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

Intellistack Streamline is a secure, AI-native, no-code workflow automation platform designed to help organizations eliminate manual processes, connect siloed systems, and streamline operations. The platform enables businesses to replace disconnected tools and inefficient workflows with a centralized solution built around data safety and compliance. Intellistack Streamline allows teams to automate workflows, create digital forms, generate documents, manage contracts, and collect eSignatures without coding expertise. It integrates with systems such as EHRs, CRMs, databases, SharePoint, Salesforce, Epic, Cerner, Slack, Snowflake, and SQL databases to create seamless data-driven processes. The platform is designed for organizations that handle sensitive information and require strong security, governance, and compliance controls. Intellistack Streamline helps businesses reduce costs, improve efficiency, consolidate vendors, and reclaim time spent on repetitive administrative tasks.

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

Business teams seeking to automate forms, documents, e-signatures, contracts, and other manual workflows without coding

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API 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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Intellistack
Founded: 2006
United States
www.intellistack.com

Alternatives

Drive Connect

Drive Connect

Appiphony

Alternatives

Formstack

Formstack

Intellistack
Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation
altaFlow

altaFlow

airSlate
Gavel

Gavel

Gavel.io

Categories

Categories

Integrations

Salesforce Supported
Airtable Not Supported
Amazon S3 Not Supported
Azure SQL Database Not Supported
Databricks Not Supported
Dropbox Not Supported
Formstack Not Supported
Formstack Documents Not Supported
Google Drive Not Supported
Google Sheets Not Supported
Microsoft Dataverse Not Supported
Microsoft Power BI Not Supported
Microsoft SharePoint Not Supported
MySQL Not Supported
Oracle Database Not Supported
PostgreSQL Not Supported
Redox Not Supported
SendGrid Not Supported
Slack Not Supported
Snowflake Not Supported

Integrations

Salesforce Supported
Airtable Supported
Amazon S3 Supported
Azure SQL Database Supported
Databricks Supported
Dropbox Supported
Formstack Supported
Formstack Documents Supported
Google Drive Supported
Google Sheets Supported
Microsoft Dataverse Supported
Microsoft Power BI Supported
Microsoft SharePoint Supported
MySQL Supported
Oracle Database Supported
PostgreSQL Supported
Redox Supported
SendGrid Supported
Slack Supported
Snowflake Supported
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