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%
Weaver - 100% Native Bespoke Template Designer & Document Generator
Weaver is a revolution in document design and generation, making it easy for anyone to build beautiful document and email templates, and use Salesforce to render your customised documents and emails, in PDF, Word, Excel, or HTML formats. With the Weaver Designer, you can easily create documents and emails by simple drag and drop, with full control over the look and feel! We've had customers create all sorts of documents, from proposals and invoices, to brochures and business cards! With the Weaver Designer you can: - Add data directly from Salesforce, including fields from a record, child records, grandchild records, and more! - Dynamically render entire sections of documents based on data in Salesforce - Embed Salesforce reports into any of your documents - Create reusable components that can be added to any of your designs - Utilise custom CSS for your bespoke customisation Once you've built your documents, you can generate them manually through our Lightning Component, or you can automate how your documents and emails are rendered and set, adding Weaver into your Flows, Processes, even in your custom Apex Triggers and Classes!
Top keywords
- documents7×3.78%
- salesforce4×2.16%
- weaver4×2.16%
- documents and emails3×1.62%
- emails3×1.62%
- custom2×1.08%
- data2×1.08%
- designer2×
