Freedom to create templates your way.

Document templates can be used over and over again, optimizing your team’s daily operations.

Build data-driven documents in your CRM.

Speed

Quickly create and customize data-driven, professional documents with an easy-to-use drag-and-drop interface, streamlining your team's operations and enhancing collaboration.

Flexibility

Customize every aspect from page size and margins to dynamic data integration, ensuring your documents perfectly meet your team's needs.

Reduce Errors

Native apps align with the look and feel of Salesforce, removing the frustration of familiarizing yourself with an entirely new platform and thus, faster ROI.

Elevate your workflow: create, preview, and collaborate faster with S-Docs

Runtime Variables

Inserting runtime variables into your S-Docs template allows you to automatically populate documents with key details like record names, owner information, and current user data, ensuring your documents are always accurate and personalized.

Insert Tables

Adding tables to your S-Docs template enhances document clarity and organization, allowing you to neatly display data, images, and variables with customizable formatting options for each cell, ensuring your documents are both professional and easy to read.

Preview Mode

Ensure your templates are error-free by visualizing them with real-time company data and unique Salesforce or HubSpot identifiers, allowing for accurate adjustments before finalizing and sending documents.