Personalize documents with HubSpot data
Bring the business documents you already use — contracts, NDAs, agreements, quotes — and turn them into reusable templates mapped to your HubSpot data in minutes.
What is S-Docs?
Draft and sign any business document in HubSpot
Documents built from HubSpot data, sent from HubSpot workflows, then signed and synced back to the record.
Draft and sign documents in HubSpot workflows
Any workflow can generate a document and send it for signature, with no manual steps. Setup is point-and-click, with no third-party tools needed.
Supports any record type and custom objects
Use data from any HubSpot object: contacts, deals, tickets, line items, and custom objects. Many tools stop at contacts, companies, and deals. S-Docs sets no limit.
Easily pull in data from outside HubSpot
Use data from wherever it lives. Easily connect Google Sheets, Airtable, your own database, and more. Each template uses whichever data source it needs.
Save documents anywhere you need
Send copies to Box, Dropbox, Google Drive, OneDrive, or SharePoint, so documents land in the folders your team already uses. The HubSpot record keeps its copy too.
Signed documents sync back to HubSpot
Once the final document is signed, S-Docs syncs it back to the record automatically: the signed PDF, every field your signer filled in, and the full audit trail. Nothing gets retyped.
How we compare
S-Docs is a leader in document generation and e-signature
Other tools only sign, only quote, or stop at contacts and deals. S-Docs builds, signs, and syncs any document from any HubSpot object, in one workflow.
| Capability | S-Docs | PandaDoc | DocuSign | HubSpot Quotes |
|---|---|---|---|---|
| Creates any business documentLike NDAs, proposals, quotes, and more. | Yes | Yes | No:Signs files, can’t generate them | Partly:Quotes only |
| Works with standard and custom objectsPersonalize documents with data from any object, even custom objects. | Yes | Partly:Contacts, companies and deals only | Partly:Requires DocuSign IAM | No:Deal data only |
| Uses your existing templatesUpload the documents you already use and turn them into customizable templates. | Yes | Yes | Partly:Custom HubSpot fields need DocuSign Business Pro | No:HubSpot’s quote layouts only |
| Automates document creation and signingGenerate a document, get it signed, and sync it back to the record, all from one HubSpot workflow. | Yes | No:No workflow action to send documents | Partly:Sends only, can't create. Needs HubSpot Pro or Enterprise | Partly:Creates draft quotes from deals only |
| Saves the signed document to any recordThe signed PDF and its audit trail save to the HubSpot record on any standard or custom object. | Yes | Partly:Deals only. Requires a paid add-on | No:Links back to DocuSign, no PDF in HubSpot | Partly:Stays on the quote |
| Syncs signer answers to any propertyAny field the signer completes automatically syncs back to the HubSpot property you choose. | Yes | Partly:No tickets or custom objects. Requires a paid add-on | Partly:Requires DocuSign IAM | No:Not supported |
Become a partner
Your agency gets S-Docs free.
Earn on every client you bring.*
Run your agency on S-Docs free, and earn a 20% commission on any client you refer to us. Plus, your clients get 40% off a one-year contract, or 50% off a two-year contract.*
- 20% commission on every deal you bring*
- Up to 50% off S-Docs for your clients*
- Hands-on support for you and your clients
* Clients referred by an approved S-Docs partner get 40% off a one-year contract, or 50% off a two-year contract. The partner earns up to a 20% commission on what the client pays after the discount. Terms and conditions apply.