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). Rocketlane typically suits early-stage and growth-mode teams based on its published review base (11 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 Rocketlane — Salesforce

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

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	Rocketlane
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	“Rocketlane is the world’s first client-centric onboarding and PSA platform that ties projects, people, and finances together to help teams accelerate time-to-value, deliver projects on time and budgets, and elevate the customer experience. ”240 chars
Description	1165 / 2000 chars58% used	963 / 2000 chars48% used
Screenshots	—	—
Languages	arnlenfrde+3 more	en
Platforms	Salesforce	Salesforce
Developer	360 Degree Cloud Technologies Pvt. Ltd.	Rocketlane

At a glance

8 metrics · auto-computed

Feature comparison between 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and Rocketlane
Metric	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	Rocketlane
Rating	★ 5.0 ★	4.9 ★
Total reviews	★ 25	11
Free plan	—	★ Yes
Pricing	paid	free_to_install
Pricing tiers	3 tiers	★ 4 tiers
Listed features	★ 9	7
Languages	8 supported	1 supported
Listed since	Dec 2024	Dec 2023

Listed	December 20, 2024	December 15, 2023

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.

Rocketlane

SEAMLESS PROJECT CREATION: Rocketlane turns opportunities into projects in a click and lets you seamlessly move your data in and out of Salesforce.
LOG TIME WITH EASE: Rocketlane brings your meetings, tasks, and time off into your timesheet so your team can breeze through timesheets in seconds.
WORK ON THE GO WITH OUR MOBILE APP: Help your team stay on top of work no matter where they are. Our intuitive mobile app gives everything you need at your fingertips.
EFFORTLESS RESOURCE MANAGEMENT: Manage resourcing needs, understand current capacity, and forecast with confidence.
BOOST PROJECT PROFITABILITY: Handle all projects and see your entire profitability picture. No more revenue leaks from scattered systems and patched-up workflows.
EXECUTE WITH CONSISTENCY: Create project plans, tasks, forms, and documents with a single click using tailored templates designed to fit different customer segments.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	Rocketlane
doc	#9	#112
document	#11	#120
forms	#94	#79
Inquiry Form	#103	#86
powerful forms	#111	#87

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%

Rocketlane

Rocketlane is the world’s first client-centric customer onboarding and professional services automation platform. It is built on the trifecta of world-class service delivery - projects, people, and finances - and ties them together to help teams accelerate time-to-value, deliver projects on time and budgets, and elevate the customer experience. Projects and Process: Efficiently build, track, and run projects on Rocketlane. Gain a 360° view of project performance. Streamline collaboration and communication in real-time or asynchronously. People and Finance: Tie your projects, resources, and finances together with Rocketlane. Gain end-to-end financial insights and see the bigger picture clearly. Keep your budgets on track, plug revenue leaks, and maximize profitability. Customer Experience and Accountability: Craft stellar customer experiences with Rocketlane. Keep your customers accountable, collaborate like a team, and deliver value like a pro.

Top keywords

projects5×3.76%
customer4×3.01%
rocketlane4×3.01%
budgets2×1.50%
customer experience2×1.50%
deliver2×1.50%
experience2×1.50%
finances2×1.50%
gain2×1.50%

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

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

1. Listing metadata

Rocketlane

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

Rocketlane · 0 changes

7. App details

Frequently asked

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