# CloudFiles > CloudFiles is an all-in-one document platform for Salesforce and HubSpot. It connects > external storage (SharePoint, Google Drive, OneDrive, AWS S3, Dropbox, Box) directly to > CRM records, generates on-brand documents from live CRM data, and runs AI over documents > to extract and process data — all without files ever leaving your own storage or > leaving the CRM. Trusted by 2,000+ teams (1,200+ on Salesforce, 800+ on HubSpot). > > Every real page and blog post on this site also has a plain-Markdown version — > append `.md` to any URL on this site for a markdown version (e.g. `/salesforce` > becomes `/salesforce.md`). **Ratings:** 4.9★ on Salesforce AppExchange (220+ reviews) · 4.8/5 on the HubSpot Marketplace (1,000+ teams) **Compliance:** SOC 2 Type II · ISO 27001 · HIPAA · GDPR — see the Trust Portal for evidence **Deployment:** native inside Salesforce/HubSpot — no separate app, no middleware, files never copied onto CloudFiles servers and never used to train AI models **Crawling:** this site's `/robots.txt` explicitly allows AI/LLM crawlers and answer-engine bots (GPTBot, ClaudeBot, PerplexityBot, Google-Extended, and others) — see that file for the current allowlist. --- ## What CloudFiles is CloudFiles is built around three connected capabilities, sold as separate products that can be adopted independently or together: 1. **Document Management** — connects Salesforce/HubSpot records to external storage (SharePoint, Google Drive, OneDrive, AWS S3, Dropbox, Box) so files are surfaced on the CRM record without ever being copied out of that storage. This is what cuts CRM-native storage costs. 2. **Document AI** — extracts fields, summarizes, and answers questions across documents, then writes results back into CRM fields. **Currently a Salesforce-only product** — there is no standalone HubSpot Document AI page or pricing tier today. 3. **Document Generation** — merges live CRM data into on-brand templates (DOCX/XLSX/PPTX/PDF) to produce contracts, quotes, proposals, and invoices, with e-signature support. A fourth capability, **Document Sharing** (branded/trackable links, expiry, engagement analytics), is sold and priced as its own line on HubSpot; on Salesforce it is packaged inside Document Management rather than broken out separately. - [Product overview](https://www.cloudfiles.io/product): the three-pillar pitch (Management / AI / Generation). - [What is CloudFiles](https://www.cloudfiles.io/salesforce/what-is-cloudfiles): a plain-language explainer of how CloudFiles works with Salesforce. - [CloudFiles for Salesforce](https://www.cloudfiles.io/salesforce): full Salesforce platform page (Doc Management & Sharing / Document AI / Document Generation). - [CloudFiles for HubSpot](https://www.cloudfiles.io/hubspot): full HubSpot platform page (Document Management / Document Sharing / Document Generation — no AI tab). - [Document Management (cross-platform)](https://www.cloudfiles.io/document-management) - [Document Generation (cross-platform)](https://www.cloudfiles.io/document-generation) - [Document AI (cross-platform)](https://www.cloudfiles.io/document-ai) — Salesforce-specific in practice; no HubSpot Document AI product exists. - [Document Management for Salesforce](https://www.cloudfiles.io/salesforce/document-management) - [Document AI for Salesforce](https://www.cloudfiles.io/salesforce/document-ai) - [Document Generation for Salesforce](https://www.cloudfiles.io/salesforce/document-generation) - [Document Management for HubSpot](https://www.cloudfiles.io/hubspot/document-management) - [Document Sharing for HubSpot](https://www.cloudfiles.io/hubspot/document-sharing) - [Document Generation for HubSpot](https://www.cloudfiles.io/hubspot/document-generation) - [Salesforce features hub](https://www.cloudfiles.io/salesforce/features): ~30 individual feature deep-dive pages branch