Can I migrate data between EasySend - Forms, webflows, eSignatures, digital customer journeys & more and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Migration support varies by app and category. EasySend - Forms, webflows, eSignatures, digital customer journeys & more 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 EasySend - Forms, webflows, eSignatures, digital customer journeys & more" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

EasySend - Forms vs CloudFiles Generate & — Salesforce

EasySend - Forms, webflows, eSignatures, digital customer journeys & more vs CloudFiles Generate & Automate

Side-by-side comparison · 24 data points

EasySend - Forms, webflows, eSignatures, digital customer journeys & more

No rating yet

Create digital journeys with drag and drop and customize dynamic interactions with low code. Manage journeys, track progress and sync bi-directional data. Send via email or SMS and offer guidance with Co-Browsing. Try it for free!

salesforcefree_to_install

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1. Listing metadata

Field-level data

	EasySend - Forms, webflows, eSignatures, digital customer journeys & more	CloudFiles Generate & Automate
Tagline	“Create digital journeys with drag and drop and customize dynamic interactions with low code. Manage journeys, track progress and sync bi-directional data. Send via email or SMS and offer guidance with Co-Browsing. Try it for free!”230 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	nlenfifrde+11 more	arenfrde
Platforms	Salesforce	Salesforce
Developer	EasySend	CloudFiles

At a glance

7 metrics · auto-computed

Feature comparison between EasySend - Forms, webflows, eSignatures, digital customer journeys & more and CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Metric	EasySend - Forms, webflows, eSignatures, digital customer journeys & more	CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Rating	—	5.0 ★
Total reviews	0	79
Free plan	★ Yes	—
Pricing	free_to_install	paid
Listed features	3	★ 9
Languages	16 supported	4 supported
Listed since	Jan 2020	May 2024

Listed	January 21, 2020	May 20, 2024

Last updated	—	—

2. Features

As listed by each developer

EasySend - Forms, webflows, eSignatures, digital customer journeys & more

EMPOWER DIGITAL SELF-SERVICE Launch dynamic, interactive digital journeys synced with Salesforce and your core business software. Send journey links via email or SMS and use analytics to track customer progress, gain insights, & optimize completion rates.
LOW CODE WITH FULL CUSTOMIZATION Drag, drop, and customize any component without limits. Go live in days with digital journeys that feel native to your brand. Give your IT team full control over the logic and validations built into your journeys.
DATA COLLECTION, E-SIGNATURES, AND CO-BROWSING Connect journey fields to Salesforce objects and sync customer data with ease. Sign and collect eSignatures digitally, and guide customers from start to finish with Co-Browsing.

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	EasySend - Forms, webflows, eSignatures, digital customer journeys & more	CloudFiles Generate & Automate
free form	#32	#109
contract form	#100	#52

6. App details

Long-form description · keyword frequency

EasySend - Forms, webflows, eSignatures, digital customer journeys & more

Launch, manage, and track dynamic digital journeys from Salesforce. Drag and drop components, add Salesforce objects, and go live in days. Sync your Salesforce CRM to prefill data and send journey links via email or SMS. Offer Co-Browsing to guide customers from start to finish. With EasySend for Salesforce, create better customer experiences and streamline customer data collection. Try it free for 14 days! ✓ Pre-built components for onboarding, lending, claims, policy renewals, e-consents, contracts & more ✓ Continually improve customer experiences ✓Advanced analytics ✓Understand where customers drop off ✓Take data-driven action Integrate easily ✓ With any Salesforce object ✓ With any internal system & third party service ✓ Custom-built so you can choose the flow of data Manage effortlessly ✓Easy remote management on any device ✓Virtual assistance for your customers Keep secure & compliant ✓Multiple layers of security ✓SOC2, ISO27001, and GDPR compliant Build digital journeys for any industry: Insurance, Banking, Healthcare, Financial services, Construction, Real estate, Retail & more.

Top keywords

salesforce5×3.29%
customer3×1.97%
customers3×1.97%
data3×1.97%
compliant2×1.32%
components2×1.32%
customer experiences2×1.32%
days2×1.32%
digital2×1.32%
digital journeys2×1.32%
drop2×1.32%
experiences2×1.32%

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 EasySend - Forms, webflows, eSignatures, digital customer journeys & more or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

EasySend - Forms, webflows, eSignatures, digital customer journeys & more is the cheaper option — it offers a free plan (free_to_install). 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 EasySend - Forms, webflows, eSignatures, digital customer journeys & more 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, EasySend - Forms, webflows, eSignatures, digital customer journeys & more 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?

EasySend - Forms, webflows, eSignatures, digital customer journeys & more 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.

EasySend - Forms, webflows, eSignatures, digital customer journeys & more vs CloudFiles Generate & Automate

EasySend - Forms, webflows, eSignatures, digital customer journeys & more

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

EasySend - Forms, webflows, eSignatures, digital customer journeys & more · 0 changes

CloudFiles Generate & Automate · 8 changes

6. App details

Frequently asked

Is EasySend - Forms, webflows, eSignatures, digital customer journeys & more or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Should I choose EasySend - Forms, webflows, eSignatures, digital customer journeys & more or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Which is faster to set up, EasySend - Forms, webflows, eSignatures, digital customer journeys & more or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

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Can I migrate data between EasySend - Forms, webflows, eSignatures, digital customer journeys & more and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?