Smart
File Storage Without
The Bloat.
DocsBag helps businesses manage their files in CRM by storing them in 6+ external storage platforms including OneDrive, Google Drive, Dropbox, Box, SharePoint, AWS S3 and Azure. This prevents Salesforce from using too much storage, saving space and costs
Everything file storage needs built natively inside Salesforce
Swipe through. Each capability lives where your team already works - Accounts, Cases, Custom Objects
Generates Public Links
Easily share files with others via publicly accessible links - allowing seamless collaboration without granting Salesforce access.
Quick Download
Download files instantly with a single click, ensuring fast access when needed - no waiting, no buffering.
Uploads Large Files
No size restrictions, enabling smooth uploads of even the largest files without limitations or chunked workarounds.
Preview Option
View documents, images, or videos directly without downloading them - saving time and local storage.
Saves Salesforce Space
Offloads files to 6+ cloud platforms - OneDrive, Google Drive, Dropbox, Box, SharePoint, AWS S3 - freeing up Salesforce storage.
- Drastically reduce Salesforce storage costs
- Pick any platform per object or per record
Works with Any Object
Fully compatible with all Salesforce objects, including custom ones.
- Accounts, contacts, opportunities, cases
- Custom objects supported out of the box
From upload to public link in three steps
Everything stays inside Salesforce. No external portal logins, no manual sync to OneDrive or Google Drive
Click 'Upload File'
On any Salesforce record, click 'Upload File' and select the file(s) you want to store externally.
Click 'Done'
DocsBag uploads the file(s) to your connected storage - OneDrive, Drive, Dropbox, Box, SharePoint, or AWS S3 - preserving folder structure.
View, download, share
After uploading, you can preview the file, download it, or generate a public share link - right from the record.
Save space, save costs
Salesforce storage stays light - files live in your chosen cloud platform, linked to the record for instant access.
Built for teams that handle a lot of files
Six-plus storage platforms, no file size limits, full folder structure - round-the-clock external storage from inside Salesforce
Connect to the cloud you already use
Seven storage platforms supported out of the box - pick a different one per object, per record, or per file type. DocsBag stays out of your way
For teams that refuse to burn Salesforce storage
Hover any card to flip it - see exactly how DocsBag changes the day-to-day
Inventory Management
Store and track product catalogs and stock documents externally - keep Salesforce focused on the data, not the file blobs.
Inventory Management
- Catalogs in OneDrive or Google Drive
- Stock images on Dropbox or Box
- Linked to every Part Master record
Supplier Contracts
Manage agreements and supplier communications with public links - share contracts safely without giving Salesforce access.
Supplier Contracts
- Contracts on SharePoint or OneDrive
- Public share links for suppliers
- Linked to every Account record
Billing & Invoices
Store and manage invoices, receipts, and billing documents - keep your Salesforce org's storage clean and your costs low.
Billing & Invoices
- Invoices on AWS S3 or Azure
- Quick download anytime
- Linked to every Order record
From local file to public link without leaving Salesforce
A quick walkthrough of DocsBag in action: file upload, external storage, preview, and public link - in under two minutes
See smart file handling inside Salesforce.
Two-minute walkthrough: from selecting a file to generating a public share link - all without leaving the record view.
Book a 20-min demo →Questions teams ask before they switch
Let's talk about your file storage
Seattle, Washington
2501 SW Trenton Street, #1152, Seattle, WA 98106, US
+1 206-707-8600
Jaipur, Rajasthan
4th Floor, Eden Heiights, Mansarovar, Jaipur, Rajasthan 302020.
+91-70734-81619