The product suite
One document layer across your stack.
Management, AI and generation — three products on one platform, all on the Salesforce record.
Trusted by 2,000+ Salesforce & HubSpot teams
Three products · one platform
Start where you need. Expand when you're ready.
01 · Management
Document Management
Bring SharePoint, Google Drive, S3 and more into one library, surfaced on the record — no copies, no re-uploads.
02 · AI
Document AI
Extract fields, summarize and answer questions across every document — with prompts that run right inside Salesforce.
03 · Generation
Document Generation
Merge Salesforce fields into on-brand templates. Contracts, quotes, invoices — produced instantly, consistent to the comma.
30 minute session
Meet a document expert.
Thirty minutes will tell you if CloudFiles is a fit for your team.