Generate Real Estate Documents Directly from Salesforce

Frequently asked questions

• Why should real estate teams generate property documents directly from Salesforce? +
  Real estate documents generated from live Salesforce data eliminate the three biggest risks in property document management: manual data entry errors when re-typing tenant names, property addresses, and rental figures that already exist in your CRM, version control issues when property managers work from different copies of the same lease or tenancy template, and the hours lost every week copying Account and Contact details from Salesforce into Word documents for every new tenancy, purchase, or eviction.
• How does Salesforce real estate document automation work? +
  Salesforce real estate document automation with 360 SmartDocs works by connecting your Word-based property document templates directly to your Salesforce records. Map each placeholder field in your template to the corresponding Salesforce field - tenant name to Contact name, property address to a custom property object field, lease dates to Opportunity close date. Once mapped, documents are generated automatically via Salesforce Flow when a record reaches a specific stage. Every document is saved back to the Salesforce record automatically, with a full audit trail in Salesforce Files.
• Which Salesforce objects can these real estate templates pull data from? +
  360 SmartDocs works with any Salesforce standard or custom object. For Salesforce real estate document templates, the most common mappings are: Account (landlord, tenant, or company details), Contact (individual tenant or buyer details), Opportunity (property deal, purchase offer, or lease negotiation), custom property object (property address, type, specifications, asking price), custom tenancy object (lease dates, rent amount, bond, tenancy conditions), and custom inspection or maintenance objects (inspection findings, defect records, maintenance schedules). 360 SmartDocs also supports related list iterations - so a single inspection report template can loop through multiple defect or maintenance line items automatically.
• How do I generate lease agreements in Salesforce? +
  Generating lease agreements in Salesforce with 360 SmartDocs is a three-step process. Upload your Salesforce lease agreement template - residential or commercial - in Word format. Map each placeholder field ({tenantName}, {propertyAddress}, {leaseStartDate}, {monthlyRent}, {securityDeposit}) to the corresponding Salesforce Account, Contact, and custom property object fields using the point-and-click interface. Then open any property-related Salesforce record and click Generate Document - your completed, professionally structured lease agreement is produced as Word or PDF in seconds, saved back to the record automatically, and ready to send to the tenant for review and signature.
• What Salesforce real estate document templates are available? +
  The Salesforce real estate document template library includes pre-built templates covering the full property transaction and management lifecycle: residential lease agreement, commercial lease agreement, purchase offer, tenancy agreement, rent receipt, eviction notice, property listing sheet, property inspection report, property management agreement, sale and purchase agreement, and landlord reference letter. Every Salesforce real estate template is a free-to-download Word document with merge field placeholders pre-formatted for Salesforce data - ready to upload to 360 SmartDocs and connect to your property and contact records immediately.