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.
Don’t Just Create, Master your Documents
Create, customize, and automate your documents—without ever leaving Salesforce
Features that Automate Document Generation
CloudFiles brings dynamic templates, auto-populated fields, and one-click creation into Salesforce—so you generate documents faster and smarter.
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.
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 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.
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Book Your Personalized Demo
Join 1000+ teams automating document creation with CloudFiles, cutting manual work by 70% and saving hours weekly.
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