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%
EasySend - Forms, webflows, eSignatures, digital customer journeys & more
Launch, manage, and track dynamic digital journeys from Salesforce. Drag and drop components, add Salesforce objects, and go live in days. Sync your Salesforce CRM to prefill data and send journey links via email or SMS. Offer Co-Browsing to guide customers from start to finish. With EasySend for Salesforce, create better customer experiences and streamline customer data collection. Try it free for 14 days! ✓ Pre-built components for onboarding, lending, claims, policy renewals, e-consents, contracts & more ✓ Continually improve customer experiences ✓Advanced analytics ✓Understand where customers drop off ✓Take data-driven action Integrate easily ✓ With any Salesforce object ✓ With any internal system & third party service ✓ Custom-built so you can choose the flow of data Manage effortlessly ✓Easy remote management on any device ✓Virtual assistance for your customers Keep secure & compliant ✓Multiple layers of security ✓SOC2, ISO27001, and GDPR compliant Build digital journeys for any industry: Insurance, Banking, Healthcare, Financial services, Construction, Real estate, Retail & more.
Top keywords
- salesforce5×3.29%
- customer3×1.97%
- customers3×1.97%
- data3×1.97%
- compliant2×1.32%
- components2×1.32%
- customer experiences2×1.32%
- days2×
