Should I choose Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native or CloudFiles | Document automation & sharing platform?

Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native holds the higher average rating (5.0★ vs 5.0★). That is the one dimension AppRanks can separate them on here — read both apps' detail pages for the feature breakdown and recent listing changes.

Which works better for small vs large Salesforce AppExchange admins?

Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native typically suits early-stage and growth-mode teams based on its published review base (25 reviews). CloudFiles | Document automation & sharing platform typically suits early-stage and growth-mode teams based on its published review base (160 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

AppRanks

Portwood: Document vs CloudFiles | Document — Salesforce

CloudFiles | Document automation & sharing platform vs Portwood

Side-by-side comparison · 24 data points

CloudFiles | Document automation & sharing platform

5.0·160reviews

Leading Salesforce SharePoint integration and document automation tool. Built-in Flow actions to automate folder creation, sync record permissions, and share files from records with tracked access. Supports S3, Google Drive, Azure Blob and more.

salesforcepaid

Change

1. Listing metadata

Field-level data

	Portwood	CloudFiles \| Document automation & sharing platform
Tagline	“Document generation and e-signature, 100% native. Generate PDF & Word docs from any record: quote generation, proposal generation, contract generation, invoices. Merge documents, bulk generate, automate with Flow. Your data never leaves Salesforce. Free.”254 chars	“Leading Salesforce SharePoint integration and document automation tool. Built-in Flow actions to automate folder creation, sync record permissions, and share files from records with tracked access. Supports S3, Google Drive, Azure Blob and more.”245 chars
Description	1045 / 2000 chars52% used	1197 / 2000 chars60% used
Screenshots	—	—
Languages	en	arenfrdeja+2 more
Platforms	Salesforce	Salesforce
Developer	Portwood	CloudFiles

At a glance

7 metrics · auto-computed

Feature comparison between Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native and CloudFiles | Document automation & sharing platform
Metric	Portwood: Document Generation & E-Signature for Salesforce \| Free, 100% Native	CloudFiles \| Document automation & sharing platform
Rating	★ 5.0 ★	5.0 ★
Total reviews	25	★ 160
Free plan	★ Yes	—
Pricing	free	paid
Listed features	3	★ 9
Languages	1 supported	7 supported
Listed since	Jun 2026	Aug 2022

AppRanks verdict

Generated from live data on this page

The call

Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native and CloudFiles | Document automation & sharing platform are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow.

Pricing

On pricing, Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native offers a free tier (free) while CloudFiles | Document automation & sharing platform starts at paid. For early-stage teams validating fit, the free-tier path lets you run the app on real workloads before committing budget.

Review base

CloudFiles | Document automation & sharing platform has the larger user base (160 reviews vs 25), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort for 7-14 days before committing. The data tables below show the per-feature breakdown — for most admins the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native audit • CloudFiles | Document automation & sharing platform audit

Listed	June 18, 2026	August 3, 2022

Last updated	—	—

2. Features

As listed by each developer

Portwood

No callouts, no external services, no middleware. Templates, generation, signing and storage all happen in Salesforce. Your data never leaves, and it's one less vendor in your security review.
Guided signing on the PDF itself, sequential or parallel multi-signer, automated reminders, and a Certificate of Completion capturing signer identity, consent, IP and document hash. No third-party account.
Every feature, every user, no paid tiers, no per-document or per-envelope charges. Optional Premium Support and Services are there when you want expert hands on the build.

