360 SmartDocs

360 SmartDocs

360 Degree Cloud Technologies Private Limited
JobSuite

JobSuite

TrackIT Project Management Systems
+
+

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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

Your team has unique needs. We identify those needs and customize JobSuite to optimize your workflow, using the power, innovation and security of the Salesforce platform. Off-the-shelf solutions don’t always work for busy teams. We take a different approach, customizing our software to optimize workflows and make your team more productive. Whether you have thousands of jobs in progress at once or you’re newly adapting to remote work (or both!), we’ll customize a solution to that matches the way you like to work. Everything in one place: schedules, documents, messaging, time tracking, reporting, estimates, and whatever else you need. Create custom workflow templates for campaigns, estimates, invoices, reports—anything you want. We love templates. Take bulk action easily: create jobs, assign tasks or mark them complete, send notifications team-wide—things of that nature.

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 seeking a project management software customized for their creative workflow

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/smartdocs/

Company Information

TrackIT Project Management Systems
United States
jobsuite.net

Alternatives

Drive Connect

Drive Connect

Appiphony

Alternatives

SmartDocs

SmartDocs

36Software

Categories

Categories

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

Salesforce

Integrations

Salesforce
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