Is O-Success Sales Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

O-Success Sales Management 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, O-Success Sales Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

CloudFiles Generate & Automate: Document Generation, Automation + E-signature has the higher average rating (5.0★ from 79 reviews) compared to O-Success Sales Management (3.0★ from 5 reviews). Both are tracked daily by AppRanks, so the figures here update each refresh cycle.

Should I choose O-Success Sales Management 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 3.0★). 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, O-Success Sales Management 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 5), 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?

O-Success Sales Management typically suits early-stage and growth-mode teams based on its published review base (5 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 O-Success Sales Management and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Migration support varies by app and category. O-Success Sales Management 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 O-Success Sales Management" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

O-Success Sales vs CloudFiles Generate & — Salesforce

O-Success Sales Management vs CloudFiles Generate & Automate

Side-by-side comparison · 24 data points

O-Success Sales Management

3.0·5reviews

Multiple teams round robin lead assignment strategies for sales teams with configurable business logic. Auto revoke/reassign lead and opportunity if it's no-action KPI management with real time revenue, comparing to quota per product and sales

salesforcefree

Change

1. Listing metadata

Field-level data

	O-Success Sales Management	CloudFiles Generate & Automate
Tagline	“Multiple teams round robin lead assignment strategies for sales teams with configurable business logic. Auto revoke/reassign lead and opportunity if it's no-action KPI management with real time revenue, comparing to quota per product and sales”243 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	1160 / 2000 chars58% used	1132 / 2000 chars57% used
Screenshots	—	—
Languages	en	arenfrde
Platforms	Salesforce	Salesforce
Developer	Omn1 Solution Company Limited	CloudFiles

At a glance

7 metrics · auto-computed

Feature comparison between O-Success Sales Management and CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Metric	O-Success Sales Management	CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Rating	3.0 ★	★ 5.0 ★
Total reviews	5	★ 79
Free plan	★ Yes	—
Pricing	free	paid
Listed features	3	★ 9
Languages	1 supported	4 supported
Listed since	May 2020	May 2024

Listed	May 9, 2020	May 20, 2024

Last updated	—	—

2. Features

As listed by each developer

O-Success Sales Management

Multiple teams round robin lead assignment strategies for sales teams with configurable business logic.
Auto revoke/reassign lead and opportunity if it's no-action
KPI management with real time revenue, comparing to quota per product and sales

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	O-Success Sales Management	CloudFiles Generate & Automate
cloudfiles document	Not ranked	#3
automate document	Not ranked	#3
automate document generation	Not ranked	#4
lead assignment	#6	Not ranked
sales teams	#6	Not ranked

6. App details

Long-form description · keyword frequency

O-Success Sales Management

O-Success Sales Management provides an easy way to create efficient lead assignment strategies for sales teams real time based on a configurable business logic. *AUTO ASSIGNMENT* Automate lead and opportunity assignment to make sure your leads land up with the right reps. Assign leads based on many different rules and based on your criteria. For example: - Assignment lead to sales teams base on location of team member, type of product specified.... - Assign lead based on territory, industry type, lead source, lead score. - Assign to users based on work hours, timezones, availability *AUTO RE-ASSIGNMENT* For example: - Re-assign lead to another member if lead don't have any ativity on 1 day. - Re-assign lead to another member if lead don't have converted to Opportunity on 30 days. *KPI MANAGEMENT* O-Assigner provides an easy way to manage KPI and get actual data on reports. For example: - Set targets revenue for each member of sales teams and get actual data base on different rules and show it on reports. - Set targets for the number of lead is converted to opportunity Contact us if you want a better version specific for your business.

Top keywords

lead11×5.67%
assignment4×2.06%
member4×2.06%
sales4×2.06%
assign3×1.55%
example3×1.55%
opportunity3×1.55%
sales teams3×1.55%
teams3×1.55%
actual2×1.03%
actual data2×1.03%
another2×1.03%

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%

O-Success Sales Management vs CloudFiles Generate & Automate

O-Success Sales Management

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

O-Success Sales Management · 0 changes

CloudFiles Generate & Automate · 8 changes

6. App details

Frequently asked

Is O-Success Sales Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Which has better reviews, O-Success Sales Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Should I choose O-Success Sales Management or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Which is faster to set up, O-Success Sales Management 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 O-Success Sales Management and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?