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). G2 CRM Connector typically suits early-stage and growth-mode teams based on its published review base (2 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 G2 CRM Connector — Salesforce

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations vs G2 CRM Connector

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

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1. Listing metadata

Field-level data

	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	G2 CRM Connector
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	“The G2 CRM Connector for Salesforce identifies and reports on the activity from active buyers looking for software and services like yours on the G2.com marketplace.”165 chars
Description	1165 / 2000 chars58% used	1019 / 2000 chars51% used
Screenshots	—	—
Languages	arnlenfrde+3 more	en
Platforms	Salesforce	Salesforce
Developer	360 Degree Cloud Technologies Pvt. Ltd.	G2

At a glance

8 metrics · auto-computed

Feature comparison between 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and G2 CRM Connector
Metric	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	G2 CRM Connector
Rating	★ 5.0 ★	4.0 ★
Total reviews	★ 25	2
Free plan	—	—
Pricing	paid	paid
Pricing tiers	★ 3 tiers	1 tier
Listed features	★ 9	3
Languages	8 supported	1 supported
Listed since	Dec 2024	Nov 2017

Listed	December 20, 2024	November 5, 2017

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.

G2 CRM Connector

Gain access to G2 Buyer Intent data, reference pages, and reviews all within your Salesforce instance.
This enables you to manage your G2 experience through Salesforce, including alerting reps when target accounts are researching within G2, finding relevant reviews, and creating reference pages -- all without ever having to leave Salesforce.
Measure the impact and influence that G2 has on current and future customers, buyers, pipeline, brand, and business.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	G2 CRM Connector
word	#1	Not ranked
word excel	#1	Not ranked
document management	#2	Not ranked

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%

G2 CRM Connector

The G2 Connector App for Salesforce enables teams to: Never Miss a Deal: Associate G2 Buyer Intent data with existing accounts and leads, and send notifications when an action is taken on G2 so reps can reach out at the perfect time during the prospect and customer buying journey. Prevent Churn: Receive alerts when customers are researching the competition and potentially considering switching. Understand Customer Sentiment: Understand and gauge customer satisfaction in real time by mapping customer reviews to accounts in Salesforce to identify brand advocates or at-risk accounts as they emerge. Utilize G2 Content: Enable your sales team to easily share verified G2 reviews, reference pages, and reports to prospects directly from the Salesforce instance they’re familiar with. Improve ABM Campaigns: Integrate Buyer Intent data into marketing campaigns and scoring to power more contextual marketing and customer segments, all to help deliver the perfect message to prospects as they research and buy.

Top keywords

customer5×3.25%
g25×3.25%
accounts3×1.95%
salesforce3×1.95%
buyer2×1.30%
buyer intent2×1.30%
buyer intent data2×1.30%
campaigns2×1.30%
data2×1.30%

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations vs G2 CRM Connector

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

1. Listing metadata

G2 CRM Connector

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

G2 CRM Connector · 0 changes

7. App details

Frequently asked

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