The ONLY Native Document Generator for Salesforce

KEY FEATURES

IMPROVE EFFICIENCY WITH THE SMARTEST DOCUMENT SOLUTION ON THE APPEXCHANGE

S UP E RI O R A R C HI T E C T U RE 100% Native Force.com. There simply is no solution more secure or robust than a native app.

M O R E P O W E RF U L T H A N M A I L M E RG E Our powerful document engine can sort, filter, group, conditionally render any Salesforce data from any object into a PDF, Word or Excel doc.

B E T T E R T H A N E M A IL T E M P L AT E S Our built-in email engine completely automates generating and sending emails. It’s faster and easier to use with more security controls.

S E A M L E S S L Y I NT E G R A T E D User interface is completely integrated with

Are you manually editing documents, reports

S-Docs is the ONLY 100% Native document

or emails because you can’t get the data you

generator on the Salesforce AppExchange.

need, or it doesn’t look the way you want?

Because we're native, we don't host any

S-Docs puts an end to the wasted time and

external servers and therefore we deliver a

mistakes caused by copying and pasting

superior product at a lower cost. Unlike our

information from Salesforce to your existing

competitors,

documents,

platform paid for by your Salesforce licenses.

forms,

reports,

emails

and

templates. With

a

we

leverage

Salesforce

So why pay twice for infrastructure? Especially S-Docs

creates

when it introduces security, reliability and

that

improve

performance risks. With S-Docs, you benefit

efficiency, saves time, reduces errors and

from superior architecture at the lowest cost -

eliminates tedious work.

guaranteed!

sophisticated

single

click,

documents

Simple. Smart. Secure

Salesforce look-and-feel. Optionally integrates with external storage and E-Signature solutions.

Tel 800.519.DOCS / +1.212.729.9826 [email protected]

the

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Product Architecture

S-Docs is the better choice S-Docs is the ONLY 100% Native Force.com Document Generator - it is exclusively built for and entirely exists on the Salesforce platform. S-Docs code

Aloha App Status In addition to being a 100% Native App, S-Docs is also

resides inside your existing Salesforce org, which is hosted, managed and delivered by Salesforce. It essentially is Salesforce. All other solutions send your data off

classified as an “Aloha App”.

the platform processing and then must

This means it doesn’t count

integrate. They were introduced at a time

against your system limits for custom apps, tabs, and objects.

before Salesforce had this capability. And, rather than rebuilding and having to provide an upgrade path for their existing users, they continued to build on their old framework. This results in a disconnected user experience, administering overhead, and most important, sharing your sensitive customer data externally. And what’s more, you would have to pay for this unnecessary infrastructure despite having superior capability available on Salesforce without additional cost.

The S-Docs Advantage Your data never leaves the Salesforce platform Your IT Security Team has already analyzed, reviewed and

100% Native means

approved the Salesforce platform where S-Docs exists.



Lower Licensing Cost

Removes integration overhead. There is no need to configure



More secure

external access points or services.



More Reliable

Does not use APIs and therefore preserves those limits



Easier to Configure

Maintains Salesforce look-and-feel. Leverages same styles,



Easier to Maintain

navigation, buttons and labels, so it’s familiar to users

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Better Performance



Tighter Integration



Lower Cost of Adoption

No need to provision users in secondary system No external web services or callouts No sharing of user session IDs or session cookies No downloads of any kind Works natively with existing Salesforce technologies (Salesforce1, Communities, Shield Encryption, Lightning Experience, Process Builder and more)

Tel 800.519.DOCS / +1.212.729.9826 [email protected]

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User Benefits

Feature-Rich Documents GENERATE:



Reports

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Emails



Invoices



Account Plans

Developer



Application Forms

Enterprise



Sales Quotes

Performance



Contracts

Unlimited



Product Info Sheets

Force.com



Claim Forms



Support Correspondence



Welcome Letters



Proposals

COMPATIBILITY Supported Salesforce Editions:

Works with: Lightning Experience Salesforce Communities Users Salesforce1 mobile clients Salesforce Shield Encryption Translation Workbench Custom Objects

Incredibly Powerful, Remarkably Simple

Objects from 3rd Party Apps 3rd Party E-Signature Solutions Visual Workflow Process Builder

Open a record, choose a document and click generate - it's that simple. Documents are immediately created and automatically added as a related list item that can be

OUTPUT FORMATS:

viewed, printed, emailed or linked to multiple Salesforce records.



MS Word

searched. Templates can be pre-selected or access can be restricted based on



PDF

permissions and record sharing. You can track a document status, automate follow up



MS Excel

tasks and leverage Chatter. S-Docs works on any mobile device because it’s entirely



Google Drive

developed using HTML5.



