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Pricing Plans That Scale with Your Firm

Choose the right plan for your team – start small, grow big, and let automation do the heavy lifting.

Basic Plan
Perfect for firms getting started with secure document storage and easy organization.
$200
per TB of storage + $50 per organization /per month
Secure Document Storage on AWS
Folder & File Management (upload, rename, delete, versioning)
Tag-Based Search and Smart Filters
Role-Based Access Control
User Activity Logs
OCR (on usage-based pricing)
AI-Powered Document Actions (on usage-based pricing)
Document Generation (Pay-per-use)
API Access for Integration
Salesforce Integration
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Professional Plan
Ideal for growing teams looking to streamline document workflows and generate documents at scale.
Contact us for pricing
Everything in Basic
Document Generation – Included
Bulk Upload & Batch File Tagging
Folder Rules & Smart Auto-Filing
Advanced Audit Trails & Version Comparison
e-Signature (Pay-per-use)
OCR (on usage-based pricing)
AI-Powered Document Actions (on usage-based pricing)
Custom Metadata Fields
API Access for Integration
Salesforce + Third-Party Integrations
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Ultimate Plan
For high-performing firms that want it all – compliance, automation, and powerful AI.
Contact us for enterprise pricing
Everything in Professional
e-Signature – Included
Unlimited Folder Structures & Smart Templates
Priority Support & SLA
OCR (on usage-based pricing)
AI-Powered Document Actions (on usage-based pricing)
Enterprise SSO & Advanced Security Options
AI-Powered Auto-Tagging & Smart Suggestions
Custom Setup & Migration Support
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Why CloudDoc.ai?

AI-Powered Document Workflows

Generate, tag, and route documents automatically — all within Salesforce.
Built-In E-Signing

Send and track e-signatures without third-party tools or extra steps.
Secure & Compliant Storage

Protect your files with encrypted AWS storage, access control, and audit trails.

Request a Demo & Custom Pricing

Let us show you how CloudDoc.ai can replace document chaos with clarity. To explore features and get a custom quote tailored to your Salesforce setup, submit the form below and schedule your personalized demo.

Schedule Your Custom Demo

See how CloudDoc.ai simplifies your document workflows.