Salesforce to produce PDF **Official Response from Ivy R.:** > Thank you for taking the time to leave a review. We are glad you are having a great experience using S-Docs! ### 32. Salesforce Document Generation **Rating:** 4.5/5.0 stars **Reviewed by:** Denis O. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2023 **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. **What do you dislike about S-Docs?** It can be timely and combersome to create each document template. **What problems is S-Docs solving and how is that benefiting you?** Helps us create bespoke and dynamic documents for muliple entities within one salesforce org ### 33. Recommend S-Docs: My personal Review! **Rating:** 4.5/5.0 stars **Reviewed by:** Reunaldo P. | Senior Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2023 **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. **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. **What problems is S-Docs solving and how is that benefiting you?** S-Docs has effectively addressed the issue of time-consuming and error-prone document creation and delivery. Since implementing S-Docs, I have been able to considerably reduce the time spent on document creation and delivery. Overall, S-Docs has streamlined my document creation and delivery process, leading to time savings and reduced errors. ### 34. S-Docs has improved our productivity significantly. Great app! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Machinery | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2023 **What do you like best about S-Docs?** It can be used for virtually any task. Very easy to integrate, use and implement. **What do you dislike about S-Docs?** I sincerely can not find anything I dislike about S-Docs. It is very useful. **What problems is S-Docs solving and how is that benefiting you?** We use a significant number of formats and documents for our Salesforce CRM. Our customers are very happy about the ease of use. ### 35. Simple, Native solution **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** October 05, 2023 **What do you like best about S-Docs?** Being native to Salesforce makes implementing very simple. **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. **What problems is S-Docs solving and how is that benefiting you?** Creation of PDF and e-sign ### 36. Best tool for documents in Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Yvonne K. | IT application development specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2022 **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. **What do you dislike about S-Docs?** there is nothing to say. We are happy to get S-Docs **What problems is S-Docs solving and how is that benefiting you?** Creating forms and the one-click sending feature is only one of them. ### 37. Best document generation tool **Rating:** 5.0/5.0 stars **Reviewed by:** Mar P. | Grants and Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2022 **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. **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. **What problems is S-Docs solving and how is that benefiting you?** S-Docs completely solved the customization use case our organization needed. We have multiple instances requiring a large amount of customization, and s-docs has provided the perfect solution. ### 38. Great doc gen product native to Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Vikram T. | Salesforce Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2021 **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. **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. **Recommendations to others considering S-Docs:** I would recommend considering S-Docs for document generation projects. Special kudos to the support team for going above and beyond to satisfy the complex customer requirments and enhancing the tool accordingly. **What problems is S-Docs solving and how is that benefiting you?** My client had a template-based manual opportunity pipeline report with a custom filter, criteria, and logic. This report also consists of multiple sections of different styles for different opportunities. With S-docs, this complex reporting is just a couple of clicks for the user compared to the manual effort by admins following up with users to submit their manual pipeline reports. This output from S-Docs saves significant time for various users to generate these pipeline pdfs for their weekly meetings. **Official Response from Zach Brueck:** > 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! ### 39. A great software to edit quotations, Agreements and Invoices directly for Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** shailendra s. | Civil Engineer at KEI Ltd., Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2022 **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. **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. **Recommendations to others considering S-Docs:** It has many features that are really unique and its templates are awsome so it can be used by small and medium enterprises for their regular documentation and validation purposes **What problems is S-Docs solving and how is that benefiting you?** Creating invoices, Quotations and managing important documents and agreements are made easy with this software. Building important documents from scratch is very difficult task indeed but this software helps in making the task easy for us **Official Response from Zach Brueck:** > 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! ### 40. S-Docs is a versatile and easy to use Document Generation tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jimmy D. | Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2021 **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. **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. **What problems is S-Docs solving and how is that benefiting you?