360 InstantDocs Features, All in One Place
One app covers the whole life of a Salesforce document: build the template, create the file from any record, run it in bulk, file it where it belongs and send it for signature, without leaving Salesforce. Start free with 50 documents every month.
Five Features That Cover the Whole Document Workflow
Start with the feature you need today. Each one works on its own and shares the same templates, Salesforce data and user permissions as the rest.
One-Click Document Generation
Turn any standard or custom Salesforce record into a finished PDF, Word or Excel file in one click, filled with live field data and your approved template.
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Word & Excel Template Builder
Design templates in Word or Excel with merge fields, conditional sections, images and related lists up to five levels deep, then preview them against real records.
Explore the template builder →
Bulk Document Generation
Produce hundreds of documents from a report or list view in a single run, each saved back to its own record, with no one clicking through records one at a time.
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Document Management
Keep every generated file in order: attach it to the record, sync it to SharePoint, OneDrive or Google Drive, and keep versions without manual filing.
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eSignature
Send a generated document for signature straight from the record with DocuSign, Dropbox Sign or Conga Sign, and get the signed copy back on the same record.
Explore eSignature →How the Features Work Together
The same template and the same record data flow through every step, so a document is built once and reused everywhere it is needed.
Build the Template Once
Lay out the document in Word or Excel, drop in Salesforce merge fields, and preview it on a real record before anyone uses it.
Create One File or Hundreds
Generate from a single record when a rep needs it, or from a report or list view when a whole batch is due.
File It and Get It Signed
Store the result on the record or in your cloud drive, and send it for signature without downloading or re-uploading anything.
Put Every Feature to Work in Your Salesforce Org
Install 360 InstantDocs from AppExchange and generate your first document in minutes.
Up to 50 documents a month are free.
Not Sure Which Feature You Need? Ask Us!
Tell us about your document workflow and we will show you the features that fit it.
Resources
Guides, customer stories and how-tos from the 360 InstantDocs team.
