S-Docs Document Automation
Automatically generate and e-Sign documents using your HubSpot data.
Requisitos
Plano da HubSpot Funciona com todos os planos da HubSpot Saiba mais Permissões da conta da HubSpot - Ver permissões de conta necessárias
Assinatura S-Docs Document Automation - Free Edition, Team Edition, Professional Edition ou Enterprise Edition planos
Visão geral
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.
Recursos
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.
Funcionalidade do aplicativo
Dados compartilhados
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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.
Avaliações
3,8
6
3,8
6
- 14 de Nov de 2025
Simplificou nosso processo de vendas com uma configuração fácil e um ótimo suporte
O S-Docs resolveu vários problemas que tínhamos com a geração de documentos e a assinatura eletrônica vinculados ao nosso processo de vendas da HubSpot. O S-Docs foi fácil de configurar e a equipe do S-Doc tem nos apoiado durante todo o processo.
Economizamos tempo na documentação. Podemos padronizar modelos por equipe e tipo de negócio
Demorou um pouco para se acostumar com a formatação do modelo. Depois de apenas alguns modelos, pegamos o jeito.
Murphy, L.
- 20 de Ago de 2025
Suporte ao cliente de nível heroico
Eu estava lutando para fazer com que o s-docs se integrasse ao meu hubspot e, depois de dar o meu melhor, acabei desistindo. Depois de deixar minha avaliação, o CTO da empresa entrou em contato pessoalmente e me orientou no processo. Ele estava super aberto ao feedback e tivemos uma conversa agradável. Aprecio esse nível de apoio e humildade quando se trata de chamadas de descoberta da experiência do usuário - muito bem feito!
Funciona diretamente do meu hubspot e facilita muito o envio de contratos e propostas.
Depois de descobrir onde eu estava preso, agora tudo faz muito sentido. O CTO conseguiu preencher a lacuna em que eu estava preso e me orientou sobre outros recursos muito interessantes da plataforma.
Smizer-Muldoon, C.
Free Edition
US$ 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
US$ 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
* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 17/11/2025
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