Works with every HubSpot object, including your custom objects.
Runs natively inside your HubSpot workflows, with no extra tools.
Signed documents and their data sync to HubSpot automatically.
S-Docs offers a user-friendly platform that simplifies document creation with reusable templates and automated workflows, while keeping documents compliant.
Personalize
S-Docs turns the documents you already use into reusable templates, powered by your HubSpot data.
Details that change for each customer pull in instantly from any record, from standard objects like deals and contacts to the custom objects you’ve built. Every document stays accurate, every time.
Need data from outside HubSpot? Connect Google Sheets, Airtable, or your own database.
Automate
Add S-Docs to any HubSpot workflow, and documents are drafted and sent for signature on their own. Once it’s signed, S-Docs updates the record, and that kicks off whatever comes next.
Setup is point and click: no custom code or complex integrations with new tools.
You stay in control. Go fully automated or route for review, redline, or approval before sending for signature.
Sync
Send documents for signature and track every step: delivered, opened, viewed, signed.
Once it’s signed, S-Docs syncs everything back to the HubSpot record: the completed PDF, as well as every field your signers filled in — plus a full audit trail. Automatically. No copy-paste, no retyping.
Also file signed copies to your cloud storage.
See S-Docs build a document from a HubSpot record, send it for signature, and sync the signed copy back, in one live walkthrough built around your documents.
AI Template Agent
S-Docs’ AI Template Agent takes a contract, invoice, or other critical business document you use and turns it into a reusable template — branding intact, connected to HubSpot, and accurate from the very first document it produces.
Requires an .
Your document becomes a live S-Docs template automatically — styling, formatting, tables, fonts, colors, and logos, all set up for you. Your language stays exactly as approved, word for word.
AI Template Agent finds the pieces that vary by customer — name, price, dates, terms — and wires each one to the right HubSpot field. Documents come out with that customer’s own data already in place.
Signature and form fields land exactly where they belong, automatically — no hunting for the right spot. The moment your customer opens it, the document is ready to sign and complete.
Have dynamic documents like invoices and quotes? AI Template Agent figures out where that data lives and how it maps, then sets it all up — so even complex business documents come out right.
How it works
Every template pulls straight from the HubSpot record that owns the data — deals, contacts, companies, line items, and your own custom objects. No exports, no copy-paste, no stale data.
See what it connects to ›Build a template once in a drag-and-drop editor. Merge fields, conditional logic, and your branding render automatically against live deal data — no code, no developer queue.
See the template builder ›Send for signature, route signers in the order your deal needs, and file the signed PDF back to the record automatically — with a full audit trail attached.
See the signing flow ›Built into HubSpot
Every document is built, signed, and filed inside HubSpot — drawn from live records, designed in a drag-and-drop editor, routed for signature, and tracked end to end, without leaving the CRM your team already runs on.
The Workflow
Build, sign, and file the documents your business runs on — from the same records your team already works in.
Build a template once in a drag-and-drop editor — your branding, your live deal data, and your rules about what shows when. Changing a clause six months later is a click, not a ticket.
Every template change and every document generated is logged. You can see what went out, what came back completed, and exactly what your signer entered — right alongside the HubSpot record it belongs to. The trail exports when a dispute or an audit needs it.
Update the pricing table, the compliance clause, or the footer once, and every document generated after that picks it up. Nobody sends last quarter’s terms by accident.
Start a proposal from a deal, an invoice from a company, a contract from a contact. S-Docs fills the template from that record’s live data, so the document opens with the right numbers already in it. Fire it from a workflow or from one click on the record.
Share a document for view, comment, or edit — one document at a time, not blanket access to your templates. Your counsel, your partner, or your client opens it from a link, verified by email and never billed a seat. Every edit is tracked to the person who made it.
The moment it’s signed, the signatures, the dates, and every field your signer filled in write to the HubSpot properties you choose. The finished PDF files itself on the record and in your connected storage. From there your own workflow takes over — advance the stage, send the notification, start whatever comes next.
Pull data from HubSpot, your database, or any API — then file finished documents to your cloud storage and send them through your own email and SMS.
Request a demo
See it run on your own documents and your own HubSpot records — from first draft to signed and filed, with nothing retyped along the way.
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