Amazon S3



Direct to email

Users can select from a large library of templates that can be categorized and Browsers: Built entirely on HTML5 with no plugins or downloads - So it works on all Salesforce supported browsers: IE, Chrome, Firefox, Safari including iPad, iPhone devices

With S-Docs, you can even automate the entire document generation and distribution process. By leveraging Salesforce Workflow or Process Builder you can generate and email documents based on field updates or other events. Users don’t

*Templates support international language characters (UNICODE)

need to click on any buttons, and there is no code required. It can also generate documents in batch.

Tel 800.519.DOCS / +1.212.729.9826 [email protected]

WWW.SDOCS.COM

Administrator Benefits

Template Editor Gives Admins Control S-Docs templates define the layout, output format and merged data. Creating an SDocs template is simpler than Salesforce’s

HTML5 S-Docs (including the Template Editor) is built entirely on HTML5. It works great with all devices.

email templates feature, yet much more powerful. Your template can include data spanning from custom fields in related records and even multi-level child records. S-Docs leverages a powerful browserbased graphical editor that supports varying fonts, drag-and-drop design components to easily create a high-quality document. You can also copy-and-paste existing content directly into the editor. The editor is

Professional Services Don’t have time or the resources to create your own templates? Let us

designed for non-developers; No Visualforce, Apex coding or design software is needed.

do it for you! Our professionals can setup up S-Docs and create your documents at very reasonable costs. We can create most templates for a flat fee. Please contact us for more information.

The S-Docs Advantage Point-and-click template editor is designed for non-programmers; No Visualforce, Apex coding or deployments needed. Automate the entire process without any code using Salesforce workflow or

Built-in Template Editor

Process Builder.



No Apex or Visualforce



No downloads



No code deployments

Flexible formatting of dates and currencies



Powerful editing features

Supports Headers, Footers, and Page Numbering



Meta-data driven

Easily modify styles, borders, colors, page-breaks and insert data using familiar graphical editing tools rather than code Include rich text, static or dynamic images such as graphs and charts

Power features include embedded SOQL Queries that support aggregates and subqueries Add conditional logic to dynamically show or hide content based on data values Flexible display of related data that can be filtered, sorted, grouped, subtotaled and span multiple rows or columns.

Tel 800.519.DOCS / +1.212.729.9826 [email protected]

WWW.SDOCS.COM

Editions & Features   Feature / Benefit Description

Cost: Per User/ Month [Progressive discount at 50+ licenses, 10 License Minimum for S-Docs Unlimited] Template Limits Minimum number of Users Licenses Needed Generate Documents in Batch from any Salesforce list view Generate Documents via Workflow, Process Builder, triggers or REST API Programmatically Generate and Email document as any Salesforce user Integrate with Google Drive and Amazon S3 for document storage Integrated with most popular third party E-Signature solutions Document Generation Limits Technical Support (General Troubleshooting and Design) Professional Services & Custom Template Design Service Custom Object Integration Support Client specific enhancement/customization requests Upgradable to future versions

Tel 800.519.DOCS / +1.212.729.9826 [email protected]

Feature Included Not Available

S-Docs Free

S-Docs Unlimited

$0

$8

2

None

N/A

10

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None

None

Forums only

Included

   

Available for additional fee

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 Available for additional fee



Editions & Features    Document Generation Features * Output to Multiple formats (PDF, MS Word, MS XLS, HTML, XML, CSV) * Compatible with MS Office 2007-2013, and Mac O/S * Leverages HTML5 and VisualForce that work on any browser [no plug-ins, flash files or downloads * Supports document creation, viewing and emailing from any device including mobile * Search, Select and Create Multiple Documents at once * Simplified One-Click document create option (i.e. allow custom button to auto-select, generate and email preselected docs)

* Filter Templates. Allow button parameters to filter templates based on language, category, or any custom criteria * Searchable Template Library controlled via Salesforce Profiles and Record Sharing Rules * Suggest templates to user based on popularity

* Allows users to select which contact record to merge at run-time during document creation * Supports adding private notes to any generated document * Ability to edit PDFs on-line after generation. Eliminates need to download, save and upload document to support editing. * Integrates with other Force.com platform applications and other third party Salesforce apps * Auto Create follow tasks upon document creation.

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* Run ad-hoc batch processes to generate multiple documents and labels for mailings.