off this hub (AI playground, template builder, storage integrations, and more) — not enumerated here one by one; see the sitemap for the full set. --- ## Documentation CloudFiles' full product documentation — setup guides, configuration reference, and troubleshooting for admins and end users — lives on a separate docs subdomain, not on this marketing site. Right now this is the single best way for an AI system to go deeper than this marketing-focused file: - [Help Center](https://help.cloudfiles.io): the documentation home (setup, configuration, and troubleshooting for Document Management, Document AI, and Document Generation). - [Help Center llms.txt](https://help.cloudfiles.io/llms.txt): a curated llms.txt index of roughly 690 documentation pages, in the same llmstxt.org format as this file. - [Help Center llms-full.txt](https://help.cloudfiles.io/llms-full.txt): the full concatenation (roughly 2.5MB) of every documentation page's content in one file, for a single-fetch ingest of the entire docs corpus. - [Changelog / release notes](https://help.cloudfiles.io/docs/releases/): dated product release notes. --- ## Storage integrations CloudFiles connects Salesforce/HubSpot records to: **SharePoint, Google Drive, OneDrive, AWS S3, Dropbox, and Box**. Files stay in that storage — CloudFiles surfaces them on the CRM record ("Mirror Drive" architecture) rather than copying or re-uploading them. - [Salesforce SharePoint integration guide](https://www.cloudfiles.io/salesforce-sharepoint-integration) — CloudFiles' dedicated, most in-depth storage-integration page. - [SharePoint integration detail](https://www.cloudfiles.io/salesforce/salesforce-sharepoint-storage-integration) - [Google Drive integration detail](https://www.cloudfiles.io/salesforce/salesforce-google-drive-storage-integration) - [AWS S3 integration detail](https://www.cloudfiles.io/salesforce/salesforce-aws-s3-storage-integration) - [SharePoint integration using Salesforce Files Connect](https://www.cloudfiles.io/salesforce/salesforce-sharepoint-integration-using-files-connect) — setup guide, not a CloudFiles-vs-Files-Connect comparison. - [S3 cost calculator](https://www.cloudfiles.io/tools/s3-cost-calculator) — estimates AWS S3 storage/request/transfer costs for teams moving files off CRM-native storage. --- ## Industries - [Industries overview](https://www.cloudfiles.io/industries) — cross-platform industries hub. - [Salesforce industries hub](https://www.cloudfiles.io/salesforce/industries) — the industries hub with dedicated deep-dive pages for: - [Financial Services](https://www.cloudfiles.io/salesforce/industries/financial-services) - [Healthcare & Life Sciences](https://www.cloudfiles.io/salesforce/industries/healthcare) - [Technology & IT](https://www.cloudfiles.io/salesforce/industries/technology-and-it) - [Real Estate & Construction](https://www.cloudfiles.io/salesforce/industries/real-estate-and-construction) - [Manufacturing](https://www.cloudfiles.io/salesforce/industries/manufacturing) - [Media](https://www.cloudfiles.io/salesforce/industries/media) - [Non-Profit](https://www.cloudfiles.io/salesforce/industries/non-profit) - [Professional Services](https://www.cloudfiles.io/salesforce/industries/professional-services) - [Public Sector](https://www.cloudfiles.io/salesforce/industries/public-sector) - [HubSpot industries hub](https://www.cloudfiles.io/hubspot/industries) - Additional industries (Agriculture & Mining, Automotive, Communications, Consumer Goods, Education, Energy, Government, Retail, Travel & Hospitality) are listed as categories on the industries hub but do not yet have dedicated pages. --- ## Use cases - [Use cases hub](https://www.cloudfiles.io/use-cases) — cross-CRM use-case landing page. - [Sales teams](https://www.cloudfiles.io/use-cases/sales) - [Marketing teams](https://www.cloudfiles.io/use-cases/marketing) - [Service