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360 InstantDocs: PDF, Word & Excel Document Generation & eSign for Salesforce

By 360 Degree Cloud Technologies Pvt. Ltd.

Generate PDF, Word & Excel for Contract & Quotes - Templates & eSign

$7   USD/user/month

Discounts available for nonprofits

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Industries
Financial Services
High Tech
Professional Services
Business Need
Document Generation
Document Management
Requires
Sales Cloud
Service Cloud
Platform Cloud
Experience Cloud
Compatible With
Financial Services Cloud
Health Cloud
Manufacturing 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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Platform Cloud
Experience Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Health Cloud
Manufacturing Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
360 InstantDocs/1.27.1 1.27.1
Listed On
12/20/2024
Latest Release
08/07/2026
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 15
Custom Tabs: 8
Custom Apps: 1
Lightning Components
Global: 12
App Builder: 0
Community Builder: 0
Languages
Arabic
Dutch
English
French
German
Italian
Spanish
Swedish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.5.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/04/2024

Additional Details

360 InstantDocs is a Salesforce-native document generation & automation app designed for seamless template and document management. Automate document creation, manage merge fields, create quote workflow, and streamline invoice generation & Contract management using automated document generation & Word document generator within Salesforce. Key capabilities: ➤ 500+ pre-built templates & native Word Add-in Panel ➤ Word & PDF generation with merge fields & conditional logic ➤ Generate documents in bulk ➤ eSignature using third-party apps ➤ Salesforce Flow & Apex automation ➤ Email delivery, Salesforce Files storage & Google Drive sync Use cases: ➤ Sales: Contracts, proposals, quotes & orders ➤ Finance: Invoices & billing summaries ➤ HR: Offer letters & onboarding kits ➤ Legal: NDAs, agreements & compliance reports ➤ Real Estate: Lease agreements & property documents ➤ Healthcare: Patient forms & consent letters ➤ Manufacturing: Purchase orders & work orders ➤ Education: Enrollment letters & certificates Compliances: ➤ GDPR, HIPPA, ISO, SOC 2, and CMMI 100% Salesforce native document generation app - secure and mobile compatible for every industry.

Need help?

360 Degree Cloud Technologies Pvt. Ltd.

We offer 24x7 support to ensure a smooth experience with InstantDocs. Reach out to our team via chat, email, or call for any assistance. https://360degreecloud.com/

Support Phone+1 323 641 4417
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