S-Docs generates, signs, and stores contracts, quotes, and agreements natively inside Salesforce. Twopir configures the templates, automation, and Jobs that make it run without a single click from your team.
Trusted by 500+ organizations — including legal, healthcare and professional-services teams whose contracts, quotes and agreements run through Salesforce.
Built For
The tools work fine on their own. The problem is what happens at the seams — between the CRM, the document, and the signature.
Sales and ops teams export Salesforce data into Word or a bolt-on e-signature tool, then manually re-key changes back into the record. Every export is a chance for a stale field to reach a customer.
Twenty variations of the same quote template exist because nobody centralized version control. Reps pick whichever copy is on their desktop, and legal finds out about the wrong clause after it's signed.
DocuSign or Adobe Sign store the executed document outside Salesforce, so status has to be synced back with middleware or manual attachment uploads. When the sync breaks, nobody notices until the audit.
Because sensitive data sits in an external doc tool, legal has to review the integration itself, not just the clause. That review adds weeks to procurement in regulated industries.
Flow and Process Builder can update fields, but they can't trigger a third-party document tool without custom Apex or middleware. Every "just auto-send the invoice" request turns into a development ticket.
S-Docs runs entirely inside the Salesforce data model — no middleware, no external API calls to generate a document, no second system holding your customer data.
Templates pull live field, related-list, and formula data directly from the record. Change a field on the Opportunity and the next generated quote reflects it — no re-sync required.
Signature requests, tracking, and the completed document all post back to the same record. Status is a Salesforce field, not a webhook you have to trust.
S-Docs Jobs expose document generation to Flow, Process Builder, and Apex triggers, so declarative teams can automate document logic without a custom integration layer.
Build PDF, Word, and Excel templates against your object model with a visual editor — no code, no external design tool.
Core ModuleDocuments pull field values, related lists, and formulas at generation time, so what a customer receives always matches the record.
AutomationCollect legally binding signatures inside Salesforce, with single, sequential, or bulk-signer routing for multi-party agreements.
Core ModuleTrigger document generation and delivery from Flow, Process Builder, or Apex — a field change or record creation can fire a signed contract with no user click.
AutomationGenerate and send documents for hundreds of records at once from a list view — renewal notices, invitations, or annual statements in one action.
SpeedConditional sections, dynamic tables, and find-and-replace logic let one template serve multiple document variants instead of maintaining five.
AutomationSensitive fields can be masked or encrypted at the template level, keeping SSNs, payment terms, and PHI out of plain text in stored documents.
ComplianceEvery generated document, its signature status, and its version history live directly on the source record — no separate portal to check.
VisibilityThe same template can render to PDF, Word, or Excel depending on the workflow, so finance and legal aren't fighting over file type.
Core ModuleDiscovery & Document Audit
We inventory every document type your teams generate today — quotes, MSAs, SOWs, welcome letters, invoices — and trace which Salesforce objects and fields feed each one. This tells us exactly what templates and merge logic S-Docs needs before we build anything.
Template & Data Model Build
We build your templates against standard and custom fields, related lists, formula fields, and conditional sections. Where the data model itself is the bottleneck, we fix that first so templates don't inherit bad structure.
Automation & Signature Routing
We configure S-Docs Jobs against your Flows, Process Builder, or Apex triggers so documents generate and route for signature at the right stage — no manual template selection, no button-click dependency.
Rollout, Training & Governance
We train admins to own template changes going forward, document the automation logic, and set up a review cadence so template sprawl doesn't creep back in six months after go-live.
Legal and security review a single Salesforce org instead of a document tool plus a signature tool plus the middleware connecting them.
Documents merge from live data at generation time, so a reprice on the Opportunity is reflected in the very next PDF, not the next manual export.
S-Docs Jobs turn a stage change or approval into a generated, routed, and signed document without a rep touching a template picker.
Field-level encryption and masking are configured once, at the template, so sensitive data protection doesn't depend on a rep remembering a rule.
Because automation runs through Flow and Process Builder, most "can we auto-generate this" requests become a declarative config change, not a sprint item.
Every generated document and its signature status lives on the record it came from, so there's one place to check status, not three.
A sales rep changes the discount field on an Opportunity and the quote is right the first time. Sales operations teams use S-Docs to generate quotes, order forms, and MSAs that merge directly from Opportunity and Product data. Because the document generates at the moment of send, there's no version where the PDF and the CRM disagree. Deals that used to wait on a manual quote-build now move the same day.
Legal reviews the clause, not the integration. Regulated firms use S-Docs's native architecture to keep contract data inside Salesforce's existing security model, so a compliance review covers the org's permissions and field-level security rather than a separate vendor's data-handling policy. Encrypted fields and audit-ready version history are configured at the template, not bolted on after the fact.
Three hundred renewal notices go out from one list view, not three hundred clicks. Service and finance teams use Mass Merge to generate and send renewal letters, annual statements, or policy notices in a single batch action. What used to be a week of manual mail-merge work for an ops analyst now runs as a scheduled or on-demand batch job.
A record hits a status and the document is already in the customer's inbox. Admins configure S-Docs Jobs against a Flow so that a stage change, date field, or approval automatically generates the right document and emails it, with zero manual steps. Onboarding letters, welcome packets, and service agreements fire the moment the underlying business event happens.
We help growing and mid-market companies solve complex CRM, integration, and business system challenges, and we bring the same S-Docs discipline to enterprise organizations.
Most document-tool failures trace back to a broken or incomplete object model, not the tool. We fix the data model first.
S-Docs Jobs run natively through Flow, Process Builder, and Apex. We build automation your admins can maintain — not an integration layer that depends on us.
We know exactly which merge fields, conditional logic, and signature routing rules don't translate directly, and we rebuild them correctly the first time.
Our 40+ person team delivers Salesforce and document automation work on your business hours, not ours.
Document generation rarely lives in isolation — it touches CPQ, Experience Cloud, and marketing automation. We hold the certifications across all three.
Weighing the alternatives side by side? Read our comparison of Conga Composer, Nintex Drawloop, Formstack and S-Docs.
S-Docs is built 100% natively on the Salesforce platform, so document generation, merge logic, and e-signature all run inside your org's existing data and security model. Conga and PandaDoc route data through external servers or a separate signature product, which adds a second system to secure, sync, and audit.
Yes. S-Docs includes native e-signature with single, sequential, and bulk-signer routing, so most teams retire their standalone signature tool once S-Docs is configured. We can also run S-Docs alongside an existing e-signature tool during a phased migration if that fits your rollout better.
No. S-Docs Jobs expose automation to Flow and Process Builder, so declarative admins can configure a field change or record creation to trigger document generation and delivery. Apex is only needed for edge cases with complex custom logic.
A focused implementation covering template design, one or two core automation flows, and e-signature setup typically runs four to eight weeks, depending on how many document types and how much conditional logic your templates need.
Yes. Because S-Docs never sends data outside Salesforce, compliance reviews cover your org's existing permissions and field-level security rather than a separate vendor's data-handling practices. We also configure field-level encryption and masking for sensitive data at the template level.
S-Docs runs on most Salesforce editions, and advanced automation through S-Docs Jobs requires S-Docs Unlimited Edition. We'll confirm exact licensing requirements against your current org during discovery.
Book a discovery call and we'll map your current document stack against what S-Docs can replace.
