Generate Professional Documents in Seconds with Salesforce

Automate and personalize document creation directly from Salesforce—design custom templates for quotes, contracts, invoices, and more, and generate polished Word documents or PDFs in seconds with seamless integrations.

CloudFiles Document Generation
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Loved and trusted

by companies across industries — from finance, real estate to healthcare.

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Generate Documents in 3 Simple Steps

Quick document creation, no manual work or complex setup required

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Setup the Integration

Install the CloudFiles Word add-in and connect it with Salesforce for seamless data-driven document creation.

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Create & Publish Templates

Design professional templates with Salesforce fields, images, and formatting, then publish them to Salesforce.

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Generate & Automate

Generate documents manually or automate the process effortlessly using Salesforce Flow and CloudFiles LWC.

Create Documents Faster, Smarter, and Error-Free

Automate document generation with dynamic templates—no manual work, just perfect files

Save 12+ Hours Weekly

Automate repetitive document creation tasks and focus on what matters most.

90% Faster Turnaround

Generate professional documents in seconds with ready-to-use templates and automated flows.

Customizable Designs

Personalize documents with dynamic fields, tables, and images tailored to your business needs.

100% Accuracy

Eliminate manual errors by using Salesforce data directly in templates.

Seamless Salesforce Integration

Generate, manage, and store documents directly within Salesforce for a unified workflow.

Effortless Automation

Trigger document creation automatically based on Salesforce actions, reducing manual intervention.

More Use Cases to Explore

Beyond Document Generation—Streamline Every Workflow

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Used across industries

CloudFiles’ streamlines marketing and sales workflows, boosting efficiency while saving time and money.

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Financial Services

Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.

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Healthcare & Life Sciences

Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.

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Technology & IT

Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.

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Stay compliant & secure.

Always.

We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.

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CloudFiles Will Change How You Create Documents

But don’t just take it from us.

Salesforce appexchange ratings

4.9/5

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4.8/5

Capterra

4.5/5

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    "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."

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    Jeremy Ahoyo

    Atlante

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    "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."

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    Victor Villalobos

    The Financial Interior, LLP

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    "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!"

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    Ed Pashkin

    Rainforest Alliance

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    "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"

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    Irwin Mencias

    Mālama Solar

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    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

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    Latha Davuluri

    W. R. Grace & Co.

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    "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"

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    Mark Salib

    BDA Partners

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    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

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    Oscar Chacón

    Sagicor Financial Corporation

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    "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!"

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    Vishal Talpallikar

    Aviva

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    "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."

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    Adam Ady

    Anteriad

  • Book a demo

    CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.

    Book a demo

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