100% Salesforce Document Automation with 360 InstantDocs
Create documents in Salesforce in one click. Merge live CRM data into pre-built Word templates or create one on your own to deliver polished PDFs, Word files, or Excel sheets without leaving Salesforce. Generate up to 50 documents/month for FREE.
Trusted by Leading Brands Globally
Generate PDF, Word & Excel Documents Natively in Salesforce
Build your document once. Choose Merge live CRM data. Enable document automation to generate customer-ready PDFs, Word files, or Excel sheets, all without leaving Salesforce.
Salesforce Document Generation
Stop building business documents by hand. Merge live Salesforce record data into pre-built templates, and auto generates documents, contracts, and more as PDF, Word, or Excel, from any standard or custom object, in a single click.
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Word Template Builder
Design Excel or Word document templates with live Salesforce merge fields, conditional logic, and image merge, pulling relationship data up to five levels deep. Every template previews against real Salesforce records before going live.
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Bulk Document Generation
Generate documents for multiple Salesforce records in one go using reports or list views. Run high-volume document workflows faster, reduce repetitive work, and complete large document runs with more speed and control.
Get started →Document Generation in Salesforce in Three Steps
No heavy setup burden for end users. Just a controlled path from template creation to one-click Salesforce document workflow automation.
Install from AppExchange
Install 360 InstantDocs, activate your license, assign users, and enable the objects you want to use for Salesforce document process automation.
Create Your Templates
Build your own Excel or Word template using Salesforce merge fields or choose from 500+ pre-built Salesforce document templates for all industries.
Generate Documents in One Click
Users can create Word, Excel, or PDF files from records, bulk actions, or workflows. Sync with Google Drive or email generated documents without leaving Salesforce.
Built for Teams That Run High-Stakes Document Workflows
Automate document creation in Salesforce for every team, every industry.
Create Documents on the Move
Built for Salesforce Mobile App.
Generate documents from Salesforce anywhere your team works, with mobile access built into the workflow.
iOS & Android
Works on Salesforce mobile app
One-Tap Output
Generate Word, Excel or PDF instantly
On-Device Review
Preview before sharing
Auto File Save
Attached back to the Salesforce record
CUSTOMER REVIEWS
Trusted Salesforce Document Automation App Worldwide
The Smartest Way to Create Documents in Salesforce
Install 360 InstantDocs, the Salesforce document generation app built for teams that can't afford to waste
time on manual document creation. Go live in minutes.
Frequently Asked Questions
Answers to the questions teams ask most before they start with 360 InstantDocs.
What is 360 InstantDocs?
Which file formats can I generate?
Can I generate documents in bulk?
Does it work with eSignature tools?
Is there a free plan?
Resources
Guides, customer stories and how-tos from the 360 InstantDocs team.
Got a Question? Ask Us!
Ready to Generate Documents from Salesforce in One Click? Let's Talk.
