S-Docs Reviews (128)

Reviews

S-Docs Reviews (128)

4.7
128 reviews

What do users say?

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

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JH
Jim H.
Director of Operations
Small-Business (50 or fewer emp.)
"Document and Form Creation"
5/5
What do you like best about S-Docs?

S Docs has simplified and increased our efficiency both internally and with our clients. We are able to utilize the data collected via Salesforce and "at a touch of a button" produce documents reflecting the data and formats (and presentation) we desire. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

There could be easier graphic type resources to improve "look and feel" of final product. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Jim,

Thanks for your review! It's great to hear that S-Docs is helping you be more efficient through automated document workflows.

I'll be sure to pass along your feedback about resources to help improve the look and feel of the final product to our team.

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

Shivam V.
SV
Shivam V.
Security Engineer
Mid-Market (51-1000 emp.)
"My Honest Opinion about the Product"
4/5
What do you like best about S-Docs?

i like the signature of the documents feautre super helpful as you can easily tell the document belongs to which individual, plus this is the only product with salesforce Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Sometimes it creates problems while converting the Document; its Format Conversion is so complicated for me Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Shivam, thanks for the review! We're so happy to hear that your team is finding success with S-Docs :)

I noticed you've run into some snags when it comes to document conversion. Feel free to reach out to us (https://www.sdocs.com/about/#contact-us) to clarify your concern. In the meantime, you can also check out the resource I linked below, which details considerations to take into account when you convert between different template formats.

Thanks!

See how S-Docs improved
NL
Nikki L.
Lead Program Development Manager
Small-Business (50 or fewer emp.)
"S- Docs are the BEST Docs!"
5/5
What do you like best about S-Docs?

What I like best about S- Docs is the professional nature of the documents, along with how user-friendly they are. S-Docs has helped to make our business cleaner and provide simplicity for our clients. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

There isn't anything I dislike about S-Docs. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Thank you for your review, Nikki! We're glad to hear that you and your clients have benefitted from S-Docs!

"S-Docs are the BEST Docs" is a great line, too - we may have to steal that from you :)

AS
Alyssa S.
School Official
Mid-Market (51-1000 emp.)
"Easy to setup, Powerful- Very happy we went with S-Docs!"
5/5
What do you like best about S-Docs?

Easy to generate templates, component (reusable sections), runtime prompts Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Not much - but one 'idea' I've had is I'd love to be able to 'transform' text on the fly. For example, into sentence case, lower case, etc. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

We're thrilled that S-Docs has been helping you succeed this year, Alyssa - thanks for taking the time to review us!

I've linked an article about merge field functions here - you can find functions for transforming merge field data to uppercase and lowercase, as well as several other options. I hope this article can help address some of your ideas about transforming text on the fly!

See how S-Docs improved
DL
David L.
Global Salesforce Administrator
Enterprise (> 1000 emp.)
"Best Salesforce document generation package"
5/5
What do you like best about 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 do you dislike about S-Docs?

At this point, I cannot come up with anything I dislike about S-Docs. Review collected by and hosted on G2.com.

Ashish G.
AG
Ashish G.
S
Enterprise (> 1000 emp.)
"Easy and fast to use"
5/5
What do you like best about S-Docs?

Very much user friendly can use with just on the laptop no need to download the app Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Some of the format were not supported and signature is not get impacted on every invoice Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Thanks for the review, Ashish! We're glad that S-Docs has helped you solve your business problems.

David H.
DH
David H.
Salesforce Administrator
Small-Business (50 or fewer emp.)
"The best DocGen solution on the market!"
5/5
What do you like best about S-Docs?

There are many things to like about S-Docs. The fact that it is built native on the Salesforce platform is one huge benefit. The features are very robust and continue to expand as new updates are released. The support staff is always very timely and helpful with my questions. The product's price is very affordable, which for a company our size makes a big difference! Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

The one thing I would change about S-Docs is probably making the Template Editor a little more user-friendly. That may be more of a reflection on my skills than anything, but I find it hard to work with formatting templates from scratch sometimes. Review collected by and hosted on G2.com.

Patricia Mae C.
PC
Patricia Mae C.
Payroll Specialist
Small-Business (50 or fewer emp.)
"Everything is EASY AND MANAGEABLE with S-Docs"
5/5
What do you like best about S-Docs?

S-Docs platform is to help us users to have an easy job most especially with PDF's. With this software my everyday job will be easier and faster. Because of this straight to the point software it enabled me to use it without any confusions. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Since im just using a free version, I have less templates than the paid ones. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi Patricia, thanks for the review! We're very happy to hear that S-Docs is helping your users generate the PDFs they need to make their jobs easier!

Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
Mid-Market (51-1000 emp.)
"I highly recommend S-Docs the support, pricing and implementation make them a great partner"
5/5
What do you like best about S-Docs?

S-Docs had the most straightforward implementation. Users intuitively use the program, and our elderly customers find it easy to use. We use salesforce, and the integration is seamless. We have had very few if any down times with s-docs. We implemented prior to working from home and the tranistion was easy. It is customizeable and meets the bulk of our needs. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Sometimes it can be a challenge to create the page layouts but as we continue to learn it becomes easier. I can't think of anything I don't like at this time. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi there,

Thanks for your review! I'm so glad you've found S-Docs to be easy and straightforward for your users. That's one of the many reasons we built S-Docs 100% natively in Salesforce - to mirror the look and feel of the platform that you already use :)

Cheers!

Verified User in Management Consulting
AM
Verified User in Management Consulting
Enterprise (> 1000 emp.)
"S-Docs is an outstanding tool, with an exceptional team backing up their product"
5/5
What do you like best about S-Docs?

SDocs support team is phenomenal! (customer facing and development team) They provide their expertise to help troubleshoot and to provide guidance on the best way to move forward. They are very fast to build additional features into their tool when these are helpful and needed for us. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

There is nothing that I dislike. I know that sounds cliche, but I mean it! SDocs is a company that has impressed me at every turn. From the initial engagement, through to deployment, and now beyond. They are all about giving their customers the ability to generate beautiful documents, very easily. Review collected by and hosted on G2.com.

Response from Zach Brueck of S-Docs

Hi there,

Thanks for your review! We're thrilled that you've found success with S-Docs, and that you've had a great experience with our team! Customer satisfaction is our #1 goal!

Thanks again!