S-Docs, the Salesforce-native document generation solution, offers an array of powerful functions within its template system, empowering users to create highly customised documents with ease and efficiency.

One of S-Docs’ standout features is its support for various template formats, including Microsoft Word, PDF, Excel and others. This versatility allows users to choose the format that best suits their document needs, whether it’s a detailed report, a dynamic presentation, or a standardized contract.

Merge fields are a cornerstone of S-Docs templates, enabling users to seamlessly pull data from Salesforce objects directly into their documents. By automating this process, S-Docs eliminates the need for manual data entry, saving time and reducing errors.

Component templates take efficiency a step further by enabling users to create reusable elements that can be incorporated into multiple templates simultaneously. This ensures consistency across documents and simplifies the editing process, as changes made to a component template automatically reflect in all associated documents.

Moreover, S-Docs’ runtime prompts feature adds a layer of interactivity to document generation. These prompts allow users to input additional information or make edits before the document is finalized, providing flexibility and customization options.

By harnessing these versatile template functions, businesses can streamline their document creation workflows, improve efficiency, and elevate the overall Salesforce experience with S-Docs.