# Modern Document Generation for Salesforce | CloudFiles

> CloudFiles generates contracts, quotes, proposals, and invoices from Salesforce data. Design templates in Word, Excel, PowerPoint, and PDF, generate on demand or in bulk, and save every document straight to your own storage. Built for enterprise use.

*Document Generation for Salesforce*

## Generate *any document* from live Salesforce data

CloudFiles is a Salesforce document generation app that turns CRM data into finished contracts, quotes, proposals, and invoices. Build a template once, generate from any record or Flow, and keep every file in your own connected storage.

[Meet a documents expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-generation-hero) · [Get it on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=de62e2e1-191d-4aa2-a73e-237b426b4675&utm_content=sf-docgen)

*Trusted by leading teams worldwide*
Logos: Commvault, Wingstop, Dun & Bradstreet, Aviva, Aggreko, CMG, Northumbrian Water, Computacenter, Hamptons, Anteriad, Lummus, BrightNight, MCIC, PenFed, Oakland Promise, General Mills, VFS Global, ITW

*What is CloudFiles document generation?*

## One platform for entire * document generation workflow*

CloudFiles is a document generation solution built natively for Salesforce, turning CRM data into finished contracts, quotes, proposals, and invoices. Design a template once in Word, Excel, PowerPoint, or PDF, generate on demand or in bulk, and route straight to DocuSign for signature. Every document lands in your own storage, and your Salesforce data is never used to train AI models.

*By the numbers*

## The proof behind the platform

- **4.9 ★** — Average rating on the AppExchange
- **70%** — Less manual work generating documents
- **1 click** — document generation in any format

*The problem with generating documents manually*

## Salesforce was *never* built to generate your documents

Native Salesforce gives you fields and records, not a template engine. So documents get built by hand, drift off-brand, and pile up outside the record. CloudFiles changes the starting point.

### Without CloudFiles

- Reps copy-paste CRM data into Word or PDF by hand, one document at a time, slow and error-prone.
- Templates live on individual desktops, so branding and legal language drift out of sync.
- There is no real multi-format engine, no dynamic tables, loops, or conditional content.
- Bulk runs (hundreds of invoices or renewals) mean manual repetition or brittle custom code.
- Finished files land in Salesforce File storage or scatter across inboxes, unlinked to the record.
- Getting a document signed means exporting, emailing, and re-attaching by hand.

### With CloudFiles

- Generate branded documents from live Salesforce data in one click, or automatically from a Flow.
- Templates are centrally governed, version-controlled, and validated before they go live.
- Design in Word, Excel, PowerPoint, and PDF with dynamic tables, loops, conditions, and images.
- Run a single document on demand or thousands in the background, asynchronously.
- Every generated document lands in your own SharePoint, Google Drive, OneDrive, or S3, linked to the record.
- Generate-to-sign pushes documents to DocuSign and other providers without leaving Salesforce.

*What CloudFiles document generation offers*

## Everything your Salesforce documents need, in one place

- **All-format designer** — Design in Word, Excel, PowerPoint, and the Salesforce PDF builder with the CloudFiles Office add-in. Branding, tables, and formatting are preserved automatically.
- **Dynamic data layer** — Pull from any Salesforce object, standard or custom, and render tables, loops, conditions, images, and dynamic titles from live record data.
- **Generation at any scale** — Generate one document on demand, or thousands in the background. Merge, secure, download, or route the output automatically.
- **Connected ecosystem** — E-signature, Experience Cloud, Salesforce Mobile, FSL, and Agentforce, extensible via Apex, APIs, and events.

*How it works*

## Live in three steps

- **Design your template** — Build templates in Word, Excel, PowerPoint, or the Salesforce PDF builder with the CloudFiles add-in. Drop in live Salesforce merge fields, tables, loops, and conditions.
- **Publish & govern** — Preview against real record data, validate, and publish with version control, so every team generates from the approved, on-brand version.
- **Generate & automate** — Generate on demand from a record, button, or Flow, single or in bulk. Documents land in your own storage, ready to merge, secure, or send for signature.

## 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

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 time, without manual fixes.

[Learn more](/salesforce/features/all-format-designer/)

### Dynamic data layer

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.

[Learn more](/salesforce/features/dynamic-data-layer/)

### Template governance hub

Template governance hub

Manage every template from one centralized control zone. The governance 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.

[Learn more](/salesforce/features/template-governance-hub/)

### Dynamic document generation

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.

