Doc Gen. Review. eSign
Document Lifecycle Management in Salesforce
- Automated Document Generation
- Seamless Collaboration
- eSignatures Integration
- Centralized Document Management
DOCUMENT GENERATION
Efficiency, Speed, and Accuracy
FEATURES
Document Lifecycle Management
Template Management
Review & Approval
eSignature
Document Generation
Template Management
Template Management
Build Templates in Google Docs
Create & edit document templates directly within Google Docs for seamless integration.
Template Approval Process
Implement a streamlined approval workflow to ensure all templates meet your standards.
Import & Reuse Templates
Easily import existing templates & reuse them to maintain consistency and save time.
Share Templates
Share templates with your team for collaborative editing and efficient distribution.
Review & Approval
Review & Approval
Review with Notes
Easily add and manage notes directly on documents, streamlining the review process.
Custom Approval Process
Configure and customize approval stages and roles to align with your specific workflow requirements.
Progress Tracker
Track and visualize document review and approval status in real-time for better oversight.
eSignature
eSignature
Built-in eSignature
Sign documents electronically directly within the app, streamlining the signing process.
Cost Savings
No need to purchase an external eSign tool and avoid paying additional costs for license or integration.
Status Tracking
Monitor the signing status of each document in real-time, with detailed updates on pending, signed, and completed stages.
Document Generation
Document Generation
Auto Data Population
Automatically fill in document fields with data from pre-defined sources, reducing manual entry & ensuring accuracy.
Single/Bulk Doc Gen
Create documents either individually or in bulk to streamline processes and improve efficiency.
Status Tracking
Monitor the signing status of each document in real-time, with detailed updates on pending, signed, and completed stages.
Any Type (PDF, Word, DOCX, etc.)
Support multiple formats like PDF, Word, and DOCX for versatile document handling.
Wall of Fame
Awards and Accolades
Find out our collection of awards and recognitions that highlight our commitment to excellence and innovation. These accolades reflect our dedication to delivering outstanding solutions and driving success in the Salesforce ecosystem.
XfilesPro Complete Suite
Document Generation + Document Storage
Discover the full suite of XfilesPro for comprehensive document management in Salesforce. From generating documents with templates to automating review and approval workflows, eSign, and storing files in SharePoint for seamless collaboration, XfilesPro offers an all-in-one solution. Simplify your workflow, eliminate the need for multiple apps and licenses, reduce costs, and achieve next-level efficiency with XfilesPro—the only app that covers all your document management needs in one place.
Clients
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..
