Is Market Builders CRM for Institutional Asset Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Both Market Builders CRM for Institutional Asset Management and CloudFiles Generate & Automate: Document Generation, Automation + E-signature offer paid plans only. Market Builders CRM for Institutional Asset Management starts at paid; CloudFiles Generate & Automate: Document Generation, Automation + E-signature starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Market Builders CRM for Institutional Asset Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Market Builders CRM for Institutional Asset Management (4.9★, 16 reviews) and CloudFiles Generate & Automate: Document Generation, Automation + E-signature (5.0★, 79 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 Market Builders CRM for Institutional Asset Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

CloudFiles Generate & Automate: Document Generation, Automation + E-signature holds the higher average rating (5.0★ vs 4.9★). 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, Market Builders CRM for Institutional Asset Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Both apps are one-click installs from the Salesforce AppExchange. CloudFiles Generate & Automate: Document Generation, Automation + E-signature has the deeper published review base (79 vs 16), 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.

Which works better for small vs large Salesforce AppExchange admins?

Market Builders CRM for Institutional Asset Management typically suits early-stage and growth-mode teams based on its published review base (16 reviews). CloudFiles Generate & Automate: Document Generation, Automation + E-signature typically suits early-stage and growth-mode teams based on its published review base (79 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.

Can I migrate data between Market Builders CRM for Institutional Asset Management and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Migration support varies by app and category. Market Builders CRM for Institutional Asset Management and CloudFiles Generate & Automate: Document Generation, Automation + E-signature both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Market Builders CRM for Institutional Asset Management" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Market Builders CRM vs CloudFiles Generate & — Salesforce

Market Builders CRM for Institutional Asset Management vs CloudFiles Generate & Automate

Side-by-side comparison · 24 data points

Market Builders CRM for Institutional Asset Management

4.9·16reviews

Market Builders CRM is designed for the IAM industry and used by sales, marketing and service users working with plan sponsors, consultants and intermediaries. It can store S&P’s MMD database and works with Sales & Service Clouds as well as FSC.

salesforcepaid

Change

1. Listing metadata

Field-level data

	Market Builders CRM for Institutional Asset Management	CloudFiles Generate & Automate
Tagline	“Market Builders CRM is designed for the IAM industry and used by sales, marketing and service users working with plan sponsors, consultants and intermediaries. It can store S&P’s MMD database and works with Sales & Service Clouds as well as FSC.”246 chars	“Salesforce DocGen for PDF, Word, Excel & PowerPoint. Build no-code document generation templates, then generate quotes, invoices, proposals, contracts etc., on demand or in bulk. AI powered, native, DocuSign, CPQ & compliance. PDF generator & more.”248 chars
Description	1071 / 2000 chars54% used	1132 / 2000 chars57% used
Screenshots	—	—
Languages	en	arenfrde
Platforms	Salesforce	Salesforce
Developer	Market Builders Inc.	CloudFiles

At a glance

8 metrics · auto-computed

Feature comparison between Market Builders CRM for Institutional Asset Management and CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Metric	Market Builders CRM for Institutional Asset Management	CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Rating	4.9 ★	★ 5.0 ★
Total reviews	16	★ 79
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	—
Listed features	3	★ 9
Languages	1 supported	4 supported
Listed since	May 2008	May 2024

Listed	May 19, 2008	May 20, 2024

Last updated	—	—

3. Features

As listed by each developer

Market Builders CRM for Institutional Asset Management

Manage Relationships, Opportunities, Portfolios and Strategies/Products for Institutional Prospects & Clients as well as Financial Consultants. Integrates with FSC.
Provides the architecture for Intermediary sales through various channels and resources like RIA's and Platform Providers. Product/Strategies can be tracked at all levels: opportunities, portfolios, product ratings by consultants, & platforms approved.
Ability to store all S&P Money Market Directory Data

