Generate Finance & Accounting Documents Directly from Salesforce

Frequently asked questions

• How is 360 SmartDocs different from Salesforce's built-in document tools? +
  Salesforce's native document functionality is limited in formatting flexibility and output quality. 360 SmartDocs is a dedicated document generation app that works with Word templates, giving finance teams full control over document design, branding, table structures, conditional sections, and multi-page layouts. It outputs professional Word and PDF documents - not basic HTML, and works with any Salesforce object, including custom financial objects, without any coding. It also integrates with Salesforce Flow for fully automated document workflows, making it purpose-built for finance document automation at scale.
• How can I download a Salesforce invoice template? +
  You can get Salesforce invoice templates in this library, with free trial for 200 templates. The templates include placeholder fields pre-formatted for Salesforce merge syntax, so they're ready to upload to 360 SmartDocs and connect to your Opportunity data for further document generation.
• What is a Salesforce billing template and how is it different from Salesforce invoice template? +
  A Salesforce invoice template is used to request payment for a specific transaction - it lists what was delivered, the amount owed, due date, and payment instructions. A Salesforce billing template is a broader document type covering recurring billing summaries, client statements of account, and subscription billing documents that span multiple charges over a period. Both can be auto-generated from Salesforce data using 360 SmartDocs, mapped to Opportunity, Order, Contract, or custom billing objects.
• How do I automate Salesforce expense report generation? +
  Connect your Salesforce expense report template to any custom expense object or Case record in Salesforce using 360 SmartDocs. Map fields like employee name, expense category, date, and amount to the corresponding Salesforce fields. Then use Salesforce Flow to trigger automatic expense report generation when an expense record is submitted - producing a formatted PDF and routing it to the approver with zero manual steps. This is one of the most popular Salesforce finance document automation use cases with 360 SmartDocs.
• Which Salesforce objects can these finance templates pull data from? +
  360 SmartDocs works with any Salesforce standard or custom object. For Salesforce finance document templates, the most common mappings are: Opportunity (for invoices and billing), Account (client details), Contact (billing contact), Order (order-based billing templates), and custom objects for expense tracking, payroll, or financial records. 360 SmartDocs also supports related list iterations, so a single Salesforce invoice template can loop through all Opportunity line items automatically.