CREATE. STORE. COLLABORATE

Document Management for Salesforce

XfilesPro transforms your document workflow in Salesforce. Experience unmatched efficiency and control over your documents, from creation and lifecycle management to unlimited storage and seamless collaboration.

Enterprise Applications
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in Document Management
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Customers Across Products
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Years of Salesforce Expertise
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XfilesPro offers Salesforce users a robust suite for seamless document and data management—from automated document generation to secure storage, collaborative tools, data archiving, and reliable backup. Streamline every phase of your business workflows with ease. Watch the video for a glimpse of our powerful solutions.

Document Lifecycle Management

Effortless Document Generation

With XfilesPro, create and manage any business document—from quotes and contracts to agreements and invoices. Our document generation app automates the entire process, from template setup to review, approval, and eSign, so you can focus on what matters most.

Document Storage & Collaboration

Unlimited Storage & Seamless Collaboration

Seamlessly integrate SharePoint, AWS S3, OneDrive, or Google Drive with Salesforce for unlimited file storage and effortless document collaboration.

Optimize File Storage

Reduce 80%+ Storage Costs

XfilesPro enables you to maximize your document capabilities. Whether it’s document storage, easy access, organized filing, or secure sharing, manage everything from one app.

Integrated Document Management

Why Use XfilesPro?

Unified document management experience covering the entire document lifecycle from doc gen to eSign, from storage to collaboration. XfilesPro helped customers save 50% of their document management time & save over 60% of operational & storage costs.

Salesforce Data Management

Data Archiving

Our data archiving application helps you archive old data from Salesforce to your preferred storage to reduce storage costs, optimize performance & enhance compliance.

Data Backup

Protect your Salesforce data, metadata, and files from any potential data loss incident using our robust backup and recovery application, ensuring peace of mind and business continuity.

CASE STUDIES

Transforming Businesses with
Impactful Results

See how XfilesPro has helped customers thrive by streamlining workflows, boosting collaboration, and driving efficiency.
Transportation & Logistics
Logistics Company Migrated Documents Generated Through Revenova From Salesforce To SharePoint Using XfilesPro
Government Administration
Australian Government Company Unlocked Document Management Success In Salesforce With XfilesPro
Environmental Services
Waste Management Company Automated Document Generation & Migration In Salesforce With XfilesPro
Connect with us

Book Your Demo

Discover Our Solution

Learn about XfilesPro’s key features and capabilities, including document generation, eSign, storage integration, & collaboration.

Transparent Pricing

Understand our flexible pricing plans designed to fit various business needs & how XfilesPro offers value for money.

Why Choose Us?

See how our app stands out with a decade of experience, a 5-star rating, and a track record of transforming businesses.

Live Demo

Fill out the form to schedule a personalized demo and see our solution in action.

OUR CUSTOMERS

Trusted By

Explore our customers from various industries and sizes who trust our document management solutions to streamline their workflows, enhance collaboration, and drive efficiency in Salesforce.
CUSTOMER TESTIMONIALS

Hear From Our Customers

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