CloudFiles Generate & Automate: Document Generation, Automation + E-signature

Reduced manual formatting effort

We moved away from repetitive document preparation and now generate polished files faster. The automation feels practical rather than complicated. The CloudFiles team is dedicated and always willing to work collaboratively toward finding the right solutions.

Document generation without the usual friction

CloudFiles Document Generation brings welcome precision to our Salesforce document lifecycle. Template configuration is intuitive, field mapping remains consistent and polished documents can be produced directly from records. It has reduced repetitive corrections, shortened preparation time and brought greater uniformity to customer-facing files. The support team is responsive, technically perceptive and thorough when resolving questions.

Scalable for document generation

CloudFiles has grown alongside our document needs without making our day-to-day processes more complicated. It gives our teams the flexibility to manage increasing volumes of documents while keeping the experience straightforward, organised and easy to adopt.

An easier way for our teams to create consistent documents

CloudFiles gave our project teams a dependable and efficient way to generate consistent, professional documents, helping standardise our processes, reduce manual effort and ensure teams could produce accurate materials whenever they were needed. Beyond the product itself, the team at CloudFiles is always responsive, helpful and willing to make sure everything works smoothly for us.

Offers smooth document creation process

CloudFiles' document generation support for conditions, repeating sections and dynamic content allows a single template to handle several customer, service and contract scenarios without maintaining a separate version for each one. CloudFiles also fits well into our existing process, allowing documents to be generated at the correct stage and saved back to the relevant record. This has made our template library easier to manage while ensuring teams consistently use the right document and information. The CloudFiles team has worked through all our issues and queries and helped ensure everything runs as expected.

CloudFiles is everything we need for document generation

CloudFiles helps us generate documents using CRM data, automate repetitive steps and manage end-user contract signing process more efficiently. The CloudFiles team has also been responsive and helpful whenever we’ve needed support.

It's a great tool for anyone who is looking to simplify document generation

CloudFiles has made our document generation process way easier to maintain. Templates stay organized, revisions are traceable whenever necessary and the output quality is consistent across documents for all teams.

From scattered data to structured documents

CloudFiles helped us turn scattered data into structured, consistent documents without complicating the process. Automated generation has been especially valuable during reporting cycles, where documents that previously took hours to prepare can now be produced quickly and reliably. We also greatly appreciate how involved the CloudFiles team has been throughout, taking the time to understand our requirements and helping us get the best of the product.

Product that delivers, is reliable and does the job

Started using CloudFiles for automated and customisable document creation and haven't looked back since. Works just like how they showcased and demonstrated it during the POC, no overpromising or surprises after we purchased it. The flexibility has allowed us to adapt document generation to our requirements and the overall experience with both the product and the CloudFiles team has been excellent.

It gives us much more flexibility than traditional document generation tools

What stood out with CloudFiles DocGen was how much control we could build into a single template. We use Salesforce data to drive conditional sections and can now handle repeated records for different scenarios without maintaining a separate template for every variation. The Word add-in also makes it easy for our team to manage and update the templates without making every change a development task.