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

Use CloudFiles Document Generation to Turn Salesforce data into professional documents

Generate agreements, invoices, reports and forms directly from Salesforce.

CloudFiles Document Generation - The Only End-to-End Document Generation Solution You Need

Pull data from any object or relationship & generate personalized documents with tables, images etc.

Create document templates in Microsoft Word, Excel, PowerPoint, PDF builder and Google Docs.

Generate documents instantly, trigger automation using Flow, Apex or APIs, or bulk generation.

Populate text fields, checkboxes and structured inputs in PDF documents using Salesforce data.

Generate, send for e-signature via DocuSign, store in external store or attach files to Salesforce.

Automatically store files in SharePoint, Google Drive, AWS S3 etc with structured folders.

Manage templates with version control, validation checks and audit logs.

CloudFiles Suite: Salesforce-native AI document intelligence, Management, Automation & Generation

CloudFiles offers full support from setup to rollout—for all your document generation requirements.

Supports US, EU, UK, AUS data residency. Files stay in your storage, CloudFiles never copies data..

Install the App & book demo for the leading & most advanced Document Generation app for Salesforce.