Which works better for small vs large Salesforce AppExchange admins?

Settl - Partner Revenue Operations Simplified 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.

AppRanks

Settl - Partner vs CloudFiles Generate & — Salesforce

Settl - Partner Revenue Operations Simplified vs CloudFiles Generate & Automate

Side-by-side comparison · 24 data points

Settl - Partner Revenue Operations Simplified

5.0·1reviews

Settl is a native salesforce application that will automate and simplify your B2B2X partner compensations. Calculate, track, reconcile and settle commissions, revenue & margin share with your business partners. Connect your downstream financial systems.

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Change

1. Listing metadata

Field-level data

	Settl - Partner Revenue Operations Simplified	CloudFiles Generate & Automate
Tagline	“Settl is a native salesforce application that will automate and simplify your B2B2X partner compensations. Calculate, track, reconcile and settle commissions, revenue & margin share with your business partners. Connect your downstream financial systems.”253 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	885 / 2000 chars44% used	1132 / 2000 chars57% used
Screenshots	—	—
Languages	en	arenfrde
Platforms	Salesforce	Salesforce
Developer	Settl Software Solutions Pty Ltd	CloudFiles

At a glance

8 metrics · auto-computed

Feature comparison between Settl - Partner Revenue Operations Simplified and CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Metric	Settl - Partner Revenue Operations Simplified	CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Rating	5.0 ★	5.0 ★
Total reviews	1	★ 79
Free plan	—	—
Pricing	paid	paid
Pricing tiers	2 tiers	—
Listed features	3	★ 9
Languages	1 supported	4 supported
Listed since	Jun 2022	May 2024

Listed	June 13, 2022	May 20, 2024

Last updated	—	—

3. Features

As listed by each developer

Settl - Partner Revenue Operations Simplified

Intuitive, easy-to-use creation of Revenue Share business rules
Fully configurable to work with any standard or custom transactional object in Salesforce thus serving multiple usecases.
Automated calculation of revenue share and creation of partner statements per desired frequency

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.

Keyword	Settl - Partner Revenue Operations Simplified	CloudFiles Generate & Automate
contract	#117	#93

7. App details

Long-form description · keyword frequency

Settl - Partner Revenue Operations Simplified

Create Revenue Share Rules using complex eligibility conditions. Calculate, apportion and distribute revenue to eligible partners. Settl calculates revenue share, summarizes per partner and creates partner statements. Users can define a frequency & cadence for statements per partner. Revenue share can be calculated off from Salesforce standard or custom objects giving flexibility to organisations that don't use the standard objects to capture Orders. Settl can help reconcile, and create adjustments at a revenue share transaction or statement level. Other Features - All UI labels and logic are configurable - All error messages are configurable - All batch sizes and frequencies are configurable - All objects and fields to be used in eligibility conditions are configurable - Works for retail, subscription, dealer commission and many more B2B scenarios

Top keywords

revenue5×3.97%
configurable4×3.17%
revenue share4×3.17%
share4×3.17%
objects3×2.38%
partner3×2.38%
conditions2×1.59%
eligibility2×1.59%
eligibility conditions2×1.59%
per2×1.59%
per partner2×1.59%
settl2×1.59%

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 Settl - Partner Revenue Operations Simplified or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Both Settl - Partner Revenue Operations Simplified and CloudFiles Generate & Automate: Document Generation, Automation + E-signature offer paid plans only. Settl - Partner Revenue Operations Simplified starts at paid; CloudFiles Generate & Automate: Document Generation, Automation + E-signature starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Settl - Partner Revenue Operations Simplified or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Settl - Partner Revenue Operations Simplified (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 Settl - Partner Revenue Operations Simplified 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, Settl - Partner Revenue Operations Simplified 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.

Settl - Partner Revenue Operations Simplified vs CloudFiles Generate & Automate

Settl - Partner Revenue Operations Simplified

1. Listing metadata

CloudFiles Generate & Automate

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Settl - Partner Revenue Operations Simplified · 0 changes

CloudFiles Generate & Automate · 8 changes

7. App details

Frequently asked

Is Settl - Partner Revenue Operations Simplified or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Which has better reviews, Settl - Partner Revenue Operations Simplified or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Should I choose Settl - Partner Revenue Operations Simplified or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Which is faster to set up, Settl - Partner Revenue Operations Simplified or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

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