AI-Powered All-in-One Document Platform

Take Control of Your Documents—Streamline, Automate, and Secure Every Workflow in Salesforce & HubSpot with One Powerful Platform

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Trusted by Leaders, Loved by Teams!

From startups to industry giants, CloudFiles powers document workflows for companies that demand the best.

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Choose Your Power !

Products that Do Everything with Your Documents

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Document Management

Organize, Share, and Control Your Documents in One Click

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Document Generation

Create, Automate, and Sign Documents with Ease

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Document AI

Transform Documents into data with the Power of AI

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Why CloudFiles?

We are a pure product company with a singular focus on improving business document processes

#1 in Document Management

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Trusted by 1,200+ Salesforce teams managing millions of documents everyday.

Generate Docs 50% Faster

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Save 50% time on quote and proposal generation with customisable, on-brand templates

Make Your Docs Useful with AI

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Reduce manual data entry by 80% & process your docs 4X faster using AI

4.9 Stars on AppExchange

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Used by sales, service & marketing professionals from all over the world. Happy customers, always!

24/7 Support, Smooth Onboarding

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Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.

Compliance You Can Count On

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Our commitment to data privacy and security is embedded in every part of our business & our code.

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Used across industries

CloudFiles streamlines & automates document workflows, boosting efficiency while saving time and money.

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Financial Services

Automate loan documents, securely manage KYC forms, streamline policy handling, and ensure compliance with regulations. Speed up client reporting and improve data privacy with AI-powered workflows.

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Insurance
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Healthcare & Life Sciences

Securely manage patient data, automate insurance claims, and streamline regulatory document sharing. Ensure compliance with HIPAA while reducing manual data entry by 80%.

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Technology & IT

Efficiently manage product documentation, automate contracts and proposals, and track compliance documents. Securely share technical specs and audit files with advanced analytics and data privacy controls.

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Stay compliant & secure. Always !

We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against many stringent standards.

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Transforming Documents is a game-changer

But don't just take it from us...

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    "CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."

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    Jeremy Ahoyo

    Atlante

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    "CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"

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    Vishal Talpallikar

    Aviva

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    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

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    Latha Davuluri

    W. R. Grace & Co.

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    "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"

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    Irwin Mencias

    Mālama Solar

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    "Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"

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    Mark Salib

    BDA Partners

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    "CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce."

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    Victor Villalobos

    The Financial Interior, LLP

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    "CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."

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    Adam Ady

    Anteriad

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    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

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    Oscar Chacón

    Sagicor Financial Corporation

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    "Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"

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    Ed Pashkin

    Rainforest Alliance

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    You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

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