File access, security & analytics for sales teams
Smart file sharing built for sales — organize every proposal, quote and contract by deal, automate access as records move through your CRM, and see exactly what happens after you hit send.
Full automation support for all the use-cases
Whichever CRM or stack your sales team runs on, CloudFiles automates the file work around it.
HubSpot list filtering & workflows
Filter lists on file activity and trigger HubSpot workflows the moment a document is shared, opened or signed.
Salesforce custom objects, flows & Apex
Build on Salesforce custom objects and automate file creation, sharing and permissions with flows and Apex actions.
REST & JavaScript API automation
Script file access, sharing and notifications from any app or internal tool using the CloudFiles REST and JavaScript APIs.
Useful for all types of sales documents
One place to control access, sharing and tracking across everything a deal touches.
Marketing collateral
Share brochures, decks and case studies with prospects while keeping the latest version in sync everywhere.
Proposals & quotes
Send proposals and quotes as trackable links, so reps know exactly when a prospect is reviewing terms.
Contracts & service docs
Control access to contracts and service documents by deal stage, and keep a clear record of who viewed what.
See every file, act on every signal
Latest file access from any cloud storage
CloudFiles mirrors your source storage in real time, so sales always works from the current version of every file — no copies, no migration.
- Real-time mirroring keeps files, folders and permissions in sync as source storage changes.
- Connect SharePoint, Google Drive, OneDrive, Box, Dropbox or Amazon S3 — use what your team already has.
- Reps always see the latest version, with nothing duplicated or left stale in a shared drive.
Sharing proposals as trackable links and acting on notifications
Share proposals as trackable links instead of attachments, and see exactly how a prospect engages after you hit send.
- See every open, download and minute spent on a proposal, down to the page.
- View the viewer's location so reps can time follow-up around real engagement.
- Get instant notifications the moment a prospect opens a shared link — never miss a signal.
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Other CloudFiles use-cases
Document generation
Generate personalized proposals, quotes and contracts straight from your CRM data.
Document management & sharing
Organize, secure and share every file your sales team works with, from one place.
Document AI
Extract, classify and process document data automatically to keep deals moving.