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). TDI Diligence Suite typically suits early-stage and growth-mode teams based on its published review base (1 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 TDI Diligence Suite — Salesforce

TDI Diligence Suite vs 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations

Side-by-side comparison · 24 data points

TDI Diligence Suite

5.0·1reviews

TDI Diligence Suite is an enterprise third-party onboarding and management SaaS system for managing third-party risk (TPRM). It automates third-party risk and compliance management with onboarding, assessment, due diligence, training, and monitoring.

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1. Listing metadata

Field-level data

	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	TDI Diligence Suite
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	“TDI Diligence Suite is an enterprise third-party onboarding and management SaaS system for managing third-party risk (TPRM). It automates third-party risk and compliance management with onboarding, assessment, due diligence, training, and monitoring.”250 chars
Description	1165 / 2000 chars58% used	770 / 2000 chars39% used
Screenshots	—	—
Languages	arnlenfrde+3 more	nlenfifrde+11 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 TDI Diligence Suite
Metric	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	TDI Diligence Suite
Rating	5.0 ★	5.0 ★
Total reviews	★ 25	1
Free plan	—	—
Pricing	paid	paid
Pricing tiers	★ 3 tiers	1 tier
Listed features	9	9
Languages	8 supported	16 supported
Listed since	Dec 2024	Oct 2023

Listed	December 20, 2024	October 6, 2023

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.

TDI Diligence Suite

TDI Diligence Suite is the only third-party risk management software built on the Salesforce platform that helps safeguard against risk in your supply chain, distribution channels, and vendors.
Access an integrated risk model to support a variety of third-party risk factors and weightings. Integration with other data sources can also be leveraged to add additional risk factors.
Automate third party onboarding, assessments, due diligence, approvals, and monitoring. TDI's third-party risk management platform creates an auditable record of the entire process.
Screen and monitor third parties against sanctions, watch lists, politically exposed persons profiles (PEPs), and adverse media sources to carefully manage third-party risk over time.
Save time by using out-of-the-box or custom reports and visual analytics to provide deeper insight into your third-party risk. Build the third-party risk and due diligence analytics reporting regulators look for in a third-party compliance program.

Keyword	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	TDI Diligence Suite
contract	#55	#52
contract form	#81	#118

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%

TDI Diligence Suite

TDI Diligence Suite is an enterprise, third-party onboarding and management SaaS system that is specifically designed to help you manage third-party risk. Our platform empowers businesses to unlock accuracy and efficiency with automated third-party onboarding, assessments, questionnaires, due diligence, training, approvals, and monitoring. TDI Diligence Suite creates an auditable record of the entire third-party risk management and due diligence workflow, provides valuable and easy-to-understand insight into your enterprise risk processes, and addresses data privacy requirements, elevating your third-party risk management and compliance operations. We combine deep expertise and industry-leading technology to help clients successfully manage third-party risk.

Top keywords

third-party6×6.19%
risk5×5.15%
diligence4×4.12%
third-party risk4×4.12%
management3×3.09%
diligence suite2×2.06%
due2×2.06%
due diligence2×2.06%
enterprise2×2.06%
onboarding2×

TDI Diligence Suite vs 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations

TDI Diligence Suite

1. Listing metadata

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

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

TDI Diligence Suite · 0 changes

7. App details

Frequently asked

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