** We replaced Conga Composer with S-Docs. We now have more customization, and documents generate much faster. The ability to edit/revise documents before sending or downloading them is a huge time saver. There is a lot of versatility in S-Docs, which fits the needs of many departments. **Official Response from Zach Brueck:** > 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! ### 41. Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jim C. | CRM Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2022 **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. **What do you dislike about S-Docs?** There is nothing I dislike about S-Docs. **What problems is S-Docs solving and how is that benefiting you?** The quickest win was the ability to issue our contract documentation for electronic signature using the S-SIgn function. As we offer multiple products S-Docs were able to assist in us appending the documentation with the various schedules dynamically as and when they were relevant. **Official Response from Zach Brueck:** > 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! ### 42. "S-Docs Is Simple To Use For Every Conceivable Tier." **Rating:** 4.5/5.0 stars **Reviewed by:** Mir Sharmin S. | Sales Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2021 **What do you like best about S-Docs?** S-Docs is native to Salesforce, giving developers the ease to build complex feature requests, unlike a template-based tool. We can work quickly, and data never goes away from the Salesforce platform, and it never does. It is simple and easy to use for all skill levels. Because of the template's flexibility, we can create both formal and informal documents. S-Docs is used to create a wide range of documents at our company, including but not limited to: It can also edit documents before downloading/sending them, saving us a lot of time. In terms of PDFs, this is a fantastic platform! Using templates, we can create documents. This simple software made it easy to use—quick, friendly, and thoughtful customer service. **What do you dislike about S-Docs?** S-Docs is a helpful tool that integrates well with Salesforce. When used correctly, it has a simple user interface. As a result, there isn't much of a dislike. **Recommendations to others considering S-Docs:** S-Docs is a must-have tool for anyone dealing with documents. It has the potential to change the business goal. Thus, the advice is self-evident! **What problems is S-Docs solving and how is that benefiting you?** S-Docs made creating all the necessary documents more efficient and less time-consuming. It has made it possible to customize our records and generate them quickly. It saves a lot of time editing and revising documents before they are downloaded or sent. S-Docs offers a great deal of flexibility, just what we need. **Official Response from Zach Brueck:** > Hi Mir Sharmin, thanks so much for reviewing S-Docs! We're happy to hear that you're enjoying S-Docs's flexibility - it's great to hear that you're now able to create documents faster and more efficiently. Thanks again! ### 43. Flexible and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff W. | Director of Operation, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2021 **What do you like best about S-Docs?** S-Docs is easy to use and configure for simple projects but robust and configurable for more complex applications. Their documentation is great, and their support team has been very responsive. Features like Mass Merge and Editing have been indispensable. **What do you dislike about S-Docs?** I wish they had a reporting solution to be able to use the features they provide to generate reports like they do for object level documents. **What problems is S-Docs solving and how is that benefiting you?** We generate all of our invoices and contracts using S-Docs. We also generate specialized schedules for our speakers that give all the details across a group of related objects. The mass merge allows us to generate these for big groups of speaking engagements and provide documents that our speakers can take with them on the road. **Official Response from Zach Brueck:** > Hi Jeff, thanks for the feedback! We're happy you're finding success using our Mass Merge batch feature and our Live Edit feature. I see that you're looking to use S-Docs to generate reports as well. Our solution has the ability to merge data from unrelated objects much like a Salesforce report. You can create a related list SOQL query in your document that will pull records from any object of your choosing. After that, you'll just need to choose on which object to place the S-Docs button that will generate the report. You can refer to this article for more information on creating an S-Docs button and placing it on an object page layout (https://www.sdocs.com/knowledge-base/sdocs/installation/sdocs-quick-install-configuration-guide-salesforce-lightning/#step-2-create-the-s-docs-button). Thanks again for your feedback! ### 44. S-Docs Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about S-Docs?** S-Docs is an extremely user friendly that smoothly integrates with Salesforce via cloud to help store, organize and share files of all sizes. It is extremely secure and offering new updates and solutions. **What do you dislike about S-Docs?** Occasionally (not often), when dealing with larger files it can sometimes freeze and cause my browser to crash, which can often lead to loss of some information **Recommendations to others considering S-Docs:** Highly recommend using this software - their Customer Service is very responsive and will help navigate through any issues and/or questions in real time. **What problems is S-Docs solving and how is that benefiting you?** It helps out company stay organized internally so we can easily keep track of documents which ultimately allows us to provide faster and more efficient customer service to our clients. ### 45. Our document generation tool of choice **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 17, 2021 **What do you like best about S-Docs?