CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign for Salesforce
By CloudFiles
- Category rank
- #5 in Quotes And Orders
- Listing audit
- 64/100
CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign is a Salesforce AppExchange app by CloudFiles. With a rating of 5.0★ from 112 reviews, it currently ranks #5 in the Quotes And Orders category.
CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign is the #5 ranked Quotes And Orders app on Salesforce, with a 5.0 average rating from 112 reviews, as a paid app, as of Nov 15, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 15, 2026
CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign ranks #5 of 218 in Quotes And Orders on Salesforce. It holds a 5.0★ average from 112 reviews on Salesforce. There is no free plan — compare the paid plans below before installing.
Pros
- +5.0★ average across 112 reviews
Cons
- −No free plan (paid) — evaluation needs a paid plan or a trial
About CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign
How CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign works
CloudFiles (Cloud Files) is Document Automation for Salesforce: document generation for quotes, proposals, contracts and invoices from any standard or custom object.
Document generation for quotes and proposals: generate a branded PDF quote or proposal from a Sales Cloud Opportunity and its quote line items, with preview and download links to PDF quotes.
Document generation for contracts, with e-signature: contract generation with conditional clauses, sent for DocuSign e-signature from the record or a Flow. The signed PDF returns to the record.
Document generation for invoices: automate invoice generation from Opportunities and custom objects, with related-list tables for line items.
Bulk and Flow: bulk document generation from one template in one batch action, or from a button, a record-triggered Flow on Closed Won, a schedule or Apex.
Build Word templates, Excel and PowerPoint templates in the CloudFiles Office add-in and generate complex mail merge documents from any object. Output goes to Salesforce Files or, with CloudFiles Document Management, to SharePoint, OneDrive or Google Drive. Independently audited for SOC 2 Type II, certified to ISO 27001. Free 14-day trial.
Key features
- Document generation for Salesforce: generate PDF, Word, Excel and PowerPoint documents from any standard or custom object, with live data, related lists and conditional sections. The best app to generate Word documents from Salesforce records.
- Quote and proposal generation from Opportunities: document generation for Sales Cloud that turns an Opportunity and its quote line items into a branded PDF, Word or PowerPoint quote or proposal, with preview and download links to PDF quotes.
- Contract generation with DocuSign e-signature: document generation for contracts from Opportunities or custom objects, with conditional clauses and signature fields in the template. Send from the record or a Flow; the signed PDF returns to the record.
- Invoice generation from Opportunities: automate invoice generation from Salesforce Opportunities and custom objects, merging line items and related records into a Word or PDF invoice template. Document generation for invoices and certificates.
- Bulk document generation for Flow and custom objects: batch document generation of PDF quotes, invoices or contracts for many records in one action or a scheduled Flow, sent for signature in one DocuSign envelope. Automated DocGen and document automation.
- Document generation with Salesforce Flow and Apex: add document generation actions to Flow Builder and generate from a button, a Flow on Closed Won, a schedule or Apex. A Unique Template Key keeps DocGen flows working from sandbox to production.
- Document generation templates in Word, Excel and PowerPoint: create complex document templates without coding in the CloudFiles Office add-in. Merge Salesforce data into Word and PDF templates with related-list tables and conditional sections in DocGen.
- PDF generator, PDF generation and merge PDF: generate PDF documents from Salesforce records automatically, convert Word to PDF with a password, and merge the new PDF with the record's existing files. Add action buttons for automated PDF generation.
- Document generation and document automation for Sales Cloud, Service Cloud and Experience Cloud: document generation from accounts, cases and custom objects, one PDF and Word document generator, PowerPoint too. SOC 2 Type II audited, ISO 27001 certified.
Standardized capabilities
Normalized capabilities detected for this app, comparable across the marketplace.
Other capabilities (3)
role not classified yet
- Bulk Document GenerationGenerate multiple documents at once for efficiency and scalability.
- Bundle CreationCreate product bundles or templates for promotional offers.
- PDF GenerationGenerate and download PDF documents as needed.
Ratings and reviews
Reviews for this app aren't archived by AppRanks yet — read them on Salesforce.
Category rankings
A category rank is the app's position in Salesforce's own category listing. Keyword ranks (search-result positions) are a separate measure.
- Quotes And Orders#5of 218Top 3%
- Sales Productivity#6of 223Top 3%
- Document Generation#7of 150Top 5%
- Contract Management#16of 158Top 11%
- Sales#19of 1,819Top 2%
- Productivity#27of 1,701Top 2%
- Document Management#36of 188Top 20%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign ranks for 93 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #1
- Rank #2
- 3.pdf wordRank #2
Competitors & alternatives
CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign doesn't have curated competitor matchups yet.Other tracked Quotes And Orders apps on Salesforce:
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Frequently asked questions
What is CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign?
CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign is a Salesforce app by CloudFiles, listed in Quotes And Orders. It holds a 5.0-star average from 112 reviews on Salesforce. It has been listed since 2024.
Is CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign free?
No. CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign has no free plan on Salesforce.
Where does CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign rank on Salesforce?
CloudFiles Document Generation (DocGen) | PDF, Word, Excel, PowerPoint, DocuSign ranks #5 of 218 apps in Quotes And Orders on Salesforce.