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360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations
Generate PDF, Word & Excel for Contract & Quotes - Templates & eSign
- Industries
- Financial ServicesHealthcare & Life SciencesManufacturing
- Business Need
- Contract ManagementDocument GenerationDocument Management
- Requires
- Sales CloudService CloudPlatform CloudExperience Cloud
- Compatible With
- Financial Services CloudHealth CloudManufacturing Cloud
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
Highlights
One-Click Document Generation & eSign, Native to Salesforce Automate contracts, quotes, invoices, proposals & agreement with AI powered document generation for custom objects with one-click doc gen & eSign - among the top document generation tools.
Every PDF, Word & Excel Document: Quote & Proposal 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 & 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 and Excel generation into Flows or Apex for document automation. A PDF generator & Word document generator to automate contract generation & contract processes with eSign.
Document Generation with eSignature Support, Contract Automation Send documents & contracts for eSignatures from Salesforce using eSign. Automate document generation and 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 Salesforce for Sales, Finance, HR & Legal 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.
360 Degree Cloud Technologies Pvt. Ltd.'s Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
360 Degree Cloud Technologies Pvt. Ltd.
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 50 document generations per month . 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