Is Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics is the cheaper option — it offers a free plan (free). CloudFiles Generate & Automate: Document Generation, Automation + E-signature starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Which has better reviews, Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics (5.0★, 100 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 Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics 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 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, Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Both apps are one-click installs from the Salesforce AppExchange. Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics has the deeper published review base (100 vs 79), 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?

Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics typically suits early-stage and growth-mode teams based on its published review base (100 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 Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Migration support varies by app and category. Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics 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 CloudFiles Generate & Automate: Document Generation, Automation + E-signature" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Revenue Intelligence vs CloudFiles Generate & — Salesforce

Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics vs CloudFiles Generate & Automate

Side-by-side comparison · 24 data points

Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics

5.0·100reviews

Real-time revenue intelligence reveals what’s working and what to optimize across every sales stage. Using one custom Salesforce field, 100+ reports and dashboards guide your team while capturing activity from voice, email, text, video and marketing.

salesforcefree

1. Listing metadata

Field-level data

	Revenue Intelligence by Revenue.io \| RevOps \| Revenue Operations \| Sales Metrics	CloudFiles Generate & Automate
Tagline	“Real-time revenue intelligence reveals what’s working and what to optimize across every sales stage. Using one custom Salesforce field, 100+ reports and dashboards guide your team while capturing activity from voice, email, text, video and marketing.”250 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	1175 / 2000 chars59% used	1132 / 2000 chars57% used
Screenshots	—	—
Languages	en	arenfrde
Platforms	Salesforce	Salesforce
Developer	revenue.io	CloudFiles

At a glance

7 metrics · auto-computed

Feature comparison between Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics and CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Metric	Revenue Intelligence by Revenue.io \| RevOps \| Revenue Operations \| Sales Metrics	CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Rating	5.0 ★	★ 5.0 ★
Total reviews	★ 100	79
Free plan	★ Yes	—
Pricing	free	paid
Listed features	3	★ 9
Languages	1 supported	4 supported
Listed since	Jan 2014	May 2024

Listed	January 22, 2014	May 20, 2024

Last updated	—	—

2. Features

As listed by each developer

Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics

AUTOMATICALLY CAPTURE SALES ENGAGEMENT AND ACTIVITY DATA IN SALESFORCE. Eliminate the need for reps to manually enter data. Auto-curate insights into dashboards and reports for Sales, Marketing & RevOps teams. Transform data into prescriptive actions.
GUIDE REPS TO SUCCESS WITH ACTIONS FOR EVERY SALES STAGE. Conversation intelligence and performance metrics for discovery calls, meetings, opportunity stages and more transforms reps into winners. Coach, prioritize and engage more effectively.
GET 100+ REVENUE INTELLIGENCE REPORTS USING JUST ONE CUSTOM SALESFORCE FIELD. Using a single custom activity field, Revenue.io (formerly ringDNA) delivers comprehensive revenue operations insight for sales, marketing and success leaders.

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.

4. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Revenue Intelligence by Revenue.io \| RevOps \| Revenue Operations \| Sales Metrics	CloudFiles Generate & Automate
docs	#120	#46
doc	#120	#51
freeform	#102	#83
poll	#84	#106

6. App details

Long-form description · keyword frequency

Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics

Revenue Intelligence for Salesforce delivers the comprehensive sales metrics and guidance your team needs to grow with just a single custom Salesforce field. Build a true revenue operations function with sales analytics that help revenue teams align and optimize performance across teams. HABITS OF WINNING REPS -Conversation intelligence that helps managers scale winning behaviors including conversion etiquette, vocabulary, pricing keywords, competitor keywords, speech rates, talk ratios & more. SDR & MARKETING PERFORMANCE -Inbound: ensure sales and marketing campaign alignment with average touches per lead, touches per source, emails and calls per lead and source, meetings per lead & more. -Outbound: ensure reps meet activity and success benchmarks with total activities by rep and team across email cadences, voice and text; outbound call volume, voicemail drop volume & more. COMPLETE OPPORTUNITY & PIPELINE METRICS Opp insights across text, email, calls, video meetings, including: -Won opportunity activities -Open opportunity activities -Opportunity red flags & more. Request a Demo to see all 100+ insights and how they can guide your team to success.

Top keywords

per4×2.44%
activities3×1.83%
lead3×1.83%
opportunity3×1.83%
per lead3×1.83%
revenue3×1.83%
sales3×1.83%
team3×1.83%
calls2×1.22%
email2×1.22%
ensure2×1.22%
including2×1.22%

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%

Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics vs CloudFiles Generate & Automate

Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics

1. Listing metadata

CloudFiles Generate & Automate

At a glance

AppRanks verdict

2. Features

3. Categories & rankings

4. Search rankings

5. Activity in the last 90 days

Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics · 0 changes

CloudFiles Generate & Automate · 8 changes

6. App details

Frequently asked

Is Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Which has better reviews, Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Should I choose Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Which is faster to set up, Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics 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 Revenue Intelligence by Revenue.io | RevOps | Revenue Operations | Sales Metrics and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?