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.

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Trusted by Leading Teams Worldwide

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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.

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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.

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Don’t Just Create, Master your Documents

Create, customize, and automate your documents—without ever leaving Salesforce

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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.
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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.
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Invoice generation

From creating to automating, and everything in between!

Invoice generation

Loved by Teams. Backed by Results.

But don’t just take it from us.

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4.9/5

Hubspot app marketplace
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4.8/5

Capterra
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4.8/5

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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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    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 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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    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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    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.

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