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.

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.

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.