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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
TemplateFox transforms your design template into a functional API endpoint. You can create your document or visual in the editor and subsequently produce PDFs and images by sending your data through a REST call, catering to various needs such as invoices, packing slips, certificates, shipping labels, and social media visuals. It offers SDKs in seven different programming languages, along with an OpenAPI schema, a Postman collection, and seamless integrations with platforms like Zapier, Make, n8n, and Pipedream, allowing for effortless incorporation into your current automation systems without needing additional code. Additionally, users can access free tools like invoice, packing slip, barcode, and QR code generators without the necessity of creating an account. This convenience makes TemplateFox an attractive solution for businesses seeking efficient document generation and management.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
No images available
Integrations
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free plan; from $14/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
360 Degree Cloud Technologies Private Limited
Website
360degreecloud.com/product/instantdocs/
Vendor Details
Company Name
TemplateFox
Founded
2023
Country
Malta
Website
templatefox.com
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
