Product Overview

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 document management docid\ hhyahx4xmipwvchlafc8h cloud files docu ment management helps businesses organise and manage files directly inside hubspot, making it easier for teams to store, access and manage documents in one place document sharing docid\ x78mxuj75mh7klkgf7r3h cloudfiles document sharing enables businesses to securely share files and folders with customers through branded portals, upload links and permission based access controls document generation docid\ qndgqxfybjvvmkxm 6yyb cloudfiles document generation allows businesses to automatically generate personalised documents such as proposals, quotes, contracts etc using hubspot crm data