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

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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.

cloudfiles pricing

No plans recorded yet.

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.

PeopleBillingCurrencyPrices are shown as published. No exchange rates are applied.Monthly usage per toolApplies to each tool’s own unit. Leave at 0 for subscription cost only.

Known monthly subtotal

$0.00/month

1 of 1 tools could not be priced with these inputs, so this is not the full cost.

Plan costs based on your requirements
Tool / plan	Monthly	Per year	What this assumes
cloudfiles	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.

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What changed

1 recorded change · latest 9/13/2026

Changes to the facts recorded here, not a live scan of every vendor update. Save this tool to follow updates in your account.

9/13/2026
Updated: features, platforms, sources, walkthrough
See recorded changes
features
Before: ["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."]
platforms
Before: []
After: ["Built natively for Salesforce and HubSpot, running inside these CRMs without requiring separate apps or data leaving the CRM org."]
sources
Before: [{"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"}]
walkthrough
Before: ["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."]

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Sources & research

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