360 InstantDocs
PDF, Word & Excel Document Generation & eSign for Salesforce
By 360 Degree Cloud Technologies Pvt. Ltd.
- Rating
- 5.0
- Reviews
- 28
- Pricing
- Paid
- From $5 per user per month
- Listed since
- 2024
About 360 InstantDocs
Document Generation for Salesforce - PDF, Word & Excel in 1 click, 50 free
360 InstantDocs is a Salesforce-native document generation & automation app designed for seamless template and document management.
Automate document creation, manage merge fields in Salesforce, create quote workflow, and streamline invoice generation & Contract management using automated document generation & Word document generator.
Key capabilities:
➤ 500+ pre-built templates, DOCX template library & Word Add-in Panel ➤ Word, Excel & PDF generator with merge fields & conditional logic ➤ Generate documents with Bulk Generation or a record-triggered Flow ➤ Agentforce & AI document generation for custom objects, related lists & multi object records ➤ eSignature support using third-party eSign apps ➤ Salesforce Flow & Apex automation ➤ Email delivery, Salesforce Files storage, SharePoint & Google Drive sync
Use cases:
➤ Sales: contracts, proposals, quotes & orders | Finance: invoices | HR: offer letters | Legal: NDAs & agreements ➤ Real Estate: lease agreements | Healthcare: patient forms | Manufacturing: purchase orders | Education: enrollment letters
Compliances: GDPR, HIPPA, ISO, SOC 2, CMMI 100% Salesforce native app - secure & mobile compatible for every industry.
Highlights
- Salesforce Document Generation, Automation & Creation Top-rated doc generator & PDF generator for Salesforce. Automate document creation using pre-built templates, AI-powered document generation for custom objects & one-click doc gen - PDF, Word & Excel.
- Every PDF, Word & Excel Doc: Quote, Proposal, Invoice & Agreement Generation Automate quote generation, proposal generation, invoice generation & agreement generation. Best tool for automated PDF & Word document generation from any Salesforce record.
- Bulk Doc Gen with Merge Fields & Conditional Logic Top-rated tool for bulk PDF document generation with eSign. Bulk PDF generation & email documents in bulk batches from list views, or trigger Bulk Generation via Flow Builder. 500+ pre-built templates.
- Contract Generation, Contract Automation & eSignature Support Automate contract generation from Salesforce Opportunities. Manage contract lifecycle, automate contract generation for quote-to-cash, and run contract workflows with reusable templates.
- Secure Document Storage, Document Management & Version History in Salesforce Every generated document auto-attaches to the right Salesforce record. Full version history, instant retrieval, and clean document management system - HIPAA-compliant storage.
- File Sync to Google Drive, OneDrive, SharePoint for Salesforce Teams Every PDF, Word & Excel document syncs instantly to Google Drive & OneDrive. Securely sync files between Salesforce & SFTP servers. Full file storage and file sync, done in one click.
- PDF & Document Generation for Financial Services Automate invoice and quote generation from Opportunities. Automate bulk invoice and quote creation for finance teams. Purpose-built document automation for Financial Services across lending & advisory.
- Document Generation for Healthcare & Manufacturing HIPAA-compliant document storage with e-signatures for healthcare workflows. Automate complex document generation for manufacturing ops - work orders, compliance docs & SOPs - from any Salesforce object.
- Rated 5/5 Document Generation Tools for PDF, Word & Excel Pre-built templates, 50 free documents monthly, bulk doc generation from list views, 58% faster doc gen, 81% less manual entry, 5X output in 30+ industries. Salesforce-native, no middleware.
Screenshots
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Pricing
Paid, from $5 per user per month.
| Plan | Price | Billed |
|---|---|---|
| 360 InstantDocs | $7 per user | Monthly |
| FileSync | $5 per user | Monthly |
| 360 InstantDocs + FileSync | $10 per user | Monthly |
Free trial up to 50 document generations per month . Contact us for Pricing: sales@360degreecloud.com US: +1 323 641 4417 | UK: +44 740 327 9473 | AUS: +61 48885 3632 | IN: +91 852 710 0131
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Experience Cloud
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on July 4, 2024
- Industries
- Education
- Financial Services
- Professional Services
- Languages
- Arabic
- Dutch
- English
- French
- German
- Italian
- Spanish
- Swedish