Generate Sales & Operations Documents Directly from Salesforce

Frequently asked questions

• Why should sales and operations teams generate documents directly from Salesforce? +
  Sales and operations documents generated from live Salesforce data eliminate the three biggest risks in sales document management: manual data entry errors when re-typing client names, product details, and pricing that already exists in your CRM, version control issues when multiple team members work from different copies of the same proposal or quote template, and the hours lost every week copying Opportunity and Account details from Salesforce into Word documents one by one. When your details pull directly from live Salesforce data, your sales and operations teams produce accurate, consistent documents in second.
• How do I generate a sales proposal from Salesforce? +
  With 360 SmartDocs, generating a Salesforce sales proposal is a three-step process. Upload your Salesforce proposal template - use a pre-built template from this library or design your own in Word. Map each placeholder field ({clientName}, {solutionOverview}, {totalValue}, {proposalDate}) to the corresponding Salesforce Opportunity and Account fields. Then open any Opportunity record and click Generate Document - your completed, branded sales proposal is produced as Word or PDF in seconds. You can also use Salesforce Flow to trigger automatic proposal generation the moment an Opportunity reaches Proposal stage - zero manual steps from that point.
• How does a Salesforce quotation template work? +
  A Salesforce quotation template is a pre-structured pricing document with dynamic placeholders - {clientName}, {productName}, {quantity}, {unitPrice}, {discount}, {totalValue} - that map directly to Salesforce Opportunity and Pricebook fields. When generated using 360 SmartDocs, all fields populate automatically from the Opportunity's product line items, producing a complete, itemised quotation with accurate pricing, tax calculations, and payment terms. Because the data pulls live from Salesforce, every quotation output is accurate to the current Opportunity - no risk of sending outdated pricing or wrong client details.
• How do I automate purchase order generation from Salesforce? +
  Connect your Salesforce purchase order template to your Account or custom procurement object in Salesforce using 360 SmartDocs. Map fields like vendor name, item descriptions, quantities, unit costs, and delivery terms to the corresponding Salesforce fields. Then use Salesforce Flow to trigger automatic purchase order generation when a procurement record reaches Approved status - producing a formatted Word or PDF purchase order and routing it to the vendor automatically, with zero manual steps.
• Which Salesforce objects can these sales and operations templates pull data from? +
  360 SmartDocs works with any Salesforce standard or custom object. For Salesforce sales document templates, the most common mappings are: Opportunity (proposals, quotations, SOWs), Account (client and vendor details), Contact (decision-maker and signatory details), Pricebook and Product (line items, unit prices, discounts for quotes and sales orders), Case and Work Order (job details and technician assignments for work orders), Order (sales order confirmation details), and custom procurement objects (purchase order data). 360 SmartDocs also supports related list iterations - so a single Salesforce quotation template can loop through all Opportunity line items automatically, no matter how many products are on the deal.