Should I choose Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP or CloudFiles | Document automation & sharing platform?

CloudFiles | Document automation & sharing platform holds the higher average rating (5.0★ vs 4.7★). 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, Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP or CloudFiles | Document automation & sharing platform?

Both apps are one-click installs from the Salesforce AppExchange. Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP has the deeper published review base (178 vs 160), 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?

Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP typically suits early-stage and growth-mode teams based on its published review base (178 reviews). CloudFiles | Document automation & sharing platform typically suits early-stage and growth-mode teams based on its published review base (160 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 Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP and CloudFiles | Document automation & sharing platform?

Migration support varies by app and category. Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP and CloudFiles | Document automation & sharing platform 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 CloudFiles | Document automation & sharing platform" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Docs Made Easy vs CloudFiles | Document — Salesforce

Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP vs CloudFiles | Document automation & sharing platform

Side-by-side comparison · 24 data points

Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP

4.7·178reviews

Fast forward your business with document generation in Salesforce. Create beautiful, personalized, and effective documents with ease that work for your business. ➤ Quotes & Order ➤ Contracts ➤ Proposals ➤ Account Plans ➤ Receipts ➤ Invoices & more

salesforcefree

Change

1. Listing metadata

Field-level data

	Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP	CloudFiles \| Document automation & sharing platform
Tagline	“Fast forward your business with document generation in Salesforce. Create beautiful, personalized, and effective documents with ease that work for your business. ➤ Quotes & Order ➤ Contracts ➤ Proposals ➤ Account Plans ➤ Receipts ➤ Invoices & more”248 chars	“Leading Salesforce SharePoint integration and document automation tool. Built-in Flow actions to automate folder creation, sync record permissions, and share files from records with tracked access. Supports S3, Google Drive, Azure Blob and more.”245 chars
Description	891 / 2000 chars45% used	1197 / 2000 chars60% used
Screenshots	—	—
Languages	en	arenfrdeja+2 more
Platforms	Salesforce	Salesforce
Developer	HIC Global Solutions	CloudFiles

At a glance

7 metrics · auto-computed

Feature comparison between Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP and CloudFiles | Document automation & sharing platform
Metric	Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP	CloudFiles \| Document automation & sharing platform
Rating	4.7 ★	★ 5.0 ★
Total reviews	★ 178	160
Free plan	★ Yes	—
Pricing	free	paid
Listed features	9	9
Languages	1 supported	7 supported
Listed since	Apr 2021	Aug 2022

Listed	April 12, 2021	August 3, 2022

Last updated	—	—

2. Features

As listed by each developer

Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP

Document generation: Generate documents for any Salesforce object, standard or custom, with a high-performance DocGen solution built for contracts, invoices, quotes, proposals, reports, and personalized documents.
No-code template builder: Create advanced document templates using a drag-and-drop, admin-friendly interface. Build multilingual documents, conditional templates, complex logic, and dynamic data mappings.
Smart data merge & clean fields: Automatically merge Salesforce data into templates with precision. Prevent missing fields, repetitive manual entry, and template mismatches using intelligent merge rules that keep every document accurate and audit-ready.
Supports multi file formats: Generate professional documents in PDF, DOCX, XLSX, PPTX directly inside Salesforce. Automate contracts, agreements, quotes, invoices, and order forms across objects, workflows, approval processes, and external system.
One dashboard for complete control: Manage templates, track document generation status, monitor bulk automation, resolve errors, and control eSignature flows from one unified dashboard. Give every team end-to-end visibility.
Document automation: Trigger document automation natively from Salesforce Flow, Process Builder, Apex, or Button Actions. Automate contract creation, invoice generation, customer communication, and internal workflows with full flexibility.
Real-time & bulk document generation: Generate documents instantly for high-velocity sales teams or schedule bulk automation for large data sets. Ideal for mass invoicing, batch contract delivery, project reports, or compliance packages.
Enterprise-grade compliance: Ensure secure document creation and sharing with field-level control, role-based permissions, audit trails, and support for GDPR, HIPAA, 256 bit encryption and SOC 2 aligned practices.
Optimized for large-scale document generation: Built for enterprises that rely on high-volume document creation. Achieve consistent performance across teams, automation flows, and multiple Salesforce orgs.

