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What is 360 InstantDocs?
360 InstantDocs is a comprehensive document generation tool that is fully integrated within Salesforce, tailored for teams that handle extensive document workflows. It can be installed effortlessly through the Salesforce AppExchange, eliminating the necessity for external integrations, middleware, or user data entry.
This application empowers users to merge real-time data from both standard and custom Salesforce objects into meticulously designed Word templates, allowing them to create polished PDFs or Word documents with just a single click. The built-in Word Template Builder comes with advanced features like conditional logic, dynamic tables, and multi-level relationship fields (supporting up to five levels), as well as image merging capabilities, all enabling sophisticated document automation without the need for any programming expertise.
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Media
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API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
Pricing not provided
Supported Platforms
Windows
Linux
Supported Platforms
SaaS
Windows
Mac
Chromebook
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
On-Site Training
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
Eclipse Corporation
Company Location
United States
Company Website
eclipsecorp.us/why-docorigin/
Company Facts
Organization Name
360 Degree Cloud Technologies Private Limited
Company Website
360degreecloud.com/product/instantdocs/
Categories and Features
Customer Communications Management
Not specified
Document Control
Not specified
Document Generation
Not specified
Document Management
Not specified
Forms Automation
Not specified
Online Form Builders
Not specified
Categories and Features
Document Generation
Not specified