S-Docs builds your quotes, contracts, and other mission-critical documents from live deal data, routes them for signature, and syncs everything back to your CRM — audit trail and all.
Generate your first document in under 5 minutes.
AI Template Agent
S-Docs’ AI Template Agent takes a contract, invoice, or other critical business document you use and turns it into a reusable template — branding intact, connected to your CRM. Every document renders accurately, every time.
Requires an .
Your document becomes a live S-Docs template automatically — styling, formatting, tables, fonts, colors, and logos, all set up for you. Your language stays exactly as approved, word for word. No design chops required.
AI Template Agent finds what changes from customer to customer — name, price, dates, terms — and wires it to the right CRM fields. Every document comes out with that customer’s own data already filled in.
Signature and form fields land exactly where they belong, automatically — no hunting for the right spot. The moment your customer opens it, the document is ready to sign and complete.
Have dynamic documents like invoices and quotes? AI Template Agent figures out where that data lives and how it maps, then sets it all up — so even your most complex business document comes out right every time.
How it works
Every template pulls straight from the HubSpot record that owns the data — deals, contacts, companies, line items, and your own custom objects. No exports, no copy-paste, no stale data.
See what it connects to ›Build a template once in a drag-and-drop editor. Merge fields, conditional logic, and your branding render automatically against live deal data — no code, no developer queue.
See the template builder ›Send for signature, route signers in the order your deal needs, and file the signed PDF back to the record automatically — with a full audit trail attached.
See the signing flow ›Built into HubSpot
Every document is built, signed, and filed inside HubSpot — drawn from live records, designed in a drag-and-drop editor, routed for signature, and tracked end to end, without leaving the CRM your team already runs on.
The Workflow
Build, sign, and file the documents your business runs on — from the same records your team already works in.
Build a template once in a drag-and-drop editor — your branding, your live deal data, and your rules about what shows when. Changing a clause six months later is a click, not a ticket.
Every template change and every document generated is logged. You can see what went out, what came back completed, and exactly what your signer entered — right alongside the CRM record it belongs to. The trail exports when a dispute or an audit needs it.
Update the pricing table, the compliance clause, or the footer once, and every document generated after that picks it up. Nobody sends last quarter’s terms by accident.
Start a proposal from a deal, an invoice from a company, a contract from a contact. S-Docs fills the template from that record’s live data, so the document opens with the right numbers already in it. Fire it from a workflow or from one click on the record.
Share a document for view, comment, or edit — one document at a time, not blanket access to your templates. Your counsel, your partner, or your client opens it from a link, verified by email and never billed a seat. Every edit is tracked to the person who made it.
The moment it’s signed, the signatures, the dates, and every field your signer filled in write to the CRM properties you choose. The finished PDF files itself on the record and in your connected storage. From there your own workflow takes over — advance the stage, send the notification, start whatever comes next.
Pull data from your CRM, database, or any API — then file finished documents to your cloud storage and send them through your own email and SMS.
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See how S-Docs helps your team generate documents right from your CRM, send them for signature, and keep everything synced — automatically.
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