One-Click Salesforce Document Generation for Workflow Automation

Create documents in Salesforce from live records. Reduce manual work and get documents out faster — without copying data or switching tools.

Start Free Trial Book a Demo

InstantDocs Document Generation Dashboard

ALL DOCUMENT GENERATION FEATURES

Everything You Need for Faster Salesforce Document Creation

From record-level actions to guided generation, 360 InstantDocs makes Salesforce Word document generation faster and easier to control.

Generate from Any Salesforce Record

360 InstantDocs is a Salesforce PDF generation app — create documents in Salesforce from any record using live CRM data instead of copying details into static files.

Quick Action Generation

Launch document generation in Salesforce directly from the record page through a Quick Action for faster user execution.

URL Button Flexibility

Use URL buttons to trigger Salesforce document creation with pre-set document type, template, and mode for a faster user path.

Generate Word or PDF files in Salesforce

Generate either editable Word files or finalized PDFs from the same record-driven workflow to match the business need.

Guided Document Wizard

Let users select templates, choose document type, and move through a guided generation flow with less confusion and fewer errors.

WHY 360 InstantDocs

Not All Document Generation for Salesforce Works the Same

Keep document generation for Salesforce close to the record, the action, and the workflow — so your team never has to leave the CRM.

Feature	✓ 360 InstantDocs	Other Tools
Generate documents directly from Salesforce records	✓	Limited
Quick Actions for record-level generation	✓	✗
URL button-based document generation	✓	✗
Guided document generation wizard	✓	Limited
Word file output	✓	Limited
Salesforce PDF generation	✓	✓
Live Salesforce data merge	✓	Limited
100% Salesforce-native workflow experience	✓	✗

Frequently asked questions

360 InstantDocs is a Salesforce-native document generation app that makes document generation in Salesforce faster — teams create documents directly from live CRM data without leaving Salesforce, copying records, or managing static files. It supports contracts, proposals, invoices, statements of work, quotes, and other business-critical documents, all generated directly from live Salesforce record data. Output formats include Word documents and PDF, so whether you need a Word file for internal review or a PDF for client delivery, 360 InstantDocs handles both. Every Salesforce document generates through a point-and-click template setup, no coding, no copy-paste, no manual re-entry of data that already lives in your Salesforce org.
Salesforce document creation with 360 InstantDocs can be initiated in multiple ways, depending on how your admin configures the object. The most common starting point is a Quick Action button directly on the record page, so a sales rep can generate a PDF from a Salesforce record with one click, right from the Opportunity or Account. Admins can also configure URL-based buttons for specific layouts, or trigger document generation automatically via Salesforce Flow when a record reaches a defined stage. This flexibility makes 360 InstantDocs suitable for both on-demand document creation and fully automated document workflows inside Salesforce. From any record page, users can create documents in Salesforce in one click — selecting PDF to create a PDF in Salesforce, or Word for an editable Word document.
Yes. Salesforce PDF generation is fully supported by 360 InstantDocs alongside Word document output. Use the PDF output option when sending finalised documents to clients, storing signed contracts on the record, or archiving statements. Use the Word option when the document still needs review or editing before it leaves the business. As a dedicated Salesforce PDF generator and Salesforce PDF generation tool, 360 InstantDocs preserves all formatting, tables, branding, and merge data from the Word template so your PDF output looks exactly as designed every time. Teams that need to generate PDF from a Salesforce record for hundreds of contacts can also use the bulk generation flow for the same output at scale.
Yes. In guided mode, the 360 InstantDocs wizard for generating documents walks users through selecting a template, choosing the output type, and confirming field mappings before generating. This makes it easy for non-technical users to generate the right document from the right Salesforce record without admin involvement. For teams that generate a high volume of documents, such as invoices from closed Opportunities or offer letters from HR records, admins can also pre-configure a default template per object, so document generation for Salesforce records becomes a true one-click action with no template selection step required.
To generate a PDF from a Salesforce record, start by uploading your Word template to 360 InstantDocs and mapping each {placeholder} field to the corresponding Salesforce field using the point-and-click interface; no code required. Once the template is configured, open any record in Salesforce, click the 360 InstantDocs generate button, select your output format, and the document is created instantly, fully populated with live data from that record. The generated file is automatically saved to the record in Salesforce and can be emailed to the customer in the same step. For high-volume workflows, the process can be triggered automatically via Salesforce Flow, making 360 InstantDocs a complete Salesforce PDF generation app for both on-demand and fully automated document creation.