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Document Generation https://360instantdocs.com/flags/in.svg https://360instantdocs.com/knowledge-base/flow-apex-integration-guide https://360instantdocs.com/uploads/instantdocs-logo.webp 360 InstantDocs 360 InstantDocs https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/whatsapp-f69a607b.png logo logo https://360instantdocs.com/uploads/banner-copy--66--mw4lk36s.webp How to Generate a PDF from a Salesforce Record Without Code How to Generate a PDF from a Salesforce Record Without Code https://360instantdocs.com/wp-content/uploads/2026/08/cover-img-3.webp Replacing Manual Offer Letters and Contracts with One-Click Salesforce Document Generation Replacing Manual Offer Letters and Contracts with One-Click Salesforce Document Generation https://360instantdocs.com/flags/in.svg https://360instantdocs.com/knowledge-base/installation-setup-guide https://360instantdocs.com/uploads/instantdocs-logo.webp 360 InstantDocs 360 InstantDocs https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/Install-1-88050f02.webp Installation options page showing “Install for Admins Only” selected, and the “Approve Third-Party Access” checkbox checked. Installation options page showing “Install for Admins Only” selected, and the “Approve Third-Party Access” checkbox checked. https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/install-2-eb7ca41c.webp Setup → Installed Packages showing 360 InstantDocs with Status “Installed” and version 1.0. Setup → Installed Packages showing 360 InstantDocs with Status “Installed” and version 1.0. https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/install-3-57c1eaa7.webp App Launcher search results showing the 360 InstantDocs app with its icon. App Launcher search results showing the 360 InstantDocs app with its icon. https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/install-4-b0772136.webp 360 InstantDocs Setup → License Manager in its inactive state, showing the “Authorize & Sync with Server” button. 360 InstantDocs Setup → License Manager in its inactive state, showing the “Authorize & Sync with Server” button. https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/install-5-06fc4cbd.webp License Manager after successful authorization, showing Trial status, sync timestamp, InstantDocs Credits, and FileSync Credits. License Manager after successful authorization, showing Trial status, sync timestamp, InstantDocs Credits, and FileSync Credits. https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/install-6-77853961.webp InstantDocs Setup → Permission Set Assignment panel showing users with Admin/User checkboxes and the “Update” button. InstantDocs Setup → Permission Set Assignment panel showing users with Admin/User checkboxes and the “Update” button. https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/install-7-0f8ea443.webp Object Configuration dual listbox with Available Objects on the left and Selected Objects (Account, Contact, Opportunity, Quote) on the right. Object Configuration dual listbox with Available Objects on the left and Selected Objects (Account, Contact, Opportunity, Quote) on the right. https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/install-8-a1555aff.webp Microsoft Word with the 360 InstantDocs Add-In visible in the My Add-ins panel. Click “Add” to install it. Microsoft Word with the 360 InstantDocs Add-In visible in the My Add-ins panel. Click “Add” to install it. https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/install-9-284762e6.webp Lightning Experience App Manager — search for “360 File Sync” in the list and click Edit. Lightning Experience App Manager — search for “360 File Sync” in the list and click Edit. https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/install-10-834b1d9e.webp App Details & Branding screen — update the App Name and Image under the App Branding section. App Details & Branding screen — update the App Name and Image under the App Branding section. https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/whatsapp-f69a607b.png logo logo https://360instantdocs.com/uploads/banner-copy--66--mw4lk36s.webp How to Generate a PDF from a Salesforce Record Without Code How to Generate a PDF from a Salesforce Record Without Code https://360instantdocs.com/wp-content/uploads/2026/08/cover-img-3.webp Replacing Manual Offer Letters and Contracts with One-Click Salesforce Document Generation Replacing Manual Offer Letters and Contracts with One-Click Salesforce Document Generation https://360instantdocs.com/flags/in.svg https://360instantdocs.com/knowledge-base/feature-user-guide https://360instantdocs.com/uploads/instantdocs-logo.webp 360 InstantDocs 360 InstantDocs https://360instantdocs.com/wp-content/uploads/2026/07/FU-1.webp Getting Started tab showing the Welcome panel with the quick-start checklist and InstantDocs