Which works better for small vs large Salesforce AppExchange admins?

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations 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

360 InstantDocs for vs CloudFiles | Document — Salesforce

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations vs CloudFiles | Document automation & sharing platform

Side-by-side comparison · 24 data points

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations

5.0·25reviews

Document generation tool for Salesforce — automate contracts, quotes & invoices. ➤ Document automation, doc gen & creation ➤ Built-in email delivery & file sync ➤ Bulk generation, templates & storage ➤ Document management + Google Drive & OneDrive

salesforcepaid

1. Listing metadata

Field-level data

	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	CloudFiles \| Document automation & sharing platform
Tagline	“Document generation tool for Salesforce — automate contracts, quotes & invoices. ➤ Document automation, doc gen & creation ➤ Built-in email delivery & file sync ➤ Bulk generation, templates & storage ➤ Document management + Google Drive & OneDrive”248 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	1165 / 2000 chars58% used	1197 / 2000 chars60% used
Screenshots	—	—
Languages	arnlenfrde+3 more	arenfrdeja+2 more
Platforms	Salesforce	Salesforce
Developer	360 Degree Cloud Technologies Pvt. Ltd.

At a glance

8 metrics · auto-computed

Feature comparison between 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and CloudFiles | Document automation & sharing platform
Metric	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	CloudFiles \| Document automation & sharing platform
Rating	★ 5.0 ★	5.0 ★
Total reviews	25	★ 160
Free plan	—	—
Pricing	paid	paid
Pricing tiers	3 tiers	—
Listed features	9	9
Languages	8 supported	7 supported
Listed since	Dec 2024	Aug 2022

AppRanks verdict

Generated from live data on this page

The call

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations 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

Pricing entry tiers: 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations at paid, CloudFiles | Document automation & sharing platform at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

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. 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations'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: 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations audit • CloudFiles | Document automation & sharing platform audit

Listed	December 20, 2024	August 3, 2022

Last updated	—	—

3. Features

As listed by each developer

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations

One-Click PDF & Word Document Generation, Native to Salesforce Automate contracts, quotes, invoices, proposals & agreement with AI powered document generation for custom objects with one-click doc gen & eSignature - among top document generation tools.
Every PDF, Word & Excel Document: Quote, Proposal & Report Generation Automate complex Contract generation, agreement generation, quote generation, invoice generation, proposal generation from Salesforce data as PDF reports, Word documents & Excel files.
Bulk Doc Gen, Doc Generator, PDF Generator & DOCX Template Library Build Word & Excel templates to mass generate email documents in bulk batches with merge fields & conditional logic. Bulk document generation from list views via Flow Builder.
PDF & Excel Document Generation Tools for CPQ Workflows Wire document generation & Excel generation into Flows or Apex for document automation. A PDF generator & Word document generator to automate contract generation with eSignature support.
Document Generation with eSignature Support, Contract Automation Send documents & contracts for eSignatures via your eSign provider. Automate document generation & e-signatures in Salesforce, track eSign status and handle contract automation.
Secure Document Storage & Document Management Every document auto-attaches to the right record, ensuring secure file storage in Salesforce. Enables full version history, instant retrieval, a clean document management system, no external tools required.
File Sync to SharePoint, Google Drive, OneDrive Every PDF, Word or Excel document syncs instantly to Google Drive and OneDrive. Contracts and invoices stay backed up with full document sync across cloud storage, plus SFTP file sync for enterprise teams.
Rated 5/5 for PDF & Excel, Trusted Across 30+ Industries Teams generate PDF, Word & Excel documents 58% faster, with 81% less manual data entry & 5x daily output. Automate document creation using 500+ pre-built templates & 50 documents free per month.
Generate PDF from Any Salesforce Record for Sales, Finance & Legal Document automation and document management for quotes, proposals, contracts and invoices — as PDF, Word or Excel from any object. Across Financial Services, Real Estate & Manufacturing.

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

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	360 InstantDocs for Salesforce \| PDF, Word & Excel Document Generations	CloudFiles \| Document automation & sharing platform
document storage	#5	#6
file storage	#11	#4
automate document	#5	#12
document management	#75	#11
document ai	#9	#11

7. App details

Long-form description · keyword frequency

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations

360 InstantDocs is a Salesforce-native document generation & automation app designed for seamless template and document management. Automate document creation, manage merge fields in Salesforce, create quote workflow, and streamline invoice generation & Contract management using automated document generation & Word document generator. Key capabilities: ➤ 500+ pre-built templates, DOCX template library & Word Add-in Panel ➤ Word & PDF generation with merge fields & conditional logic ➤ Generate documents in bulk, or from a record-triggered Flow ➤ Agentforce & AI document generation for custom objects, related lists & multi object records ➤ eSignature using third-party apps ➤ Salesforce Flow & Apex automation ➤ Email delivery, Salesforce Files storage, SharePoint & Google Drive sync Use cases: ➤ Sales: contracts, proposals, quotes & orders | Finance: invoices | HR: offer letters | Legal: NDAs & agreements ➤ Real Estate: lease agreements | Healthcare: patient forms | Manufacturing: purchase orders | Education: enrollment letters Compliances: GDPR, HIPPA, ISO, SOC 2, CMMI 100% Salesforce native app - secure & mobile compatible for every industry.

Top keywords

document6×4.20%
generation5×3.50%
salesforce4×2.80%
document generation3×2.10%
word3×2.10%
agreements2×1.40%
automation2×1.40%
fields2×1.40%
flow2×1.40%
letters2×1.40%
management2×1.40%
merge2×1.40%

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×

Frequently asked

Common questions about this comparison

Is 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or CloudFiles | Document automation & sharing platform cheaper?

Both 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations and CloudFiles | Document automation & sharing platform offer paid plans only. 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations starts at paid; CloudFiles | Document automation & sharing platform starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or CloudFiles | Document automation & sharing platform?

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations (5.0★, 25 reviews) and CloudFiles | Document automation & sharing platform (5.0★, 160 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or CloudFiles | Document automation & sharing platform?

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations 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 is faster to set up, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or CloudFiles | Document automation & sharing platform?

Both apps are one-click installs from the Salesforce AppExchange. CloudFiles | Document automation & sharing platform has the deeper published review base (160 vs 25), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations vs CloudFiles | Document automation & sharing platform

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations

1. Listing metadata

CloudFiles | Document automation & sharing platform

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations · 8 changes

CloudFiles | Document automation & sharing platform · 6 changes

7. App details

Frequently asked

Is 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or CloudFiles | Document automation & sharing platform cheaper?

Which has better reviews, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or CloudFiles | Document automation & sharing platform?

Should I choose 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or CloudFiles | Document automation & sharing platform?

Which is faster to set up, 360 InstantDocs for Salesforce | PDF, Word & Excel Document Generations or CloudFiles | Document automation & sharing platform?

See full keyword rankings, install trends, and weekly alerts

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