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

ProposalForce is the cheaper option — it offers a free plan (free). 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

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). ProposalForce typically suits early-stage and growth-mode teams based on its published review base (0 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 ProposalForce — Salesforce

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

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

	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	ProposalForce
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	“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
Description	1165 / 2000 chars58% used	1012 / 2000 chars51% used
Screenshots	—	—
Languages	arnlenfrde+3 more	en
Platforms	Salesforce	Salesforce
Developer	360 Degree Cloud Technologies Pvt. Ltd.	Salesforce Labs

At a glance

8 metrics · auto-computed

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

Listed	December 20, 2024	June 19, 2018

Last updated	—	—

3. Features

As listed by each developer

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.

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.

5. Search rankings

Top 5 keywords · shared rankings prioritized

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

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%

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%

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

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

ProposalForce · 0 changes

7. App details

Frequently asked

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

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

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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 ProposalForce?

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