CloudFiles for automotive suppliers and components
Supplier sales teams answer RFQs, price changes and renewals from Salesforce, while drawings and orders sit in inboxes. CloudFiles keeps every program document on its record, processes incoming orders and builds quotes.
Every RFQ and program file on its record
Supplier sales and program teams quote, win and renew business in Salesforce, but the files behind each deal sit in inboxes and shared drives. CloudFiles keeps them on the record.
The manual way
- RFQ drawings, specs and quotes are spread across inboxes and shared drives. When the customer asks for a requote, nobody can find the original package.
- Customers email RFQ packages that are too big for an inbox. Engineering gets them forwarded in pieces, and the quote starts late.
- Customer service retypes every emailed purchase order into Salesforce, line by line. A wrong quantity or part number reaches the shipment.
- Each year, price change letters are built by hand from a spreadsheet, one customer at a time. One wrong row sends a customer the wrong price.
The CloudFiles way
- CloudFiles gives every RFQ opportunity its own folder inside the customer's account. Drawings, specs and every quote stay together and open from Salesforce.
- CloudFiles sends the customer one secure upload link for the whole package. Files land on the opportunity and in SharePoint, where engineering already works.
- CloudFiles reads each purchase order and matches it to the account and products. A person approves the order before anything is written.
- CloudFiles generates a price change letter for every customer in one run, filled with that customer's prices. Each letter is saved to its account.
Supplier documents, from RFQ to signed agreement
Six jobs supplier teams automate on the accounts, opportunities and sales agreements that they already use.
RFQ opportunity folder automation
Every RFQ opportunity gets its own folder inside its customer's account, so drawings, specs and quotes stay together.
- The folder is created as soon as the opportunity is saved, with the same subfolders every time
- An account manager sees every RFQ for one customer in one place
- Each drawing and quote opens on the opportunity, without leaving Salesforce
Sales agreement document management
When a program is won, its nomination letter, purchase order and agreement move onto the sales agreement.
- Closing the opportunity as won moves its folder to the new sales agreement
- Program managers find the launch paperwork on the sales agreement
- Every renewal is filed on the same agreement record
Customer RFQ package upload
Customers send drawings, specs and large RFQ packages through one secure link, with no login.
- One link collects every file needed for the quote
- Each file is saved to the opportunity's folder in your own storage
- Engineers open the package in SharePoint, where they already work
Purchase order processing
Purchase orders are read, matched to the account and its products, and reviewed before the order is created.
- A purchase order that lands on the account starts the process
- Part numbers, quantities and dates are matched to your Salesforce products
- Customer service approves the order header, then the order and its lines are created
Distributor onboarding document checks
A new aftermarket distributor's packet is split into separate documents and checked against your required list.
- One scanned packet is split into separate documents, such as the credit application and tax certificate
- Each document is named for what it is, filed on the distributor's account and checked by staff
- The distributor gets an upload link for anything still missing
Quote and price letter generation
Quotes and price change letters are built from Salesforce with your own templates, and quotes go out for e-signature.
- Quotes are filled from the opportunity and its quote lines
- Price change letters run for every account at once, each with that customer's prices
- Signed quotes return to the opportunity
Key documents we handle for automotive suppliers and components
Every program brings these files, from the first quote to each renewal. Every other customer document is handled the same way.
RFQ packages
The drawings, specs and requirements that come with a customer's request for quote. They stay in the opportunity's folder.
Quotes and cost breakdowns
Your answer to each RFQ. The quote is generated from the opportunity, and the cost breakdown is kept beside it in the opportunity's folder.
Nomination letters and purchase orders
Proof that a program was won and ordered. They are filed on the sales agreement for the launch team.
Sales agreements
The long-term terms with each customer, renewed as volumes and prices change. Each renewal is filed on the same record.
Price change letters
Annual price adjustments for each customer, generated from Salesforce in one run and saved to the account.
Distributor price lists and program terms
Price lists, catalogs and program rules for aftermarket distributors, shared in each distributor's portal folder.
Stay industry compliant
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 they are not used to train our AI models.
Frequently asked questions
Yes. CloudFiles installs from AppExchange and works on any Salesforce object, standard or custom, through Salesforce Flow. Each record can have its own folder and upload links, and your existing objects stay as they are.
CloudFiles connects Salesforce to SharePoint, Google Drive, Azure Blob, Amazon S3 and other storage. Each RFQ opportunity gets a folder in your storage, and drawings open from the opportunity. Engineers keep working in SharePoint with their existing access.
CloudFiles sends the customer a secure upload link from the opportunity. The customer uploads drawings and specs from any browser, with no login. Every file is saved to the opportunity's folder, ready for engineering. Admins create the link with the create file request flow action.
Yes. CloudFiles reads each purchase order and matches its part numbers, quantities and dates to your Salesforce products. Customer service approves the order header before anything is written, and the order and its lines are then created on the right account.
Yes. CloudFiles splits a new distributor's scanned packet into separate documents for staff to check, names each one and files it on the distributor's account. The documents are compared with your required list, and the distributor is asked for anything missing.
CloudFiles generates one letter per customer in a single run, each filled with that customer's prices from Salesforce. Every letter is saved to the customer's folder, ready to send or share. Admins schedule the run with the generate document (batch) flow action.
Yes. CloudFiles builds each quote from the opportunity and its quote lines, using your own Word or PDF template. The quote goes out for e-signature with signers in order. The signed copy returns to the opportunity.
With the CloudFiles Experience Cloud add-on, each distributor's own folder is shared in your partner portal. Distributors open current price lists and program terms there, and see only their own folder. Access is removed from the portal when a distributor leaves.
Yes. CloudFiles tells the person who created a link when a customer opens it, on the first view or on every view, as your admin sets it. Links can be limited to the customer's email domain, protected with a password and set to block downloads.
Bring one RFQ to a demo
Bring an RFQ package or a purchase order with names removed. We will show it landing on an opportunity in Salesforce, filed and ready.