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360 InstantDocs: PDF, Word, Excel Document Generation & Automation in Salesforce

Document Generation, Document Automation, PDF Generator, eSign, Word, Excel

Overview

360 InstantDocs is a document generation & document management app, 100% Salesforce-native, turning any record into a PDF, Word or Excel contract, quote, proposal or invoice in 1 click, with 500+ templates, bulk PDF generation, eSignatures & file sync.

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See How 360 InstantDocs: PDF, Word, Excel Document Generation & Automation in Salesforce Works

  • Salesforce Document Generation, Document Automation & No Code Doc Gen Top-rated doc generator & PDF generator. 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 quote generation, proposal generation, invoice generation & agreement generation. Best tool for automated PDF & Word document generation from any Salesforce record.

  • Bulk PDF Generation, eSign, Merge Fields & Conditional Logic Top-rated tool for bulk PDF document generation with eSign. Bulk PDF generation & email documents in bulk batches from list views, or trigger Bulk Generation via Flow Builder. 500+ templates.

  • Contract Generation, Automated Document Generation & eSignatures Automate contract generation from Opportunities with contract automation. Manage contract lifecycle & contract generation for quote-to-cash, run contract workflow with electronic signature.

  • Secure Document Storage, Document Management & Document Version Control Every generated document auto-attaches to the right Salesforce record. Full version history, signed document storage, and a clean document management system - HIPAA-compliant.

  • PDF Generation from Salesforce Record, Report to PDF & Email PDF Convert Word to PDF, generate PDF from any Salesforce record or report, and email PDF from Salesforce automatically. File sync & file storage to Google Drive, OneDrive, SharePoint, SFTP.

  • PDF & Document Automation for Financial Services Automate invoice and quote generation from Opportunities with CPQ quoting, eSignature workflows and e-sign routing. Purpose-built document automation for Financial Services across lending & advisory.

  • Document Generation for Education, Healthcare & Professional Services HIPAA-compliant document storage & e-signatures for healthcare. Automate complex document generation for manufacturing, work orders, compliance docs & SOPs from any Salesforce object.

  • Rated 5/5 PDF, Word & Excel Generation Tools for Salesforce Pre-built templates, 50 free documents monthly, bulk doc generation from list views, CPQ quoting workflows, multi-format document output and faster doc gen. Salesforce-native, no middleware.

360 InstantDocs is a Salesforce-native document generation & automation app for template and document management. Automate document creation, manage merge fields in Salesforce, and streamline quote, invoice generation & Contract management with automated document generation. Key capabilities: ➤ 500+ pre-built templates, DOCX & document template library, Word Add-in ➤ Word, Excel & PDF generator, convert Word to PDF, Salesforce report to PDF ➤ Generate documents from list views, Bulk Generation, scheduled or record-triggered Flow ➤ Agentforce & AI document generation for custom objects, related lists & multi object records ➤ eSignature support via third-party apps, with document version control ➤ Salesforce Flow, Apex PDF generation & no code document automation ➤ Email delivery, Salesforce Files storage, SharePoint & Google Drive sync Use cases: ➤ Sales: contracts, proposals, quotes & CPQ | Finance: invoices | HR: offer letters | Legal: legal document generation & NDAs ➤ Real Estate: leases | Healthcare: patient forms | Manufacturing: purchase orders | Education: enrollment Compliances: GDPR, HIPPA, ISO, SOC 2, CMMI 100% Salesforce native - secure & mobile for every industry.

Categories

Business Needs
Quotes & Orders
Contract Management
Document Generation
Industries
Healthcare & Life Sciences
Professional Services
Nonprofit
Personas
Administrator
Business User
Sales Representative / Manager
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.
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
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile

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