cmDocs brings document generation, AI-driven parsing, e-signature, and secure storage together inside Salesforce. It replaces scattered tools and manual steps with connected workflows that keep every document accurate, compliant, and easy to manage. With everything handled in one trusted system, teams move faster, reduce risk, and maintain complete visibility from creation to signature to long-term retention.
Business Impact at a Glance
Automate creation, routing, and approvals inside Salesforce, reducing manual work and accelerating document-driven processes across sales, service, and compliance teams.
Eliminate scattered tools and manual handling, improving oversight, lowering compliance risks, and giving leaders clearer, real-time visibility into document activity.
Keep every document action secure and traceable within Salesforce, supported by audit trails, controlled access, and governance that adapts to organizational and regulatory change.
The Advantages That Set cmDocs Apart
Replace paper, spreadsheets, and manual steps with automated digital workflows that keep everything organized inside Salesforce.
Move approvals forward quickly with automated document creation, routing, and sign-offs, all without leaving Salesforce.
Send, sign, and securely vault documents with native Salesforce e-signature, complete audit trails, and support for secondary market requirements.
Share and store documents with encrypted portals, role-based access, and Salesforce-native protection, ensuring nothing ever leaves your CRM.
Maintain full traceability with timestamps, version control, and built-in compliance for ESIGN, UETA, SOC 2, and HIPAA.
Automatically extracts and classifies key document data, reducing manual entry and making information immediately usable in Salesforce.
Frequently Asked Questions
How do I generate documents directly in Salesforce?
Many teams want to create quotes, contracts, or PDFs without leaving Salesforce. Modern document generation tools let you pull data from any record and instantly produce a branded document, no copy-paste, no manual editing. With the right solution, you can generate PDFs, Word files, or multi-step packets in just a few clicks.
What is the best way to manage documents inside Salesforce?
If you are storing files across email, shared drives, or external apps, it becomes difficult to track versions or maintain compliance. A Salesforce-native document management system keeps everything in one place, your documents, audit trails, workflows, and version history, so your team never loses visibility and your data stays secure.
How can I automate document processing for contracts and applications?
Automation removes the repetitive parts of handling documents such as extracting data, checking fields, routing approvals, generating templates, and sending e-signature requests. Instead of juggling multiple tools, an automated document processing platform streamlines everything from creation to signature to storage, saving hours of manual effort.
Can I use e-signatures in Salesforce without external vendors?
Yes. Many companies prefer to keep signatures inside Salesforce for security and compliance. A Salesforce-integrated e-signature tool lets you send documents for signing, track signer progress, enforce signing order, and store final documents automatically, without relying on external systems or third-party storage.
How do I extract or parse data from PDFs and documents in Salesforce?
Businesses often receive PDFs like bank statements, applications, invoices, or forms. With Document Insight, you can automatically parse and extract key data such as names, dates, totals, or form fields, and send it directly into Salesforce records. This replaces manual data entry and helps teams move faster with fewer errors.
Testimonials
Hear From Our Happy Customers
"Our company has used a handful of credit checking products before coming across Credit Checker, and this is by far the most efficient solution for us. It is user friendly, quick, and organizes the information better than we could have asked for. Their client support team takes any questions/issues very seriously and will quickly find a solution for you. We are looking forward to working with their team for many years to come!"
Brianna Maestre
Operations Manager, iAdvanceNow
"Instant and efficient patient verification. Eligibility Checker is definitely a gift to the health care domain. It instantly checks the eligibility of a patient. Insurance verification and managing patients has become much easier now. I highly recommend this app."
Vaishali Ghai
Salesforce Consultant, Accenture
"Cloud Maven, Inc is one of the absolute best partners I've ever worked with. They are smart, dedicated, innovative, and their software works at scale with great performance. They know Salesforce and custom development best practices. Very impressive, highly recommend!!!!"
Bill Hahn
Sr. Customer Success Architecture, Salesforce
"Great experience and product, Cloud Maven, Inc was a great partner during the entire process. Their support was attentive and helpful, the install was painless and the product works flawlessly. Thanks again Cloud Maven!"
Mike Patchen
Salesforce.com Consultant
"Cloud Maven, Inc is an outstanding business partner. Their collaborative approach with clients is a real strength. Cloud Maven, Inc and team do a terrific job of understanding business and client requirements and translating them into functional and practical applications. They are expert in Salesforce and Java and are a real asset for our team. They are a pleasure to work with."
Jim Byrne
MD, Intercontinental Exchange
"The team at Cloud Maven, Inc was extremely responsive during implementation of our very tight project timeframe. And they knew what we were talking about. When you’re developing on the Salesforce platform, you need a partner who knows both Salesforce and what you are trying to accomplish."
James Slocum
Chief Information Officer, OneUnited Bank
"I have been working with Cloud Maven and Team since 2018, we implemented their credit applications as well as used their onshore and offshore resources to complement our internal teams. We are very satisfied with the outcome of the projects that we did with them. The credit checker application saved us hundreds of hours of custom code to integrate credit bureaus into Salesforce."
Sabetay Palatchi
President, Constructive Finance
"We’ve recently been able to implement the Credit Checker and this is a great feature. It has cut our credit processing time down by probably 75 percent. Cloud Maven has been extremely professional to work with. They’re quick on their responses, very insightful and have walked us through the process. I highly recommend using them."
Ashley Morin
Underwriting Manager, 7-Eleven
"Our biggest challenge prior to getting credit checker was that we simply didn’t have a program in place to be able to run credit, which is a huge decision factor in our industry. With the credit checker, we were able to put a lot of customizations in place so that we can automatically run credit when certain information is in our system. This takes away a lot of manual labor from our processing team and we’re able to work more efficiently."
Lauren Falsetti
Director, Better Rise Capital
"Great solution for us. We can now do all of our credit checks, keep all our information inside of Salesforce. It was a great experience. We got it customized and built to our needs and the tech support is fantastic. We’re very pleased with Cloud Maven. They were able to build a solution for us and the support is fantastic. They’re very responsive and they find a solution for what you need."
Paul Scheller
IT Director, Burch Oil Co
"The secure email allows us to track every single step of the email process. So we are able to keep track of who’s doing what and what’s being accomplished for ease instead of people having to manually keep track of things. Just knowing that everything is securely and safely being sent as a healthcare organization gives us all a peace of mind."
Sara Hildreth
Development Coordinator, Everyday Miracles
"Prior to lending manager, our challenge was to improve productivity with our submissions and sales team. This product makes the process and submitting applications more streamlined. Our sales productivity has increased and the time it takes to submit has been a lot quicker. Our overall satisfaction with Cloud Maven is a 5/5 especially with the quick response time during implementation from their team."
Steven Nagy
Solutions Consultant, Moby Capital
