XfilesPro: Document Management for Salesforce
XfilesPro helps Salesforce users manage the document lifecycle and may be useful for teams that need to offload files to external storage to reduce Salesforce storage costs.
At a glance
- Category
- Sales
- Best for
- Sales Teams, Businesses Using Salesforce, Operations Managers, Non-profit organizations
- Pricing
- Pricing is per-user per month, billed annually. Discounted rates are available for non-profit organizations and Experience Cloud users. Pricing does not include the cost of external storage systems.
- Key use cases
- Reducing Salesforce Storage Costs, Automating Contract Creation, Managing Community User Uploads, External Document Collection
- Integrations
- SharePoint, AWS S3, OneDrive, Google Drive, Salesforce
- Official website
- xfilespro.com
XfilesPro is a document management tool designed for businesses using Salesforce. It supports document creation and eSignature capabilities and allows users to store files in external cloud repositories, which can be accessed directly within the Salesforce interface.
The software is designed for teams that handle contracts, quotes, or invoices and need a way to organize them without consuming internal Salesforce storage limits.
Beyond storage, the tool includes features for template management and automated approval workflows. It also provides AI-powered OCR and mailbox capabilities to help manage documents.
Buyers should confirm how the per-user pricing fits their budget and verify that their preferred external storage provider is supported to ensure the integration meets their workflow needs.
Key Features
Supports connecting Salesforce to SharePoint, AWS S3, Google Drive, or OneDrive for file storage.
Supports creating business documents like quotes and contracts using templates and dynamic data.
Supports signing documents electronically within the platform.
Provides optical character recognition for document processing.
Supports syncing documents and folders between Salesforce and connected external storage.
Provides custom folder structures and sub-folder templates to organize files.
Supports sharing documents with external users via password-protected links.
Use Cases
Moving files from Salesforce to AWS S3 or SharePoint to stay within storage limits.
Using templates to generate personalized quotes and agreements from Salesforce data.
Routing files uploaded by Experience Cloud users directly to external storage.
Using email links to allow external users to upload files directly into the system.
Best For
Integrations
Pricing
Pricing is per-user per month, billed annually. Discounted rates are available for non-profit organizations and Experience Cloud users. Pricing does not include the cost of external storage systems.
FAQ
Yes, a free trial is available by contacting the XfilesPro team for access and setup assistance.
It supports integration with SharePoint, OneDrive, Google Drive, and AWS S3.
Yes, it is compatible with major editions including Professional, Enterprise, Unlimited, and Unlimited Plus.
Yes, licenses are required for each user based on the total user count.
Source category: Sales
Source subcategory: Document Management
