360 InstantDocs

360 InstantDocs

360 Degree Cloud Technologies Private Limited
Quaterio

Quaterio

Triple Down AB
+
+

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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

Quaterio is a visual document editor that runs in the browser, like InDesign for the web. You design multi page documents with real pagination, headers, footers, page numbers and brand styling, then export them as pixel perfect, print ready PDFs. No desktop software and no designer required. Start from templates with variable placeholders, so one layout can produce hundreds of personalized documents: invoices, reports, certificates, contracts and proposals. It handles QR codes, barcodes, PDF form fields and CMYK output with trim marks and bleed for professional print. For teams that need automation, a REST API generates the same documents at scale from templates, HTML or Markdown, with batch generation and webhooks. Connectors pull live content from WordPress, Notion, Airtable, Shopify, HubSpot and more. Free tier available, with paid tiers for API access, CMS integrations and white label output.

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

Quaterio fits any team that produces structured documents on a regular basis. On the design side that's marketing, operations and sales teams creating reports, proposals, brochures, certificates and branded collateral without a designer or desktop software. On the technical side it's developers and product teams that generate invoices, certificates, contracts and reports from their own data through an API. It suits startups, agencies and small to mid sized businesses across e-commerce, SaaS, professional services, finance, education, real estate and events, plus anyone replacing manual InDesign work or a brittle HTML to PDF script.

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$10/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

Triple Down AB
Founded: 2021
Sweden
quaterio.com

Alternatives

Drive Connect

Drive Connect

Appiphony

Alternatives

The PDF Maker

The PDF Maker

Closer Innovation Labs Corporation

Categories

Categories

Integrations

Salesforce

Integrations

Salesforce
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Claim 360 InstantDocs and update features and information
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