Should I choose ProposalForce or 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations?

AppRanks cannot separate these two on rating, because neither publishes one. 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations does carry the larger published review base (25 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, ProposalForce or 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations?

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 0), 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?

ProposalForce typically suits early-stage and growth-mode teams based on its published review base (0 reviews). 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). 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 ProposalForce and 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations?

Migration support varies by app and category. ProposalForce and 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations 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 ProposalForce" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

ProposalForce vs 360 InstantDocs for — Salesforce

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

Name: ProposalForce
Availability: OnlineOnly

Side-by-side comparison · 24 data points

ProposalForce

No rating yet

This app allows users to create, search, and categorize RFP/RFI/RFx answers, track the status of RFPs and questions, assign them to users, and generate documents from questions and answers.

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1. Listing metadata

Field-level data

	ProposalForce	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations
Tagline	“This app allows users to create, search, and categorize RFP/RFI/RFx answers, track the status of RFPs and questions, assign them to users, and generate documents from questions and answers.”189 chars	“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
Description	1012 / 2000 chars51% used	1165 / 2000 chars58% used
Screenshots	—	—
Languages	en	arnlenfrde+3 more
Platforms	Salesforce	Salesforce
Developer	Salesforce Labs	360 Degree Cloud Technologies Pvt. Ltd.

At a glance

8 metrics · auto-computed

Feature comparison between ProposalForce and 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations
Metric	ProposalForce	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations
Rating	—	5.0 ★
Total reviews	0	25
Free plan	★ Yes	—
Pricing	free	paid
Pricing tiers	—	3 tiers
Listed features	3	★ 9
Languages	1 supported	8 supported
Listed since	Jun 2018	Dec 2024

Listed	June 19, 2018	December 20, 2024

Last updated	—	—

3. Features

As listed by each developer

ProposalForce

** Maintain a searchable, categorized knowledge base as a source of truth for RFP/RFI/RFx answers.
** Easily search, filter, append and edit knowledge base answers to RFP/RFI/RFx questions, including custom compliance answers.
** Track progress and generate finished documents.

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

Salesforce Document Generation, Automation & Creation The top-rated doc generator for Salesforce. Automate document creation using pre-built templates, AI-powered document generation for custom objects & one-click doc gen - PDF, Word & Excel.
Every PDF, Word & Excel Doc : Quote, Proposal, Invoice & Agreement Generation Automate document generation for quotes, proposals & agreements. Best tool for automated PDF & Word document generation from any Salesforce record, standard or custom object.
Bulk Doc Gen with Merge Fields & Conditional Logic Top-rated tool for bulk PDF document generation with eSign. Bulk PDF generation and email documents in batches from list views via Flow Builder with 500+ pre-built templates & conditional logic.
Contract Generation & Contract Automation for Salesforce Automate contract generation from Salesforce Opportunities. Manage contract lifecycle, automate contract generation for quote-to-cash, and run contract workflows with reusable templates.
Secure Document Storage, Document Management & Version History in Salesforce Every generated document auto-attaches to the right Salesforce record. Full version history, instant retrieval, and clean document management system - HIPAA-compliant storage.
File Sync to Google Drive, OneDrive, SharePoint for Salesforce Teams Every PDF, Word & Excel document syncs instantly to Google Drive & OneDrive. Securely sync files between Salesforce & SFTP servers. Full file storage and file sync, done in one click.
PDF & Document Generation for Financial Services Automate invoice and quote generation from Opportunities. Automate bulk invoice and quote creation for finance teams. Purpose-built document automation for Financial Services across lending & advisory.
Document Generation for Healthcare & Manufacturing HIPAA-compliant document storage with e-signatures for healthcare workflows. Automate complex document generation for manufacturing ops - work orders, compliance docs & SOPs - from any Salesforce object.
Rated 5/5, Top Rated Document Generation, Trusted Across 30+ Industries Pre-built templates, 50 free documents monthly, bulk doc generation from list views, 58% faster doc gen, 81% less manual entry, 5X daily output. Salesforce-native, no middleware.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	ProposalForce	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations
word	Not ranked	#1
word excel	Not ranked	#1
pdf word excel	Not ranked	#1
answers	#2	Not ranked

7. App details

Long-form description · keyword frequency

ProposalForce

ProposalForce brings the benefits of Salesforce and the Lightning Platform to the RFP process. With its modern, intuitive design, ProposalForce RFP answers are * repeatable * reportable * searchable * trackable * maintainable In a single console view and with just a few clicks, users can search and filter trusted knowledge articles, grab the most applicable text, customize it for a particular question, and link it to a question. Progress bars and status indicators mean managers and users can immediately see the progress on individual questions and on entire RFPs. RFPs and questions can be assigned to users and in-console chatter feeds aid in collaboration. Install note: Due to a known limitation in packages, code referring to Data Categories cannot be packaged into AppExchange apps. Instead, to use Data Categories in ProposalForce * navigate to this GitHub page (https://github.com/ryemcc/DataCategoryTreeBuilder) * click the “Deploy to Salesforce” button * follow the install instructions

Top keywords

proposalforce3×2.04%
users3×2.04%
categories2×1.36%
data2×1.36%
data categories2×1.36%
github2×1.36%
install2×1.36%
progress2×1.36%
question2×1.36%
questions2×1.36%
rfp2×1.36%
rfps2×1.36%

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%
fields

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

ProposalForce

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

ProposalForce · 0 changes

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations · 8 changes

7. App details

Frequently asked

Is ProposalForce or 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations cheaper?

Should I choose ProposalForce or 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations?

Which is faster to set up, ProposalForce or 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations?

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between ProposalForce and 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations?

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