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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
SmartDocuments is a document automation and document creation software that allows businesses to create and manage documents quickly.
Always ensure that you send and store documents with the correct corporate identification. You can easily create your own templates and manage them. No more copying and pasting Word documents.
Insert external data into documents to automate the creation of documents Drag & Drop is all that's required to create a template.
We value simplicity above all else, no matter how many features we add.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Aareon Smart World
Alfresco Digital Business Platform
AnNoText
Cegeka
Centric
Docusign
Legisway Essentials
Microsoft 365
Microsoft SharePoint
OpenText Process Automation
Integrations
Aareon Smart World
Alfresco Digital Business Platform
AnNoText
Cegeka
Centric
Docusign
Legisway Essentials
Microsoft 365
Microsoft SharePoint
OpenText Process Automation
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
SmartDocuments
Founded
1994
Country
Netherlands
Website
www.smartdocuments.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
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Alternatives
No Alternatives
