Make Salesforce Your Single Source of Truth

Integrate key documents with customers, leads, and opportunities.

M-⁠Files for Salesforce allows you to manage your documents in the same view as your customer and other business data providing one view for all relevant information.

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M-Files for Salesforce Elevates User Experience, So Every Task Runs Seamlessly

Improve accuracy and reduce wasted time for your sales team by putting all their daily tasks in one place − including the ability to create, store, find and manage documents.

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Contract Management

Manage contracts by creating a contract from a template and multiple documents, through the commenting rounds, to approval and storage.

Opportunity Management

Use automated workflows to generate proposal documents with pre-fill data and drive your opportunities through Salesforce faster.

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Document Management

Give your employees the familiarity of their daily tools. Manage your documents in all connected archives directly from the Salesforce user interface.

How Does M-Files for Salesforce Work?

M-Files helps organizations reduce business risk and ensure compliance.

Protect

Protect confidential information and control the visibility of information.

Leverage AI

Leverage artificial intelligence to discover business-critical data from clutter.

Add Workflows

Add sophisticated workflows to automate office work and improve compliance.

Use Templates

Benefit from ready-made templates for several use cases and industries.