--- title: XfilesPro Reviews meta_title: 'XfilesPro Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 72 reviews by the users' company size, role or industry to find out how XfilesPro works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 72 scale: '5' date_modified: '2026-07-16' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # XfilesPro Reviews **Vendor:** XfilesPro Labs **Category:** [Document Management Software](https://www.g2.com/categories/document-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 72 ## About XfilesPro Managing documents in Salesforce shouldn’t be challenging - it should be seamless, scalable, and efficient. Yet, many businesses struggle with limited storage, scattered file management, slow document workflows, and security concerns. That’s why 1,000+ Salesforce customers across multiple industries trust XfilesPro to revolutionize their document management. With an advanced document management platform, XfilesPro solves complex document challenges in Salesforce, including storage, collaboration, security, and lifecycle management. Salesforce File Storage Management: Free up Salesforce file storage space by automatically moving files to SharePoint, OneDrive, Google Drive, and AWS S3 - without losing accessibility. Document Security & Collaboration: Secure all your business documents with role-based access controls, audit logs, and sharing restrictions. Enhance document collaboration & accessibility with document folders, easy sharing, syncing, tagging, versioning, etc. Effortless Document Generation: Automate document creation within Salesforce along with complete lifecycle management, ensuring faster processing, accuracy, and consistency. With AI-powered capabilities, feature-rich applications, and top-tier customer support, XfilesPro ensures that your document management isn’t just efficient - it’s a competitive advantage. Let’s transform how you handle documents in Salesforce. XfilesPro isn’t just about documents - we offer a complete data management suite for Salesforce and other AI-powered applications. Explore other XfilesPro products: ✔ DataArchiva Archive - Compliant & cost-effective data archiving (native & external cloud) ✔ DataArchiva Backup - Automated data, metadata, file backup (external cloud) ✔ Xmailbox - Virtual mailbox for Salesforce, powered by AI ✔ Xtract - Effortless data extraction & OCR app, powered by AI More info: www.xfilespro.com ## XfilesPro Pros & Cons **What users like:** - Users praise the **excellent customer support** of XfilesPro, noting quick, friendly, and knowledgeable assistance for all inquiries. (27 reviews) - Users appreciate the **ease of use** of XfilesPro, finding it simple to set up and navigate effectively. (24 reviews) - Users commend the **easy setup** of XFilesPro, making it simple to integrate with their existing systems. (17 reviews) - Users appreciate the **easy integration** of XfilesPro with Salesforce and Sharepoint, enhancing their file management experience. (14 reviews) - Users commend the **reliability** of XfilesPro, appreciating its efficient performance and exceptional support when needed. (14 reviews) - Users value the **seamless integration** of XfilesPro, enhancing efficiency in managing files across multiple platforms. (14 reviews) - Users praise the **easy installation and excellent documentation** of XfilesPro, enhancing their overall experience. (12 reviews) - Salesforce Integration (12 reviews) - Easy Access (11 reviews) - Intuitive (11 reviews) **What users dislike:** - Users face **access limitations** with XfilesPro due to outdated Salesforce storage, but support helps mitigate issues. (3 reviews) - Users face **difficult editing** issues with XfilesPro, requiring them to switch to SharePoint for file modifications. (3 reviews) - Users find the **difficult setup** of XfilesPro challenging, requiring support despite thorough documentation and helpful assistance. (3 reviews) - Users find the **documentation difficult to access** , preferring more online and searchable resources for better usability. (3 reviews) - Users find a **lack of guidance** with XfilesPro, particularly in setup and documentation accessibility challenges. (3 reviews) - Learning Curve (3 reviews) - Users note the **missing features** in XfilesPro, particularly in export jobs and Salesforce integration. (3 reviews) - Poor Documentation (3 reviews) - Setup Difficulty (3 reviews) - Steep Learning Curve (3 reviews) ## XfilesPro Reviews ### 1. XfilesPro implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Hao L. | Digital Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 09, 2025 **What do you like best about XfilesPro?** The tool is easy to install and manage. The implementation team was knowledgeful and responded quickly to my questions. Integration setup with Sharepoint was easy. **What do you dislike about XfilesPro?** I didn't find any drawback on the product and the service provided. **What problems is XfilesPro solving and how is that benefiting you?** saving files to Sharepoint instead of on SFDC. saving data storage cost. ### 2. Be a pro by using XfilesPro **Rating:** 5.0/5.0 stars **Reviewed by:** Anjali C. | CIC Escalation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2025 **What do you like best about XfilesPro?** I have ben using XFiles Pro for a month now and it is an extremely valuable tool to be able to share and collaborate on documents related to an account or an opportunity. **What do you dislike about XfilesPro?** nothing as such. Overall its great to use **What problems is XfilesPro solving and how is that benefiting you?** Implementing it was incredibly easy and straightforward. The user interface is intuitive, and the setup process is seamless. It has significantly improved our workflow efficiency. Highly recommend it to anyone looking for a reliable and user-friendly solution! ### 3. Very nice, affordable software that improves Salesforce File handling drastically! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** August 05, 2025 **What do you like best about XfilesPro?** It's simple to setup and does exactly what is required. **What do you dislike about XfilesPro?** It could have more features in various areas. In the other hand nothing important is missing and it would also make the product more complex. **What problems is XfilesPro solving and how is that benefiting you?