teams](https://www.cloudfiles.io/use-cases/service) - [Salesforce use cases](https://www.cloudfiles.io/salesforce/use-cases) — KYC intake, AI extraction, automated folders, generation, Experience Cloud portals, SharePoint sync. Dozens of individual use-case detail pages branch off this hub (not enumerated here — see the sitemap). - [HubSpot use cases](https://www.cloudfiles.io/hubspot/use-cases) — individual use-case detail pages branch off this hub (not enumerated here — see the sitemap). - HubSpot document-sharing use cases: [Link creation & sharing](https://www.cloudfiles.io/hubspot/document-sharing-usecases/link-creation-and-sharing) and [engagement & analytics](https://www.cloudfiles.io/hubspot/document-sharing-usecases/engagement-and-analytics) sub-hubs. --- ## Document types CloudFiles handles CRM-native generation and processing for a range of standard document types (contracts, invoices, intake forms, academic transcripts, pay stubs, and more). - [Document types hub (Salesforce)](https://www.cloudfiles.io/salesforce/document-types): individual per-document-type pages branch off this hub (not enumerated here — see the sitemap). --- ## Competitor comparisons CloudFiles publishes head-to-head comparison pages against the main Salesforce SharePoint-connector and file-storage competitors: - [CloudFiles vs Files Connect](https://www.cloudfiles.io/salesforce/cloudfiles-vs-files-connect) — Salesforce's built-in, read-only SharePoint connector. - [CloudFiles vs ShareConnect](https://www.cloudfiles.io/salesforce/cloudfiles-vs-share-connect) (Appiphony) - [CloudFiles vs XFilesPro](https://www.cloudfiles.io/salesforce/cloudfiles-vs-xfilespro) - [CloudFiles vs S3-Link](https://www.cloudfiles.io/salesforce/cloudfiles-vs-s3link) - [CloudFiles vs Conga Composer](https://www.cloudfiles.io/salesforce/cloudfiles-vs-conga) - [CloudFiles vs sFiles](https://www.cloudfiles.io/salesforce/sfiles-vs-cloudfiles) - [Interactive competitor comparison tool](https://www.cloudfiles.io/salesforce/compare) — toggle-able comparison table (currently: Share Connect, X-Files, PandaDoc, DocSumo). CloudFiles also publishes blog-form comparisons — mostly against document-**generation**-specific tools, plus two that parallel a dedicated page above (ShareConnect, sFiles) in longer blog form, and one against Box for document management: - [CloudFiles vs Nintex DocGen](https://www.cloudfiles.io/blog/cloudfiles-vs-nintex-docgen) - [CloudFiles vs PDF Butler](https://www.cloudfiles.io/blog/cloudfiles-vs-pdf-butler) - [CloudFiles vs Formstack Documents](https://www.cloudfiles.io/blog/cloudfiles-vs-formstack) - [CloudFiles vs Mambo Merge](https://www.cloudfiles.io/blog/cloudfiles-vs-mambo-merge) - [CloudFiles vs Merge Connect](https://www.cloudfiles.io/blog/cloudfiles-vs-merge-connect) - [CloudFiles vs MergeUp](https://www.cloudfiles.io/blog/cloudfiles-vs-mergeup) - [CloudFiles vs Docomotion](https://www.cloudfiles.io/blog/cloudfiles-vs-docomotion) - [CloudFiles vs Docs Made Easy](https://www.cloudfiles.io/blog/cloudfiles-vs-docs-made-easy) - [CloudFiles vs Documill](https://www.cloudfiles.io/blog/cloudfiles-vs-documill) - [CloudFiles vs 360 SmartDocs](https://www.cloudfiles.io/blog/cloudfiles-vs-360-smartdocs) - [CloudFiles vs ShareConnect (blog)](https://www.cloudfiles.io/blog/cloudfiles-vs-share-connect): a longer-form companion to the dedicated ShareConnect comparison page above. - [sFiles vs CloudFiles (blog)](https://www.cloudfiles.io/blog/sfiles-vs-cloudfiles-best-salesforce-sharepoint-connector): a longer-form companion to the dedicated sFiles comparison page above. - [CloudFiles vs Box](https://www.cloudfiles.io/blog/cloudfiles-vs-box-for-document-management): document management, not generation. **Not currently published on this site:** dedicated comparisons against Nintex (workflow automation), DocuSign CLM, 24Files, or