Best Document Collaboration Software for Salesforce
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Compare the Top Document Collaboration Software that integrates with Salesforce as of October 2025
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This a list of Document Collaboration software that integrates with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What is Document Collaboration Software for Salesforce?
Document collaboration software allows multiple users to work on the same document simultaneously, facilitating real-time editing, commenting, and version control. It is designed to enhance teamwork by providing features like access control, activity tracking, and notifications to keep all contributors aligned. These tools often include cloud storage for easy sharing and retrieval, ensuring that documents are accessible from anywhere. Integration with other productivity tools is common, streamlining workflows and improving overall efficiency. By enabling efficient collaboration, document collaboration software improves communication and coordination within teams. Compare and read user reviews of the best Document Collaboration software for Salesforce currently available using the table below. This list is updated regularly.
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1
Apryse PDF SDK
Apryse
Apryse (formerly PDFTron) powers the future of document technology. We help businesses, developers, and enterprises handle documents with unmatched speed, accuracy, and security. Whether running in secure server environments or delivering seamless web-based experiences, Apryse makes document workflows smarter and easier. With Apryse, you can: Embed powerful document features directly into your apps — from viewing and editing to collaboration and compliance. Run at enterprise scale on secure server infrastructure, ensuring reliability without cloud dependencies. Deliver seamless in-browser document experiences with responsive, accessible, and feature-rich web capabilities. Trusted globally, Apryse empowers organizations to simplify operations, enhance productivity, and create exceptional document experiences. -
2
Nutrient SDK
Nutrient
Nutrient is the comprehensive solution for all your PDF needs, offering tools that effortlessly integrate and operate PDF functionality across any platform. 1. SDK PRODUCTS Integrate robust PDF functionality into iOS, Android, Windows, web (JavaScript), or any cross-platform technology, providing capabilities such as PDF viewing, markup, collaboration, and more. 2. LIBRARIES Utilize our potent .NET and Java libraries to boost your backend applications with batch processing of redactions and PDF forms, OCR’d scanned text, and editing of PDF documents, directly from your application server. 3. PROCESSOR Our dynamic PDF microservice, Processor, enables swift generation of PDFs from HTML, including HTML forms, along with Office-to-PDF conversions, OCR, redaction, and XFDF merging and exporting. 4. PDF API Use hosted PDF API to generate, convert, and modify PDF documents in your workflows. We manage the development and server administration, letting you focus on what you do best. -
3
Box
Box
Store, sign, and secure your content on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle. ✓ Unlock the value of your content with AI: Pair top AI models with your organization’s content to find information, extract insights, build custom AI agents, and automate the work that slows you down ✓ Get unlimited collaboration: Create, manage, and share files from anywhere, with anyone ✓ Protect your content: Secure your sensitive files and data, thanks to granular access controls, intelligent threat detection, and adherence to stringent compliance requirements ✓ Scale with 1,500+ integrations: Work from anywhere across all your team’s favorite apps and extend the power of Box with APIsStarting Price: $5 per month -
4
eXo Platform
eXo Platform
eXo Platform is an open-source digital workplace solutions for growing teams and enterprises, featuring: ✅ Internal Communications ✅ Team Collaboration ✅ Knowledge Management ✅ Productivity and Employee Recognition use cases. eXo stands out by: 👍 its fluid and integrated employe experience, on desktop and mobile 👍 the platform’s ease of use 👍 innovative employee engagement features. eXo Platform is developed on open-source technology and supports open standards. The platform is extensible and interoperable, all services are exposed REST APIs. The platform also offers additional security capabilities, developed in collaboration with highly sensitive clients. With eXo Platform, companies can connect, engage and reward their employees, customers, and partners with its social, engagement and gamification capabilities.Starting Price: $3.00/user/month -
5
Smartsheet
Smartsheet.com
Smartsheet is an award-winning work management and collaboration platform built to help teams have less talk and more action. With Smartsheet, organizations have access to a powerful platform that enables them to open more doors for new ideas, customers, and revenue. Featuring a spreadsheet- like interface, Smartsheet offers tools such as file sharing, Gantt charts, work automation, portals, dashboards, and so much more.Starting Price: $14.00/month/user -
6
Ideagen Huddle
Ideagen
Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.Starting Price: $11.00/month/user -
7
Samepage
Samepage
Start collaborating with your team and get more things done with Samepage, an award-winning team collaboration software. With Sampage, teams of all shapes and sizes can take advantage of a wide range of online collaborative tools including team chat, video conferencing, task management, file sharing, real-time document collaboration, and more. Its integrates with leading business apps also helps users consolidate workflows and eliminated email overload.Starting Price: $7.50/month/user -
8
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
9
Paperflite
Paperflite
Paperflite is a marketing collateral and sales content management platform. With Paperflite marketing teams can curate, organize and distribute their content to sales teams, customer success teams and channel partners. Paperflite provides real-time engagement analytics on internal and external user interaction with your content so sales reps can prioritize leads and know when to follow up. Paperflite integrates with industry-leading CRMs and Marketing tools and available across devices.Starting Price: $30 per user per month -
10
Avvoka
Avvoka
Avvoka is a document automation, negotiation and analytics tool designed to help law firms, in-house legal teams and businesses (of all sizes) draft documents, negotiate them, and leverage data insights from that process to draft better documents, and get to “yes” faster. Unlike legacy tools, with Avvoka you can rapidly build automated versions of your most complex documents using our intuitive automation builder. This means no more tricky coding within Word documents. Our customers reach agreement fast by collaborating on documents with colleagues in real-time and negotiating with counterparties via the Avvoka online platform. Avvoka also has a range of sophisticated reporting tools that allow businesses to monitor push-back against their standard contract clauses, track key commercial terms and compare individual negotiator performance. -
11
Brandfolder
Smartsheet
An industry leader in Digital Asset Management software, Brandfolder delivers a platform that is as intuitive for users, as it is powerful for admins to easily store, manage, share, manipulate, and analyze assets across hundreds of formats including 8K video, documents, images, and 3D renderings. And with asset usage analytics powered by Brand Intelligence, Brandfolder provides the tools to optimize creative strategy with data-driven precision. Using proprietary AI and ML technologies, Brand Intelligence shows you who is using your assets, where they’re being used, and what your highest-performing assets are. Simplify brand asset distribution by sharing an asset, a collection of assets, or even your entire Brandfolder with robust privacy controls and user-level permissions. Brandfolder is trusted by some of the world's strongest brands, from innovative startups to Fortune 500 companies. -
12
TRIYO
TRIYO
Measure resource utilization, time, scope, accountability, performance and profit efficiency. TRIYO brings data discovery to enterprises. Client and deal specific tracking across your full suite of current work tools. Data that’s objective, real time and never before captured. TRIYO’s powerful platform can unify workstreams to improve productivity and provide a clear line of sight to every task and project. Seamlessly create teams, assign roles, edit and comment on documents, and approve tasks all from within the core work document, PowerPoint, or spreadsheet itself. Analyze workplace efficiency through granular level insights captured by user telemetry from day-to-day workflows. Data is displayed in easy to read graphs that can be filtered and sorted to organizational needs. Collaborate from within email, be it Outlook or Gmail, to automatically create projects and tasks, assign roles, track deliverables and deadlines, sync to calendars, and send reminders to individual team members.Starting Price: $15 per month
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