CloudFiles | Document automation & sharing platform

SharePoint files on Salesforce records, standard and custom objects Preview, upload and organize documents on Opportunities, Accounts, Cases and any custom object without leaving Salesforce. CloudFiles keeps file references and activity on the Salesforce
Salesforce document storage on SharePoint, OneDrive, Google Drive, S3 or Box Every Salesforce document lives in storage your company already owns and governs, and appears on the record where your team works. Storage permissions mirror Salesforce team memb
Document automation for Salesforce, built on your own SharePoint CloudFiles Document Management searches your libraries from Salesforce, syncs metadata between Salesforce fields and file properties, and gives every record a folder named and placed by the
Bi-directional SharePoint sync for Salesforce custom objects Connect any custom object to a SharePoint document library. Folders are created with the record, changes are reflected both ways, and every action is available to Flow and Apex for the builds th

4. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP	CloudFiles \| Document automation & sharing platform
document management	#12	#3
cloudfiles document	#12	#4
your document	#5	#11
document ai	#5	#11
automate document	#6	#12

6. App details

Long-form description · keyword frequency

Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP

Generating documents in Salesforce Shouldn’t Be Complex, Docs Made Easy Makes It Effortless Docs Made Easy is a Salesforce document generation and workflow automation app developed by HIC Global Solutions, a Salesforce Crest Partner and the #1 AppExchange Consultant. The platform empowers businesses to automate document creation, streamline contract management, generate invoices and quotes, and deliver professional, personalized documents in multiple formats, all without code. Whether you need a document creation engine, a PDF generator, a contract automation solution, or a full workflow automation platform, Docs Made Easy unifies everything into one easy-to-use Salesforce-native tool. Get started free with Docs Made Easy and create professional Salesforce documents faster. Learn more at https://docsmadeasy.com *𝗡𝗼𝘁𝗲: Free App is Limited to 50 docs/month & 500 docs/year

Top keywords

docs6×4.76%
salesforce4×3.17%
automation3×2.38%
document3×2.38%
documents3×2.38%
contract2×1.59%
creation2×1.59%
document creation2×1.59%
platform2×1.59%
professional2×1.59%
workflow2×1.59%
workflow automation2×1.59%

CloudFiles | Document automation & sharing platform

Use CloudFiles for advanced Salesforce SharePoint integration & document management. Also integrates with Google Drive, OneDrive, AWS S3, Azure Blob, Box & Dropbox. What’s the best way to access SharePoint files in Salesforce? CloudFiles provides a file browser inside Salesforce so users can open, upload and organize SharePoint files directly from records. How do I link SharePoint files and folders to Salesforce records? CloudFiles lets users browse and select existing SharePoint files and folders and link them to records while keeping SharePoint as the source of truth. How do I automatically create SharePoint folders from Salesforce? CloudFiles offers Flow actions and Apex support to create folders based on record data and relationships. How do I move Salesforce files to SharePoint and reduce storage? CloudFiles enables record-triggered or scheduled Flows to upload files and reduce Salesforce storage. Supports metadata sync, deep folder hierarchies & Experience Cloud. ✔ SOC 2 Type II, ISO 27001 certified. GDPR compliant ✔ Secure HIPAA document storage & sharing ✔ All file types supported ✔ Discounts for nonprofits ✔ 24x7 support ✔ 1,200+ teams Free trial. Set up in mins.

Top keywords

sharepoint8×4.57%
salesforce7×4.00%
files6×3.43%
cloudfiles5×2.86%
folders4×2.29%
sharepoint files4×2.29%
records3×1.71%
storage3×

Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP vs CloudFiles | Document automation & sharing platform

Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP

1. Listing metadata

CloudFiles | Document automation & sharing platform

At a glance

AppRanks verdict

2. Features

3. Categories & rankings

4. Search rankings

5. Activity in the last 90 days

Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP · 0 changes

CloudFiles | Document automation & sharing platform · 6 changes

6. App details

Frequently asked

Is Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP or CloudFiles | Document automation & sharing platform cheaper?

Which has better reviews, Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP or CloudFiles | Document automation & sharing platform?

Should I choose Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP or CloudFiles | Document automation & sharing platform?

Which is faster to set up, Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP or CloudFiles | Document automation & sharing platform?

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 Docs Made Easy - Document Generation & invoices, PDF, Docx, HTML Creation APP and CloudFiles | Document automation & sharing platform?