Send, Track, and Access Documents Faster Natively in Salesforce
Email documents from Salesforce, keep generated files visible in Salesforce Files, and track every document from the same workflow.
Everything Behind Faster Delivery and Smarter File Access
Send documents from Salesforce, attach generated files to the right record, and keep document delivery easier to manage inside Salesforce.
Send generated documents directly from the document flow instead of downloading files and sending them manually later.
Configure From, To, CC, BCC, subject, body, and email templates before sending the generated document as an attachment.
Keep every generated file attached to the record through Files for better visibility and easier access after delivery.
Generated files are also linked to the parent record, making it easier for teams to find, preview, and download the right document later.
Track generated documents through 360 Document Manager, including status, parent record, template used, and generated file details.
Built for Faster Delivery and Clearer File Visibility
Go for a more connected document delivery workflow over more manual or fragmented approaches.
| Feature | ✓ 360 SmartDocs | Other Tools |
|---|---|---|
| Send documents from Salesforce | ✓ | ✓ |
| Email document from Salesforce with attachment flow | ✓ | Limited |
| Built-in email composer fields | ✓ | Limited |
| Generated file visible in Salesforce Files | ✓ | ✗ |
| Parent record file visibility | ✓ | ✗ |
| Document status tracking in Salesforce | ✓ | Limited |
| Record-linked delivery workflow | ✓ | ✗ |
Frequently asked questions
-
Yes. SmartDocs supports sending the generated document from the same workflow through the Email Composer.
-
Yes. Users can configure From, To, CC, BCC, subject, body, and email templates before sending the generated file.
-
Generated files are attached through Salesforce Files and are also linked to the parent record for easier preview, download, and follow-up.
-
Yes, from a workflow point of view. SmartDocs helps teams handle document delivery and record-level file visibility inside Salesforce. If your broader content model also includes Salesforce Google Drive integration or external storage, SmartDocs fits the delivery side of that process.
-
SmartDocs stores generated files in Salesforce Files. If your goal is to reduce Salesforce storage, that would usually be handled through a broader Salesforce external storage or file storage integration strategy rather than the core SmartDocs delivery workflow itself.
Subscribe to our newsletter
Stay ahead with expert insights, industry trends, and exclusive resources—delivered straight to your inbox.
