Is CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up 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, CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up (5.0★, 1 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 CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

AppRanks cannot separate these two on rating — both sit at 5.0★. CloudFiles Generate & Automate: Document Generation, Automation + E-signature does carry the larger published review base (79 vs 1). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up 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 1), 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?

CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up typically suits early-stage and growth-mode teams based on its published review base (1 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 CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Migration support varies by app and category. CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up 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 CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

CRM Apps Lab™ Helper vs CloudFiles Generate & — Salesforce

CRM Apps Lab™ Helper for Opportunity List Views vs CloudFiles Generate & Automate

Side-by-side comparison · 24 data points

CRM Apps Lab™ Helper for Opportunity List Views

5.0·1reviews

Product code roll-up makes product codes from opportunity line items available in a text field on Opportunity so you can use them in filters and search. Document merge applications can also use this data to pull in documents relating to line items.

salesforcefree

Change

1. Listing metadata

Field-level data

	CRM Apps Lab™ Helper for Opportunity List Views	CloudFiles Generate & Automate
Tagline	“Product code roll-up makes product codes from opportunity line items available in a text field on Opportunity so you can use them in filters and search. Document merge applications can also use this data to pull in documents relating to line items.”248 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	925 / 2000 chars46% used	1132 / 2000 chars57% used
Screenshots	—	—
Languages	en	arenfrde
Platforms	Salesforce	Salesforce
Developer	CRM.Team™	CloudFiles

At a glance

7 metrics · auto-computed

Feature comparison between CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up and CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Metric	CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up	CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Rating	5.0 ★	5.0 ★
Total reviews	1	★ 79
Free plan	★ Yes	—
Pricing	free	paid
Listed features	3	★ 9
Languages	1 supported	4 supported
Listed since	Nov 2016	May 2024

Listed	November 25, 2016	May 20, 2024

Last updated	—	—

2. Features

As listed by each developer

CRM Apps Lab™ Helper for Opportunity List Views

The roll-up of Product Code to Opportunities is stored as character delimited text in a 32,768 character Long Text Field on Opportunity to handle over 5,000 5-character product codes on a single opportunity.
A short version of the product code roll-up list is additionally stored in a 255 character text field on Opportunities. This allows product codes to be used in Opportunity View Filters.
You can configure your own roll-up delimiter in the text field list of product codes on Opportunities to avoid using a character that you also use in your product codes. The delimiter character should not appear in your product code naming convention.

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	CRM Apps Lab™ Helper for Opportunity List Views	CloudFiles Generate & Automate
roll	#3	Not ranked
automate document	Not ranked	#3
cloudfiles document	Not ranked	#3
automate document generation	Not ranked	#4
rollup	#5	Not ranked

6. App details

Long-form description · keyword frequency

CRM Apps Lab™ Helper for Opportunity List Views

Product code roll-up makes two new fields (called 'Opportunity Product Codes' and 'Opportunity Product Codes (Short)' available to add to an opportunity page layout. Each time that the opportunity is edited or an opportunity product added/removed, the fields are updated to include the list of product codes. The 'short' field includes the first 255 characters from the list so that the field can be used as a filter in Salesforce Views. In the case of a 5 character product code, this field will support 42 opportunity line item codes. Each product code in the field is delimited by default using the underscore character '_'. However, if you use underscores in your product codes, you can change this to any other character, or series of characters as the delimiter is stored in a Custom Label. CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.

Top keywords

product8×5.10%
codes4×2.55%
field4×2.55%
opportunity4×2.55%
character3×1.91%
code3×1.91%
crm3×1.91%
product code3×1.91%
product codes3×1.91%
'opportunity2×1.27%
'opportunity product2×1.27%
characters2×1.27%

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%

CRM Apps Lab™ Helper for Opportunity List Views vs CloudFiles Generate & Automate

CRM Apps Lab™ Helper for Opportunity List Views

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

CRM Apps Lab™ Helper for Opportunity List Views · 0 changes

CloudFiles Generate & Automate · 8 changes

6. App details

Frequently asked

Is CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Which has better reviews, CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Should I choose CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Which is faster to set up, CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up 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 CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?