CloudFiles - Document Management, Sharing & Generation
CloudFiles is the all-in-one document platform for HubSpot, built to help generate docs, manage external storages, share files with clients, & extract data from uploads without leaving HubSpot. It brings together 4 tools, all integrated with HubSpot records & workflows.Quick Start LinksCloudFiles comes with 14-days free trial. To get started, install it using the 🔗 installation guide, then visit any of these quick starts -🔗 Doc Management Quick Start - Connect external storages to HubSpot records and automate files & folder management🔗 Doc Sharing Quick Start - Share files with clients, collect analytics and create datarooms to collect files🔗 Doc Generation Quick Start - Create on-brand documents using Microsoft / Google based templates🔗 Marketing & CMS Quick Start - Best practices to generate file analytics & consume using HubSpot reports🔗 Sales & Service Quick Start - Best practices to automate external file & folder management in HubSpotBrief Product OverviewsCloudFiles brings together 4 document tools in HubSpot. Visit the product quick starts above for quick steps on how to see it in action in your own HubSpot instance.Document Management - Connect cloud storage (Google Drive, SharePoint & more) and manage files/folders directly from HubSpot. Automate folder creation, organize uploads, and streamline document workflows.Document Sharing - Share files and folders from HubSpot using secure, branded, and trackable links. Control access, collect documents, and trigger workflows based on file engagement — all from the record view.Document Generation - Create templates with HubSpot data and publish them inside HubSpot. From any record, instantly generate ready-to-use proposals, agreements, or contracts in DOCX or PDF.(Coming Soon) Document AI - Using advanced OCR and document intelligence, you can extract key information from any document, summarize and analyze content, split files, and trigger workflows — all without leaving the HubSpot record.Built for HubSpot TeamsCloudFiles helps marketing, sales & service teams perform better by making documents more accessible & insightful. Visit the team quick starts above for various strategies used by our top customers.Analytics for Marketers - Share collateral on website, social media, ads or send it using bulk / sales emails. Collect emails & analytics in HubSpot, segment & score using automations and create reports & dashboards to generate insights.Automation for Sales & Service executives - Generate on-brand docs, manage external storages from HubSpot records, automate folder & file operations and share as well as collect files from your customers.Here are a few more useful links - **All Quick Starts, Explore Use-Cases, Video Playlist, Book a call with Experts**“CloudFiles made file sharing seamless in HubSpot — with automated folders, tracking, and a smooth onboarding experience.” ⭐⭐⭐⭐⭐ – Lauren Goldman, Senior Manager, PwC Australia
Top keywords
- hubspot16×3.78%
- quick11×2.60%
- document9×2.13%
- files8×1.89%
- quick start6×1.42%
- start6×1.42%
- collect5×1.18%
- file5×1.18%
- generate5×1.18%
- share5×1.18%
- analytics4×0.95%
- automate4×0.95%
Quotivity
When HubSpot quoting isn't enoughFor companies with complex products, quoting can become a free-for-all: reps going rogue with discounts, price books living across multiple spreadsheets on somebody's desktop, and more.Quotivity is a HubSpot-native CPQ built specifically to handle complex product configuration and quoting.In addition to an easy, no-code quote template designer that will have your quotes looking clean and professional every time, Quotivity has streamlined approval workflows, advanced pricing logic, product configuration, and discount governance.It's built natively on HubSpot, which means your data, workflows, and reporting stay connected without integration work.Quotivity customers have cut quote creation time by 50-80% and shrunk deal timelines by 70%.Feature DescriptionsFlexible ApprovalsRoute quotes to the right approver based on deal size, discount depth, or product type. Standard quotes move without interruption. Exceptions route automatically. No manual follow-up, no chasing. Multi-stage and parallel workflows supported.Rapid Quote BuilderBuild quotes inside the deal record without leaving HubSpot. Pricing updates in real time as reps configure. No external tools, no version confusion, no cleanup after the quote goes out.Quote Rules EngineSet conditions that trigger discounts, approvals, required line items, or product recommendations based on your pricing logic. Rules run automatically so every quote is built to policy. No manual calculations, no rep judgment calls, no exceptions that slip through without a paper trail.Price BooksMaintain separate pricing for different customer types, regions, product lines, or contract tiers — all inside HubSpot. The right price book applies automatically when a rep builds a quote. One place to update pricing, and it's live everywhere.Manage Any Pricing ModelTiered pricing, volume discounts, formula-based calculations, edge cases. Whatever your pricing model, Quotivity handles it inside HubSpot. The spreadsheet that only one person fully understands can finally be retired.Product Configuration and BundlingBuild configurable products, bundles, and add-on paths without creating hundreds of near-duplicate SKUs. Reps select what applies; only valid configurations are available to quote.Discount Controls and Margin TrackingSet discount thresholds. Block quotes that violate pricing policy. See margin at the line-item level. Approvals route automatically to the right person based on deal size or discount depth.Who Quotivity is best forQuotivity is built for companies whose quoting complexity has outgrown native HubSpot tools — most often manufacturers, industrial equipment companies, and professional services businesses with configurable products, regulated pricing, or multi-stakeholder approvals.If your reps are still pricing in Excel, if discounts happen without visibility, or if your pricing knowledge lives in one person's head, Quotivity handles the complexity HubSpot wasn't designed for.Faster quotes. Higher accuracy. Protected margins. Get a demo today.
