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S-Docs Reviews & Product Details - Page 2

S-Docs Product Details

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S-Docs Demo - Automate data-driven documents and capture e-Signature
S-Docs is a document operations platform that helps thousands of organizations — from small shops to global enterprises — scale smarter. We drive process transformation through seamless and secure document automation and e-Signature solutions, enabling any business to win faster, amplify producti...
S-Docs Demo - Create, Send, e-Sign, Store any document type
S-Docs is a secure, native Salesforce app that enables users to create, send, e-sign, and store any type of document within Salesforce. Streamline workflows and enhance productivity with a seamless, fully integrated document solution.
S-Docs Demo - Create documents in bulk for hundreds of records at once
With S-Docs, you can generate documents in bulk for hundreds of records at once, saving time and boosting efficiency across large data sets. Effortlessly automate document creation to keep up with high-volume needs.
S-Docs Demo - Streamline workflows across Salesforce clouds
S-Docs streamlines workflows across all Salesforce clouds, enabling smooth document generation and management within a single, unified platform. Maximize efficiency and keep processes moving seamlessly.
S-Docs Demo - Customizable solutions for any department
S-Docs offers customizable document solutions for any department, allowing teams to tailor workflows to fit their unique needs. Simplify processes and enhance collaboration with adaptable tools.
S-Docs Demo - Get Results Like These!!!
Hear directly from our clients about the impact of S-Docs: “Get results like these!” With proven success across industries, S-Docs empowers businesses to achieve their document management goals.
S-Docs is a document operations platform that helps thousands of organizations — from small shops to global enterprises — scale smarter. Our seamless and secure document automation and e-Signature solutions drive process transformation that
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S-Docs is a document operations platform that helps thousands of organizations — from small shops to global enterprises — scale smarter. Our seamless and secure document automation and e-Signature solutions drive process transformation that
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122 S-Docs Reviews

4.7 out of 5
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122 S-Docs Reviews
4.7 out of 5
122 S-Docs Reviews
4.7 out of 5

S-Docs Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Rick V.
RV
Founder
Mid-Market (51-1000 emp.)
"A technically capable Salesforce native app that has a pretty short learning curve"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jon M.
JM
Partner
Mid-Market (51-1000 emp.)
"Our go-to choice for Doc Gen on Salesforce"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Ashlee Dinsmore of S-Docs

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!

Verified User in Non-Profit Organization Management
EN
Mid-Market (51-1000 emp.)
"S-Docs is a powerful product for compiling documents from our data in Salesfroce."
What do you like best about S-Docs?

It is an easy solution to our document production needs. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

The licensing can be challenging to work through. Review collected by and hosted on G2.com.

Dan .
D
Senior Salesforce Developer
Enterprise (> 1000 emp.)
"Great system, good support, crazy expensive"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Ashlee Dinsmore of S-Docs

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.

Verified User in Apparel & Fashion
UA
Mid-Market (51-1000 emp.)
"Great tool for work in SF, escpaciall for customised design and purchase order."
What do you like best about S-Docs?

Transformed to PDF on many areas of company Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Nothing much but to set up the proper permission, need to learn for a user. Review collected by and hosted on G2.com.

Verified User in Construction
AC
Mid-Market (51-1000 emp.)
"Great tool for automating documents"
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Entertainment
AE
Small-Business (50 or fewer emp.)
"Great ally for my business"
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. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

The tool can sometimes be a bit unintuitive, especially at first. Review collected by and hosted on G2.com.

LS
Salesforce Administrator
Enterprise (> 1000 emp.)
"Good, not great"
What do you like best about S-Docs?

Easy to use for the users, one touch can send the document out Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Support team is not very proactive. Still have one open ticket from August 2024. Review collected by and hosted on G2.com.

Response from Ashlee Dinsmore of S-Docs

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.

Verified User in Health, Wellness and Fitness
AH
Small-Business (50 or fewer emp.)
"S-docs for Salesforce"
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. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

That we are not able to use it for all of our forms. Review collected by and hosted on G2.com.

Verified User in Food & Beverages
AF
Mid-Market (51-1000 emp.)
"Very agile tool for managing contracts and other forms in the CRM"
What do you like best about S-Docs?

Ease of integration and implementation. Review collected by and hosted on G2.com.

What do you dislike about S-Docs?

Nothing in particular, it is a simple and effective tool. Review collected by and hosted on G2.com.

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