Generate Legal and Contracts Documents Directly from Salesforce

Frequently asked questions

• How is Salesforce contract generation from 360 SmartDocs different from manual document preparation? +
  Manual contract preparation typically involves opening a previous contract, finding and replacing party names and dates, adjusting payment terms, reformatting tables that have broken, and saving a new version - all while hoping no fields were missed. Salesforce contract generation with 360 SmartDocs replaces this entirely. Your contract template stays in Word, exactly as your legal team designed it. The result is a completed, accurately populated contract in seconds, with no manual find-and-replace, no version confusion, and no risk of sending a document with the wrong client's name or last month's pricing.
• How do I create contracts in Salesforce? +
  You can create contracts using 360 SmartDocs. Upload a Salesforce contract template in Word, map each clause placeholder to a Salesforce field, and generate a fully formatted, professional contract document directly from any Account, Opportunity, or Contract record in one click. This is how teams move from a Salesforce record to a signed, sent contract in minutes rather than hours.
• How do I generate an NDA from a Salesforce Account? +
  With 360 SmartDocs, generating an NDA from a Salesforce Account is a one-click process. Upload your Salesforce NDA template, map placeholders like {partyOneName}, {effectiveDate}, and {governingLaw} to the corresponding Account and Contact fields in Salesforce. Open the Account record, click Generate Document, select your NDA template, and choose Word or PDF output - your completed NDA is produced instantly, pre-filled with all party details from the Account record. It can be saved back to the Account automatically and sent for e-signature directly from Salesforce.
• What is the difference between a Salesforce NDA template and a Salesforce MSA template? +
  A Salesforce NDA template is a focused confidentiality document - it governs the protection of information shared between two parties before or during a business relationship. A Salesforce MSA template (Master Service Agreement) is a broader governing contract that establishes the overall terms under which all future work between a vendor and client will be conducted - covering scope, payment, liability, IP ownership, and termination. An NDA is typically used at the start of a conversation; an MSA governs the ongoing relationship. Both can be auto-generated from Salesforce records using 360 SmartDocs.
• Which Salesforce objects can these legal templates pull data from? +
  360 SmartDocs works with any Salesforce standard or custom object. For Salesforce legal document templates, the most common mappings are: Account (company and party details), Contact (signatory name and email), Opportunity (deal-specific terms, value, close date), Contract (contract number, start and end dates, payment terms), and custom objects for vendor management or compliance tracking. 360 SmartDocs also supports conditional logic - so a single Salesforce contract template can show or hide clauses based on field values in the Salesforce record.