360 InstantDocs

360 InstantDocs is a Salesforce-native document generation solution that helps businesses create, manage, deliver, and store documents directly from Salesforce. It is built for teams that need fast, accurate, and scalable document automation without relying on disconnected tools or manual formatting. Whether you are generating proposals, contracts, invoices, quotes, onboarding documents, offer letters, service documents, or customer communications, 360 InstantDocs helps you turn Salesforce data into polished documents in just a few clicks.

The product is ideal for sales, service, finance, HR, operations, legal, and customer-facing teams that handle document-heavy workflows and want to reduce turnaround time, improve consistency, and eliminate repetitive work. It is especially valuable for growing businesses, high-volume teams, and enterprises that need better control over document processes while keeping everything inside Salesforce.

With 360 InstantDocs, users can create dynamic templates using Microsoft Word and Excel, pull data from Salesforce records with merge fields, apply conditional logic, include related lists, images, and tables, and generate documents in PDF, Word, or Excel format. Teams can preview documents before publishing, generate files one by one or in bulk, send documents directly through email, and store them securely within Salesforce or connected storage systems. The product also supports admin controls, permissions, version management, and automation through Salesforce Flow and Apex, making it flexible enough for both simple and advanced use cases.

What 360 InstantDocs offers:

Salesforce-native document generation with no external workflow disruption

Word and Excel-based template creation for easy adoption by business users

Dynamic documents with merge fields, conditions, loops, tables, and images

PDF, Word, and Excel document output options

Single-record and bulk document generation

Built-in email delivery and storage options

Better control through template management, permissions, and preview features

Workflow automation support through Salesforce Flow and Apex

Pricing: 360 InstantDocs is available at $7/month, with a free trial covering the first 100 documents.

360 InstantDocs helps organizations move faster, reduce manual effort, maintain document accuracy, and create a smoother experience for both employees and customers.