AI That Understands Your Documents — So You Don’t Have To
Tired of chasing contracts, filings, and approvals? CloudDoc.ai puts AI to work — generating, tagging, and routing documents instantly inside Salesforce. No bottlenecks. No storage battles. Just precision, power, and peace of mind.
Designed for Productivity, Built with Intelligence
At CloudDoc.ai, we don’t just manage documents — we rethink how they move. From generating complex files to securing them with AI-driven controls, our platform was designed to take the friction out of your workflow.
Whether you’re automating a contract, sharing a compliance report, or collecting signatures — CloudDoc.ai makes it faster, safer, and smarter.
AI That Turns Every Document Into a Workflow Win
Built for real Salesforce users, CloudDoc.ai uses artificial intelligence to automate everything from document generation and tagging to approvals and sharing — while giving you total control and visibility.
Our first clients are now our strongest case studies
Every client that started with us is still with us
Proposals, reports, filings, and more — all on autopilot
CloudDoc.ai is an AI-powered document generation and management platform designed to work seamlessly within Salesforce. It automates document creation, organizes files intelligently, enables secure sharing and e-signatures, and reduces storage costs by saving files on AWS — all while giving you real-time tracking and control.
No. One of the biggest advantages of CloudDoc.ai is zero Salesforce storage usage. All your documents are stored securely on AWS and are only linked to Salesforce records, saving you significant costs while keeping everything integrated.
Absolutely! CloudDoc.ai comes with a drag-and-drop template builder that allows you to create branded, dynamic templates using real-time Salesforce data. You can also set conditions, include/exclude sections, and support multiple formats like PDF, Word, and Excel.
Very secure. You can share documents via one-click secure links with expiration settings, password protection, and access permissions. Recipients don’t need to log in, and you retain full control over who views, downloads, or signs the document.
Yes. CloudDoc.ai includes a built-in e-signature workflow. You can send documents for signature, assign signing orders, track progress, and store signed versions back to the original record — all without using third-party tools.
CloudDoc.ai uses built-in OCR (Optical Character Recognition) to scan and read uploaded documents. It then automatically applies metadata and tags based on the content — making documents easy to search, categorize, and retrieve without manual input.
Yes. You can upload large files and multiple files at once, and CloudDoc.ai will organize them automatically into the correct folder structures and link them to the right Salesforce records.
While CloudDoc.ai is built to support any SMB using Salesforce, it’s especially popular with law firms, consulting companies, insurance agencies, and other document-heavy industries that value automation, compliance, and secure workflows.
Yes. Both internal users and external clients can view, sign, and interact with documents on mobile and web devices without needing to install anything. Perfect for remote teams and on-the-go approvals.
Yes! We offer a 14-day free trial so you can experience CloudDoc.ai’s full capabilities without commitment. No credit card required — just install, explore, and see how it transforms your document processes.
"Switching from NetDocuments to CloudDoc was a game-changer — we got every feature we needed, cut our costs significantly, and gained the benefit of staying within our Salesforce org."
– Anna Shapiro, Esq., LLM CEO, Shaprio LawFirm