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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
Streamline your document creation effortlessly. Are you still crafting each document by hand? Instead, opt for your personalized document automation templates. There's no need for coding expertise. Produce documents at lightning speed; once you witness the benefits of document automation, you may find yourself never wanting to revert to manual methods. Eliminate the hours spent on drafts and generate even intricate documents in mere minutes. It’s as straightforward as filling out a questionnaire and seeing your document come to life instantly. Maintain complete control over the process. Make your content accessible to anyone you choose by utilizing our publications feature, which allows clients, team members, or entire departments to access automated document templates on their own. Capitalize on predefined scopes of action to minimize delays and reduce the likelihood of human mistakes. Create intelligent templates without needing to write any code; the focus is on user-friendliness. Our intuitive no-code editor empowers everyone to design complex document template logic right off the bat. You can also create bilingual templates, expanding your reach and accessibility even further. This innovative approach to document automation not only saves time but also enhances collaboration and productivity across your organization.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
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
LAWLIFT
Founded
2015
Country
Germany
Website
lawlift.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
Alternatives
No Alternatives