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Description
360 InstantDocs serves as a fully integrated document generation application native to Salesforce, specifically designed for teams managing extensive and crucial document workflows. It can be easily installed via the Salesforce AppExchange without the need for any external integration, middleware, or data entry by users.
This tool allows users to seamlessly merge live data from various standard or custom Salesforce objects into professionally crafted Word templates, producing polished PDFs or Word documents with just one click. The integrated Word Template Builder is equipped with features such as conditional logic, dynamic tables, and multi-level relationship fields (supporting up to five levels) alongside image merging capabilities, all of which facilitate sophisticated document automation without requiring any coding skills.
For organizations with significant document generation needs, the bulk document generation feature enables teams to efficiently process entire lists or report outcomes in one go, significantly reducing repetitive tasks during month-end, quarter-end, or large campaign executions. Additionally, all generated documents can automatically sync with Google Drive, ensuring easy access and organization. This comprehensive solution streamlines workflows, making document management substantially more efficient for teams.
Description
Gridset is an innovative document design platform that allows users to enhance their existing content into sleek, brand-consistent documents without the hassle of starting anew. By simply uploading brand guidelines or directing Gridset to a specific website, it automatically implements brand structure rules, ensuring that each document embodies the organization’s voice, design ethos, and visual aesthetics consistently. Users can import content from various sources, such as Notion pages, Google Docs, PDFs, or Word documents, while Gridset takes care of the design process, eliminating the need for rewriting or copy-pasting. The platform is designed to maintain layout integrity, ensuring that margins, spacing, and typography remain uniform, regardless of whether the document spans just one page or stretches to fifty. It accommodates a variety of business documents, including reports, proposals, presentations, briefings, and handbooks, with convenient export options like PDF, PPTX, and PNG. Furthermore, Gridset seamlessly integrates with existing tools, allowing teams to retrieve content directly from platforms like Notion or Google Docs, and enabling the creation of designed documents straight from applications like Claude or ChatGPT, making the entire process more streamlined and efficient. This makes Gridset an invaluable resource for organizations looking to maintain a cohesive brand identity while producing high-quality documents effortlessly.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
ChatGPT
No
Claude
No
Google Docs
No
Google Drive
No
Microsoft Word
No
Model Context Protocol (MCP)
No
Notion
No
Perplexity
No
Salesforce
Yes
Integrations
ChatGPT
Yes
Claude
Yes
Google Docs
Yes
Google Drive
Yes
Microsoft Word
Yes
Model Context Protocol (MCP)
Yes
Notion
Yes
Perplexity
Yes
Salesforce
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
360 Degree Cloud Technologies Private Limited
Website
360degreecloud.com/product/instantdocs/
Vendor Details
Company Name
Gridset
Country
United States
Website
www.gridset.app/
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
