S-Docs vs TemplateDocs
S-Docs
sdocs.comTemplateDocs
templatedocs.ioSide by side
| Figure | S-Docs | TemplateDocs |
|---|---|---|
| Price from | $2.08/mo | $29/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| API | Yes | Yes |
| Plans published | 10 | 5 |
| Spec score · Document Automation Software | 8.5 (#8) | 7.7 (#19) |
| Document formats | The product supports PDF, DOC/DOCX, XLS/XLSX, PPTX, CSV, HTML email, XML and JSON outputs. | It uses Microsoft Word DOCX templates to generate DOCX and PDF files. |
| Headquarters | The company lists its address as 521 Fifth Ave, New York City, NY 10175. | Kfar Adummim, Israel |
| Purpose | S-Docs automates document generation and e-signatures using CRM data. | TemplateDocs automates document workflows from data collection through document generation and delivery. |
| Security | S-Docs describes its Salesforce solution as FedRAMP High and DoD IL5 compliant. | Listed security measures include TLS/HTTPS in transit, encryption at rest through infrastructure providers, organization-level data isolation, role-based access, and restricted production access. |
| Support | 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. | The site lists support by email and says it usually replies within 24 hours. |
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
TemplateDocs
- FreeFree
- Starter$29 a month
- Professional$79 a month
- Business$149 a month
- Scale$249 a month
In their own words
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.
TemplateDocs
TemplateDocs automates document workflows from collecting information through generating and delivering files. It uses Microsoft Word DOCX templates to create DOCX and PDF output while preserving Word formatting. Templates can contain dynamic text, links, images, repeated sections, and tables. Workflows accept online forms, webhooks, CSV files, JSON or API payloads, and connected apps, then apply conditions and formulas before sending results by email or integrations. A CSV can run a workflow once per row, and bulk documents can be packaged as a ZIP. Integrations include Zapier, Make, and viaSocket. The REST API manages templates and generates documents, with documented quota and rate-limit errors. Listed uses include proposals, invoices, HR onboarding, certificates, labels, reports, law firms, real estate, and accounting. The free plan costs nothing and includes 50 credits, two seats, five templates, five workflows, and 30 days of run history. Paid plans start at $29 a month.