Which works better for small vs large Salesforce AppExchange admins?

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations typically suits early-stage and growth-mode teams based on its published review base (25 reviews). Extended ECM | Document Management for Salesforce typically suits early-stage and growth-mode teams based on its published review base (20 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

AppRanks

360 InstantDocs for vs Extended ECM | — Salesforce

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations vs Extended ECM | Document Management for Salesforce

Side-by-side comparison · 24 data points

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations

5.0·25reviews

Document generation tool for Salesforce — automate contracts, quotes & invoices. ➤ Document automation, doc gen & creation ➤ Built-in email delivery & file sync ➤ Bulk generation, templates & storage ➤ Document management + Google Drive & OneDrive

salesforcepaid

1. Listing metadata

Field-level data

	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	Extended ECM \| Document Management for Salesforce
Tagline	“Document generation tool for Salesforce — automate contracts, quotes & invoices. ➤ Document automation, doc gen & creation ➤ Built-in email delivery & file sync ➤ Bulk generation, templates & storage ➤ Document management + Google Drive & OneDrive”248 chars	“Your enterprise content already has the answers; but they're scattered and inaccessible. OpenText™ Content Management integrates governed content directly into Salesforce workflows and Agentforce for a true 360° customer view without having to switch apps”255 chars
Description	1165 / 2000 chars58% used	1150 / 2000 chars57% used
Screenshots	—	—
Languages	arnlenfrde+3 more	nlenfrdeit+4 more
Platforms	Salesforce	Salesforce
Developer	360 Degree Cloud Technologies Pvt. Ltd.

At a glance

8 metrics · auto-computed

Feature comparison between 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and Extended ECM | Document Management for Salesforce
Metric	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	Extended ECM \| Document Management for Salesforce
Rating	★ 5.0 ★	5.0 ★
Total reviews	★ 25	20
Free plan	—	—
Pricing	paid	paid
Pricing tiers	★ 3 tiers	1 tier
Listed features	★ 9	5
Languages	8 supported	9 supported
Listed since	Dec 2024	Aug 2016

Listed	December 20, 2024	August 30, 2016

Last updated	—	—

3. Features

As listed by each developer

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations

One-Click PDF & Word Document Generation, Native to Salesforce Automate contracts, quotes, invoices, proposals & agreement with AI powered document generation for custom objects with one-click doc gen & eSignature - among top document generation tools.
Every PDF, Word & Excel Document: Quote, Proposal & Report Generation Automate complex Contract generation, agreement generation, quote generation, invoice generation, proposal generation from Salesforce data as PDF reports, Word documents & Excel files.
Bulk Doc Gen, Doc Generator, PDF Generator & DOCX Template Library Build Word & Excel templates to mass generate email documents in bulk batches with merge fields & conditional logic. Bulk document generation from list views via Flow Builder.
PDF & Excel Document Generation Tools for CPQ Workflows Wire document generation & Excel generation into Flows or Apex for document automation. A PDF generator & Word document generator to automate contract generation with eSignature support.
Document Generation with eSignature Support, Contract Automation Send documents & contracts for eSignatures via your eSign provider. Automate document generation & e-signatures in Salesforce, track eSign status and handle contract automation.
Secure Document Storage & Document Management Every document auto-attaches to the right record, ensuring secure file storage in Salesforce. Enables full version history, instant retrieval, a clean document management system, no external tools required.
File Sync to SharePoint, Google Drive, OneDrive Every PDF, Word or Excel document syncs instantly to Google Drive and OneDrive. Contracts and invoices stay backed up with full document sync across cloud storage, plus SFTP file sync for enterprise teams.
Rated 5/5 for PDF & Excel, Trusted Across 30+ Industries Teams generate PDF, Word & Excel documents 58% faster, with 81% less manual data entry & 5x daily output. Automate document creation using 500+ pre-built templates & 50 documents free per month.
Generate PDF from Any Salesforce Record for Sales, Finance & Legal Document automation and document management for quotes, proposals, contracts and invoices — as PDF, Word or Excel from any object. Across Financial Services, Real Estate & Manufacturing.