Setup sidebar navigation Getting Started tab showing the Welcome panel with the quick-start checklist and InstantDocs Setup sidebar navigation https://360instantdocs.com/wp-content/uploads/2026/07/FU-2.webp 360 InstantDocs App Config tab showing the License Manager panel with license status, InstantDocs credits, and FileSync credits 360 InstantDocs App Config tab showing the License Manager panel with license status, InstantDocs credits, and FileSync credits https://360instantdocs.com/wp-content/uploads/2026/07/FU-3.webp InstantDocs Templates list view showing template records with Name, SObject, Document Type, IsActive status, and Last Modified columns InstantDocs Templates list view showing template records with Name, SObject, Document Type, IsActive status, and Last Modified columns https://360instantdocs.com/wp-content/uploads/2026/07/FU-4.webp InstantDocs Manager list view showing document records with color-coded status badges InstantDocs Manager list view showing document records with color-coded status badges https://360instantdocs.com/wp-content/uploads/2026/07/FU-5.webp Bulk Document Generation wizard showing the 4-step progress path Bulk Document Generation wizard showing the 4-step progress path https://360instantdocs.com/wp-content/uploads/2026/07/FU-6.webp Template record detail page showing fields, the Preview Attached Files component with file versions, and the document preview panel Template record detail page showing fields, the Preview Attached Files component with file versions, and the document preview panel https://360instantdocs.com/wp-content/uploads/2026/07/FU-7.webp Template creation form with Template Name, SObject Name, Document Type, Document Name, and Record Type fields Template creation form with Template Name, SObject Name, Document Type, Document Name, and Record Type fields https://360instantdocs.com/wp-content/uploads/2026/07/FU-8.webp Preview Attached Files showing the Activate Template button. The Activate Template button will not be visible for already activated version Preview Attached Files showing the Activate Template button. The Activate Template button will not be visible for already activated version https://360instantdocs.com/wp-content/uploads/2026/07/FU-9.webp Full Preview Attached Files component with file cards in the left panel and a document preview in the right panel Full Preview Attached Files component with file cards in the left panel and a document preview in the right panel https://360instantdocs.com/wp-content/uploads/2026/07/FU-10.webp Microsoft Word ribbon with the “Home” tab active and the “Get Add-ins” button highlighted Microsoft Word ribbon with the “Home” tab active and the “Get Add-ins” button highlighted https://360instantdocs.com/wp-content/uploads/2026/07/FU-01.webp Microsoft Excel ribbon with the “Home” tab active and the “Get Add-ins” button highlighted Microsoft Excel ribbon with the “Home” tab active and the “Get Add-ins” button highlighted https://360instantdocs.com/wp-content/uploads/2026/07/FU-11.webp Word/Excel Add-In sidebar showing the login screen with the Sign in to Production and Sign in to Sandbox buttons Word/Excel Add-In sidebar showing the login screen with the Sign in to Production and Sign in to Sandbox buttons https://360instantdocs.com/wp-content/uploads/2026/07/FU-12.webp Word Add-In field browser showing the Opportunity object tree with fields and related objects Word Add-In field browser showing the Opportunity object tree with fields and related objects https://360instantdocs.com/wp-content/uploads/2026/07/FU-13.webp Word document with merge field tokens inserted. Tokens will be replaced with Salesforce data Word document with merge field tokens inserted. Tokens will be replaced with Salesforce data https://360instantdocs.com/wp-content/uploads/2026/07/FU-14.webp Word Add-In preview step showing the document being prepared for preview with Salesforce data Word Add-In preview step showing the document being prepared for preview with Salesforce data https://360instantdocs.com/wp-content/uploads/2026/07/FU-15.webp Document preview result showing the template rendered with actual Salesforce data, with merge tokens replaced by field values Document preview result showing the template rendered with actual Salesforce data, with merge tokens replaced by field values https://360instantdocs.com/wp-content/uploads/2026/07/FU-16.webp Word Add-In Save to Salesforce panel with template selector, version information, and Save button Word Add-In Save to Salesforce panel with template selector, version information, and Save button https://360instantdocs.com/wp-content/uploads/2026/07/FU-17.webp Salesforce record page showing the “Create Document” Quick Action button in the record’s actions area Salesforce record page showing the “Create Document” Quick Action button in the record’s actions area