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S-Docs description
S-Docs is a document automation and electronic signature solution designed for businesses that use Salesforce or HubSpot. It allows you to automatically generate polished documents, like quotes and contracts, by pulling data directly from your CRM. This eliminates manual work and reduces errors. You can also collect legally binding e-signatures, speeding up approvals and agreements. S-Docs is designed to be user-friendly and integrates seamlessly with your existing workflows. It's a popular choice for mid-size and larger businesses in various industries like finance, healthcare, and technology.
What companies are using S-Docs?
Who is S-Docs best for
S-Docs automates document creation and e-signatures, pulling data from Salesforce or HubSpot. Users praise its user-friendly interface and seamless CRM integration, saving time and reducing errors. However, some users have reported occasional freezing with larger files and limitations in template design. Ideal for mid-size to large businesses seeking to streamline document workflows.
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Best for mid-size to large businesses.
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Suitable for businesses using Salesforce or HubSpot.
S-Docs features
| Supported S-Docs integrates seamlessly with Salesforce CRM, leveraging its data for document automation. |
| Supported S-Docs integrates with HubSpot CRM, offering document automation and e-signatures. |
| Supported S-Docs offers integrated document generation and e-signatures within Salesforce. |
| Supported S-Docs automates document generation and distribution, streamlining workflows within Salesforce. |
S-Docs reviews
We've summarised 101 S-Docs reviews (S-Docs G2 reviews) and summarised the main points below.
- User-friendly interface and easy to configure for various document types.
- Seamless integration with Salesforce, streamlining workflows.
- Fast document generation and automation capabilities save time.
- Excellent and responsive customer support readily available.
- Flexible template customization with advanced HTML editor.
- Occasional freezing and browser crashes when dealing with larger files, sometimes leading to data loss.
- Limited design options for inserting related lists in templates.
- Template editor can be challenging, and preview doesn't always match the final document.
- Limited font options available for use in templates.
- Setting up custom objects can be complex and requires manual configuration.
S-Docs pricing
The commentary is based on 4 reviews from S-Docs G2 reviews.
S-Docs pricing is generally considered a good value, especially with the unlimited template package. While some users find it expensive, many highlight its cost-effectiveness compared to other solutions, making it a worthwhile investment for streamlining document processes.
See the S-Docs pricing page.
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S-Docs has a free plan.
S-Docs Free
Includes unlimited templates, unlimited users, 150 documents per year, 50 e-Signature envelopes per year, and multiple documents and recipients per e-Signature request.
S-Docs
Includes unlimited templates, unlimited documents, 50 e-Signature envelopes per year, unlimited documents and recipients per e-Signature request.
S-Docs with e-Signature
Includes unlimited templates, unlimited documents, unlimited e-Signature envelopes, unlimited documents and recipients per e-Signature request.
Enterprise Edition
Custom package that meets unique needs, including per-document pricing, Experience Cloud plans, and more.
Free Edition
Includes unlimited templates, unlimited users, 150 documents per year, 50 e-Signature envelopes per year, and multiple documents and recipients per e-Signature request.
Team Edition
Includes unlimited templates, unlimited users, 500 documents per year, 250 e-Signature envelopes per year, and multiple documents and recipients per e-Signature request.
Professional Edition
Includes unlimited templates, unlimited users, 2,500 documents per year, 800 e-Signature envelopes per year, and multiple documents and recipients per e-Signature request.
Enterprise Edition
Flexible pricing options that meet unique needs and scale with business success.
S-Docs alternatives
airSlate SignNowBetter for organizations needing basic e-signatures. Has broader industry applicability. Is growing faster and has more momentum. A strong S-Docs competitor and alternative.Read more
Formstack for SalesforceHas grown faster than S-Docs and offers more structured pricing plans. A strong S-Docs competitor and Formstack alternative for Salesforce users.Read more
Conga ComposerBetter for finance, banking, insurance, software, IT, telecommunications, and professional services. Has more momentum. Rated 3.86/5 from 1072 reviews on Glassdoor.Read more
Xodo SignBetter for individuals, small and medium businesses seeking a general e-signature solution. A broader industry fit. Offers mobile signing and in-person signing. Integrates with Dropbox and Google Workspace. More affordable. Easier to use and implement.Read more
DocStar ECMBetter for companies looking for accounts payable and human resources solutions. A strong DocStar ECM alternative for those prioritizing document digitization and management.Read more
S-Docs FAQ
What is S-Docs and what does S-Docs do?
S-Docs automates document generation and e-signatures, primarily within Salesforce and HubSpot. It pulls data directly from your CRM to create polished documents like contracts and quotes, simplifying workflows and reducing errors. S-Docs is user-friendly and popular with mid-size and larger businesses.
How does S-Docs integrate with other tools?
S-Docs seamlessly integrates with Salesforce and HubSpot, leveraging their data for document generation and e-signatures. It automates workflows within these CRMs, enhancing efficiency.
What the main competitors of S-Docs?
Top alternatives to S-Docs include Conga Composer, Formstack for Salesforce, PandaDoc, and Adobe Acrobat Sign. These competitors offer similar document generation and e-signature capabilities, often integrating with Salesforce and other CRM platforms.
Is S-Docs legit?
Yes, S-Docs is a legitimate document automation and e-signature solution. It integrates with Salesforce and HubSpot, automating document generation and offering legally binding e-signatures. S-Docs is safe and a popular choice for businesses seeking to streamline their workflows.
How much does S-Docs cost?
S-Docs offers a free plan with limited document generation and e-signatures. Paid plans start at $25/user/month, with e-signature add-ons available. Team and Professional plans offer higher usage limits. Enterprise pricing is custom. Is S-Docs worth it? The value depends on your document and e-signature needs.
Is S-Docs customer service good?
S-Docs customer service is highly regarded by users, who describe the support team as "very responsive," "helpful," and providing "impressive levels of help." Users appreciate the quick response times and the team's willingness to assist with complex issues.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.