- Category rank
- #138 in Document Generation
- Price from
- £5 / custom / month (GBP)
- Listing audit
- 60/100
DocPortal for Salesforce is a Salesforce AppExchange app by MyWealthCloud.
DocPortal for Salesforce is the #138 ranked Document Generation app on Salesforce, as a paid app, as of Nov 12, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 12, 2026
DocPortal for Salesforce ranks #138 of 150 in Document Generation on Salesforce. It has no reviews on Salesforce yet. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2021
Cons
- −No reviews yet — fit and reliability are unverified by other merchants
- −No free plan (paid) — evaluation needs a paid plan or a trial
About DocPortal for Salesforce
How DocPortal for Salesforce works
We believe experience is everything.
Which is why we simplify all touchpoints in the client workflow with our document management platform. We securely share and store all essential documentation throughout the client lifecycle.
Increasing engagement and trust.
A single channel that helps to retain and acquire clients, by securing their digital legacy.
Key features
- A digital tool, specifically built to improve client experience, client retention and assist with client acquisition.
- Securely share sensitive documents directly to your clients in an encrypted environment. Your clients have the ability to share documents back, that you have requested. Full audit trails of all transactions are available for compliance.
- Each client has their very own unlimited private cloud storage area, within the mobile app/desktop, to safely store their personal documents and memorabilia alongside all the information you share with them, enabling them to build their digital legacy.
Standardized capabilities
Normalized capabilities detected for this app, comparable across the marketplace.
