360 InstantDocs360 Degree Cloud Technologies Private Limited
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Related Products
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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.
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About
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
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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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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.
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Audience
To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$29 / month
Price per user and plan.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company Information360 Degree Cloud Technologies Private Limited
360degreecloud.com/product/instantdocs/
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Company InformationDocSales
Founded: 2019
United States
www.docsales.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Document Generation Features
Batch Processing
Supported
Collaboration
Not Supported
Digital Signature
Supported
Interaction Tracking
Not Supported
Multiple Output Formats
Not Supported
Templates
Supported
Digital Signature Features
Audit Trail
Supported
Authentication
Supported
Auto Reminders
Not Supported
Customizable Templates
Supported
Document Analytics
Supported
Mobile Signature
Supported
Multi-Party Signing
Supported
Progress Tracking
Supported
Task Progress Tracking
Supported
Proposal Management Features
Automatic Formatting
Supported
Calendar Management
Not Supported
Collaboration
Not Supported
Contact Management
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
RFP Management
Not Supported
Task Management
Not Supported
Templates
Supported
Version Control
Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Not Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Not Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
Sales Acceleration Features
Campaign Management
Not Supported
CPQ
Supported
Dialer
Not Supported
Email Sequencing
Not Supported
Email Templates
Not Supported
Email Tracking
Not Supported
List Building
Not Supported
Meeting Scheduler
Not Supported
Predictive Analytics
Not Supported
Reporting
Not Supported
Sales Gamification
Not Supported
Sales Intelligence
Supported
Sales Workflow Management
Supported
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Integrations
Salesforce
Supported
Chargebee
Not Supported
Close
Not Supported
Google Docs
Not Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Pipedrive
Not Supported
Stripe
Not Supported
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Integrations
Salesforce
Supported
Chargebee
Supported
Close
Supported
Google Docs
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Pipedrive
Supported
Stripe
Supported
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