360 SmartDocs

360 SmartDocs

360 Degree Cloud Technologies Private Limited
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About

360 SmartDocs 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 SmartDocs, 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

Integrated governance means produced content is always current and correct. Automation that handles exceptions means your team can focus on high-value work. Prepare custom templates instantly. Populate: images, tables, charts, etc. Reactive workflows. Add inputs, questionnaires, calculations. Compose emails with attachments. Professional customizations, configuration. Noninvasive. No migration. Secure, HIPAA compliant. Docmo lives behind Excel and automates Word, Outlook, etc. So, users don't need to learn a new system. Turn hours of work into minutes. No more double-entry. Pull content from any app. Ensure current templates, legal verbiage, and data are used. Easily revise previously prepared documents. Documents produced with Docmo are professional, complete, current, and correct. Log templates generated, revisions, user volume, etc. Relevant content, templates, calculations, and verbiage are automatically chosen.

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

Document generation software for businesses

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

$160 per hour
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/smartdocs/

Company Information

Docmo
United States
www.docmo.co

Alternatives

Drive Connect

Drive Connect

Appiphony

Alternatives

SmartDocs

SmartDocs

36Software
ADA Pro

ADA Pro

ADA Veracity

Categories

Categories

Integrations

Microsoft Excel
Microsoft Word
Salesforce

Integrations

Microsoft Excel
Microsoft Word
Salesforce
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