Creating Templates

Overview: The S-Docs Template Editor
Create Your First S-Docs Template
Preview Documents in the Template Editor
Create a Quote Template
Upload Templates From Microsoft Word With The DOCX Feature
Import Word (DOC) Templates Into S-Docs
Create DOC-NEW Templates
Upload Templates From Microsoft PowerPoint With The PPTX Feature
Create PDF-Upload Templates
Create Component Templates

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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