Is CloudFiles | Document automation & sharing platform or PSQuote - Professional Services Quoting cheaper?

Both CloudFiles | Document automation & sharing platform and PSQuote - Professional Services Quoting offer paid plans only. CloudFiles | Document automation & sharing platform starts at paid; PSQuote - Professional Services Quoting starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, CloudFiles | Document automation & sharing platform or PSQuote - Professional Services Quoting?

CloudFiles | Document automation & sharing platform has the higher average rating (5.0★ from 160 reviews) compared to PSQuote - Professional Services Quoting (4.8★ from 4 reviews). Both are tracked daily by AppRanks, so the figures here update each refresh cycle.

Should I choose CloudFiles | Document automation & sharing platform or PSQuote - Professional Services Quoting?

CloudFiles | Document automation & sharing platform holds the higher average rating (5.0★ vs 4.8★). 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, CloudFiles | Document automation & sharing platform or PSQuote - Professional Services Quoting?

Both apps are one-click installs from the Salesforce AppExchange. CloudFiles | Document automation & sharing platform has the deeper published review base (160 vs 4), 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?

CloudFiles | Document automation & sharing platform typically suits early-stage and growth-mode teams based on its published review base (160 reviews). PSQuote - Professional Services Quoting typically suits early-stage and growth-mode teams based on its published review base (4 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 CloudFiles | Document automation & sharing platform and PSQuote - Professional Services Quoting?

Migration support varies by app and category. CloudFiles | Document automation & sharing platform and PSQuote - Professional Services Quoting 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 PSQuote - Professional Services Quoting" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

CloudFiles | Document vs PSQuote — Salesforce

CloudFiles | Document automation & sharing platform vs PSQuote - Professional Services Quoting

Side-by-side comparison · 24 data points

CloudFiles | Document automation & sharing platform

5.0·160reviews

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.

salesforcepaid

Change

1. Listing metadata

Field-level data

	CloudFiles \| Document automation & sharing platform	PSQuote - Professional Services Quoting
Tagline	“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	“PSQuote is a Salesforce-native quoting platform built specifically for professional services teams. It replaces spreadsheets and one-off estimates with a structured, repeatable way to price work—without slowing teams down.”222 chars
Description	1197 / 2000 chars60% used	1186 / 2000 chars59% used
Screenshots	—	—
Languages	arenfrdeja+2 more	en
Platforms	Salesforce	Salesforce
Developer	CloudFiles	CLD Partners

At a glance

7 metrics · auto-computed

Feature comparison between CloudFiles | Document automation & sharing platform and PSQuote - Professional Services Quoting
Metric	CloudFiles \| Document automation & sharing platform	PSQuote - Professional Services Quoting
Rating	★ 5.0 ★	4.8 ★
Total reviews	★ 160	4
Free plan	—	—
Pricing	paid	paid
Listed features	9	9
Languages	7 supported	1 supported
Listed since	Aug 2022	Sep 2021

AppRanks verdict

Generated from live data on this page

The call

CloudFiles | Document automation & sharing platform edges out PSQuote - Professional Services Quoting on rating (5.0★ vs 4.8★), but the gap is small enough that pricing fit and feature differentiation should drive the decision more than the headline number.

Pricing

Pricing entry tiers: CloudFiles | Document automation & sharing platform at paid, PSQuote - Professional Services Quoting at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

Review base

CloudFiles | Document automation & sharing platform has the larger user base (160 reviews vs 4), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. PSQuote - Professional Services Quoting's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to CloudFiles | Document automation & sharing platform; mid-market and enterprise admins with specific feature requirements should evaluate both — PSQuote - Professional Services Quoting's 4-review base may include the workflow context that matches your specific use case better than CloudFiles | Document automation & sharing platform's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: CloudFiles | Document automation & sharing platform audit • PSQuote - Professional Services Quoting audit

