S-Docs Document Automation
Automatically generate and e-Sign documents using your HubSpot data.
ข้อกำหนด
แผน HubSpot ใช้งานได้กับแพ็กเกจ HubSpot ทั้งหมด เรียนรู้เพิ่มเติม สิทธิ์บัญชี HubSpot - ดูสิทธิ์บัญชี ที่จำเป็น
การสมัครใช้บริการ S-Docs Document Automation - Free Edition, Team Edition, Professional Edition หรือ Enterprise Edition แพ็กเกจ
ภาพรวม
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.
ฟีเจอร์
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.
ฟังก์ชันการทำงานแอป
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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.
รีวิว
3.6
5
3.6
5
- 20 ส.ค. 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.
- 24 เม.ย. 2025
A Lifesaver for PDF Generation in Our New System
S-Docs was a lifesaver for our company as we built a brand new operating system through HubSpot. The new system was amazing in so many ways compared to our old system, but the one flaw we were facing was the ability to generate PDF's of particular information in our Deals. As we were in the midst of building this system, I was very concerned about how my Operations Team was going to print the field work docs needed, that they were used to always having. After losing sleep about this issue, as we approached the launch of the new system, S-Docs swooped in to save the day! We met them at INBOUND 2024 and not a minute too soon! Thank you S-Docs for filling the gap in our new system! Marc Lundgren - Director of Administration, Portsmouth Quality Flooring
Customization Templates from Scratch or Existing PDF Forms Customer Service Innovation
Dept, A.
การกำหนดราคา
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
* ราคาที่แสดงนี้มีไว้เพื่อแสดงข้อมูลเท่านั้น ราคาทั้งหมดยังไม่รวมภาษี สิทธิพิเศษ ส่วนลด หรือตัวแปรราคาอื่นๆ คุณควรติดต่อพาร์ทเนอร์เพื่อรับข้อมูลราคาล่าสุดและถูกต้องที่สุด HubSpot จะไม่รับผิดชอบใดๆ ต่อข้อมูลราคานี้ซึ่งจัดทำโดยพาร์ทเนอร์ของเรา การกำหนดราคาอัปเดตล่าสุด: 15/10/2025
ข้อมูลเพิ่มเติม
สร้างโดย - S-Docs
ติดตั้ง - 100+ การติดตั้ง
หมวดหมู่ ภาษาที่แอปนี้สามารถใช้ได้ อังกฤษ
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