# Features - Doc Generation - All-Format Designer (feature)

> CloudFiles enables users to create dynamic, reusable templates in Microsoft Word with seamless Salesforce data merging, conditional logic, automation.

## All-Format Designer for Salesforce Doc Gen

CloudFiles All-Format Designer lets you build DOCX, XLSX, PPTX, PDF templates directly inside Word, Excel, PowerPoint, and Salesforce’s native PDF builder. Templates preserve formatting, merge Salesforce data cleanly, and stay consistently on-brand across every output!

[Read Technical Guide](https://help.cloudfiles.io/salesforce/template-actions) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-all-format-designer-hero)

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## What you can do with All-Format Designer

### Multi-Format Designer Add-Ons

Multi-Format Designer Add-Ons

Build templates inside familiar editors, so teams don’t have to learn a new design interface.

- Design DOCX, XLSX, and PPTX templates using CloudFiles Microsoft Office add-ins.
- Create PDF templates inside Salesforce using the native PDF builder.
- Support Google Workspace template design for teams working in Docs/Sheets (upcoming).

[Learn More](https://help.cloudfiles.io/salesforce/template-creation)

### Brand-Safe Formatting Controls

Brand-Safe Formatting Controls

Keep every output clean, structured, and aligned to your brand - even when data changes.

- Preserve Word/Excel/PPT formatting like fonts, spacing, margins, layouts, and custom styles.
- Apply consistent data formatting for currency, dates, decimals, text case, and field types.
- Retain complex tables with correct structure, wrapping, sorting, and grouped outputs.
- Add branding elements like logos, headers/footers, and watermarks directly in templates.

[Learn More](https://help.cloudfiles.io/salesforce/template-actions)

## CloudFiles Use-Cases

See how CloudFiles helps streamline workflows in Salesforce

- **Organize KYC docs** — Wealth managers upload, organize & verify KYC docs right from Asset records in half the time
- **Daily reporting** — Technology companies create custom records for specific sales uploads for reporting purposes
- **Quick templates selection** — Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
- **Meal planning** — Food companies generate meal plans and send them as email attachments for their audience
- **Share with customers** — Insurance agents share risk management collateral with experience users to engage them
- **Incident reporting** — HR teams generate custom incident documents using a variety of screen flow inputs

[Explore All Use-Cases](https://www.cloudfiles.io/salesforce/use-cases)

## CloudFiles Template Builder is a game-changer.

But don’t just take it from us.

> "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' 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**

> "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 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 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**

> "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' 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**

> "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.

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. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.

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

[Security overview](/security)

## Book Your Personalized Demo

You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-all-format-designer-footer)