The 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!
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Don’t Just Create, Master your Documents
Create, customize, and automate your documents—without ever leaving Salesforce
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.
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.
From creating to automating, and everything in between!
Transform Your Document Workflows Across Industries
Supercharge efficiency by 50% with powerful document generation solutions tailored for Finance, Real Estate, Healthcare, and more.
Financial Services
Automate loan documents, securely manage KYC forms, streamline policy handling, and ensure compliance with regulations. Speed up client reporting and improve data privacy with AI-powered workflows.
Healthcare & Life Sciences
Securely manage patient data, automate insurance claims, and streamline regulatory document sharing. Ensure compliance with HIPAA while reducing manual data entry by 80%.
Technology & IT
Efficiently manage product documentation, automate contracts and proposals, and track compliance documents. Securely share technical specs and audit files with advanced analytics and data privacy controls.
Document Generation is a game-changer.
But don’t just take it from us.
5/5
4.8/5
4.5/5
CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlante
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 TalpallikarAviva
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 DavuluriW. 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 MenciasMālama 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 SalibBDA 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 VillalobosThe Financial Interior, LLP
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 AdyAnteriad
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 ChacónSagicor 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 PashkinRainforest Alliance
CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlanteCloudFiles 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 TalpallikarAvivaCloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. 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 MenciasMālama SolarFlawless 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 SalibBDA PartnersCloudFiles 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 VillalobosThe Financial Interior, LLPCloudFiles' 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 AdyAnteriadCloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor Financial CorporationUsing 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 PashkinRainforest Alliance
CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlanteCloudFiles 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 TalpallikarAvivaCloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. 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 MenciasMālama SolarFlawless 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 SalibBDA PartnersCloudFiles 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 VillalobosThe Financial Interior, LLPCloudFiles' 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 AdyAnteriadCloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor Financial CorporationUsing 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 PashkinRainforest Alliance
"CloudFiles has 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' 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.
Always.
Certified, verified, and always ahead of the game. Our security and compliance controls are independently audited against stringent standards, ensuring your data stays safe while you stay worry-free.
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.
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