CloudFiles | Document vs Kantata SX CPQ — Salesforce

Kantata SX CPQ Connector vs CloudFiles | Document automation & sharing platform

Side-by-side comparison · 24 data points

Kantata SX CPQ Connector

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Kantata’s CPQ Connector enables your professional services organization to intuitively connect Kantata with Salesforce Revenue Cloud to optimize the delivery of services.

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1. Listing metadata

Field-level data

	CloudFiles \| Document automation & sharing platform	Kantata SX CPQ Connector
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	“Kantata’s CPQ Connector enables your professional services organization to intuitively connect Kantata with Salesforce Revenue Cloud to optimize the delivery of services.”170 chars
Description	1197 / 2000 chars60% used	493 / 2000 chars25% used
Screenshots	—	—
Languages	arenfrdeja+2 more	en
Platforms	Salesforce	Salesforce
Developer	CloudFiles	Kantata

At a glance

8 metrics · auto-computed

Feature comparison between CloudFiles | Document automation & sharing platform and Kantata SX CPQ Connector
Metric	CloudFiles \| Document automation & sharing platform	Kantata SX CPQ Connector
Rating	5.0 ★	—
Total reviews	160	0
Free plan	—	—
Pricing	paid	paid
Pricing tiers	—	1 tier
Listed features	★ 9	3
Languages	7 supported	1 supported
Listed since	Aug 2022	Nov 2022

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, CloudFiles | Document automation & sharing platform is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs Kantata SX CPQ Connector's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

Pricing entry tiers: CloudFiles | Document automation & sharing platform at paid, Kantata SX CPQ Connector 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 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Kantata SX CPQ Connector'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 — Kantata SX CPQ Connector's 0-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 • Kantata SX CPQ Connector audit

Listed	August 3, 2022	November 22, 2022

Last updated	—	—

3. 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

Kantata SX CPQ Connector

Drive collaboration across teams during the services sales cycle
Early insights to key Professional Services KPIs during sales cycle with Delivery Margin and Resourcing Availability insights.
Leverages Salesforce Flows to give your Admins control and allow for flexible configuration as your Orgs processes and needs develop and change.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	CloudFiles \| Document automation & sharing platform	Kantata SX CPQ Connector
salesforce objects	#1	Not ranked
access	#1	Not ranked
cloudfiles	#2	Not ranked
services teams	Not ranked	#11

7. 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%

Kantata SX CPQ Connector

Kantata’s CPQ Connector is an add-on solution to Kantata that seamlessly integrates Salesforce Sales Cloud, Salesforce Revenue Cloud and Kantata within one interface, enhancing the flow of data across your professional services organization. This drives closer collaboration, improved forecasting and enhanced sales order management across your sales and delivery teams by mapping quote and opportunity data from your CRM into Kantata, and a view of resource availability back into your CRM.

Top keywords

kantata4×5.56%
sales3×4.17%
cloud2×2.78%
crm2×2.78%
data2×2.78%
salesforce2×2.78%

Frequently asked

Common questions about this comparison

Is CloudFiles | Document automation & sharing platform or Kantata SX CPQ Connector cheaper?

Both CloudFiles | Document automation & sharing platform and Kantata SX CPQ Connector offer paid plans only. CloudFiles | Document automation & sharing platform starts at paid; Kantata SX CPQ Connector starts at paid. Compare the per-tier features in the Pricing section above before committing.

Should I choose CloudFiles | Document automation & sharing platform or Kantata SX CPQ Connector?

AppRanks cannot separate these two on rating, because neither publishes one. CloudFiles | Document automation & sharing platform does carry the larger published review base (160 vs 0). 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 Kantata SX CPQ Connector?

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

CloudFiles | Document automation & sharing platform typically suits early-stage and growth-mode teams based on its published review base (160 reviews). Kantata SX CPQ Connector typically suits early-stage and growth-mode teams based on its published review base (0 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 Kantata SX CPQ Connector?

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

Kantata SX CPQ Connector vs CloudFiles | Document automation & sharing platform

Kantata SX CPQ Connector

1. Listing metadata

CloudFiles | Document automation & sharing platform

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

CloudFiles | Document automation & sharing platform · 6 changes

Kantata SX CPQ Connector · 0 changes

7. App details

Frequently asked

Is CloudFiles | Document automation & sharing platform or Kantata SX CPQ Connector cheaper?

Should I choose CloudFiles | Document automation & sharing platform or Kantata SX CPQ Connector?

Which is faster to set up, CloudFiles | Document automation & sharing platform or Kantata SX CPQ Connector?

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between CloudFiles | Document automation & sharing platform and Kantata SX CPQ Connector?

See full keyword rankings, install trends, and weekly alerts

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