360 InstantDocs

360 InstantDocs

360 Degree Cloud Technologies Private Limited
Proof MRM

Proof MRM

ProofAnalytics
+
+

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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

Proof MRM on Salesforce™ provides an intuitive hierarchical structure with a parent/child relationship when it comes to marketing plans, journeys and associated marketing activities, supporting up to five levels within this hierarchy. Proof MRM on Salesforce™ offers intuitive and real-time collaboration from right within the Salesforce platform interface through integration with Quip. Being built natively on the Salesforce lightning platform allows the usage of standard Salesforce functionality like tasks to manage your workflow. Leverage Salesforce reporting and Kanban view to reporting on any data field, including custom fields, and visualize campaign progress via the standard Salesforce Kanban view.

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 in need of a native MRM solution for Salesforce to save up money

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

$129 per user per month
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

ProofAnalytics
Founded: 2019
United States
www.proofanalytics.ai/mrm-for-salesforce-comparison

Alternatives

Drive Connect

Drive Connect

Appiphony

Alternatives

Quip

Quip

Salesforce
Report Sender

Report Sender

CloudAnswers
Dochly

Dochly

UTECHHUB
DataTools

DataTools

DataTools Pro

Categories

Categories

MRM

Integrations

Salesforce

Integrations

Salesforce
Claim 360 InstantDocs and update features and information
Claim 360 InstantDocs and update features and information
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