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

CONVERTabl 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 CONVERTabl 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, CONVERTabl 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?

CONVERTabl 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.

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

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

AppRanks

CONVERTabl vs CloudFiles Generate & — Salesforce

CloudFiles Generate & Automate vs CONVERTabl

Name: CONVERTabl
Availability: OnlineOnly

Side-by-side comparison · 24 data points

CloudFiles Generate & Automate

5.0·79reviews

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.

salesforcepaid

Change

1. Listing metadata

Field-level data

	CONVERTabl	CloudFiles Generate & Automate
Tagline	“Convert every business opportunity with speed and precision by identifying your prospects’ needs and delivering a quote earlier in the sales cycle.”147 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	722 / 2000 chars36% used	1132 / 2000 chars57% used
Screenshots	—	—
Languages	en	arenfrde
Platforms	Salesforce	Salesforce
Developer	Insightabl Apps Pty Ltd	CloudFiles
Listed

At a glance

7 metrics · auto-computed

Feature comparison between CONVERTabl and CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Metric	CONVERTabl	CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Rating	—	5.0 ★
Total reviews	0	79
Free plan	★ Yes	—
Pricing	free	paid
Listed features	4	★ 9
Languages	1 supported	4 supported
Listed since	May 2023	May 2024

Last updated	—	—

2. Features

As listed by each developer

CONVERTabl

Gain a competitive edge by sending quotes faster. Build customer confidence with faster quote generation to fulfil the prospect's requests before hanging up the phone or ending the conversation.
Enhance strategic planning with upfront lead value determination. Gather valuable customer insights during the initial stages of the inquiry process to enrich strategic planning. Assess the profitability of prospective leads against sales targets.
Automatically synchronise quotes against an opportunity. Ensure sales process best practices are followed when converting a quote with automatic quote synchronisation against an opportunity record. Enable your sales team to boost their effectiveness.
Input quote details on the go with mobile capabilities. Capture quote-related data in the field, to execute sales processes on the go.

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	CONVERTabl	CloudFiles Generate & Automate
cloudfiles document	Not ranked	#3
automate document	Not ranked	#3
automate document generation	Not ranked	#4
against	#6	Not ranked
lead capture	#59	Not ranked

6. App details

Long-form description · keyword frequency

CONVERTabl

When your prospects enquire, often the first company to send the quote wins the business. Beat out the competition by responding to your prospects faster with Convertabl. Strategically plan your sales efforts by foreseeing the value of a lead by referencing desired product quantities before engaging in a partnership. Convertabl allows your sales team to add products, quantities, and pricing to a Salesforce lead to generate a standard quote faster. With mobile functionality, your sales representatives in the field will have the ability to capture this information with ease. Simple configuration, fewer clicks, and instantaneous access to pricing gives your sales team an advantage in outpacing the competition.

Top keywords

sales4×3.70%
competition2×1.85%
convertabl2×1.85%
faster2×1.85%
lead2×1.85%
pricing2×1.85%
prospects2×1.85%
quantities2×1.85%
quote2×1.85%
sales team2×1.85%
team2×1.85%

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%

CloudFiles Generate & Automate vs CONVERTabl

CloudFiles Generate & Automate

1. Listing metadata

CONVERTabl

At a glance

AppRanks verdict

2. Features

3. Categories & rankings

4. Search rankings

5. Activity in the last 90 days

CONVERTabl · 0 changes

CloudFiles Generate & Automate · 8 changes

6. App details

Frequently asked

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

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

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

Which works better for small vs large Salesforce AppExchange admins?

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

See full keyword rankings, install trends, and weekly alerts

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