--- title: "360 SmartDocs Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about 360 SmartDocs Software - reviews, pricing plans, popular comparisons to other Document Generation products and more." source_url: "https://www.capterra.com/p/10042157/360-SmartDocs/" page_type: "product" language: "en" --- # 360 SmartDocs Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 24, 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://www.g2.com/products/360-smart-docs/claim_requests/new?auto=true) ## 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, and real estate teams in small businesses, mid-market companies, and larger organizations. It also fits financial services firms, healthcare organizations, and manufacturers that need document management support across regulated and operational workflows. Features and Usability ### What are the key features of 360 SmartDocs? 360 SmartDocs offers document automation, document generation, and document management, along with document templates and customizable templates for creating standardized files. Conditional logic supports rules-based content selection, while template tools help organize and prepare documents for repeated use across different workflows. Integrations ### Which third-party tools and platforms does 360 SmartDocs integrate with? 360 SmartDocs integrates with Google Drive. Getting Started and Support ### What training and onboarding options does 360 SmartDocs offer? 360 SmartDocs provides live online sessions, documentation, and videos for training. Live online sessions support guided setup and live instruction, documentation offers written reference materials, and videos provide visual walkthroughs that teams can review as needed. Getting Started and Support ### What customer support options does 360 SmartDocs offer? 360 SmartDocs provides email/help desk, a knowledge base, phone support, 24/7 live rep, and chat. Customer feedback on support quality is not available in the catalog, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 3,868 Document Generation reviews Capterra data shows that buyers of document generation software rank the following features as their top priorities: - **Document Management** (**50%** of reviewers rated this feature as critical) - **Text Editing** (**54%**) - **Document Storage** (**46%**) 360 SmartDocs supports **Document Management**. However, it does not include **Text Editing** or **Document Storage**. Its **Document Management** capabilities help businesses organize generated files, maintain control over document workflows, and keep important content easier to track, allowing teams to manage documentation more efficiently and maintain better oversight of business records. 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 ### All Features - 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 - Templates: 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.