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* Run ad-hoc batch processes to generate documents and email to clients

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Tel 800.519.DOCS / +1.212.729.9826 [email protected]

Feature Included Requires editing HTML Not Available Integrated Email * Built-in email pop-up to send generated documents to clients * Auto-attach selected documents to email * Browse, attach and preview previously generated S-Docs * Browse and attach files from Salesforce documents folder * Browse record attachments and add to email without downloading file locally

* Upload additional attachments to outbound email

* Auto-populate email to, cc, bcc, subject fields with static and dynamic record data

* Lock down to, cc, bcc, subject and email body fields using checkboxes on template * Override default attachment name with static or dynamic data * Auto-populate email addresses based on linked contact records * Allow on-the-fly update to contact's email * Provide email lookups for both salesforce users and contacts that are not linked to base record * Allow full-featured editing of outbound email body even when template is used

* Auto attach linked knowledge articles when email relates to a case object * Controls users ability to select "send from" address to include global org-wide email addresses * Create outbound email as an activity and automatically associate it to record

* Auto-replace email body with an HTML generated template

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Editions & Features    Salesforce Integration * Displays related list of S-Docs created for any salesforce object * Support Translations Workbench and UTF-8 character sets for Chinese, Japanese and other languages * White labeling (Customizable button and list text allows masking S-Docs branding)

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* Works with Salesforce Salesforce1, Communities, Chatter, Campaigns, Shield, force.com, Person Accounts and virtually all other salesforce options

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* No I-frames: Uses standard Salesforce.com UI components keeping with Salesforce.com design, fonts styles and color schemes

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REST API and Connected App * Generate documents via workflow, process builder, custom triggers or via S-Docs REST API * Generated documents and email documents programmatically as any Salesforce user (even when off-line) * Run batch processes from remote systems

WYSIWYG Template Editor

Free

SD-U

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SD-U

* Web-based template editor built on html5 standards that works on all devices including mobile

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* Simple Point-and-click merging of standard and custom Salesforce data without setup or need to import field sets

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* Insert Multiple Dynamic Images (such as logos, product images, Salesforce dashboard images or charts) that can be dynamically rendered

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* Allows versioning to reference template change history or revert to previous versions

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* Insert templates within other templates to consolidate reusable sections like terms and conditions

Tel 800.519.DOCS / +1.212.729.9826 [email protected]

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Feature Included Requires editing HTML Not Available WYSIWYG Template Editor (cont.) * Point-and-click merging of child records and multiple related lists into a tables within a single document * Graphical toolbar allows changes to fonts, styles, borders, colors, tables, page breaks and more. * Support any paper size (letter, A4, legal etc.)

Free

SD-U

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* Specify header, header image, first page header, pagination, footer, footer image, first page footer and pagination (for MS Word and PDF)

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* Supports embedding multiple Google charts into documents

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Advanced Template features * Template Editor Source Mode allows customizations by anyone knowledgeable in HTML and CSS * Supports currency and date formatting of Salesforce data * Ability to limit the number of records included in a related list * Related list items can be filtered and sorted by multiple criteria in ascending or descending order * Related lists can be grouped and subtotaled by any column attribute * Related list values can be merged, prefixed, or replaced dynamically.

* Related list items can be grouped and separated into multiple tables by any field value, with optional repeated headers before or after grouping name

* Related lists can be displayed vertically (records appear in sections vs columns)

Free

SD-U

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* Option to use S-Docs’s Direct SOQL feature allows embedding of any Salesforce data

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* Related lists can be generated from direct SOQL queries respect running users permissions

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Editions & Features    Advanced Template features (cont.) * SOQL queries support aggregates (e.g. sum by group function) and offsets * Supports SOQL subqueries that can appear as sub-rows of data within each child record * 5 Default formatting options for related list tables with support for custom formatting

* Leverage css to have complete pixel-perfect control of data and cell formats * S-Docs Render Feature allows conditional display of data, text, images via a dynamic run-time condition. Renders conditions can be complex and nested * Can add prefix, postfix, null substitutions and value substitutions for all related list data * Render images within cells of a related lists

* Fully leverage Salesforce formula fields to control data rendering * Create specialized templates such as mailing labels

Tel 800.519.DOCS / +1.212.729.9826 [email protected]

Free

SD-U

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Feature Included Requires editing HTML Not Available 100% Native Force.com App * COMPLETE DATA LOCKDOWN. No external web service callouts, no external SOAP requests, no REST URI request and no querystring submissions to external servers are needed to use S-Docs * No user provisioning needed (access controlled through standard Salesforce permissions) * Single-Sign-On ready. No user credentials are passed or shared from Salesforce to any other system (user data stays within Salesforce) * No in-memory data processing– Data is not cached or accessible outside of salesforce * Maximum scalability and uptime- S-Docs is not dependent on an external server availability, and is therefore not subject to bottlenecks or outages caused by third party vendors

Free

SD-U

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* Central Document Version Control - templates centrally administered in Salesforce and retrieved real-time during document generation. Users do not need access to any shared network drives

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* Adheres to Salesforce record-level security model- Document visibility automatically inherited from and controlled by parent record permissions

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* User Level Data control- Data is queried as running user, assuring no unauthorized data is accessible during document creation

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