S-Docs, a document generation and e-Signature for HubSpot, is built to feel like a natural extension of your HubSpot CRM — not a separate platform you need to force into your process. S-Docs streamlines contracts, agreements, and any other document and e-Signature use case directly inside HubSpot, enabling you to save time, improve accuracy, and deliver high-quality, personalized experiences that drive growth.

S-Docs is a flexible, intelligent document automation solution that allows you to design, distribute, and sign documents of any kind effortlessly. As a natural extension of your CRM, it's 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 any standard (Deal, Ticket, Company, Contacts, etc.) or custom objects/associations. Your data is dynamically populated into your templates, 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.

• Utilize S-Docs with data sources beyond HubSpot. Generate documents and e-Signature requests using different data sources (Google Sheets, AirTable) in your tech stack. No need to log into various data platforms; you can do this right in the S-Docs app.

Discover how S-Docs can streamline your document generation and e-Signature processes and help you save time, improve accuracy, and deliver high-quality, personalized experiences that drive growth. To see it in action, request a demo today.