360 InstantDocs360 Degree Cloud Technologies Private Limited
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XFormBi-Soft
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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
XForm on-prem is a self-hosted document generation engine that turns business data into pixel-perfect PDF or archive-ready PDF/A documents through a user interface or a REST API. It runs entirely on your own infrastructure, so your data never leaves your control. You design and update the layouts directly in Microsoft Word, so you have total control over branding and layout. Just set placeholders in the document where dynamic data should come in. Use the user interface to upload the layouts and test executions. Automate by sending data from your own applications (CRM/ERP/...) to the REST API or directly integrate with your databases, message brokers (Kafka, RabbitMQ, ActiveMQ), APIs or just files and get back a finished PDF in one call. XForm also generates dynamic barcodes and QR codes. Bulk generations for thousands of documents at once are supported as well.
Deploy in your own datacenter for full data sovereignty and GDPR-compliant, audit-proof archiving, and scale to high volume
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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
From small to big enterprises, all industries
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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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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
1000€ / year
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 InformationBi-Soft
Germany
www.bi-soft.de
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Integrations
Salesforce
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