# CloudFiles Document Generation > Instantly generate, personalize & automate proposals, contracts, and reports—directly within your CRM—eliminating manual effort and ensuring accuracy ## 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. [Talk to a Document Expert](https://meet.cloudfiles.io/?utm_content=cf-document-generation-hero) *Trusted by 2,000+ Salesforce & HubSpot teams* Logos: Commvault, Wingstop, Dun & Bradstreet, Aviva, Aggreko, CMG, Northumbrian Water, Computacenter, Hamptons, Anteriad, Lummus, BrightNight, MCIC, PenFed, Oakland Promise, General Mills, VFS Global, ITW ## 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. [Learn more](/salesforce/document-generation/) - **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. [Learn more](/hubspot/document-generation/) ## 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 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. [Learn More](/salesforce/features/template-builder/) ### Automated Document Generation 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. [Learn More](/salesforce/features/automated-generation/) ## From creating to automating, and everything in between! ### Invoice Generation Automatically generate professional, branded invoices based on Salesforce sales data. Pull customer details, product info, and pricing to create and send invoices instantly. ### Onboarding Documents Auto-generate personalized welcome packs or onboarding materials for new customers or employees. Include tailored information based on their Salesforce profile and preferences. ### Compliance & Audit Reports 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 has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended." — **Jeremy Ahoyo, Atlante** > "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 Talpallikar, Aviva** > "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 Davuluri, W. 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 Salib, BDA 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 Villalobos, The 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 Mencias, Mālama 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 Ady, Anteriad** > "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 Chacón, Sagicor 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 Pashkin, Rainforest 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. Certifications: SOC 2 Type II, HIPAA, GDPR, ISO 27001 [Security overview](/security) ## 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. [Book a Demo](https://meet.cloudfiles.io/?utm_content=cf-document-generation-footer)