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.
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?
Document Creation
Document Storage
Document Organization
Document Collaboration
Document Creation
Document Creation
Template Management
Easily create, manage, and reuse templates for consistent and efficient document workflows.
eSignature
Securely sign documents electronically, expediting the signing process and ensuring legal compliance.
Review & Approval
Streamline reviews and approvals with real-time tracking and collaborative feedback.
Document Generation
Automate personalized document creation with dynamic data integration for accurate and customized outputs.
Document Storage
Document Storage
Integrate Storage
Connect your SharePoint, AWS S3, Google Drive, or OneDrive with Salesforce to store all your files externally.
Files from 3rd-party Apps
Upload files from any 3rd-party app (AppExchange, Field Service, etc.) to the external storage.
Upload Files
Upload unlimited files from Salesforce to the external storage manually or using automation.
Large Volume File Offload
Migrate a large volume of files from Salesforce to the external storage to release storage burden immediately.
Document Organization
Document Organization
Custom Folder Structure
Create folders in your external storage for better document access & organization.
Auto Subfolder Template
Organize documents precisely by creating unlimited sub-folder templates under the primary folder.
Document Tagging
Provide auto/manual tags to all the documents to enhance search & compliance.
Document Collaboration
Document Collaboration
Secured Sharing
Share documents with external users with one-time protected passwords & control sharing access for internal users.
Get Files
Boost collaboration with one-click file uploads from external users through email links.
Bi-sync of Files
Bi-sync of documents or folders ensures real-time updates & synchronization, boosting collaboration.
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.
Transforming Businesses with Impactful Results
Manufacturing
Manufacturing Company Maximizes Efficiency by Optimizing Salesforce Document Management with XfilesPro
Legal Services
Case Closed: How a
Law Firm Brought
Order to Document
Management with
XfilesPro
Aviation
Taking Document Management to New Altitudes With XfilesPro
Connect with us
Book Your Demo
Discover Our Solution
Transparent Pricing
Why Choose Us?
Live Demo
OUR CUSTOMERS
Trusted By
Hear From Our Customers
We have been using XfilesPro for a while to connect Salesforce to Sharepoint. It works really well with uploads and changes applied instantly to Sharepoint. Well done!
The support team's expert handling of data migration made what is usually an anxiety-inducing task a seamless and pleasant experience.
XfilesPro stepped in and helped us facilitate the creation of an Amazon S3 bucket, walked us through the process of how it works including getting extremely granular with filters for each object.
We have been using XfilesPro for 3 years. The team has enabled us to transition our file system to Sharepoint and have it accessible through Salesforce seamlessly. Would highly recommend their services.
We are moving from another appexchange provider that integrates SharePoint with Salesforce. The implementation team helped me build out my unique processes and allowed us to export all of our files from SF to SP - saving us $3k per year..
