XfilesPro simplifies Salesforce document generation with automated creation, seamless approvals, and secure eSign. Effortlessly manage the entire document lifecycle while ensuring accuracy, compliance, and collaboration.
No more manual document creation – craft efficiency, accuracy, and success instead. With XfilesPro DocGen’s powerful templates, intuitive interface, and seamless collaboration, streamline your Salesforce document generation like never before.
Seamlessly manage the entire document lifecycle – from template creation to review, approval, eSign, and generation – all in one streamlined workflow.
Discover powerful features designed to simplify document generation, streamline approvals, enable eSign, and enhance efficiency.
Easily design custom templates for consistent, professional documents.
Maintain multiple template versions to track changes and ensure accuracy.
Review, approve, edit, share, and collaborate on templates seamlessly.
Create tailored templates for different industries and departments.
Add notes and collaborate with multiple reviewers for seamless feedback.
Set up multi-level approvals to maintain compliance and accuracy.
Monitor document status and approval stages in real-time.
Securely sign documents without leaving the platform.
Populate documents dynamically with built-in editing tools.
Generate documents in PDF, Word, Excel, and PPTX.
Save documents within Salesforce or external cloud platforms.
Create multiple documents at once for enhanced efficiency.
Define role-based permissions to restrict document access, editing, review, approval, and sharing.
Track every action taken on documents for complete visibility and compliance.
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.
Learn about XfilesPro's key features and capabilities, including document generation, eSign, storage integration, & collaboration.
See how our app stands out with a decade of experience, a 5-star rating, and a track record of transforming businesses.
Understand our flexible pricing plans designed to fit various business needs & how XfilesPro offers value for money.
Fill out the form to schedule a personalized demo and see our solution in action.
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XfilesPro is an advanced document management application for Salesforce that offers doc gen, eSign, document storage, and collaboration solutions.
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