360 InstantDocs

360 InstantDocs

360 Degree Cloud Technologies Private Limited
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About

360 InstantDocs is a 100% native Salesforce document generation app built for teams that run high-volume, high-stakes document workflows. Installed directly from Salesforce AppExchange, it requires no external integrations, no middleware, and no manual data entry. With 360 InstantDocs, users can merge live record data from any standard or custom Salesforce object into professionally designed Word templates, then instantly output customer-ready PDFs or Word documents in a single click. The built-in Word Template Builder supports conditional logic, dynamic tables, multi-level relationship fields (up to five levels deep), and image merge — enabling complex document automation without writing a single line of code. For high-volume needs, bulk document generation lets teams process entire list views or report results at once, eliminating repetitive manual work at month-end, quarter-end, or during large campaign runs. Generated documents automatically sync to Google Drive.

About

DocPath´s document software is geared towards Customer Communications Management and Document Output Management. Consult the many benefits offered by DocPath in those areas for each of the main business processes below: Enhanced corporate image and client communications, via targeted TransPromo messages, high-quality documents, online document generation and distribution and a wide range of distribution channels. Merging of document models (contracts, BOLs, etc.), as each template can be adapted to each client during document generation. Print control with toner saving. A single product for batch production, Web environments, etc. Integration with document managers: Documentum, FileNet, etc. Integration with main ERPs: JD Edwards, SAP, Oracle, etc. Flexibility in all processes as DocPath solutions are scalable and can be expanded to meet your company's needs.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Sales, marketing, and customer service teams across industries using Salesforce, HubSpot, Zoho, or other CRMs. Ideal for SMBs, enterprises, and contact centers seeking multichannel customer communication and automation.

Audience

Organizations that want to optimize their document processes

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

360 Degree Cloud Technologies Private Limited
360degreecloud.com/product/instantdocs/

Company Information

DocPath
Founded: 1992
United States
www.docpath.com

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Drive Connect

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DocOrigin

DocOrigin

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Ecrion

Ecrion

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CCM Platform

CCM Platform

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Categories

Categories

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Integrations

JD Edwards EnterpriseOne Not Supported
Oracle Fusion Cloud ERP Not Supported
SAP ERP Not Supported
Salesforce Supported

Integrations

JD Edwards EnterpriseOne Supported
Oracle Fusion Cloud ERP Supported
SAP ERP Supported
Salesforce Not Supported
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