360 InstantDocs360 Degree Cloud Technologies Private Limited
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Watermark VolumeWatermark 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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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 that need a self-hosted document management system
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company Information360 Degree Cloud Technologies Private Limited
360degreecloud.com/product/instantdocs/
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Company InformationWatermark Technologies
Founded: 2002
United Kingdom
www.watermarktech.co.uk
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Categories |
Categories |
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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
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Integrations
Salesforce
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