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%
Propel | PLM, QMS & PIM built natively on the Salesforce platform
Propel combines PLM, QMS, and PIM on a single platform with embedded AI. By connecting product and commercial teams, Propel speeds time to market, improves product quality, and increases profit margins. Ideal for high tech, medtech, consumer and industrial sectors. Propel PLM: Leverage agentic AI to accelerate change reviews, surface BOM risks, and guide context-aware decisions. Manage document & CAD integration, BOMs, cost rollups, and product definition with enterprise-grade capabilities built for complex product structures and global teams. Propel QMS: Complete eQMS built for regulated industries. Manage CAPAs, SCARs, complaints, audits, and change control. Deploy independently in 8 weeks with FDA 21 CFR Part 820 & Part 11, ISO 13485:2016, and EU MDR compliance. Propel PIM: AI-powered PIM enriches product information and operates standalone with no PLM or ERP dependencies. Aggregate data from multiple sources and share information with e-commerce platforms, suppliers and distributors instantly. Supported processes include new product development, product quality, product go-to-market, and supplier management with secure access. Get a personalized demo today.
Top keywords
- product8×4.85%
- propel5×3.03%
- pim3×1.82%
- plm3×1.82%
- ai2×1.21%
- change2×1.21%
- information2×1.21%
- part2×1.21%
