Pre-Built Salesforce Document Templates
Ready-made templates for every team and industry to upload to your Salesforce. Choose from 500+ pre-built templates or build one on your own.
Choose From Ready-to-Use Templates for All Industries
Pre-built templates across industries and teams - no design, no formatting, no hassle.
Finance &
Accounting
Professional financial documents for billing, reporting, and record-keeping. Download, fill in your figures, and send from Salesforce.
Legal &
Contracts
Legally structured document templates covering agreements, disclosures, and compliance.
Human Resources &
Administration
Essential editable HR-related document templates for full employee lifecycle - from hiring to offboarding.
Sales &
Operations
Win more deals faster with polished, ready-to-customize sales documents. Fill in your deal details, pricing, and scope and send with confidence.
Real
Estate
Every property transaction involves multiple documents. Get templates for residential and commercial deals.
Insurance
Structured insurance documents for policies, claims, and renewals. Fill in policyholder details to produce documents instantly.
Project & Business
Management
Keep projects on track and stakeholders aligned. Download templates for planning, reporting, and change management.
More Industries
Hospitality, Pharma,
Automotive, Agriculture
Generate Documents on the Go.
100% Mobile Compatible.
Open any record on your phone or tablet and generate a document in one tap - Word or PDF, instantly, no desktop needed.
iOS & Android
Works on Salesforce mobile app
One-Tap Generation
From any record, on the go
Preview on Device
Review before sending
Auto-Saved to Record
Attached to Salesforce files
Don't see the template you need?
Build it from scratch.
Create any document template, add merge fields, conditional logic, and dynamic tables. No coding required. Works with any Salesforce object.
- Word add-in panel
- Merge fields from any object
- IF / ELSE conditional sections
- Version control
Frequently asked questions
-
Salesforce document templates are pre-built document layouts that auto-populate with data directly from your Salesforce records, Contacts, Opportunities, Accounts, Cases, and more. With 360 SmartDocs, you choose a template (invoice, NDA, offer letter, etc.), and all merge fields fill instantly to produce a polished DOCX or PDF without any manual entry.
-
Yes, every template in the gallery is free to download and use. Upgrade to 360 SmartDocs to auto-generate these documents directly from your Salesforce records, which eliminates manual entry entirely and lets you produce documents in bulk.
-
Yes. Install 360 SmartDocs from the Salesforce AppExchange and any template in this gallery can be linked to your Salesforce records. Fields like client name, deal value, and dates auto-populate from your data - no manual entry, no copy-pasting, no errors.
-
Yes. All Word templates are fully editable - add your company logo, adjust colors, change fonts, and modify the structure as needed. When connected to 360 SmartDocs, save your branded version as a reusable template your whole team can generate with one click.
-
With the standalone download, each document is completed individually. Upgrade to 360 SmartDocs for bulk generation - select multiple Salesforce records, choose a template, and produce hundreds of personalized documents simultaneously. Ideal for HR offer letter runs or mass invoice generation.
-
Download the Word document version, open it in Microsoft Word, and replace the placeholder fields with your information - company name, dates, amounts, party names, etc. Save as Word file or export as PDF when done. No special software is needed beyond a standard word processor.
Got a Question? Ask Us!
Ready to Scale Your Business Document Automation? Talk to Us!
Subscribe to our newsletter
Stay ahead with expert insights, industry trends, and exclusive resources—delivered straight to your inbox.
