The Ultimate Document Generation Solution Built for Salesforce
As the top choice for document generation in Salesforce, CloudFiles automates everything from templates to creation, helping you streamline workflows, stay compliant and save valuable time. Don’t fall behind!
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Don’t Just Create, Master your Documents
Create, customize, and automate your documents—without ever leaving Salesforce
Template Builder
Build and customize stunning, on-brand document templates in minutes! CloudFiles' powerful Template Builder lets you generate consistent, professional documents right inside Salesforce—no more manual edits or messy formatting.
- Slash document creation time by half with ready-to-use, customizable templates.
- Keep it professional and on-brand—every document, every time.
- Generate documents 2x faster with automation that saves your team hours.
Automated Document Generation
Say goodbye to repetitive document creation! With CloudFiles, you can auto-generate proposals, contracts, and reports in seconds, cutting down manual work and boosting productivity—all without leaving Salesforce.
- Generate documents faster—automatically, from templates to finished files.
- Personalize and send contracts or proposals with one click, while staying compliant.
- Boost team productivity by 60% with fast, hands-free document creation linked to Salesforce.
From creating to automating, and everything in between!
Transform Your Document Workflows Across Industries
Supercharge efficiency by 50% with powerful document generation solutions tailored for Finance, Real Estate, Healthcare, and more.
Financial Services
Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.
Healthcare & Life Sciences
Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.
Technology & IT
Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
CloudFiles Document Generation is a game-changer.
But don’t just take it from us.
5/5
4.8/5
4.5/5
"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."
Jeremy Ahoyo
Atlante
"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' 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
"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 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 is a game-changer for document generation! Setting up custom templates is easy, and seamless Word integration makes even complex reports simple. Highly recommend!"
Samuele Lolli
ITW Automotive
"CloudFiles Doc Gen is amazing! Simple to configure and works perfectly. We replaced a competitor’s solution with CloudFiles, and the experience has been great!"
François Brunel
Encelade Counseil
"Exceptional document generation tool! Easy template setup, seamless integration, and outstanding support make CloudFiles a must-have for automating document workflows."
Shikhir Saini
VenuesWest
Stay compliant & secure.
Always.
Certified, verified, and always ahead of the game. Our security and compliance controls are independently audited against stringent standards, ensuring your data stays safe while you stay worry-free.
One Click Away from Smarter Docs
Book Your Personalized Demo NOW. Join 500+ teams automating document creation with CloudFiles, cutting manual work by 70% and saving hours weekly.
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