S-Docs Document Automation
Automatically generate and e-Sign documents using your HubSpot data.
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
S-Docs Document Automation Subscription - Free Edition, Team Edition, Professional Edition, or Enterprise Edition plans
Overview
1/6
Elevate your contract management experience with S-Docs, the ultimate solution for document generation and e-Signature integration. S-Docs allows you to design, distribute, and sign documents of any kind effortlessly, making it a breeze to manage various document types, including:
Contracts
Agreements
Quotes
Proposals
Invoices, and much more.
Key Features:
Integrated HubSpot data: Create templates using data from the Company or Deal objects, with the ability to insert dynamic tags for any property, ensuring personalized and accurate document generation every time.
Flexible template management: Design stunning, brand-aligned templates with ease, thanks to a user-friendly interface that supports drag-and-drop content blocks, custom fonts, colors, and more. Advanced table support and live preview options offer unparalleled template precision. You can even upload your own PDFs and add fields to them for a personalized, tailored experience.
Intuitive document generation: Generate documents directly from HubSpot cards, with the ability to view them in your record’s cards or Activity timeline. Effortlessly send documents for e-Signature directly after generation, streamlining your workflow.
Easy, secure e-Signatures: Boost your document signing process with secure e-Signature capabilities, including unlimited recipients, customizable email templates, multi-factor authentication, and a comprehensive audit log for added security.
Discover how S-Docs can streamline your document generation and e-Signature processes, reduce errors, and accelerate business growth. To see it in action, request a demo today.
Features
Goodbye paper trails. Hello streamlined sales.
Document generation saves time and optimizes the e-Signature process, especially when dealing with contracts, proposals, & agreements. Delight customers & close deals faster with on-brand, on-time documents at your fingertips. Create templates yourself or upload PDFs — auto-populated HubSpot data — to make your customer communications effortless.
Quickly seal the deal directly in HubSpot
Save time spent on manual tasks, like drafting up contracts and agreements, with a streamlined e-Signature solution. Our secure e-Signature solution integrates with HubSpot, making it easy to accelerate sales cycles & close more deals. A streamlined e-Signature solution means more time to focus on providing excellent customer experiences.
Easily design dynamic, on-brand sales assets
Personalized, on-brand documents and PDFs are critical — especially in sales. With document generation and automation in HubSpot, it's easy to incorporate dynamic branding, custom pricing tables, and targeted material into key sales assets. Personalize customer communications, like quotes, contracts, agreements, proposals, and beyond, in seconds.
App Functionality
Shared Data
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S-Docs captures the API names of properties and objects (standard and custom) and the 3 attributes of the owner (ID, email, and name). All the data is fetched at runtime, and no customer data is stored within the application. When a document or e-Sign envelope is generated, it is written to the engagement timeline in HubSpot and if configured data that is captured as part of the e-signature process is written back to configured properties on company, deal, contact, ticket and the optional scoped objects. All generated files are stored only in HubSpot.
Reviews
3.8
6
3.8
6
- Nov 14, 2025
Streamlined our sales process with easy setup and great support
S-Docs has solved multiple issues we had with Document generation and e-signature tied to our HubSpot sales process. S-Docs was easy to set up and the S-Doc team has been supportive throughout.
We save time on documentation. We can standardize templates by team and deal type
The template's formatting took some getting used to. After only a few templates, we got the hang of it.
Murphy, L.
- Aug 20, 2025
Hero-level Customer Support
I had been struggling to get s-docs to integrate with my hubspot and after giving it my level best, just gave up. After I left my review, I had the CTO of the company reach out personally and walk me through the process. He was super open to feedback and we had a lovely conversation. I appreciate that level of support and humility when it comes to user experience discovery calls - well handled!
Works right from within my hubspot and makes sending contracts and proposals super easy.
After finding where I was stuck, now it all makes a ton of sense. CTO was able to bridge the gap where I was getting stuck and walked me through some other really cool features of the platform.
Smizer-Muldoon, C.
Free Edition
$0
Experience operational efficiency instantly. S-Docs Free Edition is perfect for growing organizations.
Unlimited templates
Unlimited users
150 documents/year
50 e-Signature envelopes/year
Multiple documents and recipients per e-Signature request
Free Edition
$0
Experience operational efficiency instantly. S-Docs Free Edition is perfect for growing organizations.
Unlimited templates
Unlimited users
150 documents/year
50 e-Signature envelopes/year
Multiple documents and recipients per e-Signature request
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/27/2025
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