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). Clerk SMS typically suits early-stage and growth-mode teams based on its published review base (7 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 Clerk SMS — Salesforce

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

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

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1. Listing metadata

Field-level data

	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	Clerk SMS
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	“Clerk Chat makes every business conversational. Our AI Agents handle questions, and turn every inquiry into meaningful actions. Simple, smart, and seriously helpful - that’s the power of Salesforce conversations over Voice, SMS, WhatsApp, and RCS.”247 chars
Description	1165 / 2000 chars58% used	1001 / 2000 chars50% used
Screenshots	—	—
Languages	arnlenfrde+3 more	en
Platforms	Salesforce	Salesforce
Developer	360 Degree Cloud Technologies Pvt. Ltd.	Clerk Chat Inc.

At a glance

8 metrics · auto-computed

Feature comparison between 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and Clerk SMS
Metric	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	Clerk SMS
Rating	★ 5.0 ★	4.9 ★
Total reviews	★ 25	7
Free plan	—	★ Yes
Pricing	paid	free_to_install
Pricing tiers	★ 3 tiers	1 tier
Listed features	★ 9	6
Languages	8 supported	1 supported
Listed since	Dec 2024	Sep 2025

Listed	December 20, 2024	September 11, 2025

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.

Clerk SMS

Your brand’s conversational concierge on voice and messaging - Enable AI agents on Voice, SMS, RCS, & WhatsApp.
Redefine customer experience with AI agents - Enable one centralized AI engine to auto-resolve issues at any time, and in every language.
Bring your own number - Connect your existing carrier (Twilio, Bandwidth, Telnyx, RingCentral, Zoom, VoIP, Landline ...).
Branded messages and calling - Your verified name, logo, and brand colors clearly show customers it’s your business contacting them – making them more likely to answer calls and engage with your messages.
Compliance ready messaging - Reduce risk while building trust with opt-in/out management, content moderation, segmentation and scheduling, and messaging templates.
Connect your apps - Built to work natively with the enterprise apps you already use, including Microsoft Teams, Zoom, and Webex.

Keyword	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	Clerk SMS
Inquiry Form	#103	#47

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%

Clerk SMS

Clerk Chat makes every business conversational — on Voice, SMS, WhatsApp, and RCS. Instant, human-like replies, 24/7 in any language. Smarter actions. Real results. That’s the power of AI built for modern customer experiences. Clerk Chat integrates instantly with Salesforce, syncing contacts, objects, and activities automatically. You can send SMS, WhatsApp, and RCS messages directly from Salesforce. Our AI agents access complete Salesforce context and can update records in real time. Clerk Chat empowers your sales team to engage leads effectively, maintaining a continuous conversation history so they stay fully informed. Features Include: • Enable AI agents on voice and messaging • Send and receive SMS, MMS, RCS, WhatsApp all inside of Salesforce • Bring your own carrier without porting a phone number • Connect Twilio, Telnyx, Infobip, RingCentral, ZoomPhone, VoIP, or Landline • One on one messages, group messaging, and campaigns • Integrate directly with Microsoft Teams, Zoom, Webex

Top keywords

salesforce4×2.76%
ai3×2.07%
chat3×2.07%
clerk3×2.07%
clerk chat3×2.07%
rcs3×2.07%
sms3×2.07%
whatsapp3×2.07%
agents2×1.38%

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

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

1. Listing metadata

Clerk SMS

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

Clerk SMS · 0 changes

7. App details

Frequently asked

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Which works better for small vs large Salesforce AppExchange admins?

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