CloudFiles | Document automation & sharing platform

SharePoint files on Salesforce records, standard and custom objects Preview, upload and organize documents on Opportunities, Accounts, Cases and any custom object without leaving Salesforce. CloudFiles keeps file references and activity on the Salesforce
Salesforce document storage on SharePoint, OneDrive, Google Drive, S3 or Box Every Salesforce document lives in storage your company already owns and governs, and appears on the record where your team works. Storage permissions mirror Salesforce team memb
Document automation for Salesforce, built on your own SharePoint CloudFiles Document Management searches your libraries from Salesforce, syncs metadata between Salesforce fields and file properties, and gives every record a folder named and placed by the
Bi-directional SharePoint sync for Salesforce custom objects Connect any custom object to a SharePoint document library. Folders are created with the record, changes are reflected both ways, and every action is available to Flow and Apex for the builds th
Share Salesforce documents externally with no SharePoint login Expiring links with view, download and password controls, branded portals for customers, vendors and partners, and a record of who opened what. Any link can be revoked from Salesforce after it
Document engagement analytics inside Salesforce See who opened a document, what they downloaded and which pages they read, on the record and in Salesforce reports, so document activity sits next to the opportunity it belongs to.
Automate SharePoint folder creation and file upload from Salesforce Create folders, move files and apply your own naming rules from Flow, Apex or the API. The folder structure follows the record, so it still makes sense a year later without an admin maint
SharePoint document access for Experience Cloud and portal users Partners and customers reach the documents they should see inside your community, with permissions and sharing controls set in Salesforce, and no storage account of their own to hold.
ISO 27001 certified, SOC 2 Type II audited, HIPAA and GDPR compliant Certified to ISO 27001:2022, ISO 27017:2015 and ISO 27018:2019, and independently audited for SOC 2 Type II. Compliant with HIPAA and GDPR, with data residency in the US, EU, UK or Austr

4. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Portwood	CloudFiles \| Document automation & sharing platform
document	#45	#20
document scanner	#63	#29
document scan	#88	#48
freeform	#109	#29
document sign	#32	#117

6. App details

Long-form description · keyword frequency

Portwood

Portwood generates every document your business sends — quotes, proposals, contracts, invoices, statements, board packets — from live Salesforce data, routes them for signature, and files them back on the record. It runs entirely inside your org: no callouts, nothing leaving Salesforce. Free for unlimited users, every feature, no paid tiers. Generate from a record page, in bulk across thousands of records, or from a Flow. Build templates in Word or HTML, or design one in the browser. Merge tags handle child loops, conditionals, running totals, rich text and dynamic images — and records with 50,000+ child rows are processed automatically. E-signature is included and native: guided signing on the PDF itself, sequential or parallel multi-signer, automated reminders, and a Certificate of Completion capturing signer identity, consent, IP and document hash. No envelope fees, no third-party account. Also included: PDF merging and document packets, barcodes and QR codes, nine chart styles, fillable PDF mapping and template versioning.

Top keywords

document3×1.94%
pdf3×1.94%
child2×1.29%
included2×1.29%
packets2×1.29%
record2×1.29%
records2×1.29%
salesforce2×1.29%

CloudFiles | Document automation & sharing platform

Use CloudFiles for advanced Salesforce SharePoint integration & document management. Also integrates with Google Drive, OneDrive, AWS S3, Azure Blob, Box & Dropbox. What’s the best way to access SharePoint files in Salesforce? CloudFiles provides a file browser inside Salesforce so users can open, upload and organize SharePoint files directly from records. How do I link SharePoint files and folders to Salesforce records? CloudFiles lets users browse and select existing SharePoint files and folders and link them to records while keeping SharePoint as the source of truth. How do I automatically create SharePoint folders from Salesforce? CloudFiles offers Flow actions and Apex support to create folders based on record data and relationships. How do I move Salesforce files to SharePoint and reduce storage? CloudFiles enables record-triggered or scheduled Flows to upload files and reduce Salesforce storage. Supports metadata sync, deep folder hierarchies & Experience Cloud. ✔ SOC 2 Type II, ISO 27001 certified. GDPR compliant ✔ Secure HIPAA document storage & sharing ✔ All file types supported ✔ Discounts for nonprofits ✔ 24x7 support ✔ 1,200+ teams Free trial. Set up in mins.

Top keywords

sharepoint8×4.57%
salesforce7×4.00%
files6×3.43%
cloudfiles5×2.86%
folders4×2.29%
sharepoint files4×2.29%
records3×1.71%
storage3×

CloudFiles | Document automation & sharing platform vs Portwood

CloudFiles | Document automation & sharing platform

1. Listing metadata

Portwood

At a glance

AppRanks verdict

2. Features

3. Categories & rankings

4. Search rankings

5. Activity in the last 90 days

Portwood · 8 changes

CloudFiles | Document automation & sharing platform · 6 changes

6. App details

Frequently asked

Is Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native or CloudFiles | Document automation & sharing platform cheaper?

Which has better reviews, Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native or CloudFiles | Document automation & sharing platform?

Should I choose Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native or CloudFiles | Document automation & sharing platform?

Which is faster to set up, Portwood: Document Generation & E-Signature for Salesforce | Free, 100% Native or CloudFiles | Document automation & sharing platform?

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More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

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