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%
Freight Transportation Manager, TMS for Carriers, Brokers, Shippers, Dispatchers
Your dispatchers shouldn't need 6 tabs to move one load. FTM puts dispatch, tracking, load boards, and invoicing into one Salesforce screen. ✓ Carriers — Live GPS, automated check-calls, auto-invoicing on delivery ✓ Brokers — Post to DAT, match carriers, update customers — inside FTM ✓ Shippers — Real-time visibility from pickup to delivery, in your Salesforce org 100% native — not a bolt-on. No middleware, no duplicate entry, no extra IT. • AI-powered LTL matching and bid scoring • One-click BOL, invoice, and rate confirmation generation • DAT, Truckstop, TForce, Trucker Tools, and Azuga integrations • Driver and carrier self-serve portals • Real-time dispatch console with route optimization • Custom dashboards and reports — no BI tool needed No contract. Cancel anytime. We'll have your team dispatching live loads inside FTM within 14 days — or your first month is on us. Trusted on 5 continents since 2016.
Top keywords
- ftm3×2.26%
- carriers2×1.50%
- dat2×1.50%
- delivery2×1.50%
- dispatch2×1.50%
- inside2×1.50%
- inside ftm2×1.50%
- live2×1.50%
- load2×1.50%
