Complete Document Generation Solution Built for HubSpot

CloudFiles is the leading document generation solution for HubSpot. Create personalized proposals, invoices, and contracts using CRM data, then generate or eSign them without leaving HubSpot.

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Trusted by Leading Teams Worldwide

Complete Control Over Your Documents in HubSpot

Design templates, insert live HubSpot data, preview, and publish in one click. Generate in bulk, and export to Word, Excel, PDF, or PPT. From setup to e-signature — manage everything inside HubSpot.

Built-In Document Power for HubSpot....

CloudFiles brings document generation, automation, template management, and eSignatures — all natively inside HubSpot.

Template Builder

Design dynamic, data-driven templates that connect seamlessly with your HubSpot. Create documents that automatically pull in CRM fields, images, and tables for each record.

Build once, apply everywhere with version-controlled templates
Reduce manual work by 60% using field mapping and conditional logic
Preview and publish in seconds for instant use across records

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E-signature

Streamline approvals and close deals faster with CloudFiles’ native DocuSign integration inside HubSpot.

Send and sign instantly using integrated DocuSign.
Cut closure time by 50% through automated signature routing.
Ensure complete security and compliance.

Getting Started…

Checkout these resources that can help get you started and up to speed with our HubSpot integration…

Installation Guide

2-min guide to setup and get started with the CloudFiles HubSpot integration

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Quick Starts

List of help articles needed to quickly get started with some common use-cases.

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Tutorials

Detailed articles on various use-cases that help understand how the industry leaders are using CloudFiles.

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Stay compliant & secure.

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

Trust Portal

Loved by Teams. Backed by Results.

Don’t just take our word for it—take theirs...

CloudFiles was live in our HubSpot workflows instantly. Easy to use, solved all file-sharing issues, and the personalized support made onboarding effortless. Highly recommend!

Lauren Goldman

Lyka

Best HubSpot-SharePoint integration! CloudFiles automates file management seamlessly. Super responsive team, fast bug fixes, and smooth workflow automation. Tried others—this is by far the best!

Ron Rosenwasser

Taxolution Advisory LLC

CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics.

Carolyn Treviño Jenkins

We Are Here

CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement.

Ken Underhill

D&S Car Wash Supply

Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly.

Chris Moore

HubSpot

CloudFiles is perfect for sales! Finally, a document control tool that works flawlessly in HubSpot. The ability to turn off downloads is a game-changer!

Trav White

Neighbourhood

Essential for recruiters! CloudFiles transforms CV sharing in HubSpot with trackable links instead of attachments, making client interactions seamless and efficient. A game-changer for recruitment!

Stephen Drew

Architecture Social

CloudFiles makes content gating seamless! Easy-to-use multiple URLs for tracking, deep HubSpot integration, and a super responsive support team make it a must-have tool!

Frank Bocchino

Trion properties

CloudFiles is the best document tool for HubSpot! It’s intuitive, provides deep viewing analytics, and outperforms HubSpot's native file tools with precise tracking.

John Wu

Tenet Technologies

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You are one Click Away from Smarter Documents. Join 1000+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

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