** To overcome the Salesforce file handling limitations. To have the files stored in secure external SharePoint storage. To add metadata to SharePoint files. ### 4. Lots of configuration and automation to configure system processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education **Reviewed Date:** December 30, 2025 **What do you like best about XfilesPro?** Lots of configuration and automation to configure system processes **What do you dislike about XfilesPro?** Nothing, it meets my requirements. It's ok **What problems is XfilesPro solving and how is that benefiting you?** Copying files from Salesforce to SharePoint. ### 5. Helpful for Files for Grant Program **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Sports **Reviewed Date:** August 04, 2025 **What do you like best about XfilesPro?** XfilesPro helps my team manage our files for several grant programs and connects well with our Salesfroce and Google Drive. **What do you dislike about XfilesPro?** No complaints! Everything is working as expected. **What problems is XfilesPro solving and how is that benefiting you?** Our team needs to store our files within a shared GDrive and XfilesPro enables us to do that rather than store our files directly in Salesforce. ### 6. Wonderful Option for File migration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy **Reviewed Date:** December 19, 2025 **What do you like best about XfilesPro?** Best way for file migration between 2 different tools **What do you dislike about XfilesPro?** Typical Setup and Configuration process. **What problems is XfilesPro solving and how is that benefiting you?** File Migration ### 7. Quick and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Cami N. | Director of Program Management Office, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2025 **What do you like best about XfilesPro?** The XFilesPro integration with Salesforce has transformed our document management. It's seamless, reliable, and really intuitive. Setup was really fast and easy thanks to Chiranthana’s expert guidance and prompt support every step of the way. Our team’s efficiency has skyrocketed, and we couldn’t be happier with the results! **What do you dislike about XfilesPro?** Nothing, I have no complaints at this time. **What problems is XfilesPro solving and how is that benefiting you?** Automatic document uploading in Google Drive from SFDC. ### 8. Great Salesforce Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Jason C. | Digital Experience Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2025 **What do you like best about XfilesPro?** We’ve been working with Xfiles Pro as our Salesforce developer partner, and overall, the experience has been very positive. Their team brings deep technical knowledge of Salesforce architecture, with a strong focus on document management and file storage optimization — their core area of expertise. **What do you dislike about XfilesPro?** No issues. Currently I am happy with xFiles support **What problems is XfilesPro solving and how is that benefiting you?** Xfiles is helping with File Storage management ### 9. Our organization uses XFiles Pro as a document storage application in SalesForce. **Rating:** 5.0/5.0 stars **Reviewed by:** Stacey B. | Sr. Business Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2025 **What do you like best about XfilesPro?** Ease of use and helps our team save time. It works great! The team is amazing and very helpful. **What do you dislike about XfilesPro?** Nothing. It works great! The team is amazing and very helpful. **What problems is XfilesPro solving and how is that benefiting you?** Helpful in daily business and saves our team time. ### 10. Easy to use integration of Salesforce and SharePoint **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel C. | CIO, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about XfilesPro?** Easy to setup, great support team, and just works. **What do you dislike about XfilesPro?** Occasional unintuitive admin configuration, but the support team overcomes this. **What problems is XfilesPro solving and how is that benefiting you?** Allowing our users in Salesforce to easily access our document management system in SharePoint ### 11. Great Product - And the team is very helpful **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** August 26, 2025 **What do you like best about XfilesPro?** Seamless integration with Salesforce and Sharepoint. **What do you dislike about XfilesPro?** Cannot edit files from/within Salesforce. I have to go to Sharepoint to do it. **What problems is XfilesPro solving and how is that benefiting you?** File Sharing ### 12. Great, easy connector from Salesforce to Sharepoint **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance **Reviewed Date:** August 07, 2025 **What do you like best about XfilesPro?** Ability to setup folder structure for multiple related records and hierarchies. **What do you dislike about XfilesPro?** Azure permissions are hard if you don't have global admin **What problems is XfilesPro solving and how is that benefiting you?** Storage and complex folder structures relating to records in Salesforce ### 13. Xfiles has consistently provided reliable and timely support for our service needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about XfilesPro?** XfilesPro offers a seamless and user-friendly solution for managing Salesforce file storage efficiently.Their support team is responsive and knowledgeable, always ready to assist with any issues. **What do you dislike about XfilesPro?** Nothing such to dislike our all requirement working smooothly with xfilespro. **What problems is XfilesPro solving and how is that benefiting you?** XfilesPro is helping us manage and reduce Salesforce file storage by automatically offloading attachments and files to external storage. This not only keeps our org within storage limits but also improves overall system performance and reduces additional storage costs. ### 14. good easy to connect **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** September 03, 2025 **What do you like best about XfilesPro?** sharepoint connection with salesforce... **What do you dislike about XfilesPro?** configuration time is bit takes time not easy **What problems is XfilesPro solving and how is that benefiting you?