XfilesPro Pricing Overview

Free Trial

XfilesPro Document Management

1 Billed Per User Per Year

Document Storage & Integration Seamlessly store Salesforce files in external cloud platforms (AWS, Google Drive, SharePoint, OneDrive, S3, etc.), reducing storage costs.

Advanced Document Management Organize, categorize, and manage documents efficiently with structured foldering, metadata tagging, and intelligent search.

AI-Powered Document Search Find documents instantly with AI-driven search and smart recommendations, eliminating manual effort.

Document Collaboration & Sharing Enable real-time collaboration with secure document sharing, version control, and user access management.

eSignature & Approval Workflows Digitally sign, track, and approve documents within Salesforce using streamlined approval workflows.

Automated Document Generation Create contracts, quotes, invoices, and reports directly in Salesforce with dynamic templates and automated workflows.

XfilesPro offers highly flexible & custom pricing plans for our document management solutions. We offer discounts to non-profits.

XfilesPro has 1 pricing edition. A free trial of XfilesPro is also available.

Pricing information for XfilesPro is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase XfilesPro must be conducted with the seller.

Please contact sales or visit for more pricing details: https://www.xfilespro.com/pricing/

Pricing information was last updated on March 24, 2025

Pricing Insights

Averages based on real user reviews.

Time to Implement

1 month

Return on Investment

7 months

Perceived Cost

$$$$$

Top-Rated Alternatives

View All Alternatives

XfilesPro Pricing Reviews

(2)

Chris D.

Lead Business System Analyst - CRM

Enterprise (> 1000 emp.)

9/11/2025

"Great solution for offloading attachments from Salesforce to Sharepoint"

5/5

What do you like best about XfilesPro?

We have been using XfilesPro for several years now for a specific scenario where we share cases and attachments with an external organizations Salesforce environment. Each case shared creates a linked case in the others respective Salesforce environment. The XfilesPro application lets us then easily upload the attachments associated with the case to Salesforce, transfers them to our Sharepoint site, and links them to the case in the other Salesforce org, where they can be read or downloaded. This tool has also been a great way to reduce the amount of file storage we are using for attachments in Salesforce.

Throughout our years of using the tool, the XfilesPro support team has been great! From the initial project customization and implementation, to the on-going support, the team has always been quick to respond and willing to jump in and help resolve any issues in a timely manner. Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

With our recent upgrade to 8.2.3, the XfilesPro team has implemented new connection refreshing capabilities which makes refreshing our connection to Sharepoint much easier. Before this enhancement, the steps you had to go through to refresh the connection annually was a bit tedious, but now it is just a single click. Overall, it's been a great, cost effective solution for our use case. Review collected by and hosted on G2.com.

What problems is XfilesPro solving and how is that benefiting you?

XfilesPro allows us to share attachments with an external Salesforce Organization. Our process creates replicate cases in an external organizations Salesforce Org, and Xfiles allows us to share the attachments associated with the cases. This allows the internal and external customer support teams to be able to see all attachments for a case, regardless of where the case initiated, making it possible for the support teams of each org to work the shared cases. Integrations keep the cases in sync as updates are made. Review collected by and hosted on G2.com.

Verified User in Airlines/Aviation

Small-Business (50 or fewer emp.)

7/22/2025

"Does exactly what I needed it to do"

4/5

What do you like best about XfilesPro?

Because Salesforce storage is expensive, we needed a simple solution to transfer and access them on a platform that we have more (inexpensive) storage on, and since we are already in the Microsoft ecosystem, archiving to Sharepoint was a perfect solution. XFilesPro is pretty simple to use for this purpose and the support staff was very responsive to help us get both Salesforce and Microsoft 365 Sharepoint configured for our files. Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

The downsides are that it does require individual licensing to see the files stored in Sharepoint via the Salesforce app, but unlicensed users can still fairly quickly access the files directly through our Sharepoint site/fileshare. Review collected by and hosted on G2.com.

4.8 out of 5 stars