MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Generate any Salesforce document, in one click, every time.
This profile is currently managed by the official vendor through the SaaSworthy Vendor Portal. Product details, features, pricing, and media assets are maintained directly by the company.
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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25% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
25% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Deep Dive with Clara AI
360 SmartDocs 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 SmartDocs, 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 directly to the originating Salesforce record. Trusted by sales operations, finance, HR, legal, and real estate teams across global enterprises — including clients in financial services, manufacturing, healthcare, and professional services — 360 SmartDocs delivers measurable ROI: faster deal cycles, fewer document errors, and dramatically reduced administrative overhead. With a 4.94 rating on AppExchange and 50+ verified reviews, it is the CRM document generation solution teams rely on.
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Pricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Reporting & Document Tracking
Access Control & Security (encryption, audit trails)
E-Signature Integration
Bulk/Batch Document Generation
Workflow Automation & Document Routing
Multi-Format Output (PDF, DOCX, HTML)
Dynamic Content & Conditional Logic (rules-based)
Data Integration & Auto-Population (CRM, databases)
Template-Based Document Generation
API & Integration Support
Optical Character Recognition - OCR
Helps in converting scanned paper documents into editable filesAI-Powered Writing Assistance
AI-powered grammar and style checks, rewriting, and summarization.Export to Document Formats
Export files to various document formats, such as PPTX, PDF, and shareable linksComments (Notes)
To encourage discussion, offer feedback, make a note, or clarify a point within a document or application.Offline Editing
Helps to make changes and to edit the presentation content or data in an offline modeBuilt-in Templates
It has bundle of predefined templates that can be used for creating a designFree Trial
Not available
No Credit Card Required, Get Started for Free
Professional $7.00 $7.00 per user / month
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Featured
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Featured
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
SmartDocs
What is 360 SmartDocs?
Does 360 SmartDocs require third-party integrations?
Can 360 SmartDocs generate PDF and Word documents?
Does 360 SmartDocs support bulk document generation?
Which industries use 360 SmartDocs?
Can 360 SmartDocs integrate with Google Drive?
Is 360 SmartDocs available on Salesforce AppExchange?
Does 360 SmartDocs support conditional logic in templates?
Vendor Details
Not available
Social Media Handles
Not available
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