This guide provides step-by-step instructions for installing and configuring S-Docs.

1. Install S-Docs
   1. Navigate to AppExchange Marketplace , click Get It Now button from the S-Docs.
   2. Select Install for All Users and then click Install . S-Docs is now installed in your org.
2. Install S-Docs license key

   With an S-Docs license key, you can begin using S-Docs' robust features and functionality. To obtain a License Key, contact Zuora Global Support after installing the S-Docs package.

   The following external S-Docs documentation demonstrates installing your license key: Install & Renew Your S-Docs License Key.

   Note:

   • Only versions released before S-Docs Fall '24 (8.0) require S-Docs license keys.

   • Customers can install S-Docs 8.0 or later without a license key. However, after installation, they must create a support ticket with Zuora Support to notify the team of their S-Docs usage. This step ensures that the customer is not placed on the default freemium version with limitations and is granted the appropriate access from the S-Docs side.

3. Add lookup field to allow relationship linking
   1. In the Setup menu, navigate to the object manager and select SDoc Template.
   2. Click Fields & Relationships in the sidebar.
   3. Pick Related To Type ( SDOC__Base_Object__c )
   4. Add Zuora Quote entry as shown below:

   

4. Add S-Docs Action Button to Quote Object Page Layout .
   1. In your Salesforce org, click and select Setup . The Setup homepage opens.
   2. Under Object Manager, click the Zuora CPQ Quote (​​zqu__Quote__c) object.
   3. Click Page Layouts in the left navigation menu, and click Quote Layout - Default V8.0 layout. This layout determines the components exposed on the Quote Detail page for a New Subscription Quote.
   4. From the box at the top in the main region, click Buttons in the left pane or Mobile and Lightning Actions if using Salesforce Lightning.
   5. Drag and drop the S-Docs-Action button in the Salesforce Mobile and Lightning Experience Actions section.
   6. Click Save to save the configuration.
   7. Repeat steps 3, 4, 5, and 6 for Quote Layout - Amendment v8.0 and Quote Layout - Renewal V8.0.