S-Docs

RATING:

4.7

(3)
Overview

About S-Docs

S-Docs is a cloud-based platform that allows Salesforce users to create folder structures, share an unlimited number of files, add security to folders, upload files and store large files without storage restrictions. The app also supports mobile devices and enables users to upload and download files on the go. S-Docs’ user-friendly interface allows users to carry out document securing, sharing and downloading tasks. Users can cancel their subscription at any time. Large files can be shared with big or small-scale companies using the case file management feature in the customer portal and communities. The application has a transfer acceleration feature which increases the transfer rate of files by 300%. S-Docs’ API support helps users to upload files to Amazon ...

S-Docs Pricing

Free trial: 

Available

Free version: 

Not Available

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S-Docs Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

4.5

Value for money

3

Functionality

4.5

Most Helpful Reviews for S-Docs

3 Reviews

User Profile

Lori

Verified reviewer

Financial Services, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed September 2022

Document Generation Made Easy!

We use S-Docs to save time and to cut back on human errors. It is simple to edit or update documents globally within Salesforce or an individual document.

PROS

We have used S-Docs for Salesforce for the last 5 years. I know that S-Docs can be used a few different ways, but for us it is primarily used for Document generation. The set up with Salesforce was fairly simple and straightforward and S-Docs customer service is helpful if needed. The software has always worked as promised. In a small business it is important that we have software that works and that we don't have to spend endless time and resources trouble shooting software issues. S-Docs works for us!

CONS

It is a bit pricey and you may need help making sure that your S-Doc is formatted correctly so that all data transports seamlessly.

Reason for choosing S-Docs

I have no doubt that we spent a considerable amount of time shopping other products. However, since we have been with S-Docs for around 5 years, I have no idea what products we were researching at that time.

Reasons for switching to S-Docs

We were previously using a data export and then dropping it into a Word document. It was a much lengthier process with about 17 steps to get the same result that we now get with a click of a button.

Brandon

Consumer Goods, 501-1,000 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

S-docs - for easy document generation across your org.

PROS

Easy to setup, continuously updating, and offers a lot of solutions / complexity if you need it.

CONS

Every now and then there can be hiccups, but they are quick to respond via Customer Support and get your issues resolved quickly.

User Profile

Aman Preet

Verified reviewer

Biotechnology, 10,000+ employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed December 2022

Pros and cons of S-Docs

S-Docs in our team is very much helpful for saving time as it provides the document customisation by giving us the numerous instances of documents which are already present there and easily customisable for e-signature and other content related documents.

PROS

Being highly dependable on Salesforce my team often encounter various benifits of S-Docs which is built in Salesforce CRM system. It provide 100% native environment for document generation and e-signature solution.S-Docs is exceptionally compatible with Salesforce CRM environment keeping the data secure as well because it stays in Salesforce itself.

CONS

The main draw back lies with customising doc "lists" as it is at times bit complicated stuff to proceed further though they have provided a guide but it could be more easily functional. Other than that it is bit expensive than its other competitors.

Reasons for switching to S-Docs

These tools at that point of time were not having the required customised documents for further use which were provided in the case of S-Docs.