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Description
360 SmartDocs 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
Chargent Payment Processing for Salesforce stands out as the premier payments application available on the Salesforce AppExchange. This solution is entirely native to Salesforce and is designed to accommodate both credit card and ACH payments for one-time or recurring billing, all while being lightning-ready. With Chargent, you gain total control over your payment processing activities, seamlessly managing everything within Salesforce, where your customer information resides. Easy to install as an add-on, this highly adaptable platform has been implemented by numerous organizations since its inception in 2008. Chargent offers out-of-the-box integrations with over 30 direct payment gateways, along with developer tools that facilitate customization to align with any business workflow. Users can securely process phone payments through an intuitive interface, and Chargent allows for simultaneous use of multiple gateways to cater to different business units. Its extensive features make it an invaluable asset for businesses looking to streamline their payment processes.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Braintree
Breadwinner
Eway
Ezidebit
FormAssembly
PayPal
PayTrace
Salesforce
Stripe
Integrations
Braintree
Breadwinner
Eway
Ezidebit
FormAssembly
PayPal
PayTrace
Salesforce
Stripe
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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/smartdocs/
Vendor Details
Company Name
AppFrontier
Founded
2012
Country
United States
Website
www.appfrontier.com/chargent.html
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