Extended ECM | Document Management for Salesforce

360-Degree Customer View: Surface enterprise documents — contracts, compliance records, customer correspondence — directly inside Salesforce accounts, cases, and opportunities. No app-switching. No duplication. One complete view.
Governance That Travels: Governance doesn't stop at the Salesforce boundary. Retention policies, audit trails, access controls, and version management follow every document — whether accessed by a service rep, a sales team, or an Agentforce agent.
AI-Ready Content Foundation: With metadata, classification, and knowledge structure make enterprise content machine-readable — so Content Aviator and Agentforce agents deliver answers grounded in governed, trustworthy content.
Cross-System Content Access: One platform for content across Salesforce, SAP, Microsoft 365, and Guidewire. Access contracts from SAP, policy documents from Guidewire, or proposals from Microsoft — all from within your Salesforce workspace. No silos.
Proven Enterprise Scale: Trusted by 120,000+ enterprises across 180 countries. Forrester estimated organizations could see 310% ROI from OpenText Content Services.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	Extended ECM \| Document Management for Salesforce
document	#7	#75
document scanner	#23	#83
contract	#55	#85
document scan	#42	#119
workflow	#100	#108

7. App details

Long-form description · keyword frequency

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations

360 InstantDocs is a Salesforce-native document generation & automation app designed for seamless template and document management. Automate document creation, manage merge fields in Salesforce, create quote workflow, and streamline invoice generation & Contract management using automated document generation & Word document generator. Key capabilities: ➤ 500+ pre-built templates, DOCX template library & Word Add-in Panel ➤ Word & PDF generation with merge fields & conditional logic ➤ Generate documents in bulk, or from a record-triggered Flow ➤ Agentforce & AI document generation for custom objects, related lists & multi object records ➤ eSignature using third-party apps ➤ Salesforce Flow & Apex automation ➤ Email delivery, Salesforce Files storage, SharePoint & Google Drive sync Use cases: ➤ Sales: contracts, proposals, quotes & orders | Finance: invoices | HR: offer letters | Legal: NDAs & agreements ➤ Real Estate: lease agreements | Healthcare: patient forms | Manufacturing: purchase orders | Education: enrollment letters Compliances: GDPR, HIPPA, ISO, SOC 2, CMMI 100% Salesforce native app - secure & mobile compatible for every industry.

Top keywords

document6×4.20%
generation5×3.50%
salesforce4×2.80%
document generation3×2.10%
word3×2.10%
agreements2×1.40%
automation2×1.40%
fields2×1.40%
flow2×1.40%
letters2×1.40%
management2×1.40%
merge2×1.40%

Extended ECM | Document Management for Salesforce

OpenText Content Management for Salesforce connects your existing content repository directly into Salesforce — making governed documents visible to every user and Agentforce agent without duplication or migration. Your teams and AI agents are making decisions on incomplete information. Contracts, compliance records, and customer correspondence live outside Salesforce's reach. That's dark content — valuable information invisible to the people and agents who need it most. This integration makes it visible, governed, and actionable. Governance travels with every document: retention policies, audit trails, access controls, and legal holds stay intact across Salesforce, SAP, Microsoft 365, and Guidewire. With Content Aviator for Agentforce (available as add-on), AI agents can search, summarize, and reason over content grounded in trusted metadata. Compliance-ready by design. OpenText meets the governance standards demanded by the world's most regulated industries. Forrester estimated 310% ROI from OpenText Content Services platforms. Salesforce handles relationships. OpenText handles content. You get a true 360-degree customer view.

Top keywords

content7×4.61%
opentext4×2.63%
salesforce4×2.63%
agents3×1.97%
agentforce2×1.32%
ai2×1.32%
ai agents2×1.32%
customer2×1.32%

Frequently asked

Common questions about this comparison

Is 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Extended ECM | Document Management for Salesforce cheaper?

Both 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and Extended ECM | Document Management for Salesforce offer paid plans only. 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations starts at paid; Extended ECM | Document Management for Salesforce starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Extended ECM | Document Management for Salesforce?

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations (5.0★, 25 reviews) and Extended ECM | Document Management for Salesforce (5.0★, 20 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Extended ECM | Document Management for Salesforce?

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations holds the higher average rating (5.0★ vs 5.0★). That is the one dimension AppRanks can separate them on here — read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Extended ECM | Document Management for Salesforce?

Both apps are one-click installs from the Salesforce AppExchange. 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations has the deeper published review base (25 vs 20), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations vs Extended ECM | Document Management for Salesforce

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations

1. Listing metadata

Extended ECM | Document Management for Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations · 8 changes

Extended ECM | Document Management for Salesforce · 0 changes

7. App details

Frequently asked

Is 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Extended ECM | Document Management for Salesforce cheaper?

Which has better reviews, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Extended ECM | Document Management for Salesforce?

Should I choose 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Extended ECM | Document Management for Salesforce?

Which is faster to set up, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Extended ECM | Document Management for Salesforce?

See full keyword rankings, install trends, and weekly alerts

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