# 360 SmartDocs Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about 360 SmartDocs Software - reviews, pricing plans, popular comparisons to other Document Generation products and more. Source: https://www.capterra.com/p/10042157/360-SmartDocs --- # 360 SmartDocs Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on May 12, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) 360 SmartDocs ## What is 360 SmartDocs? 360 SmartDocs is a Salesforce document generation platform that automates creating PDF and Word documents within Salesforce. It merges live CRM data into customizable templates, reducing manual effort and saving time. The Word template builder supports live merge fields, conditional logic, and image merges, pulling relationship data up to five levels deep. Templates can be previewed with real Salesforce records before going live. Documents can be generated in bulk using reports or list views. Native integration enables document generation from any object with a single click, supporting individual records, bulk actions, and automated workflows. Generated documents can sync with Google Drive, be emailed directly, and accessed via the Salesforce mobile app. With over 500 pre-built templates and a no-code builder, it simplifies complex document creation for non-technical users. Documents attach back to Salesforce records for centralized management. ## What is 360 SmartDocs used for? [Document Generation](https://www.capterra.com/document-generation-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for 360 SmartDocs?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://360degreecloud.com&name=360 SmartDocs) ## FAQs about 360 SmartDocs Overview ### What company size and specific industries is 360 SmartDocs built for? 360 SmartDocs is designed for sales operations, finance, human resources, legal, real estate, financial services, healthcare, and manufacturing teams. The vendor description does not specify company size, so the product appears suited to organizations in these departments and industries rather than a particular small, mid-market, or enterprise segment. Features and Usability ### What are the key features of 360 SmartDocs? 360 SmartDocs offers document automation and document generation, plus document management for organizing files and templates. Core capabilities include customizable templates, document templates, templates, and conditional logic for controlling document content and fields based on rules. Integrations ### Which third-party tools and platforms does 360 SmartDocs integrate with? 360 SmartDocs integrates with Google Drive for file storage and document access. Getting Started and Support ### What training and onboarding options does 360 SmartDocs offer? 360 SmartDocs provides live online training, documentation, and videos to help teams get started. Live online sessions support guided instruction, documentation offers written reference material for setup and later review, and videos provide visual walkthroughs for learning features and processes at a self-paced level. Getting Started and Support ### What customer support options does 360 SmartDocs offer? 360 SmartDocs provides Email/Help Desk, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. Support is offered through these channels, but no reviewer feedback is available here to describe response times, helpfulness, or common frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Document Generation Custom forms to streamline repetitious aspects of a document Document Management Store, manage, and track all electronic documents in a centralized location Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file 360 SmartDocs 7 features Capability of a software or system to make decisions and perform actions based on specified conditions Pre-designed layouts that can be customized to match preferences and requirements Automated or logic-based workflows that assist in the creation of electronic documents Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Sample files or documents that could be customized as needed or used as is ## Pricing ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.