** As a Salesforce consultancy, document generation and e-Signature are common requirements for many of our clients, and we have implemented several different solutions. Where we are able to influence this decision, our go-to recommendation is S-Docs for the following reasons. • It is completely on-platform, i.e. the customer's data never leaves Salesforce, and there is no integration to an external server. This means that the integration failures and performance issues we see with some other solutions simply don't exist. • The licencing model is a bit simpler and more flexible than some other providers; essentially they are willing to price based on annual volume of documents whereas other solutions are based on a split between named users and a daily volume for automated generations • The template builder is much easier to use than some other providers (it's all within Salesforce, not in Microsoft Word) – making it more likely the business can maintain their own templates going forwards. • Crucially – it supports custom CSS / HTML in the email template builder, allowing us to design much richer branded email templates • S-Docs has an electronic signature solution (S-Sign), which works seamlessly with S-Docs. **What do you dislike about S-Docs?** The only issue we've found is that embedding charts within documents is non-trivial, however this limitation also applies to other document generation solutions. **What problems is S-Docs solving and how is that benefiting you?** On behalf of our consultancy clients we leverage S-Docs for document generation and the S-Sign solution for electronic signatures. **Official Response from Zach Brueck:** > Hi there, thanks so much for your review! We're very happy to hear that S-Docs's 100% Salesforce-native infrastructure has helped you more easily solve document workflow challenges for your clients. We're also happy that our e-signature solution S-Sign has helped your clients execute agreements from Salesforce. Cheers! ### 46. As little or as much customization as you need **Rating:** 5.0/5.0 stars **Reviewed by:** Robyn M. | Senior Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2021 **What do you like best about S-Docs?** I love that I can upload pdfs and build a form with editable fields and signature blocks right on top of them, rather than doing everything from scratch. **What do you dislike about S-Docs?** We've been using S-Docs for several months, and we're still feeling out its capabilites. So far I have no dislikes. When I've come up against an issue, I've reached out to the support team and gotten really impressive levels of help from them. **Recommendations to others considering S-Docs:** The support team is very flexible - if S-Docs doesn't provide exactly what you're looking for, ask, and they can likely accomodate you. **What problems is S-Docs solving and how is that benefiting you?** We needed to be able to verify user signatures in Salesforce in order to integrate our QA case process. We tried several solutions, but none of them worked while remaining cost-effective. S-Docs does everything we need to do, and allows us to customize and automate our forms, with that signature verification being absolutely paramount. **Official Response from Zach Brueck:** > Hi Robyn, Thanks for your feedback! It's great to hear that you're taking advantage of our PDF-Upload drag-and-drop feature along with our e-signature tool! Our support team appreciates your feedback, too. We put our customers first in everything we do, and we're glad that we have been able to help you succeed with S-Docs! ### 47. My Review for the Product S-Docs **Rating:** 4.5/5.0 stars **Reviewed by:** Prashanshnik O. | Human Resources Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2021 **What do you like best about S-Docs?** I have Started Woking with S-Docs after I got my first Freelance Project about Salesforce; S-Docs has Made my work much easier in the generation of my Salesforce documents **What do you dislike about S-Docs?** I think sometimes it creates an issue while converting every form of documents; I think it is checking the mime type of documents. Or just some filters which don't allow every form of documents to pass **Recommendations to others considering S-Docs:** I like to recommend this product to other freelancers using the free or open-source tool for their documents. Kindly have this product you won't get back from this product **What problems is S-Docs solving and how is that benefiting you?** Currently, i am using it for the conversion of my Documents previously, i have used a free tool that creates problems and does not have a backup feature with S-Docs I got everything in one place **Official Response from Zach Brueck:** > Thanks for your review, Prashanshnik! We're so glad S-Docs has helped you out with your freelance projects! ### 48. S-Docs is by far the best doc generation solution for Salesforce out there! **Rating:** 5.0/5.0 stars **Reviewed by:** Till v. | Online Marketingmanager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2021 **What do you like best about S-Docs?** S-Docs can be easily and completely integrated into an existing Salesforce system. I have tried various document generation systems and none convinced me as much as S-Docs. It's secure and works just perfectly. **What do you dislike about S-Docs?** The different pricing models are a bit confusing and unfortunately S-Sign is not automatically a regular feature of the package. **What problems is S-Docs solving and how is that benefiting you?** Thanks to S-Docs, our entire company can create individual documents such as Word or PDF files directly in Salesforce. And that, with just one click, without leaving Salesforce and without integrating external tools. The files are automatically assigned to the case, contact or account. Perfect solution for us. **Official Response from Zach Brueck:** > Hi Till, Thanks for your review! We're so happy to hear that you're finding success with our one-click document generation feature! ### 49. S-Docs makes my job easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2020 **What do you like best about S-Docs?