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Document generation features. Dig Deeper into XfilesPro's Next-Gen Document Generation Capabilities within Salesforce

Get Your Hands On Future-Proof Document-Automation

Home » Document Generation » Document Generation Features
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Better Efficiency

With the Next-gen XfilesPro DocuPrime for your automatic document generation bid farewell to errors forever.

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Better Productivity

Speed as a lightening, XfilesPro DocuPrime will create documents in the blink of an eye at a profitable cost

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Customized templates

Let your internal team, as well as external users, collaborate on files for better productivity

Popular Features

XfilesPro DocuPrime is your catalyst for growth

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Existing Template Import

If you already have a theme that suits your particular needs while drafting a document, by importing the same, you can seamlessly use it on XfilesPro document generation.

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Template Access Control

You are the sole possessor of your documents and templates. You are given complete control over who can access and view it.

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Customized Template Creation

If you are looking for a template that suits your needs, you can approach XfilesPro document generation to build and customize a template of your choice.

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Custom Note Addition

To personalize your document, even more, the feature of custom note addition can be done on XfilesPro document generation and make it flawless.

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Multiple Document Type Support

XfilesPro document generation comes in with the choice of having the format of the document you draft. All popular forms such as PDF, Word, Excel, and PPT are supported.

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E-Signature Attachment

The most impeccable feature of e-sign is supported by XfilesPro document generation. It supports all popular third-party e-signs that come in handy while drafting a document.

Features

Additional Capabilities

Enhance your document generation with the add-on facets of document automation

  • Bulk Document Generation
  • Supports Creating Own Business Flow
  • Template Design with Different Font Styling
  • Support Adding Images or Logos
  • Documents Pre-filled in Real-time
  • Time-Saving & Cost-effective
  • Choose the Visibility of the Sections for the Created Documents
  • Sections Sequence Specification
  • Template Versioning
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Want to see it Live?

Please Get in Touch With Our File Management Experts to Schedule a Demo.

File Management Features Dig Deeper into XfilesPro's Next-Gen File Management Capabilities for Salesforce

Unravel XfilesPro's Future-ready Features & Capabilities

Home » Document Generation » Document Generation Features
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Transform your File Storage Needs in Salesforce

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Highest ROI

Get a 3X+ ROI by using XfilesPro with an 80%+ direct file storage cost savings

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Easy to Setup & Use

Setup the app within minutes and start storing Salesforce files in external systems

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File Collaboration

Let your internal team, as well as external users, collaborate on files for better productivity

Popular Features

Take your file management experience in Salesforce to a whole new level
with the application’s advanced capabilities & powerful features.

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External Storage Integration

Choose any external Cloud (SharePoint, S3, Google Drive, OneDrive) or On-premise (FTP, SMB, Network Drive) file storage to store all your Salesforce files and attachments.

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Auto File Export

Automated file archiving (initial file offloading) to the chosen external storage from Salesforce to immediately optimize storage space & set future file migration processes.

Folder Management

Folder Management

Automated folder creation in the external system to experience a highly customized folder system in Salesforce. This feature also offers easy folder/file mapping & unmapping capability.

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File View

View all the already moved files from the Salesforce system to the external storage right within your Salesforce page layout. No impact on the user experience.

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File Collaboration

Collaborate with your internal teams as well as external users on centralized files to improve file management experience and overall productivity.

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Community User Support

Store all your Salesforce Community user-generated files in the external storage automatically to optimize storage usage.

Features

Additional Capabilities

XfilesPro offers a gamut of additional capabilities to make your in-app experience better and external file storage experience seamless

  • Bi-directional sync of files
  • External user file sharing
  • Easy drag & drop of files
  • Mass upload/delete/download/share of files
  • Salesforce1 (Mobile) support
  • Global Search of Files
  • Multi-org file integration
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Want to see it Live?

Please Get in Touch With Our File Management Experts to Schedule a Demo.