S-Docs Knowledge Base
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Knowledge Base
S-Docs for HubSpot

  • Knowledge Base
  • S-Docs for HubSpot

General

  • Using the settings feature
  • Navigating through S-Docs for HubSpot
  • Generating a Document from a Template
View all 3 articles

Installing S-Docs for Hubspot

  • Installing S-Docs for HubSpot
  • Customize S-Docs for HubSpot CRM Cards
View all 2 articles

The Template Editor

  • Using the Preview Mode
  • Using preview mode
  • Creating a template using the PDF upload feature
  • Create Your First S-Docs Template
  • Create an S-Docs template from scratch
  • Inserting Runtime Variables
  • Using Headers and Footers
  • Using Template Options
  • Changing template settings and formatting
  • Using Tables
  • Using Related Data
  • Publishing a Template
View all 12 articles

The Text Editor

  • Using the Text Editor
View 1 article

Menu

  • Installing S-Docs for Hubspot
  • The Template Editor
  • The Text Editor
  • General

Founded in 2010, the S-Docs team is led by a former Director and Technical Architect from Salesforce and is comprised of experts in Salesforce and document solutions. S-Docs is now used by thousands of global subscribers from all industries with a multitude of use cases, but they all share one key theme: The need for a powerful yet easy-to-use native solution. We are proud that they have made us the #1 native document generator and e-signature solution and put us in the top 1% of all apps on the Salesforce AppExchange.

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