** I have been using the S-Docs Mass Merge feature for several years now. I could not do my job without it! It took a little while to set it up, but if you follow the provided directions - mostly copying and pasting - it works perfectly (and I am no programmer, though you will need Salesforce Admin and Apex permissions to complete the set-up). My organization sends out thousands of mass emails a year and hundred of printed documents using S-Docs. S-Docs makes it so easy. I have the settings adjusted to place a file in each opportunity that I send out to, so there is no guessing as to whether the work was completed or not and you can see exactly what the contact received. I had tried other document/email generators and they were either too confusing or not robust enough. S-Docs is just the right level of ease and functionality. Additionally, with each update, S-Docs adds something to make it even easier to use. **What do you dislike about S-Docs?** I wish there were more options for future dating documents. There is an option to go one week out, which is great, but I'd like more options. Often we'll do a printing and mail it on the following day or two. Maybe options are there and I just have not discovered them yet. **Recommendations to others considering S-Docs:** If you are willing to put in a little bit of hard work in the beginning, it will pay off for thousands of documents to come. S-Docs provides easy-to-follow instructions with copy and paste templates, which worked just as promised. I am not a programmer and I was skeptical that I'd be able to complete the implementation with Salesforce myself (Apex is no joke!), but I followed the directions and I'm so glad I did, because S-Docs really made my job easier. Additionally, my managers thought I was a genius for bringing and implementing this to our organization. **What problems is S-Docs solving and how is that benefiting you?** I work for a non-profit and I use S-Docs to produce mass email and hard copy receipts and thank you letters. These documents are essential to our brand, they must look professional and keep with our overall visual themes. Integrating within Salesforce makes S-Docs a natural choice for our very small-staffed office. S-Docs allows an easy fix to a task that seemed overwhelming when I took it on. S-Docs turned a time-intensive, chaotic process into a quick daily task. **Official Response from Zach Brueck:** > Thanks for the great review! We're happy our mass merge batch document generation feature has saved you time and made your life easier! I noticed that you are looking to future-date documents, but are having trouble getting them to work more than one week out. I'm happy to report that using our arithmetic date math feature, you can future-date documents as far out as you'd like! I've included a link to the article that explains the feature here. Cheers, and thanks again for taking the time to tell us about your experience with S-Docs! ### 50. Excellent Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2021 **What do you like best about S-Docs?** Our Sales teams use S-Docs frequently for generating quotes and proposals. It's a quick and easy process that allows them to generate the documents they need. It's very user-friendly which has helped with adoption. The customer service I have received regarding support issues has been fast, effective and thoughtful. **What do you dislike about S-Docs?** Currently I don't have any dislikes of the product. It's simple and works exactly as we need it to for our purposes at this time. Enhancements are constantly being made to the product. **What problems is S-Docs solving and how is that benefiting you?** We are able to generate multiple different documents for multiple use cases quickly and easily without having to leave Salesforce. Using a platform that is 100% native to Salesforce has been a huge benefit **Official Response from Zach Brueck:** > Hi there, Thanks for your review! We're happy to hear your sales team can work more smoothly with the help of S-Docs. ## S-Docs Discussions - [did you guys have a mime type filter](https://www.g2.com/discussions/did-you-guys-have-a-mime-type-filter) - 1 comment, 1 upvote - [How do I get rid of the white borders on the 4 sides of my proposals?](https://www.g2.com/discussions/how-do-i-get-rid-of-the-white-borders-on-the-4-sides-of-my-proposals) - 1 comment, 1 upvote - [How do I change the default margins in my template ?](https://www.g2.com/discussions/11906-how-do-i-change-the-default-margins-in-my-template) - 1 comment, 1 upvote - [View S-Docs pricing details and edition comparison](https://www.g2.com/products/s-docs/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-10+05%3A02%3A51+-0500&secure%5Bsession_id%5D=aff5592a-917b-47cf-9a20-0f7824177e10&secure%5Btoken%5D=4a823a61729798d869e51f027b797bd15ec0cfb730227fa6002766fdf5405e02&format=llm_user) ## S-Docs Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ## S-Docs Features **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **Design** - Graphics - Templates - Themes **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Collaboration** - Multi-User Collaboration - Real-Time Communication **Delivery** - Workflow - Schedule - Batch **File Types** - Export - Import - Web Publishing **Edit & Revise** - Revision History - Suggestion Mode - Document Editor **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Integrate & Embed** - Calendar - Website - Applications **Agentic AI - Document Generation** - Autonomous Task Execution **Operating System** - PC Operating System - Mac Operating System - Linux Operating System **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Text-to-Speech - AI Image-to-Text **Agentic AI - Document Creation** - Proactive Assistance ## Top S-Docs Alternatives - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (834 reviews) - [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews) - 4.3/5.0 (483 reviews) - [Formstack Documents](https://www.g2.com/products/formstack-documents/reviews) - 4.5/5.0 (148 reviews)