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). ClientPoint typically suits early-stage and growth-mode teams based on its published review base (0 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 ClientPoint — Salesforce

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

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

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1. Listing metadata

Field-level data

	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	ClientPoint
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	“Solve the chaos of scattered tools by unifying meetings, scheduling, content, chat, and e-signatures in one branded digital sales & support room portal. Quickly deliver personalized experiences, stay responsive, and close more deals faster.”240 chars
Description	1165 / 2000 chars58% used	915 / 2000 chars46% used
Screenshots	—	—
Languages	arnlenfrde+3 more	enfrdedait+2 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 ClientPoint
Metric	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	ClientPoint
Rating	5.0 ★	—
Total reviews	25	0
Free plan	—	—
Pricing	paid	paid
Pricing tiers	★ 3 tiers	1 tier
Listed features	★ 9	3
Languages	8 supported	7 supported
Listed since	Dec 2024	Aug 2016

Listed	December 20, 2024	August 4, 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.

ClientPoint

AI-Enabled Digital Sales Rooms Deliver one secure, interactive portal for each customer relationship with proposals, meetings, documents, and payment in one place Personalize rooms with videos, testimonials, product content, and AI-supported chat
Automated Proposal and Document Generation Generate pixel-perfect proposals, quotes, and contracts using Salesforce data, product libraries, and pricing rules Eliminate manual errors and reduce approval delays with customizable workflows
- Track your sales reps pipeline, status, activity and trend reports. - eSignature integration for faster client approval - Responsive viewer for online proposal viewing on all modern devices

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	ClientPoint
proposals	#12	#4
proposals reports	#10	#8
doc	#9	#92
docs	#12	#104
document sign	#108	#119

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%

ClientPoint

CREATE POWERFUL PROPOSALS & PRODUCT QUOTES ONLINE IN MINUTES. ClientPoint is the #1 cloud-based proposal generation software in the Industry for sales, management and marketing. Quickly create, send, track, and manage highly customized eBrochures, proposals, quotes, contracts and more to help shorten the sales cycle and customer close rates with tracking analytics. Differentiate your company with proposal generation software that can include all your office files, product and capability videos, templates, merge docs, pricing tools, web pages and more. Salesforce integration for a seamless workflow and eSignature integration for faster client approval. Easily transfer your CRM data into your proposals and automatically log all proposal activity back to the CRM. The proposal documents can then be customized with CRM data. Know when your proposals have been sent, viewed, and signed from within your CRM.

Top keywords

crm4×3.01%
proposal4×3.01%
proposals4×3.01%
crm data2×1.50%
customized2×1.50%
data2×1.50%
generation2×1.50%
generation software2×1.50%
integration2×1.50%

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

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

1. Listing metadata

ClientPoint

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

ClientPoint · 0 changes

7. App details

Frequently asked

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