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Description
360 InstantDocs serves as a fully integrated document generation application native to Salesforce, specifically designed for teams managing extensive and crucial document workflows. It can be easily installed via the Salesforce AppExchange without the need for any external integration, middleware, or data entry by users.
This tool allows users to seamlessly merge live data from various standard or custom Salesforce objects into professionally crafted Word templates, producing polished PDFs or Word documents with just one click. The integrated Word Template Builder is equipped with features such as conditional logic, dynamic tables, and multi-level relationship fields (supporting up to five levels) alongside image merging capabilities, all of which facilitate sophisticated document automation without requiring any coding skills.
For organizations with significant document generation needs, the bulk document generation feature enables teams to efficiently process entire lists or report outcomes in one go, significantly reducing repetitive tasks during month-end, quarter-end, or large campaign executions. Additionally, all generated documents can automatically sync with Google Drive, ensuring easy access and organization. This comprehensive solution streamlines workflows, making document management substantially more efficient for teams.
Description
Documati is an advanced document creation solution designed for high-volume needs, seamlessly compatible with any CRM or ERP system. Utilize our flexible REST API through platforms like Zapier, RPA tools, or even no-code and low-code environments, as well as your own custom applications. To generate documents, simply open your CRM in a Chrome browser, select a document template, and click a button. Instantly, you will have a Word, PDF, or PowerPoint document populated with relevant data from your CRM. Witness how a typically time-consuming task transforms into a quick, one-minute process. You can easily connect to any CRM without incurring the expenses of an elaborate integration project. In just one minute, produce hundreds of documents by merging data into your chosen template. All it takes is a connection to your CRM and a simple click, while Documati efficiently fills out your documents behind the scenes. This innovative approach enhances productivity and streamlines workflows significantly.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Salesforce
Yes
.NET
No
ActiveCampaign
No
Copper
No
Credit Repair Cloud
No
Freshsales
No
HubSpot CRM
No
HubSpot Customer Platform
No
Insightly
No
Java
No
Integrations
Salesforce
Yes
.NET
Yes
ActiveCampaign
Yes
Copper
Yes
Credit Repair Cloud
Yes
Freshsales
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Insightly
Yes
Java
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
360 Degree Cloud Technologies Private Limited
Website
360degreecloud.com/product/instantdocs/
Vendor Details
Company Name
Documati
Website
documati.com
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
