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2024 sponsors.

88%

of attendees
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4.2

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4.2 out of 5.

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S-Docs

Groundbreaker

Overview

S-Docs is a document operations platform that helps thousands of organizations — from small shops to global enterprises — scale smarter. We drive process transformation through seamless and secure document automation and e-Signature solutions, enabling any business to win faster, amplify productivity, and delight customers at every opportunity.

https://sdocs.com
location, 706 - S-Docs (Moscone North,

AppExchange Link

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003HeuPEAS

Sponsored Sessions

  • Yes
    Administrator
    Sales
    Travel, Transportation, and Hospitality
    Agentforce 360 Platform
    Sales Performance Management
    Customer Relationships
    Beginner
    Theater
    All Sessions
    Salesforce Events Mobile App required. Please bring your headphones and use Live Session Audio to hear audio and view captions.
    This session highlighted the transformative impact of a Salesforce-native document automation and e-signature solution available on the AppExchange, showcasing its ability to streamline operational efficiencies and reduce manual administrative tasks. A customer story from a venue management company illustrated how the solution enabled seamless sales lifecycle management, from lead creation to post-event engagement, while addressing key pain points like inconsistent document generation and unreliable integrations. The implementation process was described as smooth, with the customer reducing templates from 54 to 28 and generating over 21,000 documents in the first week post-launch, achieving zero system downtime. The presentation emphasized the importance of trust, reliability, and transparency throughout the customer lifecycle, demonstrating how a customer-centric philosophy and strong feedback loops drive continuous product innovation and value realization for users.
    <html><head></head><body><p>• The solution facilitated a significant reduction in administrative workload, cutting the number of templates from 54 to 28 and ensuring consistent, reliable document generation.</p><p>• Within the first week of implementation, over 21,000 documents were generated, with no system downtime, showcasing the solution's scalability and reliability.</p><p>• The session underscored the importance of a customer-centric approach, with tailored demos, transparent communication, and ongoing support contributing to successful adoption and long-term value.</p></body></html>
    https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987390104001hrPx
    Evaluate Salesforce-native solutions using criteria for reliability, simplicity, and cost predictability.
    Implement onboarding and go-live strategies that drive rapid adoption and measurable results from day one.
    Leverage the Complete Product Experience to foster innovation, trust, and operational efficiency.
    <a href="https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987390104001hrPx">Report a Concern</a>
    Theater
    Live Session Audio Icon
    This session is first come, first seated. You do not have a reserved seat.
    Visible
    Yes
    Campground
    Moscone North
    12:00 p.m. Wednesday, Oct 15
    Wednesday, Oct 15
    Follow a real-world journey from Dreamforce to go-live, and see how S-Docs’ Complete Product Experience transformed Salesforce document workflows for speed, trust, and measurable results.

    , Sales Technology Administrator, Wedgewood Weddings & Events

    , Product Manager, S-Docs

    • Wednesday, Oct 1512:30 PM - 12:50 PM PDT
  • Yes
    Administrator
    IT Business Leader
    Financial Services
    Agentforce
    Beginner
    Theater
    All Sessions
    Salesforce Events Mobile App required. Please bring your headphones and use Live Session Audio to hear audio and view captions.
    This session focused on addressing challenges in regulated industries by transitioning from manual to automated document workflows, emphasizing the importance of trust and efficiency in document automation. A recent study revealed that 69% of organizations still rely on manual processes, leading to significant risks, with 26% of documents containing errors and 61% experiencing documentation downtimes, costing an average of $100,000 annually. Florida Prepaid demonstrated how leveraging Salesforce as their single source of truth and implementing document automation reduced their template update time from four months to two minutes and increased document generation to 14,000 per hour, all while enhancing security and visibility. By integrating automation with manual checkpoints, organizations can achieve increased productivity, reduced human error, and improved audit readiness to meet compliance needs effectively and securely.
    <html><head></head><body><p>• Organizations relying on manual documentation processes face heightened risks, including regulatory scrutiny, data leaks, and costly downtime, with 58% identifying legacy systems as their top compliance risk.</p><p>• Florida Prepaid successfully modernized their operations by using Salesforce to centralize document workflows, reducing inefficiencies, improving security, and enabling real-time customer access to documents.</p><p>• Key features like comprehensive audit trails, granular access controls, and customizable workflows are critical to building trust in automation and ensuring seamless integration within existing systems.</p></body></html>
    https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987426271001h8iG
    Uncover hidden compliance and security risks in manual workflows and learn how to spot them in your organization.
    See how large organizations scale native automation to streamline complex, high-volume communications.
    Build trust with real-time document access and audit-ready workflows that streamline compliance and boost confidence.
    <a href="https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987426271001h8iG">Report a Concern</a>
    Theater
    Live Session Audio Icon
    This session is first come, first seated. You do not have a reserved seat.
    Visible
    Yes
    Campground
    Moscone North
    Thursday, Oct 16
    9:00 a.m. Thursday, Oct 16
    Outdated documentation isn’t just inefficient — it’s risky. Discover new research and a real-world story of how automation reduced errors, improved access, and restored confidence at scale.

    , CEO, S-Docs

    , Director of Information Technology, Florida Prepaid College Boad

    • Thursday, Oct 169:30 AM - 9:50 AM PDT

    • Every year, Dreamforce exceeds my expectations in value and actionable takeaways — it’s truly worth every minute.

    Ali Waguespack

    Senior Delivery Manager, Kicksaw