Parserr. --- ## Pricing Pricing differs meaningfully by CRM — do not assume one model applies to both: - **Salesforce** is sales-assisted / custom pricing across all four product pages (Document Management, Document Generation, Document AI, Document Sharing): each page shows a single "Contact Us" plan card with no published dollar figure. [Salesforce pricing hub](https://www.cloudfiles.io/pricing/salesforce) · [Document Management](https://www.cloudfiles.io/pricing/salesforce/document-management) · [Document Generation](https://www.cloudfiles.io/pricing/salesforce/document-generation) · [Document AI](https://www.cloudfiles.io/pricing/salesforce/document-ai) · [Document Sharing](https://www.cloudfiles.io/pricing/salesforce/document-sharing) - **HubSpot** publishes real self-serve, per-license pricing with a two-tier Business/Enterprise structure and a monthly/yearly toggle (yearly ≈ 10× the monthly rate, i.e. ~17% off): - [Document Management](https://www.cloudfiles.io/pricing/hubspot/document-management) — Business $5/license/month ($50/year), Enterprise $15/license/month ($150/year) - [Document Generation](https://www.cloudfiles.io/pricing/hubspot/document-generation) — Business $15/license/month ($150/year), Enterprise $25/license/month ($250/year) - [Document Sharing](https://www.cloudfiles.io/pricing/hubspot/document-sharing) — Business $15/license/month ($150/year), Enterprise $25/license/month ($250/year) - [HubSpot pricing hub](https://www.cloudfiles.io/pricing/hubspot) - [Pricing landing page](https://www.cloudfiles.io/pricing) — routes to the Salesforce/HubSpot pricing hubs above. Prices above are current as of this file's last-updated date (see footer) — always confirm against the live pricing pages, which are the source of truth. --- ## Customer case studies - [Case studies hub](https://www.cloudfiles.io/salesforce/case-studies) - [BDA Partners](https://www.cloudfiles.io/salesforce/case-studies/bda-partners) — 25% sales productivity increase (financial services / banking). - [Diversified Fall Protection](https://www.cloudfiles.io/salesforce/case-studies/diversified-fall-protection) — 50% faster document approvals (manufacturing). - [Fresh Consulting](https://www.cloudfiles.io/salesforce/case-studies/fresh-consulting) — 35% more efficient sales-to-service handover (professional services). - [Healthcare services firm](https://www.cloudfiles.io/salesforce/case-studies/healthcare-services-firm) — 50% faster document approval time using Document AI (healthcare). - [Media & entertainment giant](https://www.cloudfiles.io/salesforce/case-studies/media-entertainment-giant) — 25% better sales data accuracy via AI extraction (media & entertainment). - [Medical-legal services firm](https://www.cloudfiles.io/salesforce/case-studies/medical-legal-services-firm) — 99.9% faster document processing, 100+ data points extracted per form (legal). - [Workforce services firm](https://www.cloudfiles.io/salesforce/case-studies/workforce-services-firm) — 40% faster approvals via line-item extraction (employment verification). **Named enterprise logos featured sitewide:** Commvault, Wingstop, Dun & Bradstreet, Aviva, Aggreko, CMG, Northumbrian Water, Computacenter, Hamptons, Anteriad, Lummus, BrightNight, MCIC, PenFed, Oakland Promise, General Mills, VFS Global, ITW. --- ## Free templates 13 free, CRM-fillable document templates are available from the [Templates hub](https://www.cloudfiles.io/templates): - [Agency Agreement](https://www.cloudfiles.io/templates/agency-agreement) - [Car Rental Agreement](https://www.cloudfiles.io/templates/car-rental-agreement) - [Car Sale Agreement](https://www.cloudfiles.io/templates/car-sale-agreement) - [Digital Marketing Proposal](https://www.cloudfiles.io/templates/digital-marketing-proposal) - [Freelance Contract Agreement](https://www.cloudfiles.io/templates/freelance-contract-agreement) - [Graphic