Which has better reviews, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Checklist3 - Flexible, Efficient Task Management & Collaboration Solution?

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations (5.0★, 25 reviews) and Checklist3 - Flexible, Efficient Task Management & Collaboration Solution (5.0★, 1 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Checklist3 - Flexible, Efficient Task Management & Collaboration Solution?

AppRanks cannot separate these two on rating — both sit at 5.0★. 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations does carry the larger published review base (25 vs 1). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Checklist3 - Flexible, Efficient Task Management & Collaboration Solution?

Both apps are one-click installs from the Salesforce AppExchange. 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations has the deeper published review base (25 vs 1), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

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). Checklist3 - Flexible, Efficient Task Management & Collaboration Solution 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.

Can I migrate data between 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and Checklist3 - Flexible, Efficient Task Management & Collaboration Solution?

Migration support varies by app and category. 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and Checklist3 - Flexible, Efficient Task Management & Collaboration Solution both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Checklist3 - Flexible, Efficient Task Management & Collaboration Solution" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

360 InstantDocs for vs Checklist3 — Salesforce

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations vs Checklist3 - Flexible, Efficient Task Management & Collaboration Solution

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

1. Listing metadata

Field-level data

	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	Checklist3 - Flexible, Efficient Task Management & Collaboration Solution
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	“Ready, set, done! ✅Streamline Approvals ✅ Simplify Collaboration ✅ Speed Up Task Completion Checklist3 helps mortgage lenders, private equity firms, real estate companies, underwriting teams & other businesses use SF to work smart & move fast. ”252 chars
Description	1165 / 2000 chars58% used	1192 / 2000 chars60% used
Screenshots	—	—
Languages	arnlenfrde+3 more	en
Platforms	Salesforce	Salesforce
Developer	360 Degree Cloud Technologies Pvt. Ltd.	Platinum Cubed

At a glance

8 metrics · auto-computed

Feature comparison between 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and Checklist3 - Flexible, Efficient Task Management & Collaboration Solution
Metric	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	Checklist3 - Flexible, Efficient Task Management & Collaboration Solution
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	1 supported
Listed since	Dec 2024	Dec 2023

Listed	December 20, 2024	December 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.

Checklist3 - Flexible, Efficient Task Management & Collaboration Solution

✔ Platinum Cubed specializes in Salesforce solutions for real estate, mortgage lending, private equity, insurance & other financial services businesses.
✔Checklist3 speeds up complex tasks involving multiple steps, multiple approvals & multiple documents
✔Checklist3 is Salesforce-native and designed with ease-of-use in mind. It’s easy for business users to set up and get going — no IT project required!
✔Clear status updates + easy access to relevant documents help you say goodbye to approval delays, missing files & messy spreadsheets
✔Simplified internal processes + streamlined external collaboration powered by Salesforce Experience Cloud
✔ Save time & improve accuracy with features like customizable templates, recurring task management & built-in task dependencies

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	Checklist3 - Flexible, Efficient Task Management & Collaboration Solution
document	#7	#117
contract	#55	#91
contract form	#81	#114

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%

Checklist3 - Flexible, Efficient Task Management & Collaboration Solution

Looking for a solution to help make your processes faster, more efficient, and better for team members, partners, vendors, and customers? Inspired by popular demand and years of experience, Checklist3 by Platinum Cubed is a flexible, scalable solution designed to help your team use Salesforce to: ✓Set up and complete multi-step checklists ✓Secure multiple approvals quickly ✓Collaborate internally and with 3rd parties ✓Collect, review, organize & share documents ✓Keep up with deadlines, next steps & completion status ✓Streamline, automate & improve your processes Checklist3 Benefits: ✓Time & money savings ✓Improved accuracy & fewer mistakes ✓Better experience for everyone involved Checklist3 Features: ✓Customizable templates ✓Recurring task management ✓Built-in task dependencies ✓Status updates ✓Detailed reporting ✓Document organization & sharing ✓Task automation Checklist3 is ideal for: ✓Real Estate ✓Private Equity ✓Mortgage & Lending ✓Companies with processes requiring multiple steps, stakeholders & approvals Checklist3 Use Cases: ✓Underwriting ✓Mortgage & Loan Approvals ✓Due Diligence ✓Compliance ✓Vendor & Customer Onboarding ✓Vendor Management ✓Licensing

Top keywords

checklist35×3.40%
approvals3×2.04%
processes3×2.04%
task3×2.04%
better2×1.36%
experience2×1.36%
management2×1.36%
mortgage

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations vs Checklist3 - Flexible, Efficient Task Management & Collaboration Solution

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

1. Listing metadata

Checklist3 - Flexible, Efficient Task Management & Collaboration Solution

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

Checklist3 - Flexible, Efficient Task Management & Collaboration Solution · 0 changes

7. App details

Frequently asked

Is 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Checklist3 - Flexible, Efficient Task Management & Collaboration Solution cheaper?

Which has better reviews, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Checklist3 - Flexible, Efficient Task Management & Collaboration Solution?

Should I choose 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Checklist3 - Flexible, Efficient Task Management & Collaboration Solution?

Which is faster to set up, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or Checklist3 - Flexible, Efficient Task Management & Collaboration Solution?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and Checklist3 - Flexible, Efficient Task Management & Collaboration Solution?