Overview
Discover how XfilesPro DocGen transforms complex document workflows into seamless, automated processes. From sales proposals to service agreements, this powerful solution helps you generate, approve, and manage documents with ease—directly from Salesforce.
With flexible templates, real-time editing, e-signatures, and automated workflows, XfilesPro DocGen eliminates manual bottlenecks and boosts productivity across your teams. Whether you’re in finance, manufacturing, or insurance, this solution is designed to meet your industry’s unique documentation needs.
Download the datasheet to explore how global businesses are achieving complete automation and faster approvals using XfilesPro DocGen.
Testimonial
Happy Customer
Good product and great team!
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!
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!
Amazing technical support!
The support team's expert handling of data migration made what is usually an anxiety-inducing task a seamless and pleasant experience.
The support team's expert handling of data migration made what is usually an anxiety-inducing task a seamless and pleasant experience.
Outstanding Team!
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.
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.
Excellent support, easy to use!
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 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.
New user, but great so far!
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..
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..
If you want to learn more about XfilesPro, please email [email protected]
