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XfilesPro Document Generation: AI-Powered Salesforce Document Automation

By XfilesPro Labs Pvt Ltd

Generate. Review. Approve. eSign : Complete Salesforce Document Automation.

Starting at $14.99   USD/user/month

Discounts available for nonprofits

Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Business Need
Contract Management
Document Generation
Document Management
Requires
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
Sales Cloud
Service Cloud

AI-powered Salesforce document lifecycle platform for document generation, review, approval, eSignature, and workflow automation. Generate contracts, proposals, invoices, agreements, and reports with customizable templates. Start your free 7-day trial.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
XfilesPro Document Generation works natively within Salesforce. Optional integrations with third-party services such as eSignature providers, cloud storage platforms, and external applications may require separate subscriptions or licensing.

App Details

Version
Doc Gen/Jun 2026 5.3.0
Listed On
06/22/2021
Latest Release
06/22/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Community Builder
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 27
Custom Tabs: 7
Custom Apps: 2
Lightning Components
Global: 22
App Builder: 1
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.11.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/10/2021

Additional Details

XfilesPro Document Generation is an AI-powered Salesforce document generation and document automation platform that helps organizations generate, review, approve, eSign, and manage business documents—all within Salesforce. Automate contracts, proposals, quotes, invoices, agreements, reports, and PDF generation using intelligent templates and workflow automation. XfilesPro automates the complete document lifecycle—from template creation and document generation to review, approval, eSignature, AI-powered OCR, intelligent data extraction, and enterprise compliance. Why XfilesPro? ✔ AI-Powered Salesforce Document Generation & Automation ✔ Generate Contracts, Proposals, Quotes, Invoices, Agreements etc ✔ Supports PDF, DOCX, PPTX, & XLSX ✔ Intelligent Templates with Microsoft Word, Google Docs & Native X-Editor ✔ Automated Review, Approval & eSignature Workflows ✔ AI-Powered OCR & Intelligent Data Extraction ✔ Enterprise Security, Audit Trails & Compliance Reduce manual effort, accelerate document workflows, improve accuracy, and deliver a consistent customer experience with a complete Salesforce document automation platform.

Need help?

XfilesPro Labs Pvt Ltd

Bangalore,Karnataka,India

Guided onboarding and setup assistance Email support for all paid customers Premium support for eligible plans For more information, connect with : support@xfilespro.com

Support Phone+1-951-234-8888
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