FileViewer | Files That Do More.
A 100% Native document management tool with: • Enhanced File Previews: View, update, and enter new data directly on record layouts, minimizing mistakes caused by navigating away to update record files. • Data Entry from Files: Easily read your files and translate data from a file to a tag without needless clicks and navigation. In list view, users can audit file content or auto-complete data in rows, quickly streamlining the data entry process. • File Reporting: Report on existing and missing Salesforce Files and report automation for auditing and compliance paperwork. • Bulk File Upload: Gone are the days of adhering to Salesforce's ten files per upload limit. FirmWorks Files allows users to upload thousands of files simultaneously, tagging and sharing them. • Upgraded File Search: List view supports side-by-side content viewing, allowing users to update data directly in file search. • File sharing/public link management: Easily manage password-protected links to share your files externally. • Optimized UX: Create curated upload buttons to automatically tag documents as they're uploaded, providing end users with a better experience. ★Get 3 Free Licenses ★
Top keywords
- file8×4.60%
- files8×4.60%
- data6×3.45%
- upload4×2.30%
- users4×2.30%
- update3×1.72%
- view3×1.72%
- content2×1.15%
- data directly2×1.15%
- data entry2×1.15%
- directly2×1.15%
- entry2×1.15%
DocuPrime | Reusable Native Document Generation for Salesforce
XfilesPro Document Generation is an AI-powered Salesforce document generation and document automation platform that helps organizations generate, review, approve, eSign, and manage business documents—all within Salesforce. Automate contracts, proposals, quotes, invoices, agreements, reports, and PDF generation using intelligent templates and workflow automation. XfilesPro automates the complete document lifecycle—from template creation and document generation to review, approval, eSignature, AI-powered OCR, intelligent data extraction, and enterprise compliance. Why XfilesPro? ✔ AI-Powered Salesforce Document Generation & Automation ✔ Generate Contracts, Proposals, Quotes, Invoices, Agreements etc ✔ Supports PDF, DOCX, PPTX, & XLSX ✔ Intelligent Templates with Microsoft Word, Google Docs & Native X-Editor ✔ Automated Review, Approval & eSignature Workflows ✔ AI-Powered OCR & Intelligent Data Extraction ✔ Enterprise Security, Audit Trails & Compliance Reduce manual effort, accelerate document workflows, improve accuracy, and deliver a consistent customer experience with a complete Salesforce document automation platform.
Top keywords
- document8×6.11%
- generation5×3.82%
- ai-powered4×3.05%
- automation4×3.05%
- document generation4×3.05%
- intelligent4×3.05%
- salesforce4×3.05%
- review3×
