S-Docs Document Automation
Automatically generate and e-Sign documents using your HubSpot data.
Krav
HubSpot-plan Fungerar med alla HubSpot-planer Läs mer Behörigheter för HubSpot-konto - Visa de obligatoriska kontobehörigheterna
S-Docs Document Automation prenumeration - Free Edition, Team Edition, Professional Edition, eller Enterprise Edition planer
Översikt
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 any standard (Deal, Ticket, Company, Contacts, etc.) or custom objects/associations, 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.
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, reduce errors, and accelerate business growth. To see it in action, request a demo today.
Egenskaper
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.
Appfunktionalitet
Delade data
Document | ||
Document | ||
Document | ||
Document | ||
Document | ||
Document | ||
Document | ||
Document | ||
Document | ||
Document | ||
Document | ||
Files | ||
User |
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.
Recensioner
3,4
7
3,4
7
- 10 dec 2025
Ständigt bombarderad med e-postmeddelanden om uppgraderingar trots flera försök att avsluta prenumerationen - helt oanvändbar
inte passar, överdriven uppgradering av e-post uppmanar
Milanovic, R.
- 14 nov 2025
Effektiviserade vår försäljningsprocess med enkel installation och bra support
S-Docs har löst flera problem som vi hade med dokumentgenerering och e-signatur kopplat till vår HubSpot-försäljningsprocess. S-Docs var lätt att installera och S-Doc-teamet har varit ett stöd under hela processen.
Vi sparar tid på dokumentation. Vi kan standardisera mallar för olika team och affärstyper
Mallens formatering tog lite tid att vänja sig vid. Efter bara några få mallar fick vi grepp om det.
Murphy, L.
Prissättning
Free Edition
0 US$
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 US$
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
*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2025-08-01
Nykomlingar
