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.

About 360 SmartDocs

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.

Integrations

Ratings/Reviews

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Company Information

360 Degree Cloud Technologies Private Limited
360degreecloud.com/product/smartdocs/

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Windows
Mac
Chromebook
Training
Documentation
Live Online
Videos
Support
Phone Support
24/7 Live Support
Online

360 SmartDocs Frequently Asked Questions

Q: What kinds of users and organization types does 360 SmartDocs work with?
Q: What languages does 360 SmartDocs support in their product?
Q: What kind of support options does 360 SmartDocs offer?
Q: What type of training does 360 SmartDocs provide?

360 SmartDocs Product Features

Document Generation

Templates
Interaction Tracking
Collaboration
Multiple Output Formats
Batch Processing
Digital Signature