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

One-click PDF, Word & Excel docs from Salesforce - 50 free every month

Overview

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

  • 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.

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.

Categories

Business Needs
Contract Management
Quotes & Orders
Document Generation
Industries
Financial Services
High Tech
Manufacturing
Personas
Administrator
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile

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