Docassemble vs S-Docs
Docassemble
docassemble.org
S-Docs
sdocs.comSide by side
| Figure | Docassemble | S-Docs |
|---|---|---|
| Price from | Free | $2.08/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | Yes | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | — | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 2 | 10 |
| Spec score · Document Automation Software | 8.9 (#2) | 8.5 (#8) |
| Documentation | The documentation is a broad reference guide with tutorials, side-by-side examples, runnable demonstrations and a full API section rather than a linear beginner manual. | The knowledge base contains installation guides, template tutorials, syntax examples, SDK resources, troubleshooting and release notes. |
| Purpose | Docassemble is a free, open-source expert system for guided interviews and document assembly. | S-Docs automates document generation and e-signatures using CRM data. |
| Security | Interview answers are stored encrypted in the SQL database unless the multi_user variable is True; uploaded and assembled documents are stored without encryption. | S-Docs describes its Salesforce solution as FedRAMP High and DoD IL5 compliant. |
| Support | The project directs users to a community Slack group for help and GitHub issues for bug reports. | The company FAQ says free-plan support is primarily self-service, while paid plans include support and higher tiers may include SLAs and live sessions. |
| System requirements | Normal operation uses about 800-900 MB of RAM and the documentation recommends at least 4 GB of RAM because upgrades need more memory temporarily. | The Salesforce edition requires Salesforce Unlimited, Enterprise, Performance or Developer Edition and is incompatible with Professional and Essentials editions. |
| Templates | Templates can be composed in DOCX or PDF files, with a Word add-in available for DOCX workflows. | Templates can use Salesforce data, conditional logic, formulas, related data, and custom Apex. |
| What it does | Docassemble is a free, open-source platform for guided interviews and document assembly built with Python, YAML and Markdown. | S-Docs generates business documents and captures e-signatures inside Salesforce and HubSpot workflows. |
Plans
S-Docs
- S-Docs for HubSpot FreeFree
- S-Docs for Salesforce (free)Free
- S-Docs for Salesforce FreeFree
- S-Docs for Salesforce$25 a month
- S-Docs for Salesforce (paid)$25 a year
- S-Docs for Salesforce with e-Signature$40 a month
- S-Docs for HubSpot Team Edition$65 a month
- S-Docs for HubSpot Professional Edition$275 a month
- Custom quotePriced on request
- S-Docs with e-SignaturePriced on request
In their own words
Docassemble
Docassemble is a free, open-source platform for guided interviews and document assembly. An interview can produce downloadable or emailed PDF, RTF or DOCX files, submit applications, interact with APIs or provide information. Authors build interviews with YAML, Markdown and Python logic, and can make questions depend on what information is still needed. Templates can use DOCX or PDF files, with a Word add-in for DOCX workflows. Other listed capabilities include touchscreen signatures, chat, screen sharing, remote screen control, AI, SMS, email, fax, OCR, multilingual interviews and multiuser applications. Developers can extend interviews with Python and connect third-party applications through the API. Deployment options include Docker, Docker Compose, Helm and installation without Docker; the maker recommends Docker. The software has no usage fees, but an internet-hosted server typically costs $10–$40 per month or more. Interview answers are encrypted in the SQL database unless multi_user is True; uploaded and assembled documents are not encrypted.
S-Docs
S-Docs automates document generation and e-signatures using CRM data, with templates and workflows designed for Salesforce and direct integration with HubSpot. Salesforce templates can draw on Salesforce data, related data, formulas, conditional logic, and custom Apex. Documents can be generated on demand, through Salesforce Flow, or in scheduled and batch processes. The Salesforce product runs natively inside an organization and processes data on the Salesforce platform. Listed storage options include Amazon S3, Box, and Google Drive. Output types include emails, PDF, DOC, HTML, CSV, DOCX, PPTX, and XLSX files, along with certificates, contracts, and quotes; API access and batch personalization are also listed. S-Docs describes its Salesforce solution as FedRAMP High and DoD IL5 compliant, and its Trust Center lists FedRAMP and SOC materials. The free Salesforce plan allows up to 150 documents and 50 e-signatures. The paid plan is listed at $25 a year, billed annually at $25 per user per month, with a $3,000 minimum contract and 10-license minimum. It requires Salesforce Enterprise, Unlimited, Performance, or Developer Edition, and does not support collecting data through fillable PDFs.