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%
CalendarAnything - Resource Allocation, Project Management, Campaign Management
CalendarAnything lets you visualize any Salesforce object with a date or time field while enabling self-scheduling and appointment booking directly within Salesforce—no external tools required. Build calendars for resource allocation, project management, campaigns, media planning, production workflows, field service, and more. Integration with Outlook, Google, Slack, and Zoom consolidates all your scheduling in one central location. CalendarAnything is industry-agnostic, enabling users to create customizable Salesforce calendars using any standard, custom, or external object. Overlay events, opportunities, and production schedules alongside your Outlook or Google calendars to avoid scheduling conflicts, like client calls overlapping personal obligations. Availability Scheduling integrates self-scheduling capabilities to optimize workflows. Allow resources to set availability for bookings or let customers book assets directly through your website or digital experience. All captured data flows into Salesforce for streamlined management Easy & Flexible: At-a-glance insights, in-place updates, and color-coded prioritization. Fully customizable and extensible with custom development.
Top keywords
- salesforce4×2.70%
- calendars3×2.03%
- scheduling3×2.03%
- availability2×1.35%
- calendaranything2×1.35%
- custom2×1.35%
- customizable2×1.35%
