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What is 360 SmartDocs?

360 SmartDocs is a document generation application built natively for the Salesforce platform. The solution is designed to automate high-volume document workflows by merging record data from standard or custom Salesforce Objects into Word templates. It operates without external integrations or middleware and outputs files in PDF or Word formats.


The platform includes a Word Template Builder that supports Conditional Logic, Dynamic Tables, and Multi-Level Relationship Fields up to five levels deep. For large-scale operations, the system provides Bulk Document Generation capabilities for processing list views and report results. The developer states that generated documents can be synchronized to Google Drive or attached directly to the originating Salesforce record. According to the vendor, the application is intended to reduce administrative overhead and document errors for teams in Financial Services, Manufacturing, and Healthcare.

Categories & Use Cases

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo

FAQs

What are 360 SmartDocs's top competitors?
Conga Composer, S-Docs, and DocuSign Gen are common alternatives for 360 SmartDocs.