https://360instantdocs.com/wp-content/uploads/2026/07/FU-18.webp Document Generation Wizard progress indicator showing two steps: Select Template, and Send Email Document Generation Wizard progress indicator showing two steps: Select Template, and Send Email https://360instantdocs.com/wp-content/uploads/2026/07/FU-19.webp Wizard Step 1: SOW Standard Implementation selected, Document Type set to Pdf, and email toggle enabled Wizard Step 1: SOW Standard Implementation selected, Document Type set to Pdf, and email toggle enabled https://360instantdocs.com/wp-content/uploads/2026/07/FU-20.webp Wizard Email step with the Email Composer showing From, To, Subject, Body, and the generated document automatically attached Wizard Email step with the Email Composer showing From, To, Subject, Body, and the generated document automatically attached https://360instantdocs.com/wp-content/uploads/2026/07/FU-21.webp Wizard Email step with the Email Composer showing From, To, Subject, Body, and the generated document automatically attached Wizard Email step with the Email Composer showing From, To, Subject, Body, and the generated document automatically attached https://360instantdocs.com/wp-content/uploads/2026/07/FU-22.webp Document processing screen showing a spinner and progress bar with the Generating document status message Document processing screen showing a spinner and progress bar with the Generating document status message https://360instantdocs.com/wp-content/uploads/2026/07/FU-23.webp Bulk wizard Step 1 with Report source type selected, showing report requirements and setup steps Bulk wizard Step 1 with Report source type selected, showing report requirements and setup steps https://360instantdocs.com/wp-content/uploads/2026/07/FU-24.webp Bulk wizard Step 2 showing a data table with checkboxes for record selection. 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configure Folder Naming Convention https://360instantdocs.com/wp-content/uploads/2026/07/FU-35.webp Sync Setup — Configure sync records, custom date range, and delete options Sync Setup — Configure sync records, custom date range, and delete options https://360instantdocs.com/wp-content/uploads/2026/07/FU-36.webp Object Setup — Synced files are now visible in the related section of the Salesforce record Object Setup — Synced files are now visible in the related section of the Salesforce record https://360instantdocs.com/uploads/instantdocs-kb-guide/assets/whatsapp-f69a607b.png logo logo https://360instantdocs.com/uploads/banner-copy--66--mw4lk36s.webp How to Generate a PDF from a Salesforce Record Without Code How to Generate a PDF from a Salesforce Record Without Code https://360instantdocs.com/wp-content/uploads/2026/08/cover-img-3.webp Replacing Manual Offer Letters and Contracts with One-Click Salesforce Document Generation Replacing Manual Offer Letters and Contracts with 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PDF, Word, Excel 360 InstantDocs- Generate PDF, Word, Excel https://360instantdocs.com/uploads/instantdocs-feature/assets/ds-img5-1-cedaa70a.png 360 InstantDocs- Guided Document Generation 360 InstantDocs- Guided Document Generation https://360instantdocs.com/uploads/instantdocs-feature/assets/whatsapp-f69a607b.png logo logo https://360instantdocs.com/uploads/banner-copy--66--mw4lk36s.webp How to Generate a PDF from a Salesforce Record Without Code How to Generate a PDF from a Salesforce Record Without Code https://360instantdocs.com/wp-content/uploads/2026/08/cover-img-3.webp Replacing Manual Offer Letters and Contracts with One-Click Salesforce Document Generation Replacing Manual Offer Letters and Contracts with One-Click Salesforce Document Generation https://360instantdocs.com/flags/in.svg One-Click Salesforce Document Generation for Workflow Automation One-Click Salesforce Document Generation for Workflow Automation https://360instantdocs.com/wp-content/uploads/2025/07/sec17-1.webp Talk to the 360 InstantDocs team Talk to the 360 InstantDocs team https://360instantdocs.com/salesforce-bulk-document-generation https://360instantdocs.com/uploads/instantdocs-logo.webp 360 InstantDocs 360 InstantDocs https://360instantdocs.com/wp-content/uploads/2026/07/image-84-5-1.png InstantDocs Document Generation Dashboard InstantDocs Document Generation Dashboard https://360instantdocs.com/wp-content/uploads/2026/07/Group-1000014959-1.png 360 InstantDocs- Bulk Document Generation 360 InstantDocs- Bulk Document Generation https://360instantdocs.com/wp-content/uploads/2026/07/Group-1000014960-1.png 360 InstantDocs- Generate bulk documents from list view 360 InstantDocs- Generate bulk documents from list view https://360instantdocs.com/wp-content/uploads/2026/07/Group-1000014961-1.png 360 InstantDocs- batch document generation salesforce 360 InstantDocs- batch document generation salesforce 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