** managing documents ### 15. Advanced document management application for Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about XfilesPro?** Seamless External Storage Integration Preferable Folder Structure Complete File Ownership Great User Support **What do you dislike about XfilesPro?** We are using XFilesPro for the past 1.5years, so far good. **What problems is XfilesPro solving and how is that benefiting you?** It eliminates the file storage issue in Salesforce by connecting with the Sharepoint and upload documents ### 16. Intuitive Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2025 **What do you like best about XfilesPro?** XFilesPRO is a powerful Salesforce solution designed to optimize file and attachment management by archiving them to external storage systems such as Amazon S3, SharePoint, Google Drive, or OneDrive. It helps organizations reduce Salesforce storage costs while maintaining seamless access to files directly within the Salesforce interface. With its intuitive interface and secure architecture, XFilesPRO ensures compliance, scalability, and performance by offloading large volumes of data without compromising user experience. Perfect Customer Support. **What do you dislike about XfilesPro?** All is working perfectly. Recommended for classic and lightning users. **What problems is XfilesPro solving and how is that benefiting you?** Resolving exceeded Salesforce file storage limit ### 17. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2025 **What do you like best about XfilesPro?** Robust document and file management solution, especially for Salesforce users. **What do you dislike about XfilesPro?** Editing challenges and access limitations **What problems is XfilesPro solving and how is that benefiting you?** It is helpful in enhanced documents management ### 18. Xfiles user findings **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2025 **What do you like best about XfilesPro?** File mangement, easy to integrate and security. **What do you dislike about XfilesPro?** XfilesPro offers powerful features that may require some initial setup and familiarity with external storage for optimal use. **What problems is XfilesPro solving and how is that benefiting you?** In our case we are using only for document managemet with specific records. ### 19. God service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing **Reviewed Date:** August 25, 2025 **What do you like best about XfilesPro?** Easy system to setup, good service team. **What do you dislike about XfilesPro?** Cant think of anything at the moment, pretty easy to use. **What problems is XfilesPro solving and how is that benefiting you?** storage limits in salesforce. helping us bypass that. ### 20. Works as expected **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** June 06, 2025 **What do you like best about XfilesPro?** Very knowledgable implementation team and support Helpdesk. Software works as expected. **What do you dislike about XfilesPro?** Time difference could be a minor issue, but not a problem at all. **What problems is XfilesPro solving and how is that benefiting you?** Costs reduction ### 21. Xfiles has been a great tool for my company! **Rating:** 5.0/5.0 stars **Reviewed by:** Drew D. | System Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2025 **What do you like best about XfilesPro?** The customer service team is very helpful! **What do you dislike about XfilesPro?** The time difference with the customer service team is a little difficult but not a big deal **What problems is XfilesPro solving and how is that benefiting you?** There are no problems with xfiles pro ### 22. Easy and Secure File sharing - Xfile **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2019 **What do you like best about XfilesPro?** Secure File sharing with high encryption, No size limit for files sharing depends on hardware specs of server. Drag and drop feature is great, reduce efforts and time **What do you dislike about XfilesPro?** Guest account auto-generation of password is not there. **Recommendations to others considering XfilesPro:** Want secure transfer, go for xfile pro. **What problems is XfilesPro solving and how is that benefiting you?** Critical Data sharing between department with ease and in secure way ## XfilesPro Discussions - [What is XfilesPro used for?](https://www.g2.com/discussions/what-is-xfilespro-used-for) - [View XfilesPro pricing details and edition comparison](https://www.g2.com/products/xfilespro/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-16+11%3A59%3A43+-0500&secure%5Bsession_id%5D=30fd1a97-9061-4681-adeb-5f8b4a47b60f&secure%5Btoken%5D=77e21ece740be142a112b6ffad7beda94bad74194989260cfe6db8afa6fce6ee&format=llm_user) ## XfilesPro Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [AWS S3 Objects to Alation](https://www.g2.com/products/aws-s3-objects-to-alation/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) ## XfilesPro Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **File Management** - Device Syncing - Web Interface - File Type Support - Search - Mobile Apps **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Cloud Content Collaboration** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction **Collaboration** - File following - File Sharing - Simultaneously Editing - Change Tracking / Audit Logs **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Generative AI** - AI Text Generation - AI Text Summarization **Administration** - User and Role Management - Policies and Controls - Device Management - Storage Limits - Storage Zones - Security **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Delivery** - Workflow - Schedule - Batch **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Performance and Reliability - Reporting and Auditing - System of Record Integration - APIs **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Generative AI** - AI Text Generation **Agentic AI - Document Generation** - Autonomous Task Execution **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs ## Top XfilesPro Alternatives - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (843 reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - 4.4/5.0 (30,843 reviews) - [Box](https://www.g2.com/products/box/reviews) - 4.2/5.0 (5,036 reviews)