CloudFiles Generate & Automate

Document generation from any Salesforce record. Generate branded PDF, Word, Excel & PowerPoint from Salesforce records using live data, dynamic fields, and related lists. The best app to generate Word documents from Salesforce records.
Create and automate pre-built document templates from Salesforce without coding Build pre-built quote, invoice, proposal, and contract templates in Word, Excel, PowerPoint and PDF using Office Add-Ins. Preserve layouts, branding, and formatting.
Document generation from Salesforce Opportunities. Automate branded proposals, quotes, contracts and invoices using dynamic fields, conditional logic and reusable quote templates. Best app to generate PDF quotes and invoices for sales teams.
Automate contract lifecycle management for quote-to-cash and e-signature workflows. Send NDAs and digital contracts via DocuSign with signature fields, recipient assignment, approval automation, and contract lifecycle management for Sales Cloud.
Bulk document generation and e-sign from any Salesforce object. Generate, combine, and merge complex PDFs in bulk from any Salesforce object. Supports bulk invoice creation, high-volume batch generation, and PDF mail merge via Flow, Apex, or REST API.
AI powered dynamic document generation for Salesforce custom objects and CPQ. Generate Word and PDF files from Salesforce custom objects and CPQ data using dynamic tables, loops, and conditional logic to automate quotes, invoices, contracts, and reports.
Automate document generation and e-signature workflows in Salesforce. Trigger automated PDF and Word document generation via Flow, Apex, APIs, buttons, approvals, record updates, or platform events without custom document logic.
Template governance, version control, and compliance for document generation. Manage templates with audit logs, validation checks, and compliance support for GDPR, SOC 2, ISO, and HIPAA across all document workflows.
Store generated documents in external storage. Automatically save Salesforce documents to SharePoint, OneDrive, Google Drive or AWS S3 using record-linked folders. Top tool to create professional PDF documents from records and cut storage usage.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Market Builders CRM for Institutional Asset Management	CloudFiles Generate & Automate
automate document	Not ranked	#3
cloudfiles document	Not ranked	#3
automate document generation	Not ranked	#4
industry	#11	Not ranked
asset	#11	Not ranked

7. App details

Long-form description · keyword frequency

Market Builders CRM for Institutional Asset Management

OPPORTUNITY MANAGEMENT • Track and link the consultant and service providers influencing each deal • Manage RFP’s and RFI’s through the entire response process • Alerts when reaches a critical stage or closes • Track competitors and status CLIENT SERVICE • Improved communication on account data & performance to clients and service providers • Make portfolio data that resides in other systems/databases easily accessible • Manage client reporting process Track and manage clients with "At-Risk" portfolios CONSULTANT RELATIONS • Track, Monitor and Manage consultant relationships • Conduct searches for best fit consultants MANAGE PRODUCTS/STRATEGIES AND CONSULTANT RANKINGS - Track Opportunities and Portfolios by strategy - Track and manage Intermediary & Platform Provider relationships by strategy MANAGE INTERMEDIARIES AND PLATFORM PROVIDERS ACCESS TO 3RD PARTY DATA • S & P Money Market Directory ( MMD ) – all data elements COMPLIANCE • Facilitate risk profiling and KYC requirements • Automated “workflow” to insure steps followed & policies observed

Top keywords

track6×4.23%
consultant4×2.82%
data4×2.82%
providers3×2.11%
service3×2.11%
client2×1.41%
clients2×1.41%
platform2×1.41%
portfolios2×1.41%
process2×1.41%
relationships2×1.41%
service providers2×1.41%

CloudFiles Generate & Automate

CloudFiles is a native Salesforce document generation app for PDF, Word, Excel and PowerPoint. Create, automate, e-sign and store documents from any standard or custom object. What is CloudFiles Document Generation? A Salesforce document generation tool that turns CRM data into branded documents. Generate quotes, invoices, proposals and contracts on demand, by Flow, or in bulk. How do I create templates? Build no-code templates in Word, Excel, PowerPoint and PDF with Office Add-Ins, plus merge fields and live preview. How do I generate documents? Generate Word docs from records, PDF quotes and invoices, and reports from any object. Run from a button, salesforce Flow, or in bulk. Can I automate it? Trigger document generation via Flow, Apex, REST API, buttons or approvals, with no custom code. Bulk and AI? Merge PDFs in bulk with batch generation and PDF mail merge. AI powered document generation builds Word and PDF from custom objects and CPQ data. E-signature, storage and compliance? Send contracts via DocuSign, store output in SharePoint, Google Drive or AWS S3, with GDPR, SOC 2, ISO and HIPAA compliance.

Top keywords

generation6×3.35%
document5×2.79%
document generation5×2.79%
pdf5×2.79%
bulk4×2.23%
word4×2.23%
custom3×1.68%
documents3×1.68%

Market Builders CRM for Institutional Asset Management vs CloudFiles Generate & Automate

Market Builders CRM for Institutional Asset Management

1. Listing metadata

CloudFiles Generate & Automate

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Market Builders CRM for Institutional Asset Management · 0 changes

CloudFiles Generate & Automate · 8 changes

7. App details

Frequently asked

Is Market Builders CRM for Institutional Asset Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Which has better reviews, Market Builders CRM for Institutional Asset Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Should I choose Market Builders CRM for Institutional Asset Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Which is faster to set up, Market Builders CRM for Institutional Asset Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between Market Builders CRM for Institutional Asset Management and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?