Cloudforia

Cloudforia is a Management Consulting and advisory firm specializing in CPQ, CLM, and AI-driven sales automation. We help organizations streamline complex quoting, contracting, and customer engagement processes by integrating Salesforce with PandaDoc and other best-in-class tools. Our team brings deep expertise across Sales Cloud, Service Cloud, Revenue Cloud, AI Cloud, and MuleSoft, ensuring seamless digital transformation from lead to signed contract.

As a minority-owned consulting firm, Cloudforia is trusted by enterprises and private equity–backed portfolio companies to deliver scalable, high-value solutions that drive revenue growth and operational efficiency.

Cloudforia partners with PandaDoc to help organizations accelerate deal velocity, improve compliance, and deliver frictionless digital document experiences. Through our CPQ and Salesforce expertise, we design and implement end-to-end workflows that automatically generate PandaDoc proposals, quotes, and contracts directly from Salesforce.

Our joint solutions enable:

• Automated document generation from Salesforce CPQ and custom objects
• Multi-language templates for global operations
• Streamlined approvals and e-signature processes for faster deal cycles
• Seamless storage and tracking with Google Drive, SharePoint, or other repositories

Together, Cloudforia and PandaDoc empower sales teams to close more business, faster — with less manual effort.