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Ratings and Reviews 0 Ratings

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What is Docs Made Easy?

Docs Made Simple is the premier tool for document creation in Salesforce, offering eSigning functionality. You can generate high-quality documents in just minutes, whether they are proposals, quotes, legal papers, presentations, account strategies, or contracts, utilizing data from both standard and custom objects. With a range of predefined templates and the option for customization, you can ensure that your business documentation meets professional standards. Its user-friendly design means no technical expertise is required, making it accessible for everyone. As the leading Document Generation App on the Salesforce AppExchange, it is relied upon by over 7,000 users every day, solidifying its reputation in the market. Additionally, its versatility makes it an essential tool for any business looking to streamline their documentation process.

What is 360 SmartDocs?

360 SmartDocs 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. For organizations that require significant document generation, the bulk document generation functionality allows teams to efficiently handle entire lists or report outcomes at once, greatly minimizing repetitive tasks during busy periods such as month-end or large marketing campaigns. Furthermore, all documents generated can automatically sync with Google Drive, providing seamless access and organization. This all-in-one solution not only streamlines workflows but also enhances overall efficiency in document management for teams across various sectors. By adopting 360 SmartDocs, organizations can significantly improve their productivity and focus on their core missions.

Media

Media

No images available

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$0
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Docs Made Easy

Date Founded

2021

Company Location

United States

Company Website

docsmadeasy.com

Company Facts

Organization Name

360 Degree Cloud Technologies Private Limited

Company Website

360degreecloud.com/product/smartdocs/

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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