# 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

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# 

 360 SmartDocs Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on May 6, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[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

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Neutral

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Negative

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Contact vendor  
for pricing

Free trial  
not available

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 4 features

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

## Pricing

### Starting price

Contact vendor  
for pricing

Free trial  
not available

## 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

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)