Is TDI Diligence Suite or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Both TDI Diligence Suite and CloudFiles Generate & Automate: Document Generation, Automation + E-signature offer paid plans only. TDI Diligence Suite 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, TDI Diligence Suite or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

TDI Diligence Suite (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 TDI Diligence Suite 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, TDI Diligence Suite 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.

Which works better for small vs large Salesforce AppExchange admins?

TDI Diligence Suite 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.

Can I migrate data between TDI Diligence Suite and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Migration support varies by app and category. TDI Diligence Suite and CloudFiles Generate & Automate: Document Generation, Automation + E-signature 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 TDI Diligence Suite" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

TDI Diligence Suite vs CloudFiles Generate & — Salesforce

CloudFiles Generate & Automate vs TDI Diligence Suite

Name: TDI Diligence Suite
Availability: OnlineOnly
Rating: 5 (1 reviews)

Side-by-side comparison · 24 data points

CloudFiles Generate & Automate

5.0·79reviews

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.

salesforcepaid

Change

1. Listing metadata

Field-level data

	TDI Diligence Suite	CloudFiles Generate & Automate
Tagline	“TDI Diligence Suite is an enterprise third-party onboarding and management SaaS system for managing third-party risk (TPRM). It automates third-party risk and compliance management with onboarding, assessment, due diligence, training, and monitoring.”250 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	770 / 2000 chars39% used	1132 / 2000 chars57% used
Screenshots	—	—
Languages	nlenfifrde+11 more	arenfrde
Platforms	Salesforce	Salesforce
Developer	TDI Compliance, LLC	CloudFiles

At a glance

8 metrics · auto-computed

Feature comparison between TDI Diligence Suite and CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Metric	TDI Diligence Suite	CloudFiles Generate & Automate: Document Generation, Automation + E-signature
Rating	5.0 ★	5.0 ★
Total reviews	1	★ 79
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	—
Listed features	9	9
Languages	16 supported	4 supported
Listed since	Oct 2023	May 2024

Listed	October 6, 2023	May 20, 2024

Last updated	—	—

3. Features

As listed by each developer

TDI Diligence Suite

TDI Diligence Suite is the only third-party risk management software built on the Salesforce platform that helps safeguard against risk in your supply chain, distribution channels, and vendors.
Access an integrated risk model to support a variety of third-party risk factors and weightings. Integration with other data sources can also be leveraged to add additional risk factors.
Automate third party onboarding, assessments, due diligence, approvals, and monitoring. TDI's third-party risk management platform creates an auditable record of the entire process.
Screen and monitor third parties against sanctions, watch lists, politically exposed persons profiles (PEPs), and adverse media sources to carefully manage third-party risk over time.
Save time by using out-of-the-box or custom reports and visual analytics to provide deeper insight into your third-party risk. Build the third-party risk and due diligence analytics reporting regulators look for in a third-party compliance program.
Work intuitively: TDI Diligence Suite provides a user-guided experience allowing for minimal training prior to use for seamless third-party risk management software adoption.
Configure to your needs: TDI Diligence Suite was built to be configurable to your needs and flexible to grow and change with your compliance program while meeting the increasing needs of corporate compliance policies and external regulatory authorities.
Address security and data privacy: TDI Diligence Suite is built on the Salesforce platform which is the most secure and robust in the industry with 256 AES data encryption at rest and in transit. The platform addresses international privacy requirements.
The Diligence Ordering application in TDI Diligence Suite allows users to order, manage, and report on due diligence investigations requested of TDI’s team of experienced analysts.

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.

Keyword	TDI Diligence Suite	CloudFiles Generate & Automate
contract	#53	#93
contract form	#118	#52

7. App details

Long-form description · keyword frequency

TDI Diligence Suite

TDI Diligence Suite is an enterprise, third-party onboarding and management SaaS system that is specifically designed to help you manage third-party risk. Our platform empowers businesses to unlock accuracy and efficiency with automated third-party onboarding, assessments, questionnaires, due diligence, training, approvals, and monitoring. TDI Diligence Suite creates an auditable record of the entire third-party risk management and due diligence workflow, provides valuable and easy-to-understand insight into your enterprise risk processes, and addresses data privacy requirements, elevating your third-party risk management and compliance operations. We combine deep expertise and industry-leading technology to help clients successfully manage third-party risk.

Top keywords

third-party6×6.19%
risk5×5.15%
diligence4×4.12%
third-party risk4×4.12%
management3×3.09%
diligence suite2×2.06%
due2×2.06%
due diligence2×2.06%
enterprise2×2.06%
onboarding2×2.06%
risk management2×2.06%
suite2×2.06%

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%

CloudFiles Generate & Automate vs TDI Diligence Suite

CloudFiles Generate & Automate

1. Listing metadata

TDI Diligence Suite

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

TDI Diligence Suite · 0 changes

CloudFiles Generate & Automate · 8 changes

7. App details

Frequently asked

Is TDI Diligence Suite or CloudFiles Generate & Automate: Document Generation, Automation + E-signature cheaper?

Which has better reviews, TDI Diligence Suite or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Should I choose TDI Diligence Suite or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

Which is faster to set up, TDI Diligence Suite or CloudFiles Generate & Automate: Document Generation, Automation + E-signature?

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 TDI Diligence Suite and CloudFiles Generate & Automate: Document Generation, Automation + E-signature?