100% Automated Salesforce Document Generation with 360 SmartDocs

Create documents in Salesforce in one click. Merge live CRM data into Word templates and deliver polished PDFs or DOCX files, without leaving Salesforce.

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Trusted by Leading Brand Globally

Faster Document Generation vs Manual Methods

Reduction in Manual Data Entry

Auto Generate PDF & Word Documents Natively in Salesforce

Build your document once. Merge live CRM data. Auto generate customer-ready PDFs, all without leaving Salesforce.

Salesforce Document Generation

Stop building business documents by hand. Merge live Salesforce record data into prebuilt templates, and auto generates documents, contracts, and more, as PDF or DOCX, from any standard or custom object, in a single click.

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Word Template Builder

Design powerful document templates with live Salesforce merge fields, conditional logic, and image merge, pulling relationship data up to five levels deep. Every template previews against real Salesforce records before going live.

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Bulk Document Generation

Generate documents for multiple Salesforce records in one go using reports or list views. Run high-volume document workflows faster, reduce repetitive work, and complete large document runs with more speed and control.

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Document Generation in Salesforce in Three Steps

No heavy setup burden for end users. Just a controlled path from template creation to one-click document output inside Salesforce.

Install from AppExchange

Install SmartDocs, activate your license, assign users, and enable the Salesforce objects you want to use for document generation.

Create Your Templates

Build templates in Microsoft Word, add Salesforce merge fields, and publish approved versions for your team to use.

Generate Documents in One Click

Users can create DOCX or PDF files from records, bulk actions, or workflows, then save and share them without leaving Salesforce.

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Built for Teams That Run High-Stakes Document Workflows

One Salesforce document generation app. Every team. Every use case.

CUSTOMER REVIEWS

Trusted Salesforce Document Generation Software Worldwide

"SmartDocs completely eliminated manual document creation for our sales team. Contracts that took 30 minutes now generate in one click with perfect Salesforce data every time. Our deal cycle shortened by weeks."

Sarah M.

Sales Operations Manager, Financial Services

"Batch document generation from list views saves our finance team an entire day of manual work every single month-end. The Salesforce file sync with Google Drive means our legal team can collaborate without ever losing version control."

James L.

Finance Operations Lead, Manufacturing

"The template builder handles our most complex offer letters, conditional clauses, dynamic tables, multi-level relationship fields, all built without a single line of code. It's the Salesforce documentation tool we always needed."

Rahul K.

HR Manager, Human Resources

4.94

AppExchange Rating

50+

Verified Reviews

5.0

CSAT Score

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The Smartest Way to Create Documents in Salesforce

Install 360 SmartDocs, the Salesforce document generation app built for teams that can't afford to waste
time on manual document creation. Go live in minutes.

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Build a Stronger Engagement & Communication Stack

360 CTI

Connect document workflows to voice conversations inside Salesforce. Let teams call prospects right after a proposal.

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360 Mass Mailer

Follow up on sent documents with bulk email campaigns and automated drip sequences, directly from Salesforce.

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360 SMS App

Reach customers on SMS, WhatsApp and 10+ channels the moment a document is delivered, all inside Salesforce.

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