360 SmartDocs360 Degree Cloud Technologies Private Limited
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JobSuiteTrackIT 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.
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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.
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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 seeking a project management software customized for their creative workflow
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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/smartdocs/
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Company InformationTrackIT Project Management Systems
United States
jobsuite.net
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Categories |
Categories |
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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
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Integrations
Salesforce
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