[Learn more](/salesforce/features/dynamic-document-generation-engine/)

### Connected ecosystems

Connected ecosystem layer

Extend DocGen across your entire ecosystem, from e-signature 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 document management, sharing, Doc AI, or any external system via Apex, APIs, and events.

[Learn more](/salesforce/features/connected-ecosystem-layer/)

*Template formats*

## Explore format-specific template actions

Design in the format your document needs, each with its own set of CloudFiles actions.

- **Word (DOCX)** — Insert fields, tables, loops, conditions, images, links, and form fields for complex, dynamic documents. [Learn more](https://help.cloudfiles.io/salesforce/word-docx-template-actions)
- **PDF** — Build fillable PDFs with fields, checkboxes, and form fields - ideal for forms and secured output. [Learn more](https://help.cloudfiles.io/salesforce/pdf-template-actions)
- **Excel (XLSX)** — Generate data-rich spreadsheets with fields, tables, and dynamic titles. [Learn more](https://help.cloudfiles.io/salesforce/excel-template-actions)
- **PowerPoint (PPTX)** — Produce on-brand decks with merge fields and dynamic pictures. [Learn more](https://help.cloudfiles.io/salesforce/ppt-template-actions)

*CloudFiles vs. alternatives*

## By hand vs. other DocGen apps vs. *CloudFiles*

Most buyers arrive comparing options. Here is the honest starting point.

| Feature | Manual / native Salesforce | Other DocGen apps | CloudFiles |
|---|---|---|---|
| Multi-format templates (Word, Excel, PPT, PDF) | ✗ | ✗ | ✓✓ |
| Design templates directly in Microsoft Office | ✗ | ✗ | ✓✓ |
| Dynamic content (tables, loops, conditions, images) | ✗ | ✗ | ✓✓ |
| Generated files saved to your own storage | ✗ | ✗ | ✓✓ |
| Bulk & background generation | ✗ | ✗ | ✓✓ |
| Generate-to-sign e-signature | ✗ | ✗ | ✓✓ |
| Native to Salesforce, no separate app to log into | ✓ | ✗ | ✓✓ |
| One platform with Doc AI + Document Management | ✗ | ✗ | ✓✓ |

*Popular use cases*

## Explore our popular use-cases

From quotes to contracts, and everything in between.

- **Invoice & quote generation** — Auto-generate branded invoices and quotes from Salesforce, pulling customer, product, and pricing data for instant, accurate delivery. [Learn more](/salesforce/use-cases/)
- **Contracts & proposals with e-signature** — Generate contracts and proposals from opportunity data, then send straight for signature, generate-to-sign, without leaving the record. [Learn more](/salesforce/use-cases/)
- **Bulk & merged document runs** — Run hundreds of renewals, statements, or onboarding packs in the background, and merge multiple documents into one ready-to-send file. [Learn more](/salesforce/use-cases/)

*Resources*

## Guides, case studies & more

From real-world case studies to actionable guides, dive deeper into document workflows inside Salesforce.

- **Installation & configuration** — Complete setup guide covering installation, permissions, and storage integration, so you're ready to go in minutes. [Learn more](https://help.cloudfiles.io/salesforce/installation)
- **Template creation** — Design templates with the CloudFiles add-in for Microsoft Office, map Salesforce fields, preview, and publish per record. [Learn more](https://help.cloudfiles.io/salesforce/template-creation)
- **Generating documents** — Use the Doc Gen Lightning web component and flow actions to generate Word or PDF documents, manually or automatically. [Learn more](https://help.cloudfiles.io/salesforce/generating-documents)
- **Doc Gen tutorials** — Word templates, runtime variables, document merging, and secure PDF, learn how to get the most out of CloudFiles Doc Gen. [Learn more](https://help.cloudfiles.io/salesforce/document-generation-tutorials)
- **Case studies** — Real stories, real impact - discover how teams solved complex document challenges with speed and precision. [Learn more](/salesforce/case-studies/)
- **Document types** — Explore how CloudFiles handles different document types and formats across industries, seamlessly. [Learn more](/salesforce/document-types/)

*Customer proof*

## What Salesforce teams say about CloudFiles

> "An excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer challenge with seamless implementation and outstanding support." — **Vishal Talpallikar, Aviva**

> "The SharePoint integration with Salesforce reduced our data storage costs, simplified document management, and improved efficiency. Outstanding support." — **Latha Davuluri, W. R. Grace & Co.**

