Should I choose DocuSign Document Management: Streamlined Document Management or CloudFiles | Document automation & sharing platform?

CloudFiles | Document automation & sharing platform 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, DocuSign Document Management: Streamlined Document Management 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 88), 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?

DocuSign Document Management: Streamlined Document Management typically suits early-stage and growth-mode teams based on its published review base (88 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.

Can I migrate data between DocuSign Document Management: Streamlined Document Management and CloudFiles | Document automation & sharing platform?

Migration support varies by app and category. DocuSign Document Management: Streamlined Document Management and CloudFiles | Document automation & sharing platform 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 DocuSign Document Management: Streamlined Document 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

DocuSign Document vs CloudFiles | Document — Salesforce

CloudFiles | Document automation & sharing platform vs DocuSign Document Management

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

	DocuSign Document Management	CloudFiles \| Document automation & sharing platform
Tagline	“Generate documents from data in Salesforce. Give users confidence with approved templates. Put documents in motion with advanced workflow. All without leaving Salesforce.”170 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	889 / 2000 chars44% used	1197 / 2000 chars60% used
Screenshots	—	—
Languages	en	arenfrdeja+2 more
Platforms	Salesforce	Salesforce
Developer	Docusign, Inc**	CloudFiles

At a glance

8 metrics · auto-computed

Feature comparison between DocuSign Document Management: Streamlined Document Management and CloudFiles | Document automation & sharing platform
Metric	DocuSign Document Management: Streamlined Document Management	CloudFiles \| Document automation & sharing platform
Rating	4.9 ★	★ 5.0 ★
Total reviews	88	★ 160
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	—
Listed features	3	★ 9
Languages	1 supported	7 supported
Listed since	Apr 2009	Aug 2022

AppRanks verdict

Generated from live data on this page

The call

CloudFiles | Document automation & sharing platform edges out DocuSign Document Management: Streamlined Document Management on rating (5.0★ vs 4.9★), but the gap is small enough that pricing fit and feature differentiation should drive the decision more than the headline number.

Pricing

Pricing entry tiers: DocuSign Document Management: Streamlined Document Management 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 88), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. DocuSign Document Management: Streamlined Document Management's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to CloudFiles | Document automation & sharing platform; mid-market and enterprise admins with specific feature requirements should evaluate both — DocuSign Document Management: Streamlined Document Management's 88-review base may include the workflow context that matches your specific use case better than CloudFiles | Document automation & sharing platform's broader-but-shallower coverage.

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: DocuSign Document Management: Streamlined Document Management audit • CloudFiles | Document automation & sharing platform audit

Listed	April 15, 2009	August 3, 2022

Last updated	—	—

3. Features

As listed by each developer

DocuSign Document Management

Document generation: Streamline document generation with pre-approved templates or online forms that can quickly pull relevant data from any source, including Salesforce, or manually enter data through custom form options.
Document management: Robust tagging and searching functions to locate the right document from any device. Archive approved versions in a secure central repository or in Salesforce. Edit directly in the browser with Office 365 integration.
Document automation: Gain maximum visibility, reduce errors, and increase efficiency through automating your review and approval process to immediately initiate a workflow once a document is created.

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

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	DocuSign Document Management	CloudFiles \| Document automation & sharing platform
document management	#2	#3
document ai	#10	#11
your document	#11	#11
document	#9	#20
document scanner	#27	#29

7. App details

Long-form description · keyword frequency

DocuSign Document Management

Other features include: • Powerful document generation tools • Storage in a centralized, secure document repository • Salesforce1 and Lightning ready • Approval workflows and automation to ease admin work • Add documents via drag-n-drop, inbound email/fax, SFTP • Share documents as secure links to documents and folders • Keep content current with expiration dates, reminders • See who has viewed, edited, and shared documents • 1-click to edit documents in a browser or on desktop • Detailed history for versioning & compliance • Configurable reports and analytics • Native integration with Office 365 • Full API to integrate with other systems • Clouds supported: Sales Cloud, Service Cloud, Community Cloud • Industries supported: Public Sector, Government, Healthcare and Life Sciences, Financial Services, Professional Services, Media and Communications, Nonprofit, Higher Education

Top keywords

documents5×4.31%
cloud3×2.59%
document2×1.72%
secure2×1.72%
services2×1.72%
supported2×1.72%

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%
storage3×1.71%
document2×1.14%
file2×1.14%
files and folders2×1.14%
link2×1.14%

CloudFiles | Document automation & sharing platform vs DocuSign Document Management

CloudFiles | Document automation & sharing platform

1. Listing metadata

DocuSign Document Management

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

DocuSign Document Management · 0 changes

CloudFiles | Document automation & sharing platform · 6 changes

7. App details

Frequently asked

Is DocuSign Document Management: Streamlined Document Management or CloudFiles | Document automation & sharing platform cheaper?

Which has better reviews, DocuSign Document Management: Streamlined Document Management or CloudFiles | Document automation & sharing platform?

Should I choose DocuSign Document Management: Streamlined Document Management or CloudFiles | Document automation & sharing platform?

Which is faster to set up, DocuSign Document Management: Streamlined Document Management or CloudFiles | Document automation & sharing platform?

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 DocuSign Document Management: Streamlined Document Management and CloudFiles | Document automation & sharing platform?