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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
Geopointe, a native AppExchange app that location-enables Salesforce and provides actionable insights for our customers' business processes, is Geopointe. See for yourself, mapping made easy - Real Simple. Geopointe is an AppExchange native application that geo-enables Salesforce and provides actionable insights for our customers' business processes. Geopointe is for whom? SALES: Plan trips and optimize routes; Log meetings notes and check-in; Cancel meetings. Features: Access the where and when of your data. Geographic Searching & Analysis. Search Any Salesforce Data. Geopointe can find any Salesforce data anywhere in the world. These searches can be anything, from a view of all Salesforce accounts, clustered according to concentrations, to a small area search for leads and prospects in the local neighborhood. Geopointe will show you the big picture with advanced visualization and filtering capabilities that identify patterns and trends you didn't know existed.
API Access
Has API
API Access
Has API
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Integrations
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$45 per user per 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/smartdocs/
Vendor Details
Company Name
Geopointe
Country
United States
Website
www.geopointe.com
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Route Planning
Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management
