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

More flexible than Conga Composer for Salesforce docs.

We compared Conga Composer and 360 InstantDocs for document generation. Conga is powerful, but 360 InstantDocs was faster to set up and generated our contracts, quotes and invoices as PDF, Word and Excel in one click from the record. Templates were quicker to build too.

PDF, Word & Excel doc gen for finance quotes and invoices

Our finance team uses 360 InstantDocs for doc gen on invoices and quotes, generating them as PDF, Word, or Excel straight from the Salesforce record. Having one PDF generator, Word document generator, and Excel generator in a single document generation tool has cut out a lot of manual rework, and everything stays consistent whether it's going out as a PDF invoice, Word contract, or Excel breakdown.

Great for legal doc generation

Our legal team uses 360 InstantDocs for doc gen on SOWs and contracts straight from Salesforce records instead of building them manually each time. It's simplified a process that used to involve a lot of back-and-forth, and the documents come out consistent and ready for review.

E-sign and Bulk PDF Generation

One of the standout features is the built-in eSign capability, which allows customers to sign documents immediately after they're generated. This has noticeably sped up our approval and closing process. The bulk PDF generation feature is another major advantage, especially for renewals, as it lets us generate large numbers of documents in just a few clicks.

Excellent tool for PDF document generation

360 InstantDocs has simplified how we generate contracts, quotes, and invoice PDFs — everything renders directly from the Salesforce record, no more manual formatting. The built-in eSign feature on generated PDFs speeds up closing, and bulk PDF generation for renewals saves us a ton of time each cycle.

Great tool for streamlining document generation

360 InstantDocs has simplified how we create contracts, quotes, and invoices — everything generates directly from the Salesforce record, no more manual formatting. The built in eSign feature speeds up closing, and bulk generation for renewals saves us a ton of time each cycle.

Simple, fast, and saves a lot of time

360 InstantDocs has made our document process much easier. We can generate contracts, quotes, and invoices directly from Salesforce, and the built-in eSign feature helps us close documents faster. Bulk document generation for renewals is a huge time-saver. Overall, it's a reliable tool that has improved our team's efficiency.

Contract-to-signature in one click, all in Salesforce

Our quote and contract process was a mess of manual Word edits. 360 InstantDocs now handles document generation — contracts, quotes, invoices as PDF and Word — from the record, with eSign and E Signatures built in. Bulk doc generation for renewals is the biggest win.

One-click document generation and eSign

360 InstantDocs generates contracts, quotes, and invoices as PDF and Word documents from Salesforce records in one click. Built-in eSign and E Signatures keep signing in the CRM, and bulk doc generation from list views is a big time saver.

Reliable and easy to use

360 InstantDocs does what it promises. Bulk generation from list views has been a big win for our team, and the documents come out clean and on-brand.