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
SmartDocuments document creation and automation software enables businesses to create documents and manage templates with minimal effort. Always send or store your documents with the correct corporate identity. Create your own standard templates and manage them with ease. No more copy & pasting Word documents. Automate document by inserting external data into documents. No coding needed to create the template, just drag & Drop. Easy to use always remains important to us, whatever additional feature we build. Reduce risks when creating documents. Invest in smart templates for full compliancy. Create perfect legal documents using our central system for document creation and template management. Decrease the amount of time you spend on compiling personnel documents immensely. Create personalized and automatized documents such as employment contracts easily and quickly using smart templates.
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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
Not Supported
iPad
Not Supported
Android
Not 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
Companies of all sizes and enterprises in need of a solution to create documents and manage templates
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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
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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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
Not Supported
Live Online
Supported
In Person
Supported
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Company Information360 Degree Cloud Technologies Private Limited
360degreecloud.com/product/instantdocs/
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Company InformationSmartDocuments
Founded: 1994
Netherlands
www.smartdocuments.com
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Categories |
Categories |
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Document Generation Features
Batch Processing
Supported
Collaboration
Supported
Digital Signature
Supported
Interaction Tracking
Supported
Multiple Output Formats
Supported
Templates
Supported
Forms Automation Features
Approval Process Control
Supported
Archiving & Retention
Supported
Collaboration
Supported
Document Indexing
Supported
Drag & Drop
Supported
Full Text Search
Supported
Remote Document Access
Supported
Rules-Based Workflow
Not Supported
Text Editing
Supported
Version Control
Supported
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Integrations
Aareon Smart World
Not Supported
Alfresco Digital Business Platform
Not Supported
AnNoText
Not Supported
Cegeka
Not Supported
Centric
Not Supported
Docusign
Not Supported
Legisway Essentials
Not Supported
Microsoft 365
Not Supported
Microsoft SharePoint
Not Supported
OpenText Process Automation
Not Supported
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Integrations
Aareon Smart World
Supported
Alfresco Digital Business Platform
Supported
AnNoText
Supported
Cegeka
Supported
Centric
Supported
Docusign
Supported
Legisway Essentials
Supported
Microsoft 365
Supported
Microsoft SharePoint
Supported
OpenText Process Automation
Supported
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