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360 InstantDocs: PDF, Word & Excel Document Generation & eSign for Salesforce
Generate PDF, Word & Excel for Contract & Quotes - Templates & eSign
- Industries
- Financial ServicesHigh TechProfessional Services
- Business Need
- Document GenerationDocument Management
- Requires
- Sales CloudService CloudPlatform CloudExperience Cloud
- Compatible With
- Financial Services CloudHealth CloudManufacturing Cloud
PDF, Word & Excel document generation — among top document generation tools for Salesforce. ➤ Document automation, doc gen & eSign ➤ Built-in eSignatures ➤ Bulk generation, templates & document storage ➤ Document management + Google Drive sync
Highlights
One-Click Document Generation & eSign, Native to Salesforce Automate contracts, quotes, invoices, proposals & agreement generation from any Salesforce opportunity with one-click doc gen, eSign & eSignatures — among the top document generation tools.
Generate Every PDF, Word & Excel Document from Salesforce Contract generation, agreement generation, quote generation, invoice generation, proposal generation as PDF reports, PDF, Word documents & Excel files. Document generation with a PDF generator.
Bulk Doc Gen & Document Creation Build Word & Excel templates with merge fields, conditional logic, and dynamic tables. Bulk doc gen or bulk document generation from list views, or trigger Bulk Generation via Flow Builder.
Document Generation Tools & Automation for CPQ Workflows Wire document generation and Excel generation into Flows or Apex for document automation. As a PDF generator & Word document generator, built for quote-to-cash & contract processes with eSign.
Built-In eSignature & Contract eSign Send documents & contracts for eSignatures directly from Salesforce using built-in eSign. Track eSign status on the record, maintain a full audit trail, and handle contract automation, signing & eSignatures here.
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.
Auto-Sync Files to 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, Trusted Across 30+ Industries Teams generate PDF, Word and Excel documents 58% faster, with 81% less manual data entry and 5x daily output. 500+ pre-built templates, and up to 100 documents free to start.
Built for Sales, Finance, HR, Legal & Ops Teams Document automation and document management for quotes, proposals, contracts and invoices — as PDF, Word or Excel from any object. Used across Financial Services, Real Estate, Manufacturing and Education.
Provider Details
360 Degree Cloud Technologies Pvt. Ltd.
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2012
Phone
+1 323 641 4417360 Degree Cloud is a certified Salesforce Summit Partner, ISV, PDO, Managed Services, and official Salesforce Reseller with 14+ years of experience. From implementation and customization to AI-driven automation, we build solutions that help businesses grow faster inside Salesforce. Our product suite - 360 SMS, 360 CTI, 360 Textolic, 360 InstantDocs, 360 AI Agent, 360 Mass Mailer, and 360 Verify the Email - is built natively on Salesforce to automate customer communication, simplify calling and telephony operations, streamline document workflows & drive productivity across Sales, Service, and Marketing Cloud. Our flagship products include: ➤360 SMS - AI messaging automation with bulk SMS, text messaging, and WhatsApp integration ➤360 CTI - AI-powered CTI telephony, power dialer, and voice calling ➤360 Textolic - Native SMS and WhatsApp platform for student communication and engagement ➤360 InstantDocs - PDF and Word document generation with one-click automation Trusted across 30+ industries including healthcare, education, real estate, marketing, and finance - our secure, scalable, and 100% Salesforce-native solutions are built to deliver real results from day one.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Free trial up to 100 document generations. Contact us for Pricing: sales@360degreecloud.com US: +1 323 641 4417 | UK: +44 740 327 9473 | AUS: +61 48885 3632 | IN: +91 852 710 0131
360 InstantDocs
$7 USD/user/month
FileSync
$5 USD/user/month
360 InstantDocs + FileSync
$10 USD/user/month