The ONLY Native Document Generator For Salesforce

The ONLY NativeDocument Generatorfor SalesforceKEY FEATURESIMPROVE EFFICIENCY WITH THE SMARTESTDOCUMENT SOLUTION ON THE APPEXCHANGES UP E RI O R A R C HI T E C T U RE100% Native Force.com. There simply is nosolution more secure or robust than a native app.M O R E P O W E RF U L T H A N M A I L M E RG EOur powerful document engine can sort, filter,group, conditionally render any Salesforce datafrom any object into a PDF, Word or Excel doc.B E T T E R T H A N E M A IL T E M P L AT E SOur built-in email engine completely automatesgenerating and sending emails. It’s faster andeasier to use with more security controls.S E A M L E S S L Y I NT E G R A T E DUser interface is completely integrated withAre you manually editing documents, reportsS-Docs is the ONLY 100% Native documentor emails because you can’t get the data yougenerator on the Salesforce AppExchange.need, or it doesn’t look the way you want?Because we're native, we don't host anyS-Docs puts an end to the wasted time andexternal servers and therefore we deliver amistakes caused by copying and pastingsuperior product at a lower cost. Unlike ourinformation from Salesforce to your existingcompetitors,documents,platform paid for by your Salesforce everageSalesforceSo why pay twice for infrastructure? EspeciallyS-Docscreateswhen it introduces security, reliability andthatimproveperformance risks. With S-Docs, you benefitefficiency, saves time, reduces errors andfrom superior architecture at the lowest cost -eliminates tedious Simple. Smart. SecureSalesforce look-and-feel. Optionally integrateswith external storage and E-Signature solutions.Tel 800.519.DOCS / 1.212.729.9826 sales@sdocs.comtheWWW.SDOCS.COM

Product ArchitectureS-Docs is the better choiceS-Docs is the ONLY 100% NativeForce.com Document Generator - it isexclusively built for and entirely exists onthe Salesforce platform. S-Docs codeAloha App StatusIn addition to being a 100%Native App, S-Docs is alsoresides inside your existing Salesforce org,which is hosted, managed and deliveredby Salesforce. It essentially is Salesforce.All other solutions send your data offclassified as an “Aloha App”.the platform processing and then mustThis means it doesn’t countintegrate. They were introduced at a timeagainst your system limits forcustom apps, tabs, and objects.before Salesforce had this capability. And,rather than rebuilding and having toprovide an upgrade path for their existing users, they continued to build on their old framework. This results in a disconnecteduser experience, administering overhead, and most important, sharing your sensitive customer data externally. And what’smore, you would have to pay for this unnecessary infrastructure despite having superior capability available on Salesforcewithout additional cost.The S-Docs AdvantageYour data never leaves the Salesforce platformYour IT Security Team has already analyzed, reviewed and100% Native meansapproved the Salesforce platform where S-Docs exists. Lower Licensing CostRemoves integration overhead. There is no need to configure More secureexternal access points or services. More ReliableDoes not use APIs and therefore preserves those limits Easier to ConfigureMaintains Salesforce look-and-feel. Leverages same styles, Easier to Maintainnavigation, buttons and labels, so it’s familiar to users Better Performance Tighter Integration Lower Cost of AdoptionNo need to provision users in secondary systemNo external web services or calloutsNo sharing of user session IDs or session cookiesNo downloads of any kindWorks natively with existing Salesforce technologies(Salesforce1, Communities, Shield Encryption, LightningExperience, Process Builder and more)Tel 800.519.DOCS / 1.212.729.9826 sales@sdcos.comWWW.SDOCS.COM

User BenefitsFeature-Rich DocumentsGENERATE: Reports Emails Invoices Account PlansDeveloper Application FormsEnterprise Sales QuotesPerformance ContractsUnlimited Product Info SheetsForce.com Claim Forms Support Correspondence Welcome Letters ProposalsCOMPATIBILITYSupported Salesforce Editions:Works with:Lightning ExperienceSalesforce Communities UsersSalesforce1 mobile clientsSalesforce Shield EncryptionTranslation WorkbenchCustom ObjectsIncredibly Powerful, Remarkably SimpleObjects from 3rd Party Apps3rd Party E-Signature SolutionsVisual WorkflowProcess BuilderOpen a record, choose a document and click generate - it's that simple. Documentsare immediately created and automatically added as a related list item that can beOUTPUT FORMATS:viewed, printed, emailed or linked to multiple Salesforce records. MS Wordsearched. Templates can be pre-selected or access can be restricted based on PDFpermissions and record sharing. You can track a document status, automate follow up MS Exceltasks and leverage Chatter. S-Docs works on any mobile device because it’s entirely Google Drivedeveloped using HTML5. Amazon S3 Direct to emailUsers can select from a large library of templates that can be categorized andBrowsers:Built entirely on HTML5 with noplugins or downloads - So it workson all Salesforce supported browsers: IE, Chrome, Firefox, Safariincluding iPad, iPhone devicesWith S-Docs, you can even automate the entire document generation anddistribution process. By leveraging Salesforce Workflow or Process Builder you cangenerate and email documents based on field updates or other events. Users don’t*Templates support internationallanguage characters (UNICODE)need to click on any buttons, and there is no code required. It can also generatedocuments in batch.Tel 800.519.DOCS / 1.212.729.9826 sales@sdocs.comWWW.SDOCS.COM

