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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
ViewCenter by ICM Document Solutions, a scalable document management system, is designed to be accessible from any device that has an Internet connection, whether it's a desktop, laptop, or mobile. It is flexible enough to be used by businesses of all sizes and can be customized to meet specific company needs.
ViewCenter features include customizable permissions, support of all file types, detailed logs, keyword/content searching, revision control and automated retention and disposition processes. ICM's suite includes eForms portals, high-volume scanning modules, custom development, and a suite of supporting services. This gives companies all the tools they need to improve their business processes around the collection, maintenance, distribution, and retention of important documents and records. ViewCenter meets industry-specific security and regulatory compliance requirements.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Salesforce
Yes
Adobe Acrobat Sign
No
Amazon Web Services (AWS)
No
Jotform
No
Microsoft Azure
No
Microsoft Dynamics 365
No
Integrations
Salesforce
Yes
Adobe Acrobat Sign
Yes
Amazon Web Services (AWS)
Yes
Jotform
Yes
Microsoft Azure
Yes
Microsoft Dynamics 365
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$36.00/month/user
Free Trial
Yes
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
Yes
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
360 Degree Cloud Technologies Private Limited
Website
360degreecloud.com/product/instantdocs/
Vendor Details
Company Name
ICM Document Solutions
Founded
1988
Country
United States
Website
www.icmdocs.com
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
Content Management
Audio Content
Yes
Customizable Templates
Yes
Document Indexing
Yes
E-forms
Yes
Full Text Search
Yes
Image Editor
No
SEO Management
No
Text Editor
Yes
Version Control
Yes
Video Content
Yes
Website Management
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
No
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
Yes
Offline Access
No
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
