CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlante
The Ultimate Document Generation Solution for Salesforce & HubSpot
Instantly generate, personalize, and automate proposals, contracts, and reports - directly within your CRM - eliminating manual effort and ensuring accuracy every time.
Trusted by 2,000+ Salesforce & HubSpot teams
Built for Your CRM
For Salesforce
As a leading document generation solution for Salesforce, CloudFiles automates templates, integrates with Word Add-In, and merges Salesforce data - streamlining workflows and ensuring compliance.
For HubSpot
CloudFiles for HubSpot lets you create smart templates, auto-fill data from deals or contacts, and send documents for e-signature - all without leaving your CRM. Faster workflows, fewer errors, and smoother closes.
Don’t Just Create, Master your Documents
Create, customize, and automate your documents—without ever leaving Salesforce
Power-Packed Features to Streamline Your Generation
Template Builder
Build and customize stunning, on-brand document templates in minutes! CloudFiles' powerful Template Builder lets you generate consistent, professional documents right inside Salesforce—no more manual edits or messy formatting.
- Slash document creation time by half with ready-to-use, customizable templates.
- Keep it professional and on-brand—every document, every time.
- Generate documents 2x faster with automation that saves your team hours.
Automated Document Generation
Say goodbye to repetitive document creation! With CloudFiles, you can auto-generate proposals, contracts, and reports in seconds, cutting down manual work and boosting productivity—all without leaving Salesforce.
- Generate documents faster—automatically, from templates to finished files.
- Personalize and send contracts or proposals with one click, while staying compliant.
- Boost team productivity by 60% with fast, hands-free document creation linked to Salesforce.
From creating to automating, and everything in between!
Automatically generate professional, branded invoices based on Salesforce sales data. Pull customer details, product info, and pricing to create and send invoices instantly.
Auto-generate personalized welcome packs or onboarding materials for new customers or employees. Include tailored information based on their Salesforce profile and preferences.
Instantly generate compliance or audit reports with data pulled from Salesforce, ensuring accurate, up-to-date documentation for audits or regulatory reviews.
Loved by Teams. Backed by Results.
But don’t just take it from us.
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!
Vishal TalpallikarAviva
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. R. Grace & Co.
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
Mark SalibBDA Partners
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.
Victor VillalobosThe Financial Interior, LLP
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin MenciasMālama Solar
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.
Adam AdyAnteriad
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor Financial Corporation
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!
Ed PashkinRainforest Alliance
Stay compliant & secure.
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.
SOC 2 Type II
HIPAA
GDPR
ISO 27001
One Click Away from Smarter Docs
Book Your Personalized Demo NOW. Join 500+ teams automating document creation with CloudFiles, cutting manual work by 70% and saving hours weekly.