Lead By Email vs CloudFiles Generate & — Salesforce

Lead By vs CloudFiles Generate & Automate

Name: Lead By Email
Availability: OnlineOnly

Side-by-side comparison · 24 data points

Lead By

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This innovative tool is oriented to keep track of emails that generate leads for the business. It make this possible with the timely tracking of company's email box that results into the minimal loss of Leads and increased productivity in the end.

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1. Listing metadata

Field-level data

	Lead By	CloudFiles Generate & Automate
Tagline	“This innovative tool is oriented to keep track of emails that generate leads for the business. It make this possible with the timely tracking of company's email box that results into the minimal loss of Leads and increased productivity in the end.”247 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	1116 / 2000 chars56% used	1132 / 2000 chars57% used
Screenshots	—	—
Languages	en	arenfrde
Platforms	Salesforce	Salesforce
Developer	Endive Software	CloudFiles

At a glance

7 metrics · auto-computed

Feature comparison between Lead By Email and CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Metric	Lead By Email	CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Rating	—	5.0 ★
Total reviews	0	79
Free plan	★ Yes	—
Pricing	free	paid
Listed features	3	★ 9
Languages	1 supported	4 supported
Listed since	Apr 2016	May 2024

Listed	April 22, 2016	May 20, 2024

Last updated	—	—

2. Features

As listed by each developer

Lead By

It manages the incoming emails, which are supposed to contain the leads for your business.
It saves a lot of time by automating the process of checking emails and keeping the track of leads.
It leaves you with the enough time for managing the business strategies and manipulations.

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	Lead By	CloudFiles Generate & Automate
automate document	Not ranked	#3
cloudfiles document	Not ranked	#3
automate document generation	Not ranked	#4
sender	#9	Not ranked
lead capture	#19	Not ranked

6. App details

Long-form description · keyword frequency

Lead By

This innovative solution satiates this need of business by resolving the issue of managing incoming emails that contain the leads for any business. This dedicated tool keeps track of incoming email from your company's email box and creates the lead from it, which otherwise would have been slipped out of your manual lead tracking system. The effective and elegant solution is most efficacious for the professionals who don't get the huge amount of time in the wake of managing the business strategies and manipulations and have got fed up of checking emails over and over. Now Lead By Email can reduce the load by generating leads from incoming emails and assisting in enhancing the sales and more revenue by reducing the loss of potential customers with the improved productivity. Lead By Email processes the information and generates leads effectively and this all happens through the following process: • It captures sender's name, email address and email subject along with its body part and saves as a new Lead object. • It captures email address domain of sender as the Company name on Lead object.

Top keywords

email7×3.85%
lead6×3.30%
business3×1.65%
emails3×1.65%
incoming3×1.65%
leads3×1.65%
address2×1.10%
captures2×1.10%
email address2×1.10%
incoming emails2×1.10%
lead by email2×1.10%
lead object2×1.10%

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%

Frequently asked

Common questions about this comparison

Is Lead By Email or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Lead By Email 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.

Should I choose Lead By Email or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

AppRanks cannot separate these two on rating, because neither publishes one. CloudFiles Generate & Automate: Document Generation, Automation + E-signature does carry the larger published review base (79 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Lead By Email 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 0), 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?

Lead By Email typically suits early-stage and growth-mode teams based on its published review base (0 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.

Lead By vs CloudFiles Generate & Automate

Lead By

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

Lead By · 0 changes

CloudFiles Generate & Automate · 8 changes

6. App details

Frequently asked

Is Lead By Email or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Should I choose Lead By Email or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Which is faster to set up, Lead By Email or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between Lead By Email and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

See full keyword rankings, install trends, and weekly alerts

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