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How 360 SmartDocs works?
1
Open & customize in Word
Open your template in Word, add branding, adjust content, and insert merge fields from the 360 SmartDocs Word add-in panel.
2
Merge live Salesforce data
Connect the template to live Salesforce field data so names, dates, amounts, and other record details fill in automatically.
3
Generate from Salesforce
Create the final Word or PDF document in one click from a record or trigger it through Flow in seconds.
- Free trial – up to 100 documents
- Salesforce-native – works with any object or field
- PDF + Word document output
- Trigger via button or Salesforce Flow
Talk to a 360 SmartDocs specialist
Tell us about your document workflow and we'll show you exactly how to automate it.
We only use your details to arrange the demo requested.