Administrator BenefitsTemplate Editor Gives Admins ControlS-Docs templates define the layout, outputformat and merged data. Creating an SDocs template is simpler than Salesforce’sHTML5S-Docs (including the TemplateEditor) is built entirely on HTML5.It works great with all devices.email templates feature, yet much morepowerful. Your template can include dataspanning from custom fields in relatedrecords and even multi-level child records.S-Docs leverages a powerful browserbased graphical editor that supports varyingfonts, drag-and-drop design components toeasily create a high-quality document. Youcan also copy-and-paste existing contentdirectly into the editor. The editor isProfessional ServicesDon’t have time or the resources tocreate your own templates? Let usdesigned for non-developers; NoVisualforce, Apex coding or design softwareis needed.do it for you! Our professionals cansetup up S-Docs and create yourdocuments at very reasonablecosts. We can create most templates for a flat fee. Please contactus for more information.The S-Docs AdvantagePoint-and-click template editor is designed for non-programmers; No Visualforce,Apex coding or deployments needed.Automate the entire process without any code using Salesforce workflow orBuilt-in Template EditorProcess Builder. No Apex or Visualforce No downloads No code deploymentsFlexible formatting of dates and currencies Powerful editing featuresSupports Headers, Footers, and Page Numbering Meta-data drivenEasily modify styles, borders, colors, page-breaks and insert data using familiargraphical editing tools rather than codeInclude rich text, static or dynamic images such as graphs and chartsPower features include embedded SOQL Queries that support aggregates and subqueriesAdd conditional logic to dynamically show or hide content based on data valuesFlexible display of related data that can be filtered, sorted, grouped, subtotaled andspan multiple rows or columns.Tel 800.519.DOCS / 1.212.729.9826 sales@sdocs.comWWW.SDOCS.COM

Editions & Features Feature / Benefit DescriptionCost: Per User/ Month[Progressive discount at 50 licenses, 10 License Minimum for S-Docs Unlimited]Template LimitsMinimum number of Users Licenses NeededGenerate Documents in Batch from any Salesforce list viewGenerate Documents via Workflow, Process Builder, triggers or REST APIProgrammatically Generate and Email document as any Salesforce userIntegrate with Google Drive and Amazon S3 for document storageIntegrated with most popular third party E-Signature solutionsDocument Generation LimitsTechnical Support (General Troubleshooting and Design)Professional Services & Custom Template Design ServiceCustom Object Integration SupportClient specific enhancement/customization requestsUpgradable to future versionsTel 800.519.DOCS / 1.212.729.9826 sales@sdocs.comFeature IncludedNot AvailableS-DocsFreeS-DocsUnlimited 0 82NoneN/A10 NoneNoneForums onlyIncluded Available foradditionalfeeWWW.SDOCS.COM Available foradditionalfee

Editions & Features Document Generation Features* Output to Multiple formats (PDF, MS Word, MSXLS, HTML, XML, CSV)* Compatible with MS Office 2007-2013, and MacO/S* Leverages HTML5 and VisualForce that work onany browser [no plug-ins, flash files or downloads* Supports document creation, viewing and emailing from any device including mobile* Search, Select and Create Multiple Documents atonce* Simplified One-Click document create option (i.e.allow custom button to auto-select, generate andemail preselected docs)* Filter Templates. Allow button parameters tofilter templates based on language, category, orany custom criteria* Searchable Template Library controlled viaSalesforce Profiles and Record Sharing Rules* Suggest templates to user based on popularity* Allows users to select which contact record tomerge at run-time during document creation* Supports adding private notes to any generateddocument* Ability to edit PDFs on-line after generation.Eliminates need to download, save and uploaddocument to support editing.* Integrates with other Force.com platform applications and other third party Salesforce apps* Auto Create follow tasks upon document creation.FreeSD-U * Run ad-hoc batch processes to generate multipledocuments and labels for mailings. * Run ad-hoc batch processes to generate documents and email to clients Tel 800.519.DOCS / 1.212.729.9826 sales@sdocs.comFeature IncludedRequires editing HTMLNot AvailableIntegrated Email* Built-in email pop-up to send generated documents to clients* Auto-attach selected documents to email* Browse, attach and preview previously generatedS-Docs* Browse and attach files from Salesforce documents folder* Browse record attachments and add to emailwithout downloading file locally* Upload additional attachments to outbound email* Auto-populate email to, cc, bcc, subject fieldswith static and dynamic record data* Lock down to, cc, bcc, subject and email bodyfields using checkboxes on template* Override default attachment name with static ordynamic data* Auto-populate email addresses based on linkedcontact records* Allow on-the-fly update to contact's email* Provide email lookups for both salesforce usersand contacts that are not linked to base record* Allow full-featured editing of outbound email bodyeven when template is used* Auto attach linked knowledge articles when emailrelates to a case object* Controls users ability to select "send from" address to include global org-wide email addresses* Create outbound email as an activity and automatically associate it to record* Auto-replace email body with an HTML generatedtemplateWWW.SDOCS.COMFreeSD-U