Introduction

CloudFiles is a document automation platform built for HubSpot. With CloudFiles, partners can help customers streamline document-heavy processes such as onboarding, sales proposals, contract management, client collaboration and secure file sharing without leaving HubSpot.

CloudFiles acts as a native document layer inside HubSpot, allowing teams to manage the complete document lifecycle directly from CRM records instead of relying on multiple disconnected tools.

CloudFiles currently offers 3 core products for HubSpot users:

  1. Document Management: CloudFiles Document Management helps businesses organise and manage files directly inside HubSpot, making it easier for teams to store, access and manage documents in one place.
  2. Document Sharing: CloudFiles Document Sharing enables businesses to securely share files and folders with customers through branded portals, upload links and permission-based access controls.
  3. Document Generation: CloudFiles Document Generation allows businesses to automatically generate personalised documents such as proposals, quotes, contracts etc. using HubSpot CRM data.