Document generation can be very helpful for any sales process. This app can help in creating documents like quotes, invoices, proposals, and reports using a button click, workflow, or batch.
Form document creation users can add dynamic images and visual charts, insert custom terms and conditions, leverage advanced Salesforce Object Query Language (SOQL) queries like aggregates and subqueries. Documents can be live edited during and after generation.
S-Docs provide point and click template creation that can include drag and drop, formula text, merge fields, electronic signatures, and much more. It also contains email automation with features like custom email templates, the ability to deliver documents intended for e-signature, and email templates populated with information from contact.
The e-signature feature with S-Sign includes features like multi-signer profiles, automatic reminders for e-signature, saving data back to Salesforce fields, encrypt documents, and track signing process in Salesforce.