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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
Quaterio is a browser-based visual document editor akin to InDesign, tailored for the web. Users can create multi-page documents featuring authentic pagination, headers, footers, page numbers, and customized branding, which can then be exported as flawless, print-ready PDFs, eliminating the need for desktop software or a professional designer.
Starting with templates that include variable placeholders, a single layout can generate countless personalized documents such as invoices, reports, certificates, contracts, and proposals. The platform supports QR codes, barcodes, PDF form fields, and provides CMYK output with trim marks and bleed, ensuring high-quality printing standards.
For teams seeking automation, a REST API facilitates the scalable creation of identical documents from templates, HTML, or Markdown, complete with batch processing and webhooks. Additionally, it integrates seamlessly with platforms like WordPress, Notion, Airtable, Shopify, and HubSpot to pull in live content effortlessly.
Quaterio offers a free tier, while paid plans unlock API access, CMS integrations, and white-label output options, catering to a wide range of user needs. This versatility makes it an invaluable tool for businesses looking to streamline their document creation process.
API Access
Has API
API Access
Has API
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Screenshots View All
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Integrations
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$10/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
Triple Down AB
Founded
2021
Country
Sweden
Website
quaterio.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