Listed	August 3, 2022	September 1, 2021

Last updated	—	—

2. Features

As listed by each developer

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
Share Salesforce documents externally with no SharePoint login Expiring links with view, download and password controls, branded portals for customers, vendors and partners, and a record of who opened what. Any link can be revoked from Salesforce after it
Document engagement analytics inside Salesforce See who opened a document, what they downloaded and which pages they read, on the record and in Salesforce reports, so document activity sits next to the opportunity it belongs to.
Automate SharePoint folder creation and file upload from Salesforce Create folders, move files and apply your own naming rules from Flow, Apex or the API. The folder structure follows the record, so it still makes sense a year later without an admin maint
SharePoint document access for Experience Cloud and portal users Partners and customers reach the documents they should see inside your community, with permissions and sharing controls set in Salesforce, and no storage account of their own to hold.
ISO 27001 certified, SOC 2 Type II audited, HIPAA and GDPR compliant Certified to ISO 27001:2022, ISO 27017:2015 and ISO 27018:2019, and independently audited for SOC 2 Type II. Compliant with HIPAA and GDPR, with data residency in the US, EU, UK or Austr

PSQuote - Professional Services Quoting

* AI-aided scoping & services CPQ * Built by professional services people -> for professional services reality. * MCP & connectors for AI tooling like Slackbot, Claude, Gemini, ChatGPT, Agentforce & more * Built natively on Salesforce
* Standardizes how services are quoted across the business * Builds quotes from trusted data, not tribal knowledge * Protects margin with built-in guardrails * Makes every number explainable and auditable * Creates a clean handoff from sales to delivery
* We'll help you visualize how PSQuote will fit into your organization * Sync to CRM, CPQ/RCA * Sync to PSA (Certinia, Kantata, Cloud Coach, Precursive & more) * Agentforce AI Use Cases & autmation
* Hit your targets by selling the right services accurately * Ensure the right people get on the right projects * See expected revenue and margin based on resource mix
* Minimize project issues with accurate up-front estimates * Connect delivery and sales teams * Eliminate the need for offline spreadsheets

4. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	CloudFiles \| Document automation & sharing platform	PSQuote - Professional Services Quoting
doc	#104	#15
docs	#107	#23
document	#20	#119
document scanner	#27	#120

6. App details

Long-form description · keyword frequency

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%
storage3×1.71%
document2×1.14%
file2×1.14%
files and folders2×1.14%
link2×1.14%

PSQuote - Professional Services Quoting

PSQuote was designed for professional services organizations based on how most enterprises quote and sell professional services which means you can: Create a Professional Services Quote in Salesforce from an Opportunity with resource roles, rate cards, task/WBS quoting, gantt, pre-packaged offerings, discounts, support for contractors and more! Add non-labor materials for quoting managed services, subscriptions and expenses. Create one or more PS Quotes to analyze scenarios and review expected revenue & margin. Quote totals can automatically update the Opportunity amount and/or Salesforce CPQ & RCA (Revenue Cloud Advanced). Finally, PSQuote can provide the baseline for professional services projects including a seamless Project Sync process into PSA apps. ADD-ONS NOW AVAILABLE: - Sync to PSA tools like Certinia, Kantata, Rocketlane, Precursive, Cloud Coach & Klient - Sync to Salesforce ARM/CPQ (Revenue Cloud) - Agentforce AI use cases & automation - MCP support for connecting with AI tooling like Claude, Gemini, ChatGPT & more - Automate SOW (Statement of Work) & Proposals with document generation apps like Conga & DocuSign - Import from Excel/CSV & Smartsheet

Top keywords

services5×2.94%
professional4×2.35%
professional services4×2.35%
cloud3×1.76%
quote3×1.76%
revenue3×1.76%
salesforce3×1.76%
sync3×

CloudFiles | Document automation & sharing platform vs PSQuote - Professional Services Quoting

CloudFiles | Document automation & sharing platform

1. Listing metadata

PSQuote - Professional Services Quoting

At a glance

AppRanks verdict

2. Features

3. Categories & rankings

4. Search rankings

5. Activity in the last 90 days

CloudFiles | Document automation & sharing platform · 6 changes

PSQuote - Professional Services Quoting · 0 changes

6. App details

Frequently asked

Is CloudFiles | Document automation & sharing platform or PSQuote - Professional Services Quoting cheaper?

Which has better reviews, CloudFiles | Document automation & sharing platform or PSQuote - Professional Services Quoting?

Should I choose CloudFiles | Document automation & sharing platform or PSQuote - Professional Services Quoting?

Which is faster to set up, CloudFiles | Document automation & sharing platform or PSQuote - Professional Services Quoting?

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 CloudFiles | Document automation & sharing platform and PSQuote - Professional Services Quoting?