IN THE FIELD GUIDE
cloudfiles
cloudfiles.io
CloudFiles is a document platform integrated natively with Salesforce and HubSpot that connects external storage, automates document workflows, and applies AI to documents within the CRM. It manages files without using CRM storage, generates documents from live data, extracts data with AI, and automates workflows.
THE PRODUCT, BEYOND THE PITCH
Automatically researched · Not editorially reviewed · Sources checked Sep 13, 2026
A good fit for
Not confirmed yet.
Know the limitations
Not confirmed yet.
What you can do
Not confirmed yet.
Features
- Document Generation merges CRM data into on-brand templates to produce documents like proposals, quotes, and contracts instantly.
- Automates document workflows using Salesforce Flow, Apex, and APIs without adding engineering overhead.
Integrations
Not confirmed yet.
Platforms & data export
- Built natively for Salesforce and HubSpot, running inside these CRMs without requiring separate apps or data leaving the CRM org.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Known monthly subtotal
$0.00/month
1 of 1 tools could not be priced with these inputs, so this is not the full cost.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
| No pricing recorded yet. Check the official site, or ask the owner to add it. | |||
A practical workflow
- Connect external storage providers to CRM records to surface files without copying or re-uploading.
- Use Salesforce Flow, Apex triggers, and APIs to automate document creation, filing, extraction, approvals, and sharing.
- Generate documents from live CRM data merged into templates and send for e-signature directly from the CRM record.
Based on the sources below. Editorial review does not imply hands-on product testing.
Alternatives to explore
Filter alternatives →Candidates based on category and primary feature. Check feature and pricing differences before switching.
Plan a switch from cloudfiles →What changed
Changes to the facts recorded here, not a live scan of every vendor update. Save this tool to follow updates in your account.
Updated: features, platforms, sources, walkthrough
See recorded changes
featuresBefore: ["Document Generation merges live CRM data into on-brand templates to instantly produce documents like proposals, contracts, quotes, and invoices, which can be sent for e-signature.","Automates document workflows using Salesforce Flow, Apex, and APIs to create, file, extract, approve, and share documents without engineering overhead."]
After: ["Document Generation merges CRM data into on-brand templates to produce documents like proposals, quotes, and contracts instantly.","Automates document workflows using Salesforce Flow, Apex, and APIs without adding engineering overhead."]
platformsBefore: []
After: ["Built natively for Salesforce and HubSpot, running inside these CRMs without requiring separate apps or data leaving the CRM org."]
sourcesBefore: [{"url":"https://www.cloudfiles.io/","label":"CloudFiles — All-in-one document platform for your CRM"}]
After: [{"url":"https://www.cloudfiles.io/","label":"CloudFiles — All-in-one document platform for your CRM"},{"url":"https://www.cloudfiles.io/pricing","label":"Pricing — CloudFiles"},{"url":"https://www.cloudfiles.io/product","label":"Product — CloudFiles"},{"url":"https://www.cloudfiles.io/salesforce/features/storage-integrations","label":"Features - Doc Man - Storage integrations"}]
walkthroughBefore: ["Extract data from documents using AI and write it directly into CRM fields to reduce manual entry and speed processing."]
After: ["Connect external storage providers to CRM records to surface files without copying or re-uploading.","Use Salesforce Flow, Apex triggers, and APIs to automate document creation, filing, extraction, approvals, and sharing.","Generate documents from live CRM data merged into templates and send for e-signature directly from the CRM record."]