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

By CloudFiles

Salesforce document generation in a minute. Automate & bulk generate.

Paid  

Discounts available for nonprofits

Try It
Industries
Financial Services
Healthcare & Life Sciences
Manufacturing
Business Need
Sales Productivity
Document Generation
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Salesforce DocGen for PDF, Word, Excel & PowerPoint. Build no-code document generation templates, then generate quotes, invoices, proposals, contracts etc., on demand or in bulk. AI powered, native, DocuSign, CPQ & compliance. PDF generator & more.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
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
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
CloudFiles/Jupiter 5.271.0
Listed On
05/20/2024
Latest Release
07/31/2026
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
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.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
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: 4
Custom Tabs: 15
Custom Apps: 2
Lightning Components
Global: 23
App Builder: 0
Community Builder: 0
Languages
Arabic
English
French
German

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.
5.9.0
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.
08/02/2022

Additional Details

CloudFiles is a native Salesforce document generation app for PDF, Word, Excel and PowerPoint. Create, automate, e-sign and store documents from any standard or custom object. What is CloudFiles Document Generation? A Salesforce document generation tool that turns CRM data into branded documents. Generate quotes, invoices, proposals and contracts on demand, by Flow, or in bulk. How do I create templates? Build no-code templates in Word, Excel, PowerPoint and PDF with Office Add-Ins, plus merge fields and live preview. How do I generate documents? Generate Word docs from records, PDF quotes and invoices, and reports from any object. Run from a button, salesforce Flow, or in bulk. Can I automate it? Trigger document generation via Flow, Apex, REST API, buttons or approvals, with no custom code. Bulk and AI? Merge PDFs in bulk with batch generation and PDF mail merge. AI powered document generation builds Word and PDF from custom objects and CPQ data. E-signature, storage and compliance? Send contracts via DocuSign, store output in SharePoint, Google Drive or AWS S3, with GDPR, SOC 2, ISO and HIPAA compliance.

Need help?

CloudFiles

Fremont, CA, US

You can chat with us, send us an email, or book a call with us. We provide 24x7 chat support on all plans.

Support Phone+1 510-457-0105
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