> "The SharePoint and Salesforce integration is excellent. The team is collaborative, responsive, and knowledgeable, and goes the extra mile for our needs." — **Adam Ady, Anteriad**

> "CloudFiles integrates Salesforce with SharePoint and handles large files without custom development. Document Generation with Word, Excel, and PDF templates is intuitive, and the Salesforce Flows integration automates workflows without code. Reliable and well supported." — **Ajay Kumar, Anteriad**

> "CloudFiles Document AI extracts data and formats it Salesforce-ready before it lands in SF, with proper dates and clean currency values. Document Generation handled appending documents too, and their support made implementation seamless." — **Rodney Ballener, Ovalis Group**

> "CloudFiles Document AI strengthened our Flow-driven document processing in Salesforce, extracting data from complex documents and cutting manual entry. We run document classification, PDF splitting, file routing, and SharePoint sync through Salesforce Flows." — **Sandy Harris, Fifth Season Investment**

> "After testing multiple solutions, CloudFiles Document AI was the only one that worked reliably every time. The only dependable Document AI we found, and with white-glove service, expert onboarding, and strong enablement, the experience has been outstanding." — **Nancy Jacobs, Ovalis Group**

> "Highly recommend CloudFiles for document generation with strong automation. It took less than a week to migrate from another app. The documentation is genuinely helpful, the support team responsive, and the app is easy to use yet powerful." — **Alec Cotton, College for Adult Learning**

> "In merchant acquiring we prep hundreds of external vendor PDFs, so document generation is core to what we deliver. What took ten to fifteen minutes per document now drops to seconds, with DocuSign signatures and brand IDs handled. Best vendor we've worked with." — **Christine Evans, AllayPay**

*Security & compliance*

## Enterprise-grade security, *guaranteed!*

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. The files in your connected storage stay there, and CloudFiles never copies or re-hosts them. Document processing runs in CloudFiles' AWS environment, in the data-residency region you choose, and your files are never used to train our AI models.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Security overview](/security)

*Take the CloudFiles audit*

## Get your document generation plan in 30 minutes

Book a free 30-minute CloudFiles audit. We map your document workflow live, show you where manual work and off-brand templates are hiding, and demo the exact setup for your org. You leave with a clear plan, whether or not you buy.

[Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-generation-footer) · [Get it on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=de62e2e1-191d-4aa2-a73e-237b426b4675&utm_content=sf-docgen-footer)

## Salesforce document generation FAQs

**Q: What is Salesforce document generation?**
Salesforce document generation is the automatic creation of documents, proposals, contracts, invoices, reports, by merging Salesforce record data into predefined templates. It removes manual copy-paste and produces accurate, on-brand documents in seconds.

**Q: Is CloudFiles document generation native to Salesforce?**
Yes. CloudFiles runs inside Salesforce through Flows, Apex, and Lightning components, and installs from the AppExchange. There is no external middleware to generate a document, templates and generation triggers live in your own org.

**Q: Where are generated documents stored?**
Generated documents are written to your own connected storage, SharePoint, Google Drive, OneDrive, or AWS S3, and linked back to the Salesforce record. CloudFiles does not re-host your documents, and your Salesforce data is not used to train AI models.

**Q: Which file formats can CloudFiles generate?**
CloudFiles generates Word (DOCX), Excel (XLSX), PowerPoint (PPTX), and PDF. Templates are designed in Microsoft Office or the Salesforce PDF builder, with dynamic tables, loops, conditions, images, and merge fields.

**Q: Can document generation be automated in Salesforce?**
Yes. Documents can be generated automatically from Flows, buttons, or Apex, for example when a deal closes or a record is created, and run in bulk or in the background for high volume.

**Q: Can I send generated documents for e-signature?**
Yes. CloudFiles supports generate-to-sign workflows with DocuSign and other providers, so a document can be created from Salesforce data and routed for signature without leaving the record.

**Q: How is CloudFiles different from other Salesforce DocGen apps?**
CloudFiles is native to Salesforce, designs templates directly in Microsoft Office across four formats, and writes generated documents to your own storage instead of re-hosting them. It is also one platform for document generation, Document AI, and document management, not a single-purpose tool.

**Q: Is CloudFiles suitable for enterprise document generation?**
Yes. CloudFiles supports template governance, bulk and background generation, multi-format output, and external-storage integration, making it suitable for organizations generating large document volumes.