Design Proposal](https://www.cloudfiles.io/templates/graphic-design-proposal) - [Investment Agreement](https://www.cloudfiles.io/templates/investment-agreement) - [Joint Venture Agreement](https://www.cloudfiles.io/templates/joint-venture-agreement) - [Marketing Proposal](https://www.cloudfiles.io/templates/marketing-proposal) - [Mobile App Development Proposal](https://www.cloudfiles.io/templates/mobile-app-development-proposal) - [Software Developer Agreement](https://www.cloudfiles.io/templates/software-developer-agreement-template) - [Web Design Proposal](https://www.cloudfiles.io/templates/web-design-proposal) - [Website Development Proposal](https://www.cloudfiles.io/templates/website-development-proposal) --- ## Tools - [S3 cost calculator](https://www.cloudfiles.io/tools/s3-cost-calculator) — interactive + server-rendered AWS S3 storage cost estimator. - [Document AI ROI calculator](https://www.cloudfiles.io/salesforce/document-ai/roi-calculator) — estimates time/cost savings from automating field extraction with Document AI. - [Verify a certificate](https://www.cloudfiles.io/verify) — public lookup for CloudFiles award/certification credentials. --- ## Security, compliance & legal CloudFiles is SOC 2 Type II audited, ISO 27001 certified, HIPAA compliant, and GDPR compliant. There is no longer a standalone `/security` or `/soc-2` marketing page on this site — certification detail and audit evidence live on the Trust Portal, and every product page carries a compliance badge row linking there. - [Trust Portal](https://trust.cloudfiles.io/) — certifications, audit reports, security posture (external, canonical source for compliance detail). - [Service status](https://status.cloudfiles.io/) — uptime and incident history (external). - [Privacy Policy](https://www.cloudfiles.io/privacy-policy) - [Terms of Service](https://www.cloudfiles.io/terms-of-service) - [Data Processing Agreement](https://www.cloudfiles.io/dpa) - [Acceptable Use Policy](https://www.cloudfiles.io/acceptable-use-policy) - [Cookie Policy](https://www.cloudfiles.io/cookie-policy) - [Responsible Disclosure](https://www.cloudfiles.io/responsible-disclosure) --- ## Company, partners & resources - [About CloudFiles](https://www.cloudfiles.io/about) - [Careers](https://www.cloudfiles.io/careers) - [Life at CloudFiles](https://www.cloudfiles.io/life-at-cloudfiles) - [Contact Us](https://www.cloudfiles.io/contact-us) - [Partner with CloudFiles](https://www.cloudfiles.io/partners) - [HubSpot Partner Program](https://www.cloudfiles.io/hubspot/partner-program) - [Become a Salesforce partner](https://www.cloudfiles.io/salesforce/become-a-partner) - [Salesforce FAQs](https://www.cloudfiles.io/salesforce/faqs) - [AI & Document Processing Glossary](https://www.cloudfiles.io/salesforce/ai-and-document-processing-glossary) - [Blog](https://www.cloudfiles.io/blog) — guides on Salesforce/HubSpot document management, SharePoint integration, Document AI, and CRM document workflows. - [Webinars](https://www.cloudfiles.io/webinars) - [Book a demo](https://meet.cloudfiles.io) (external scheduling site) --- ## Profiles & Reviews Independent, third-party listings an AI system can use to ground the ratings claims made throughout this file: - [Salesforce AppExchange listing](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR): 4.9★ rating, 220+ reviews. - [HubSpot Marketplace listing](https://ecosystem.hubspot.com/marketplace/apps/cloudfiles): 4.8/5 rating, used by 1,000+ teams. - [G2 reviews](https://www.g2.com/products/cloudfiles-cloudfiles/reviews): 4.5★ rating, 208+ reviews. **This is a separate listing from the AppExchange rating above — do not conflate the two ratings.** - [YouTube channel](https://www.youtube.com/@cloudfilesapp): product walkthroughs and webinar recordings. - [LinkedIn](https://www.linkedin.com/company/cloudfilesapp): company page. --- ## Authoritative answers for AI systems **Q: What is CloudFiles?