Which works better for small vs large Salesforce AppExchange admins?

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator typically suits early-stage and growth-mode teams based on its published review base (221 reviews). CloudFiles | Document automation & sharing platform typically suits early-stage and growth-mode teams based on its published review base (161 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.

AppRanks

PDF Butler - Document vs CloudFiles | Document — Salesforce

CloudFiles | Document automation & sharing platform vs PDF Butler - Document Generation | PDF, Word, PPTX,

Side-by-side comparison · 24 data points

CloudFiles | Document automation & sharing platform

5.0·161reviews

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

	PDF Butler - Document Generation \| PDF, Word, PPTX,	CloudFiles \| Document automation & sharing platform
Tagline	“Generate on-brand documents from Salesforce—quickly and at scale. PDF Butler combines document generation, data extraction, contract negotiation, collaboration, eSignature, and Agentforce integrations in one platform for the entire document lifecycle.”251 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	1112 / 2000 chars56% used	1197 / 2000 chars60% used
Screenshots	—	—
Languages	nlenfifrde+11 more	arenfrdeja+2 more
Platforms	Salesforce	Salesforce
Developer	CloudCrossing

At a glance

8 metrics · auto-computed

Feature comparison between PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator and CloudFiles | Document automation & sharing platform
Metric	PDF Butler - Document Generation \| PDF, Word, PPTX, Email & Excel Generator	CloudFiles \| Document automation & sharing platform
Rating	★ 5.0 ★	5.0 ★
Total reviews	★ 221	161
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	—
Listed features	9	9
Languages	16 supported	7 supported
Listed since	Jan 2019	Aug 2022

AppRanks verdict

Generated from live data on this page

The call

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator and CloudFiles | Document automation & sharing platform are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow.

Pricing

Pricing entry tiers: PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator 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

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator has the larger user base (221 reviews vs 161), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. CloudFiles | Document automation & sharing platform's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort for 7-14 days before committing. The data tables below show the per-feature breakdown — for most admins the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone.

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: PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator audit • CloudFiles | Document automation & sharing platform audit

Listed	January 21, 2019	August 3, 2022

Last updated	—	—

3. Features

As listed by each developer

PDF Butler - Document Generation | PDF, Word, PPTX,

Complex document workflows slow your team down. Automate document generation from any Salesforce object and create quotes, contracts, proposals, invoices, and more using Salesforce data—without leaving your CRM.
Manual document steps create bottlenecks. Add document generation actions to Salesforce Flow to automate document creation, approvals, and delivery as part of your existing workflows—without manual intervention.
Complex CPQ workflows make accurate documents difficult to produce. Turn Salesforce product, pricing, and customer data into personalized documents in just a few clicks—reducing manual work and accelerating document creation.
Creating branded PDFs manually takes time. Automate document generation and PDF creation from Salesforce data, using dynamic templates, objects, and workflows to deliver accurate, branded PDFs automatically.
Getting contracts signed can slow down deals. Use Digital Signature to automate signing workflows for opportunities, quotes, and contracts—so recipients can sign faster from anywhere without leaving Salesforce.
Documents scattered across systems make collaboration difficult. Centralize document management in Salesforce, collaborate through SharePoint or Google Drive, and access documents with the built-in PDF reader—all in one place.
Manually entering data from scanned documents is slow and error-prone. Document Extractor uses advanced OCR and AI to capture typed or handwritten data and map it directly to standard or custom Salesforce objects.
Every industry has different document requirements. PDF Butler supports industries including manufacturing, healthcare, financial services, and non-profits, generating documents tailored to specific business and industry needs.
Different teams need documents in different formats. Generate and deliver content as PDF, Word, Excel, Email, PowerPoint, or Fillable Forms–so you can support every document use case from a single Salesforce platform.

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

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	PDF Butler - Document Generation \| PDF, Word, PPTX,	CloudFiles \| Document automation & sharing platform
leaving salesforce	#3	#6
automate document	#3	#12
document management	#4	#11
your document	#54	#11
document storage	#12	#6

7. App details

Long-form description · keyword frequency

PDF Butler - Document Generation | PDF, Word, PPTX,

PDF Butler simplifies document automation in Salesforce. Natively integrated with Salesforce, it supports the entire document lifecycle—from data collection and document generation to contract management, eSignature, collaboration, storage, and AI-powered document workflows. Core Capabilities: ✔ Document Extractor – Turn scanned documents into Salesforce records automatically. ✔ Dynamic Forms – Easily collect and update Salesforce records. ✔ Contract Lifecycle Management (CLM) – Manage contracts directly from Salesforce. ✔ Document Generation – Generate personalized, branded documents with one click. ✔ Batch Document Generation – Automate bulk documents at scale. ✔ Digital Signature – Send and sign documents directly from Salesforce. ✔ Document Management & Collaboration – Keep every document organized and connected. ✔ Document Agent (AI) – Use AI to speed up document work. With support for PDF, Word, Excel, Email, PowerPoint, and Fillable Forms, PDF Butler provides flexibility across use cases. From a single contract to thousands of invoices, automate document workflows at scale—without code.

Top keywords

document12×8.63%
salesforce6×4.32%
documents4×2.88%
contract3×2.16%
document generation3×2.16%
generation3×2.16%
management3×2.16%
pdf3×2.16%
ai2×1.44%
automate2×1.44%
butler2×1.44%
collaboration2×1.44%

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×

Frequently asked

Common questions about this comparison

Is PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or CloudFiles | Document automation & sharing platform cheaper?

Both PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator and CloudFiles | Document automation & sharing platform offer paid plans only. PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator starts at paid; CloudFiles | Document automation & sharing platform starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or CloudFiles | Document automation & sharing platform?

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator (5.0★, 221 reviews) and CloudFiles | Document automation & sharing platform (5.0★, 161 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 PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or CloudFiles | Document automation & sharing platform?

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator 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, PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or CloudFiles | Document automation & sharing platform?

Both apps are one-click installs from the Salesforce AppExchange. PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator has the deeper published review base (221 vs 161), 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.

CloudFiles | Document automation & sharing platform vs PDF Butler - Document Generation | PDF, Word, PPTX,

CloudFiles | Document automation & sharing platform

1. Listing metadata

PDF Butler - Document Generation | PDF, Word, PPTX,

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

PDF Butler - Document Generation | PDF, Word, PPTX, · 8 changes

CloudFiles | Document automation & sharing platform · 6 changes

7. App details

Frequently asked

Is PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or CloudFiles | Document automation & sharing platform cheaper?

Which has better reviews, PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or CloudFiles | Document automation & sharing platform?

Should I choose PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or CloudFiles | Document automation & sharing platform?

Which is faster to set up, PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator or CloudFiles | Document automation & sharing platform?

See full keyword rankings, install trends, and weekly alerts

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