Automate your sales documents today

    Salesforce S-Docs sales kit: Helping you streamline success.

    Are you looking to reduce the time your sales team is spending on administrative work? Download the S-Docs sales kit to get everything you need to hit the ground running with S-Docs! We've built custom document templates tailored to your specific needs in the sales field, you don’t have to. Find templates for:

    • Quotes
    • Contracts/MSAs
    • Statements of Work (SOW)
    • Account summaries
    • Performance evaluations

    Fill out the form to get access to these pre-built sales document templates.

     
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    Salesforce resources to streamline sales success

    Whether you're struggling to get reps to use the right process or worried that adoption will be too complicated, we’re here to prove otherwise. S-Docs is built entirely on Salesforce, which means it’s fast to install from the AppExchange and easy for teams to start using right away.

    This page is your launchpad. Our ready-to-use templates and workflows are designed to help you go from install to closed-won faster—no heavy lift required. Download our free resources, follow a few simple steps, and start generating documents and capturing e-signatures directly in Salesforce today.

     
    How to use S-Docs document templates for sales
    With pre-built sales document templates (quote, contract/MSA, SOW, account summary, and performance evaluation), you can simply upload our templates to your S-Docs instance, customize them, and send critical documents you need to keep your sales operations running smoothly ASAP. 
     
    Follow these instructions to get started: 
    1. Fill out the form above.
    2. You will be taken to a page where you can download these templates and import them into Salesforce (if you don't have S-Docs, download our app from the Salesforce AppExchange and try it for free). Click Download on the specific template that you want to download. 
    3. Click Import into Salesforce. 
    4. Log into your Salesforce instance.
    5. Click the Choose File button. Select the file(s) you want to import. 
    5. Click Start Import. 
    6. Navigate to the S-Docs template editor, edit your document templates as needed, and watch the magic of document automation happen. 
     
    For more details on how to import these templates into Salesforce, refer to this documentation. 
     
    S-Docs partners: how do these resources apply to you?

    It is crucial for S-Docs partners, especially consultancies, to understand the most common types of use cases to present to customers. Having these templates ready can expedite the go-live process, serving as a starting point for partners to customize for their sales clients. These resources guide partners in helping their customers understand the next steps in their digital transformation journeys.


     
    Not a current S-Docs customer?

    If you’re not a current S-Docs customer, we highly recommend trying the free version of our product — simply go to the Salesforce AppExchange and download our app to get started. You can still use our pre-built templates and flows in our free version to see if they’d be a good fit for you and your team. 

     
    I’m not in sales, but I’m interested in the free pre-built templates

    That works! These templates, while designed for sales teams, are fully customizable and flexible, so you can use them however you like. 

     
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    Not a current S-Docs customer? Start for free, today!

    If you're looking for a way to simplify and improve your sales processes, your document workflows are a great place to start. Our platform is designed to streamline and standardize your document generation and e-Signature processes. 
     
    Learn more