360 InstantDocs

360 InstantDocs

360 Degree Cloud Technologies Private Limited
Watermark Volume

Watermark Volume

Watermark Technologies
+
+

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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

Volume, our ‘local’ document management software (DMS) solution is installed and hosted within your own environment, allowing you complete control over all aspects of its storage and use. With full OCR and text search capabilities, Volume automatically identifies words, phrases, policy numbers, dates, etc. within document images (TIFFs & JPEGs), PDFs, Word, Excel, emails and most electronic file formats; making searches quick and easy. There are two costs involved: an initial capital cost to install, train and set-up the system and a monthly user license fee, based on concurrent connections to the database – the affordable way to manage documents and make the shift from paper-based solutions.

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 that need a self-hosted document management system

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

No information available.
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

Watermark Technologies
Founded: 2002
United Kingdom
www.watermarktech.co.uk

Alternatives

Drive Connect

Drive Connect

Appiphony

Alternatives

Papercloud

Papercloud

watermark
Alliance Imager

Alliance Imager

Alliance Document Solutions
Inlite Barcode

Inlite Barcode

Inlite Research
jPDFImages

jPDFImages

Qoppa Software

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Salesforce

Integrations

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