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%
CloudPDF - Interactive Forms
Thru our client interactions, we recognized that a simpler and more efficient process was needed for merging Salesforce content into a shareable document... With a click of a button, merge data from any available Salesforce object or record into your desired PDF document template. Documents open directly in your browser. Users then may choose to save, print, change, e-mail, or attach the document back to Saleforce. Easy to create, document templates may contain fields which are editable, read-only, autoformatting, perform validations, respond to field input or user actions, and more. To use CloudPDF, all that is needed is the free Adobe® Reader®. PDF is a Universal Open format which solves many common file-sharing problems, from preserving the look-and-feel of the original document to allowing anyone, on any platform, to view, navigate, save, fill, and print documents. CloudPDF is available for use by users of ALL Salesforce editions. (Call if using Group or Personal edition.) (For Windows, Mac, Internet Explorer [IE], Firefox)
Top keywords
- document5×3.11%
- salesforce3×1.86%
- available2×1.24%
- cloudpdf2×1.24%
- documents2×1.24%
- needed2×1.24%
- open2×1.24%
- pdf2×1.24%
- print2×
