# Files, Attachments, & Notes Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Files, Attachments, & Notes Software - reviews, pricing plans, popular comparisons to other Productivity products and more.

Source: https://www.capterra.com/p/197032/Files-Attachments-Notes

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# 

 Files, Attachments, & Notes Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Files, Attachments, & Notes

## What is Files, Attachments, & Notes?

This Salesforce CRM Lightning Component enables users to see files, attachment & notes belonging to child records under the parent record which is not otherwise supported. User can also create notes in a lightning environment for Account, Contact, Opportunity, Case, Task, Event, Lead, Contract, Quotes, and all the custom objects this is only supported for the Account object and in Salesforce Classic only.

## What is Files, Attachments, & Notes used for?

[Productivity](https://www.capterra.com/productivity-software/)

Overall rating

Based on 14 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

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Do you work for Files, Attachments, & Notes?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://omotenashi-pms.com/&name=Files, Attachments, & Notes)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Files, Attachments, & Notes

4.6 (14)

VS.

[### Dynalist](https://www.capterra.com/p/150742/Dynalist/)

[4.7 (35)](https://www.capterra.com/p/150742/Dynalist/reviews/)

Starting Price

Contact vendor

Starting Price

$10

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (14)

Ease Of Use

4.7 (35)

Value For Money

5.0 (8)

Value For Money

4.6 (26)

Customer Service

4.9 (7)

Customer Service

4.4 (18)

## Files, Attachments, & Notes alternatives

[Microsoft Lists](https://www.capterra.com/p/251418/Microsoft-Lists/)

[4.0 (12)](https://www.capterra.com/p/251418/Microsoft-Lists/reviews/)

Starting price

$6.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/251418/Microsoft-Lists/)

Highest Rated

[Switch Audio Converter](https://www.capterra.com/p/210157/Switch-Free-Audio-and-Mp3-Converter/)

[4.8 (5)](https://www.capterra.com/p/210157/Switch-Free-Audio-and-Mp3-Converter/#reviews)

Starting price

$30.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/210157/Switch-Free-Audio-and-Mp3-Converter/)

[Wordzen](https://www.capterra.com/p/177793/Wordzen/)

[4.3 (9)](https://www.capterra.com/p/177793/Wordzen/reviews/)

Starting price

$79.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

78%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/177793/Wordzen/)

[ClipClip](https://www.capterra.com/p/167579/ClipClip/)

[4.6 (34)](https://www.capterra.com/p/167579/ClipClip/reviews/)

Starting price

$2.95

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/167579/ClipClip/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Project Management

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Plan and coordinate all the resources, costs and time needed to execute assignments

Task Management

4.5 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Presentation Tools

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Share and present designs

Content Creation

The ability to create unique content

Files, Attachments, & Notes 4 features

The ability to create unique content

Share and present designs

Plan and coordinate all the resources, costs and time needed to execute assignments

Create, manage and track all task activities and progression

Get Advice

We can help you find the software with the features you need.

Features

4.5 (14)

4.5

Based on 14 reviews

## Pricing

Value for money

5.0 (8)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

5.0 (8)

5.0

Based on 8 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

4.9 (7)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (7)

4.9

Based on 7 reviews

## User reviews

Overall rating

4.6

Based on 14 reviews

Filter by rating

5(10)

4(3)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

LV

Les V.

Principal consultant

Chemicals

### "Are you not already using this"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

5/10

December 18, 2023

Pros

Simplicity, and basic tools doing what we already know.

Cons

Same as the pros. Basic tools that we don't need to complicate, but everyone else seems to want to.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RW

Ryan W.

Solution Architect

Transportation/Trucking/Railroad

### "Awesome software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

October 11, 2021

We have saved 1 minute per transaction with our reps. Great time and cost-saving.

Pros

The product is easy to use and critical to our workflow.

Cons

We have not experienced any cons from this software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Salesforce Admin

Financial Services

### "Instrumental in Lightning Transition"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

September 29, 2021

Pros

This tool was super easy to install, integrate and implement! Super helpful while doing a phased rollout of Lightning to our teams where not all users had access to Lightning at that time.

Cons

Wish we could customize the actions available in the Lightning components, specifically hiding the trash can icon that can easily "delete all" files/notes/attachments on the record.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

KB

kyle b.

rev ops analyst

Marketing and Advertising

### "Love this product!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

September 29, 2021

Pros

Overall, I love how easily it fits into our SFDC workflow. Barely any configuration time!

Cons

Haven't really used the Task MGMT use case, so can't speak to that!

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JK

Jeff K.

Chief Executive Officer

Information Technology and Services

### "Files, Attachments, & Notes a great AppExchange solution for a basic Salesforce need"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

September 28, 2021

Great product and if the bugs we found are fixed certainly a 10/10 product.

Pros

As a Salesforce AppExchange solution, it's simple to implement this product. The price was free which was fantastic and it does what it says it will. It provides a view of the related notes, files, and attachments from a parent (most useful on the account page showing contacts, opportunities, etc). A great option for anyone to consider.

Cons

There were some bugs in the product like notes appearing multiple times based on each date it was edited instead of only appearing once. We raised this to the development team and hopefully will see a fix someday as they were able to at least respond to the feedback on the bug in the product.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

HW

Hannah W.

Solution Engineer

Information Technology and Services

### "Great for files/attachments"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

September 28, 2021

Pros

This software makes it very easy to attach/track files, attachments and notes.

Cons

I think this software is up to par; there isn't anything I like least.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JJ

Jay J.

Salesforce Consultant

Oil & Energy

### "Great for Transition to Lightning"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

September 28, 2021

Overall it's been great,

Pros

It's great for orgs moving from classic to lightning, that keeps all of the notes and attachments together in one place, versus separating them all out individually

Cons

The only downside is the heavy component piece within a lightning layout. This causes a delay in the load time for pages. If this was lighter, it would be more beneficial

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AM

Andrea M.

Counselor

Education Management

### "Easy to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

May 19, 2021

Pros

This is a great software for sharing notes, attachments and files with others, especially those too big for email!

Cons

Not everyone knows how to use this software, so it takes a bit of time to learn how to navigate.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MT

Michael T.

Sales Operations Manager

Computer Software

### "Great product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 16, 2019

Pros

Installed the application on our sandbox and production - so far so good with ease of use!

Cons

I haven't found an issue yet so far. Still trying to get comfortable with the application.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Alona U.

Salesforce Administrator

Telecommunications

### "Very convenient tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 12, 2019

Pros

quickly installed, easy to manage and use, very helpful while migrating to salesforce lightning

Cons

everything is fine, have found no drawbacks so far

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/197032/Files-Attachments-Notes/reviews/)

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