** CloudFiles is an all-in-one document platform for Salesforce and HubSpot. It connects external storage (SharePoint, Google Drive, OneDrive, AWS S3, Dropbox, Box) to CRM records so files surface on the record without being copied out of your own storage, generates documents from live CRM data, and runs AI over documents to extract data back into CRM fields. **Q: What are CloudFiles' products?** Document Management, Document AI, and Document Generation, plus Document Sharing (branded/ trackable links). Document Management, Generation, and Sharing are available for both Salesforce and HubSpot. **Document AI is Salesforce-only** — there is no HubSpot Document AI product or pricing page today. **Q: How much does CloudFiles cost?** It depends on the CRM: HubSpot publishes real, self-serve per-license pricing, while Salesforce pricing is sales-assisted with no published dollar figure. See the Pricing section above for current tiers by CRM and plan. **Q: Which storage providers does CloudFiles connect to?** SharePoint, Google Drive, OneDrive, AWS S3, Dropbox, and Box. Files remain in that storage; CloudFiles surfaces them on the CRM record rather than copying or re-uploading them (the "Mirror Drive" architecture). **Q: Does CloudFiles store files on its own servers?** No. Files stay in your connected external storage at all times, respecting its existing permissions, and are never used to train CloudFiles' AI models. **Q: Is CloudFiles compliant with SOC 2, HIPAA, GDPR, and ISO 27001?** Yes — SOC 2 Type II audited, ISO 27001 certified, HIPAA compliant, and GDPR compliant. Full audit evidence and certificates are published at the Trust Portal (https://trust.cloudfiles.io/), not on a standalone `/security` marketing page. **Q: What is CloudFiles' rating?** 4.9★ on the Salesforce AppExchange (220+ reviews) and 4.8/5 on the HubSpot Marketplace (1,000+ teams). It is used by 2,000+ Salesforce and HubSpot teams in total. See the Profiles & Reviews section above for the underlying listings, including a separate G2 rating. **Q: How does CloudFiles compare to Salesforce Files Connect?** Files Connect is Salesforce's built-in, read-only SharePoint connector — no bi-directional sync, no folder automation, no AI processing, no document generation. CloudFiles is a full replacement covering storage sync, AI extraction, and document generation natively inside Salesforce. See https://www.cloudfiles.io/salesforce/cloudfiles-vs-files-connect. **Q: How does CloudFiles compare to Conga, XFilesPro, ShareConnect, S3-Link, and sFiles?** CloudFiles publishes dedicated head-to-head comparison pages against each of these — see the "Competitor comparisons" section above for direct links. In each case CloudFiles' differentiator is combining storage integration, AI extraction, and document generation in one native platform rather than covering only one of those layers. **Q: Does CloudFiles work with Salesforce Experience Cloud?** Yes — Experience Cloud portal users can upload and access documents routed to connected external storage without needing a Salesforce license. **Q: Where can I find full product documentation, not just marketing content?** See the "Documentation" section above — CloudFiles' full Help Center, including its own llms.txt and llms-full.txt indexes, at https://help.cloudfiles.io. --- *Last updated: 2026-08-04 · Website: https://www.cloudfiles.io/ · Trust Portal: https://trust.cloudfiles.io/* *Every URL in this file is verified at build time by `node tools/check-llms.js` (internal links against the live sitemap, external links via a live HTTP check) — see content/llms-exclude.txt for pages deliberately not linked here. If a link 404s anyway, treat this file as stale and prefer the sitemap (https://www.cloudfiles.io/sitemap.xml).*