Generate Finance & Accounting Documents Directly from Salesforce
Professional financial documents for billing, reporting, and record-keeping. Download, fill in your figures, and send from Salesforce.
Generate up to 100 documents for free.
Pre-built Templates for Your Finance & Accounting Documents
Choose a template, map your Salesforce fields, and generate accurate documents instantly.
P&L Statement
Generate a professionally formatted P&L statement with revenue totals, expense categories, and other details pulled automatically from Salesforce records.
Budget Planner
Auto-populate department name, cost center, budget owner, and other details from Salesforce records – generate a structured monthly budget document in one click.
Billing Statement
Generate a professional billing statement or client account summary from Salesforce Account and Order data – output as Word or PDF instantly.
Expense Report
Auto-fill employee name, cost category, date, and totals from Salesforce records. Built for Salesforce finance document automation workflows.
Invoice
Professional financial documents for billing, reporting, and record-keeping. Download, fill in your figures, and send from Salesforce.
Frequently asked questions
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Salesforce document templates are pre-built document layouts that auto-populate with data directly from your Salesforce records — Contacts, Opportunities, Accounts, Cases, and more. With 360 SmartDocs, you choose a template (invoice, NDA, offer letter, etc.), and all merge fields fill instantly to produce a polished DOCX or PDF without any manual entry.
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Yes, every template in the gallery is free to download and use. Upgrade to 360 SmartDocs to auto-generate these documents directly from your Salesforce records, which eliminates manual entry entirely and lets you produce documents in bulk.
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Yes. Install 360 SmartDocs from the Salesforce AppExchange and any template in this gallery can be linked to your Salesforce records. Fields like client name, deal value, and dates auto-populate from your data — no manual entry, no copy-pasting, no errors.
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Yes. All Word templates are fully editable — add your company logo, adjust colors, change fonts, and modify the structure as needed. When connected to 360 SmartDocs, save your branded version as a reusable template your whole team can generate with one click.
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With the standalone download, each document is completed individually. Upgrade to 360 SmartDocs for bulk generation — select multiple Salesforce records, choose a template, and produce hundreds of personalized documents simultaneously.
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Download the Word document version, open it in Microsoft Word, and replace the placeholder fields with your information — company name, dates, amounts, party names, etc. Save as Word or export as PDF when done. No special software needed beyond a standard word processor.
Generate Documents in One Click – Straight from Salesforce
Finance & Accounting teams using 360 SmartDocs eliminate hours of manual document work every week. Auto-populated, formatted, and sent in seconds.
- Free trial – up to 200 documents
- Salesforce-native – works with any object or field
- PDF + Word document output
- Trigger via button or Salesforce Flow
Talk to a SmartDocs specialist
Tell us about your document workflow and we'll show you exactly how to automate it.
We only use your details to arrange the demo requested.
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