Welcome to Zuora Product Documentation

Explore our rich library of product information

Document generation with S-Docs for MSQ

This topic provides an overview of creating documents with S-Docs.

With S-Docs, you can create documents quickly, easily, and more securely using the Salesforce Platform. You can create refined documents that reduce errors, increase efficiency, and eliminate tedious tasks. Since S-Docs is completely native to Salesforce, it acts like a natural extension of the Salesforce UI. Due to its 100% native nature, sensitive data never leaves Salesforce. With S-Docs, traditional templates (e.g. existing MS Word or PDF files) are not used, but instead, you can design your own templates with all the merged fields across Salesforce S-Docs Template records. To use S-Docs, you must configure templates related to your custom or standard objects. Multiple templates can be configured, and you can select one to generate the document in the process.
  1. S-Docs Quick Install & Configuration : This article provides step-by-step instructions on how to install and set up S-Docs in your Salesforce org. It covers the prerequisites, installation process, and initial configuration steps.
  2. Create Templates in S-docs : This article explains how to create templates in S-Docs.
  3. S-Docs Sample Template Code Library : This article provides examples of S-Docs template codes.
  4. Explore the Possibilities with S-Docs : This comprehensive article provides various capabilities and features offered by S-Docs, a document generation and automation solution integrated with Salesforce.
Note: S-Docs is currently available for users who have adopted the new CPQ X Quote Studio UI
.