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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
Logical Office enables the rapid development of systems, allowing them to be built in mere minutes or hours rather than the typical days or weeks. Screens can be generated in just seconds, and any new fields can be instantly incorporated into all database screens in real-time. Each new field is accompanied by a straightforward cut and paste merge code, facilitating seamless integration. Users can easily reposition fields to redesign screens without impacting existing data. In contrast to traditional, cumbersome, and costly approaches, Logical Office addresses processing challenges while adapting to evolving requirements. Our integrated Wizard features a command library that enables the creation of fast and versatile workflow programs capable of comparing dates, interrogating data fields, and generating intricate mail merges including emails, text messages, uploads to portals, and printed materials. Additionally, the system includes auto-PDF conversion, encryption, and electronic document signing capabilities. Thus, resolving your business challenges has reached an unprecedented level of simplicity and affordability. Commands within Workflows can be rapidly added or modified by simply selecting different data fields or templates from the extensive template library for enhanced flexibility. This allows for a truly dynamic approach to managing business processes.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Salesforce
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$57 per month
Free Trial
Yes
Free Version
No
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
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
360 Degree Cloud Technologies Private Limited
Website
360degreecloud.com/product/instantdocs/
Vendor Details
Company Name
Logical Office
Founded
2003
Country
United Kingdom
Website
www.logical-office.com
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
