360 InstantDocs

360 InstantDocs

360 Degree Cloud Technologies Private Limited
DocPoint

DocPoint

Do-It! Software
+
+

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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

DocPoint is a document management system that provides organizations of any size with a powerful and affordable paperless office solution. DocPoint delivers high-volume information capture, instant document and record retrieval, and seamless information distribution across the organization. DocPoint deals with large volumes of paper documents, computer-generated files and email correspondence. DocPoint adapts to meet multi-departmental needs, while allowing users to maintain established and preferred procedures. It can capture a large volume of information, as well as retrieve documents and records quickly.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Companies looking for a solution to capture, manage, search and share documents.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$60 one-time payment
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Do-It! Software
Founded: 2002
United Kingdom
www.docpoint.biz

Alternatives

Drive Connect

Drive Connect

Appiphony

Alternatives

Ascend ECM

Ascend ECM

Ascend Software
MyDocSafe

MyDocSafe

DocSafe
CapturePoint

CapturePoint

Ademero
DocuExpert

DocuExpert

StatValu
Archive One

Archive One

Paperless Trail

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Hyperfish
Salesforce

Integrations

Hyperfish
Salesforce
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