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.
