Ultimate Document Generation Solution Built for Salesforce
As the top choice for document generation in Salesforce, CloudFiles automates everything from templates to creation, helping you streamline workflows, stay compliant and save valuable time. Don’t fall behind!
Trusted by Leading Teams Worldwide
Watch Demo
Watch how CloudFiles Document Generation automates document creation from Salesforce in seconds. This quick demo video shows how easy it is to generate contracts, quotes, & more—without manual work. Connect with our experts to see how CloudFiles can streamline your business processes.
Beyond Creation — Take Full Control of Your Documents
Design templates, insert live Salesforce data, preview, and publish in one click. Automate with triggers, schedule bulk output, and store securely in Word, Excel, PDF, or PPT. From setup to e-signature — manage it all inside Salesforce.
Features that Fuel Document Generation
CloudFiles brings multi-format template design, live Salesforce data, and automated generation into one seamless workflow—so every document is created faster, stays perfectly on-brand, and adapts instantly to real customer context.
Multi-Format Designer
Create stunning templates in the formats your teams already use - DOCX, XLSX, PPTX, and PDF - directly inside Microsoft Office and Salesforce. With CloudFiles add-ons and formatting controls, every template stays pixel-perfect, data-ready, and fully on-brand.
- Design templates inside Word, Excel, PowerPoint, and Salesforce PDF builder
- Preserve styling, tables, branding, and data formatting automatically across formats.
- Deliver consistent, professional documents every single time, without manual fixes.
Dynamic Data Layer
Turn raw Salesforce data into smart, adaptive documents. The Dynamic Data Layer pulls information from any object, shapes it with runtime logic and controls, and renders it into tables, conditions, loops, images, and dynamic titles automatically.
- Connect templates to any Salesforce object or relationship, standard or custom.
- Control data precisely with resources, runtime variables, filtering, sorting, and grouping.
- Auto-build dynamic content blocks that expand, hide, or repeat based on live data.
Template Governance Hub
Manage every template from one centralized control zone. Template Hub ensures what goes live is always validated, version-controlled, and trackable - so templates stay accurate, brand-safe, and automation-ready.
- Preview and validate templates with real record data before publishing.
- Publish updates cleanly with structured version and release control.
- Track usage and audit activity for reporting and governance
Dynamic Document Generation Engine
Generate single documents instantly or run high-volume batches in the background — all powered by live Salesforce data. Apply security controls after generation and merge multiple files into one polished output without manual work.
- Generate on-demand from records, buttons, or flows in seconds.
- Run bulk and batch generation asynchronously for high-volume needs.
- Secure, preview, download, or merge outputs into one ready-to-send package.
Connected Ecosystem Layer
Extend DocGen across your entire ecosystem — from e-sign workflows to Salesforce portals, mobile apps, CloudFiles products, and custom systems. Everything stays connected end-to-end.
- Generate-to-sign workflows with multi-provider e-signature support.
- Native DocGen access across Experience Cloud, Salesforce Mobile, FSL, and Agentforce actions.
- Plug DocGen into Doc Management, Sharing, Doc AI, or any external system via Apex, APIs, and events.
Feeling overwhelmed by Features?
You don’t have to figure it out alone. Book a 30-min session with our experts and we’ll guide you through what really matters for your use case. 87% of people who book a demo with us get their answers in the very first call.
Explore Test Drives
Experience real-world Document Generation use cases instantly — no setup, no configuration. Fill your info to access the test drive org. Once the test-drive is open, navigate to this article within the Instructions tab of the Test Drive.
Guides, Case Studies & More
From real-world case studies to actionable guides — dive deeper into how leading firms streamline document workflows inside Salesforce.
Installation & Configuration
Complete setup guide covering installation, permissions, and storage integration — so you're ready to go in minutes.
Template Creation
Design templates using the CloudFiles Add-in for Microsoft Office. Map Salesforce data fields, preview, & publish documents tailored to each record.
Generating Documents
Use the CloudFiles Document Generation Lightning Web Component (LWC) and Flow Actions to generate Word or PDF documents — manually or automatically.
Explore Case Studies
Real stories, real impact — discover how teams solved complex document challenges with speed and precision.
Document Types
Explore how CloudFiles handles different document types and formats across industries, seamlessly.
Explore Help Docs
From template design to automated generation and seamless Salesforce integration — explore our help docs to unlock the full potential of CloudFiles.
Power Use Cases of Document Generation
Whether you're in finance, real estate, healthcare, or beyond — these use cases show how Document Generation transforms your workflows. See what’s possible and let’s bring it to your business!
Explore Industry Specific Solutions
Financial Services
Healthcare & Life Sciences
Technology & IT
Loved by Teams. Backed by Results.
Don’t just take our word for it—take theirs...
5/5
4.8/5
4.5/5
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.
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
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 is a game-changer for document generation! Setting up custom templates is easy, and seamless Word integration makes even complex reports simple. Highly recommend!
Samuele Lolli
ITW Automotive
CloudFiles Doc Gen is amazing! Simple to configure and works perfectly. We replaced a competitor’s solution with CloudFiles, and the experience has been great!
François Brunel
Encelade Counseil
Exceptional document generation tool! Easy template setup, seamless integration, and outstanding support make CloudFiles a must-have for automating document workflows.
Shikhir Saini
VenuesWest
Stay compliant & secure.
Book Your Personalized Demo
Join 1000+ teams automating document creation with CloudFiles, cutting manual work by 70% and saving hours weekly.
Book a DemoSalesforce Document Generation FAQs
Get answers to common questions about generating contracts, proposals, and other documents directly from Salesforce data using tools like CloudFiles.
What is Salesforce document generation?
Salesforce document generation is the process of automatically creating documents such as proposals, contracts, invoices, and reports using data stored in Salesforce records. Document generation tools merge Salesforce data with predefined templates to produce accurate documents quickly.
How does CloudFiles generate documents in Salesforce?
CloudFiles generates documents by merging Salesforce record data with customizable document templates. Users can create templates for contracts, quotes, or reports and generate documents automatically from Salesforce objects like Accounts, Opportunities, or Cases.
What types of documents can be generated from Salesforce?
Organizations commonly generate documents such as sales proposals, contracts, quotes, invoices, service agreements, onboarding documents, and reports directly from Salesforce data using document generation tools.
Can document generation be automated in Salesforce workflows?
Yes. CloudFiles allows document generation to be triggered automatically using Salesforce workflows, flows, or custom processes. This enables teams to automatically create documents when specific actions occur, such as closing a deal or creating a new customer record.
What are the benefits of automated document generation in Salesforce?
Automated document generation reduces manual data entry, improves document accuracy, saves time for sales and operations teams, and ensures that documents are consistently formatted using approved templates.
Is CloudFiles suitable for enterprise document generation in Salesforce?
Yes. CloudFiles supports enterprise-scale document generation by enabling template management, automated document workflows, and integration with external storage systems, making it suitable for organizations handling large document volumes.
