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S-Drive Document Management, Document Generation, OCR & Document AI

By CyanGate

AI-powered OCR and data extraction for Salesforce PDFs, scans, and forms

Starting at $1,500   USD/company/year

Discounts available for nonprofits

Try It
Industries
Education
Financial Services
High Tech
Business Need
Document Management
Document Generation
Agent Productivity
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

S-Drive turns PDFs into Salesforce data with OCR, Document AI, and data extraction. Capture fields from scans and forms, update Salesforce records, trigger workflows, and store files securely in AWS S3.

  • S-Drive Document Management

Highlights

Salesforce Native Document Management Store and share files in structured folders with custom metadata, version control, and global or record-level search. Files remain secure in your own AWS S3 or Google Cloud Storage with seamless access in Salesforce.

Salesforce Document Generation Generate quotes, contracts, and proposals directly from Salesforce records. Eliminate manual tasks and accelerate turnaround with native document generation, eSignature, and PDF-based workflows built for scale and complianc

AI-Powered Data Extraction for Salesforce Extract structured data like names, dates, and totals from scanned forms, contracts, and IDs using Azure AI. Automatically populate Salesforce fields to eliminate manual data entry and unlock actionable insights.

Salesforce PDF Editing Edit, annotate, and finalize PDFs directly in Salesforce without external tools. Enable redlining, version tracking, and review workflows—reducing errors, improving collaboration, and keeping all changes tied to the right record.

Simplify File Organization Automatically generate default folder structures to manage your files within Salesforce records. Keep your documents organized, accessible, and secure without leaving the platform. Best alternative for Salesforce Files.

Secure Cloud Storage (S3 & GCS) Store all your documents in your own AWS S3 or Google Cloud account with full encryption. Maintain total control over storage policies and access while meeting HIPAA, SOC2 natively within Salesforce.

Microsoft 365 Integration Edit Word, Excel, and PowerPoint files directly in Salesforce with full version history. Collaborate live, reduce duplicate work, and avoid tab overload by keeping your Microsoft docs tied to relevant Salesforce records.

OCR (Document AI) Auto-populate Salesforce fields using OCR and AI. Extract text and data from scanned documents, images, or forms. Convert unstructured content into actionable, searchable records—boosting accuracy, speed, and compliance.

eSignature & Approvals Send documents for secure eSignature using Salesforce-native approval workflows. Automatically track status, trigger follow-ups, and archive signed copies directly in the correct record—streamlining your entire sign-off process.

Provider Details

CyanGate
Cincinnati, Ohio, USA
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2007
Website
Email
Phone
+1 (833) 326-9778

Since 2007, CyanGate has designed, delivered, and supported award-winning Digital Asset Management (DAM) Solutions. CyanGate specializes in DAM system architecture design and enterprise DAM implementations and integrations. Customers include global Fortune 500 companies in diverse industries such as Retail, Publishing, Media and Broadcasting. Headquartered in Cincinnati, OH with a remote office in Turkey, CyanGate provides cost-effective solutions without the loss of quality typical of other outsourcing companies.

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Tiered pricing and Enterprise pricing available, please contact us. First 1GB is always FREE, no payment required for first 15 days. No setup fees. For more information, visit SDRIVEAPP.COM and contact us.

Starter

$1,500 USD/company/year

Free trial available for 15 days

Lowest Starting Price

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