360 SmartDocs360 Degree Cloud Technologies Private Limited
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SmartDocs36Software
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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
SmartDocs by 36Software is an innovative tool that transforms Word into an easy content management solution. Whether you write technical publications, proposals and contracts, medical and regulatory documents, or reports and audits, SmartDocs can help you save time and money, and create better content. It offers features such as reusable snippets, reusable variables, document snapshots, intuitive user interface, content map, status notifications, and so much more. SmartDocs is available in three editions--Professional, Express and Desktop--and all are scalable to fit the needs and sizes of teams.
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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
Writers of technical publications, proposals and contracts, medical and regulatory documents, reports and audits
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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 Information36Software
Founded: 2009
United States
36software.com
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Categories |
Categories |
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Content Management Features
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Proposal Management Features
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control
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