100% Automated Salesforce Document Generation with 360 SmartDocs
Create documents in Salesforce in one click. Merge live CRM data into pre-built Word templates or create one on your own to deliver polished PDFs or Word files, without leaving Salesforce.Generate up to 100 documents for FREE.
Trusted by Leading Brands Globally
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 Word document, 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.
Get started →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 360 SmartDocs, activate your license, assign users, and enable the Salesforce objects you want to use for document generation.
Create Your Templates
Build your own template in Word document using Salesforce merge fields or choose from 500+ pre-built Salesforce document templates for all industries.
Generate Documents in One Click
Users can create Word or PDF files from records, bulk actions, or workflows. Sync with Google Drive or email generated documents without leaving Salesforce.
Built for Teams That Run High-Stakes Document Workflows
One Salesforce document generation app. Every team. Every industry.
Create Documents on the Move
Built for Salesforce Mobile App.
Generate documents from Salesforce anywhere your team works, with mobile access built into the workflow.
iOS & Android
Works on Salesforce mobile app
One-Tap Output
Generate Word or PDF instantly
On-Device Review
Preview before sharing
Auto File Save
Attached back to the Salesforce record
CUSTOMER REVIEWS
Trusted Salesforce Document Generation Software Worldwide
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.
Build a Stronger Engagement & Communication Stack
Got a Question? Ask Us!
Have a Complex Document Workflow in Mind? Talk to Us!
