360 SmartDocs

360 SmartDocs 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 SmartDocs 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 SmartDocs, users can create dynamic templates using Microsoft Word, pull data from Salesforce records with merge fields, apply conditional logic, include related lists, images, and tables, and generate documents in PDF or DOCX 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 SmartDocs offers:

Salesforce-native document generation with no external workflow disruption

Word-based template creation for easy adoption by business users

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

PDF and DOCX 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

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

Note : Get started by installing the 360 SmartDocs package in your Salesforce org. While the Word add-in is free, unlocking the complete capabilities of 360 SmartDocs requires a valid package license.

Please find below the 360 SmartDocs package and pricing details:

https://appexchange.salesforce.com/appxListingDetail?listingId=994f0c85-2adb-4c30-9e67-40f391c1fc2a