One-Click Salesforce Document Generation for Workflow Automation

Create documents in Salesforce from live records. Reduce manual work and complete document creation faster - all within Salesforce.

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ALL DOCUMENT GENERATION FEATURES

Everything You Need for Faster Salesforce Document Creation

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

Generate from Any Salesforce Record

A Salesforce PDF generation app to create documents from a single 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 SMARTDOCS

Not All Document Generation for Salesforce Works the Same

Generate documents in Salesforce that are close to the record, action, and workflow.

Feature	✓ 360 SmartDocs	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 SmartDocs is a Salesforce-native app to create documents that lets teams create documents in Salesforce without leaving the CRM. 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 DOCX and PDF, so whether you need a Word file for internal review or a PDF for client delivery, 360 SmartDocs 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 SmartDocs 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 SmartDocs suitable for both on-demand document creation and fully automated document workflows inside Salesforce.
Yes, Salesforce PDF generation is fully supported by 360 SmartDocs alongside DOCX output, giving teams the flexibility to match document format to the workflow. Choose the output option when sending finalized documents to clients, storing signed contracts on the record, or archiving financial statements. Use the DOCX option when the document still needs review, editing, or internal sign-off before it leaves the business. As a dedicated Salesforce PDF generator, 360 SmartDocs preserves all formatting, tables, branding, and merge data from the Word template, so you can create a file in Salesforce that looks exactly as designed, every time.
Yes. In guided mode, the 360 SmartDocs 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 SmartDocs 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 SmartDocs generate button, select the 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 SmartDocs a complete Salesforce PDF generation app for both on-demand and fully automated document creation.