S-Docs Document Generation in Salesforce
About S-Docs Document Generation in Salesforce:
S-Docs is the fastest, easiest and more secure document generator built on the Salesforce Platform. Create refined documents that improve efficiency, scale back errors and eliminate tedious work. Since S-Docs is 100% native within Salesforce, it acts like a natural extension of Salesforce’s user interface. Being 100% native also means that sensitive data never leaves the Salesforce cloud. With advanced features like 1-click automation, conditional logic, reusable components. SOQL support, run time prompts, and full REST APIs, S-Docs is quite capable. S-Docs doesn’t use traditional templates, but rather allows to design our own templates that contains all the merged fields with Salesforce S-Docs Template records.
S-Docs is the only Document Automation Solution That:
Is 100% Native.
Leverages Salesforce for its Config, Admin, and Security.
Does not send data out of the Salesforce platform.
Includes powerful features like batch and workflow without add-ons.
You can create:
Emails
Reports
Claim Forms
Welcome Letters
Form Letters
What all our Salesforce Developers can assist you with S-Docs Document Generation
Generate documents without external
data communication.
Easily manage old documents.
Intelligently filter which documents users can create.
Control documents visibility across user profiles.
Integrate with Google Drive, Amazon S3, and many other document storage options.
Seamlessly integrate E-Signature functionality into your documents.
Query fields and related lists from several Salesforce objects. Integrate with other third-party applications.
Generate Invoice, Quotes, Proposals, Statements, Account Summaries, Contracts, Reports and much more.
