InstantDocs

360 InstantDocs is a 100% native Salesforce document generation app built for teams that run high-volume, high-stakes document workflows. Installed directly from Salesforce AppExchange, it requires no external integrations, no middleware, and no manual data entry.

With 360 InstantDocs, users can merge live record data from any standard or custom Salesforce object into professionally designed Word templates, then instantly output customer-ready PDFs or Word documents in a single click. The built-in Word Template Builder supports conditional logic, dynamic tables, multi-level relationship fields (up to five levels deep), and image merge — enabling complex document automation without writing a single line of code.
For high-volume needs, bulk document generation lets teams process entire list views or report results at once, eliminating repetitive manual work at month-end, quarter-end, or during large campaign runs. Generated documents automatically sync to Google Drive or attach.