Kris K.
KK
Kris K.
Mid-Market (51-1000 emp.)
"Streamlined Patient Document Management with Effective Permissions"
4.5/5
What do you like best about XfilesPro?

I like XfilesPro for its easy drag and drop upload feature, which makes handling documents straightforward. I appreciate the ability to set specific permissions for individual users, so not everyone can delete uploaded files, which adds a good layer of security and control. The templated folder structure that is automatically created each time a new record is added is also very convenient and saves time on manual work. These features make document management much more efficient. Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

nothing Review collected by and hosted on G2.com.

Andrew D.
AD
Andrew D.
President
Small-Business (50 or fewer emp.)
"Effortless Syncing with Excellent Usability"
5/5
What do you like best about XfilesPro?

I find XfilesPro quick and easy to use, making it much easier to search through Google Drive compared to searching inside of Salesforce. It also provides a native experience, making documents appear as if they are stored within Salesforce, reducing storage requirements. The initial setup was very easy, with great support that helped me get it done quickly. Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

Cant think of anything Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
CI
Verified User in Information Technology and Services
"Great Tool and Great Support"
5/5
What do you like best about XfilesPro?

XFiles Pro has been an invaluable tool for the clients I have recommended it to (Beacon Communications, Averify, and Sleeve a Message). All of them had storage constraints with Salesforce which were alleviated by utilizing their existing external storage systems via XFilesPro. The Support has been fantastic as well. Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

Having to re-setup the tool and the connection with each new release Review collected by and hosted on G2.com.

AN
Verified User in Leisure, Travel & Tourism
"Great product and support"
5/5
What do you like best about XfilesPro?

The product is simple and usefull, support is great and fast Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

Size of External Content Details in our salesforce storage. Review collected by and hosted on G2.com.

Dwight .
D
Dwight .
Small-Business (50 or fewer emp.)
"Effortless Document Management with Exceptional Support"
5/5
What do you like best about XfilesPro?

I use XfilesPro to upload records of our clients' creative. It gives us a streamlined way to manage all the documents we have to deal with each day. It's been super easy to use, and customer support has been amazing. Additionally, the initial setup was easy. Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

Nothing Review collected by and hosted on G2.com.

Matt O.
MO
Matt O.
Senior Technical Business Analyst
Mid-Market (51-1000 emp.)
"Xfiles Pro has been a perfect solution!"
5/5
What do you like best about XfilesPro?

Xfiles Pro saved us thousands of dollars in file storage overages and is very easy to use. Support has been excellent as well Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

I joined the project late, so I had a late start in learning, and I don't think I would've been able to master it without the help of their excellent Support team. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
"Easy to configure and use. Support team very responsive and helpful when resolving issues."
4/5
What do you like best about XfilesPro?

Ease of set up and use. Great for end users to retrieve archived information without tech support. Does what it says it will do. Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

nothing to add here. great and responsive support team. Review collected by and hosted on G2.com.

AN
Verified User in Insurance
"Great product to store documents in your own environment with easy access and super fast support"
5/5
What do you like best about XfilesPro?

Easy to use, navigate and access at all times Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

Nothing - very happy with the product and support is fast and efficient if there are any issues Review collected by and hosted on G2.com.

Richard L.
RL
Richard L.
Innovation and Technology Lead
Small-Business (50 or fewer emp.)
"A solid solution for Salesforce file storage integration with Google Shared Drive."
5/5
What do you like best about XfilesPro?

Straight forward to add the XfilesPro component on Salesforce record pages and generally easy for the User to upload files (except existing Google Docs).

The XfielsPro support team are very responsive and competent to address an issue if and when something comes up. Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

"Uploading" a Google Doc is not intuitive, since Google Docs are not actual files but shortcuts. So for a User, uploading a Word document works normally because it is a file. Google Docs can be added to a folder shown on a Salesforce record by moving it or creating a shortcut from Google Drive.

As an administrator, I would value access to additional detailed technical information about the configuration of XfilesPro Object setup, custom settings, editing the folder structure, etc. Review collected by and hosted on G2.com.

Verified User in Fund-Raising
AF
Verified User in Fund-Raising
Mid-Market (51-1000 emp.)
"Thorough Documentation and Proactive Support"
4.5/5
What do you like best about XfilesPro?

- The documentation was thorough

- Their support team reaching out to us to set up time for installation

- Support team met with us until installation was complete Review collected by and hosted on G2.com.

What do you dislike about XfilesPro?

- While the documentation is thorough, it is a tricky connection to set up with no IT experience Review collected by and hosted on G2.com.