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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
Proof MRM on Salesforce™ features an easy-to-navigate hierarchical system that establishes parent/child connections among marketing plans, journeys, and related activities, accommodating as many as five levels in this hierarchy. Additionally, it facilitates seamless and immediate collaboration directly within the Salesforce platform by integrating with Quip, enhancing teamwork efficiency. Its native construction on the Salesforce Lightning platform enables users to utilize standard Salesforce capabilities, such as task management, to streamline workflows effectively. Moreover, users can take advantage of Salesforce's robust reporting tools and Kanban view to analyze any data field—including custom ones—while also gaining a clear visual representation of campaign progress through the standard Kanban interface. This functionality empowers marketing teams to adapt quickly and make informed decisions based on real-time insights.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$129 per user per month
Free Trial
No
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
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
360 Degree Cloud Technologies Private Limited
Website
360degreecloud.com/product/instantdocs/
Vendor Details
Company Name
ProofAnalytics
Founded
2019
Country
United States
Website
www.proofanalytics.ai/mrm-for-salesforce-comparison
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
MRM
Activity Planning
No
Analytics / ROI Tracking
No
Approval Workflow
No
Brand Management
No
Budgeting & Forecasting
No
Content Management
No
Digital Asset Management
No
Expense Management
No
Marketing Calendar
No
Strategic Planning
No
