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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
Every team has distinct requirements, which is why we assess those specific needs and tailor JobSuite to enhance your workflow, leveraging the robust capabilities, creativity, and security that the Salesforce platform offers. Standard solutions may not cater to the demands of busy teams, prompting us to adopt a more personalized strategy that fine-tunes our software to boost productivity. Whether managing a multitude of ongoing projects or transitioning to remote operations, we develop a customized solution that aligns perfectly with your preferred working style. Everything you require is centralized: from schedules and documents to messaging, time tracking, reporting, estimates, and beyond. You can design bespoke workflow templates for a variety of tasks, including campaigns, estimates, invoices, and reports—whatever you need. We are enthusiasts of templates. Additionally, streamline your processes with ease: create jobs, delegate tasks, mark them as complete, and send out notifications to your entire team—these functionalities are just the beginning. Our goal is to ensure that your team can work as efficiently as possible, no matter the circumstances you face.
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
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
TrackIT Project Management Systems
Country
United States
Website
jobsuite.net
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies