Power Every Document Workflow in Salesforce
Whether you're managing client files, generating documents at scale, or automating data extraction — CloudFiles brings it all together. Simplify your document lifecycle with one intelligent solution.
Trusted by leading teams worldwide
Any use case. One document platform
Document Management
Store, organize, and collaborate on files — effortlessly.
- Auto-organize folders based on record types, users, or workflows
- Share secure links with access controls, expiry, and tracking
- Collect documents directly from clients or partners
- Replace Salesforce file storage with external, scalable solutions
Document AI
Extract data. Trigger actions. Make documents work for you.
- Pull key values from uploaded forms, IDs, and certificates
- Auto-create or update records based on extracted info
- Verify uploaded documents for compliance (e.g. KYC, insurance)
- Route documents through automated review & approval flows
- Use AI to detect missing data, mismatches, or anomalies
Document Generation
Create personalized documents in a single click.
- Generate proposals, quotes, or contracts from pre-approved templates
- Create onboarding kits, policy docs, or acknowledgment letters at scale
- Auto-fill regulatory or legal forms using CRM data
- Combine multiple templates into a single, export-ready PDF
- Add dynamic conditions and multilingual logic to documents
Book a Demo
You are one Click Away from Smarter Docs. Join 1000+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.