# File sharing & document use cases for sales teams

> See how sales teams use CloudFiles to control file access, automate document workflows across HubSpot and Salesforce, and turn shared proposals into trackable, analytics-rich links.

## File access, security & analytics for sales teams

Smart file sharing built for sales — organize every proposal, quote and contract by deal, automate access as records move through your CRM, and see exactly what happens after you hit send.

[Book a demo](https://meet.cloudfiles.io/?utm_content=cf-use-cases-sales-hero)

*Automation*

## Full automation support for all the use-cases

Whichever CRM or stack your sales team runs on, CloudFiles automates the file work around it.

- **HubSpot list filtering & workflows** — Filter lists on file activity and trigger HubSpot workflows the moment a document is shared, opened or signed.
- **Salesforce custom objects, flows & Apex** — Build on Salesforce custom objects and automate file creation, sharing and permissions with flows and Apex actions.
- **REST & JavaScript API automation** — Script file access, sharing and notifications from any app or internal tool using the CloudFiles REST and JavaScript APIs. [Read technical guides](https://help.cloudfiles.io/)

*Document types*

## Useful for all types of sales documents

One place to control access, sharing and tracking across everything a deal touches.

- **Marketing collateral** — Share brochures, decks and case studies with prospects while keeping the latest version in sync everywhere.
- **Proposals & quotes** — Send proposals and quotes as trackable links, so reps know exactly when a prospect is reviewing terms.
- **Contracts & service docs** — Control access to contracts and service documents by deal stage, and keep a clear record of who viewed what.

*Access & analytics*

## See every file, act on every signal

### Content access

Latest file access from any cloud storage

CloudFiles mirrors your source storage in real time, so sales always works from the current version of every file — no copies, no migration.

- Real-time mirroring keeps files, folders and permissions in sync as source storage changes.
- Connect SharePoint, Google Drive, OneDrive, Box, Dropbox or Amazon S3 — use what your team already has.
- Reps always see the latest version, with nothing duplicated or left stale in a shared drive.

### Document analytics

Sharing proposals as trackable links and acting on notifications

Share proposals as trackable links instead of attachments, and see exactly how a prospect engages after you hit send.

- See every open, download and minute spent on a proposal, down to the page.
- View the viewer's location so reps can time follow-up around real engagement.
- Get instant notifications the moment a prospect opens a shared link — never miss a signal.

## Need support?

- **Book a demo** — See CloudFiles for sales teams in action with a personalized walkthrough. [Book a demo](https://meet.cloudfiles.io/?utm_content=cf-use-cases-sales-card)
- **Chat with us** — Get a quick answer from our team using the chat widget on our contact page. [Start a chat](/contact-us/)
- **Email support** — Send us your question and we'll get back to you with a detailed answer. [Email support](mailto:support@cloudfiles.io?subject=I have a query about CloudFiles)
- **Call us** — Speak with our team directly for billing, licensing or setup questions. [+1 510-457-0105](tel:+15104570105)

*Explore more*

## Other CloudFiles use-cases

- **Document generation** — Generate personalized proposals, quotes and contracts straight from your CRM data. [Explore](/document-generation/)
- **Document management & sharing** — Organize, secure and share every file your sales team works with, from one place. [Explore](/document-management/)
- **Document AI** — Extract, classify and process document data automatically to keep deals moving. [Explore](/document-ai/)