360 InstantDocs for vs AdvoLogix® Connector — Salesforce

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations vs AdvoLogix® Connector for SharePoint® and Salesforce®

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

salesforcepaid

1. Listing metadata

Field-level data

	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	AdvoLogix® Connector for SharePoint® and Salesforce®
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	“Mitratech's SharePoint integration connector allows teams to access their SharePoint documents and folders from inside their Salesforce instance. They can create, view and edit files and folders in the context of the records they are viewing.”242 chars
Description	1165 / 2000 chars58% used	1189 / 2000 chars59% used
Screenshots	—	—
Languages	arnlenfrde+3 more	en
Platforms	Salesforce	Salesforce
Developer	360 Degree Cloud Technologies Pvt. Ltd.	Mitratech

At a glance

8 metrics · auto-computed

Feature comparison between 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and AdvoLogix® Connector for SharePoint® and Salesforce®
Metric	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	AdvoLogix® Connector for SharePoint® and Salesforce®
Rating	5.0 ★	—
Total reviews	25	0
Free plan	—	—
Pricing	paid	paid
Pricing tiers	3 tiers	—
Listed features	9	9
Languages	8 supported	1 supported
Listed since	Dec 2024	Nov 2022

Listed	December 20, 2024	November 10, 2022

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.

AdvoLogix® Connector for SharePoint® and Salesforce®

Mitratech’s SharePoint integration connector can be mapped to files and folders on your SharePoint site via a drag-and-drop or a friendly dialog.
Documents can be opened directly in SharePoint and new documents, spreadsheets and presentations can be created from within the connector.
For every matter, the user has an option to connect to an existing folder in SharePoint or one can be created on-the-go.
Mitratech DMS integrations prioritize robust security, ensuring sensitive information is protected with the highest data protection standards and controlled access.
Integrations empower businesses to manage documents with ease, including custom workflows tailored to specific needs and industries.
Automated notifications keep teams informed and on top of crucial updates.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	AdvoLogix® Connector for SharePoint® and Salesforce®
word	#1	Not ranked
word excel	#1	Not ranked
document management	#2	Not ranked
sharepoint integration	Not ranked	#7
document	Not ranked	#117

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%

AdvoLogix® Connector for SharePoint® and Salesforce®

Mitratech offers a suite of Document Management System integrations for Google Drive, iManage, NetDocuments and SharePoint. These connectors streamline document management for Salesforce customers by eliminating the need to switch between multiple platforms. The connectors are industry-agnostic, enabling customers using Salesforce to securely access and manage documents directly within their Salesforce interface, boosting productivity and optimizing document management workflows. Mitratech’s DMS integrations allow users to access and manage documents directly within their familiar Salesforce interface, significantly reducing document retrieval times and minimizing errors. This boosts overall productivity and efficiency, creating a unified experience that simplifies workflows and fosters seamless collaboration. Key Benefits of Mitratech DMS Integrations: • Effortless document management: Eliminate platform switching and manage documents directly within your Salesforce interface. • Boosted productivity: Reduce document retrieval times and minimize errors, freeing up valuable time for your team. • Unified collaboration: Foster seamless collaboration on a single platform.

Top keywords

document6×4.11%
salesforce5×3.42%
document management4×2.74%
management4×2.74%
collaboration3×2.05%
directly3×2.05%
directly within3×2.05%
documents

Frequently asked

Common questions about this comparison

Is 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or AdvoLogix® Connector for SharePoint® and Salesforce® cheaper?

Both 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and AdvoLogix® Connector for SharePoint® and Salesforce® offer paid plans only. 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations starts at paid; AdvoLogix® Connector for SharePoint® and Salesforce® starts at paid. Compare the per-tier features in the Pricing section above before committing.

Should I choose 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or AdvoLogix® Connector for SharePoint® and Salesforce®?

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, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or AdvoLogix® Connector for SharePoint® and Salesforce®?

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?

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). AdvoLogix® Connector for SharePoint® and Salesforce® 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.

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations vs AdvoLogix® Connector for SharePoint® and Salesforce®

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

1. Listing metadata

AdvoLogix® Connector for SharePoint® and Salesforce®

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

AdvoLogix® Connector for SharePoint® and Salesforce® · 0 changes

7. App details

Frequently asked

Is 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or AdvoLogix® Connector for SharePoint® and Salesforce® cheaper?

Should I choose 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or AdvoLogix® Connector for SharePoint® and Salesforce®?

Which is faster to set up, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or AdvoLogix® Connector for SharePoint® and Salesforce®?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

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