fileplan vs. CloudFiles
A side-by-side comparison based on G2 review data.
| Metric | fileplan | CloudFiles |
|---|---|---|
| Overall rating | 4.4 | 4.5 |
| Review count | 53 | 217 |
| Ease of use | 9.2 | 9.2 |
| Ease of setup | 8.8 | 9.1 |
| Quality of support | 9.0 | 9.0 |
| Meets requirements | 9.1 | 9.3 |
| NPS | 63.265306 | 71.361502 |
| Small Business | 45.1% | 46.1% |
| Mid-Market | 43.1% | 29.9% |
| Enterprise | 11.8% | 24.0% |
| Total page views | 69 | 1,113 |
| Total LLM citations | 15 | 1,055 |
fileplan
fileplan is simple document management in the cloud that enables consistent, planned filing with document control and collaboration. The vendor (Radix Software) says fileplan helps teams apply simple, common sense principles to organize and control their documents since the software is quick to implement and simple to use.
- Ease of Use
- Data Management
- Reliability
- Security
- Team Collaboration
- File Sharing
CloudFiles
CloudFiles is document automation for Salesforce. It manages, generates, shares and processes the documents a business runs on, directly from the Salesforce record, while the files stay in the customer’s own storage. CloudFiles Document Management connects Salesforce records to Microsoft SharePoint, Google Drive, Microsoft OneDrive, Amazon S3, Dropbox and Box. Every record gets its own folder, built from a structure and naming rules set once, and files are shared externally through links that expire, can require a password, and track opens and downloads.
- Ease of Use
- Security
- Cloud Storage
- Easy Access
- Easy Setup
- File Sharing