Best Document Management Software for Salesforce - Page 2
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Compare the Top Document Management Software that integrates with Salesforce as of December 2025 - Page 2
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This a list of Document Management 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.
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1
MSB Docs
MSB Docs
MSB Docs simplifies digital document management for businesses of all sizes with secure, compliant, and legally binding Electronic Records and Electronic Signatures (ERES). It complies with US FDA 21 CFR Part 11, EU GMP Annex 11, and EU eIDAS (SES, AES, QES), making it ideal for regulated industries like healthcare and life sciences, while enabling cross-industry use across the EU. In India, MSB Docs adheres to the IT Act 2000 and supports DSC, Aadhaar-based eSignatures, and eStamping, making it the most trusted digital documentation platform. Trusted by leading organizations in pharma, BFSI, government, and education, MSB Docs offers: 1. eSign – Compliant digital signatures 2. CRA App – Simplified Clinical Research Associate workflows 3. Smart Forms – Dynamic, logic-based digital forms 4. eStamp – Legally valid, tamper-proof stamping MSB Docs enables organizations to digitize, manage, and automate document workflows.Starting Price: $25.00/month/user -
2
Qualityze EQMS Suite
Qualityze
Qualityze is a leading provider of enterprise quality management solutions, utilizing the Salesforce.com Technology Platform to build our EQMS Software solutions. Our team is 100% devoted to quality processes, compliance, and regulatory guidelines to address our customers' business environments. We do not distract ourselves with custom work or quality concerns. The idea of helping our customers create a culture of quality is not a new concept, but the way we developed our application, Quality Management Software, based on making it easy to use, intuitive, and inclusive. Therefore, the entire organization is involved in quality, not because they are told they should, but because it's easy, fun, and has a logical flow. We strive to optimize quality with excellence through our exclusive range of smarter quality management software solutions.Starting Price: $30/User/Month -
3
Foxit eSign
Foxit Software
Foxit eSign is a secure, web-based legally binding HIPAA Compliant e-signature software for companies of all sizes. Simple and easy-to-use, Foxit eSign enables organizations to easily create documents, send these to the signers for e-signatures, and archive them. Foxit eSign features a robust and reliable website integration via APIs and a collaboration tool that helps multiple team members around the globe to seamlessly work on a single contract document.Starting Price: $8.00/user/month -
4
CINCEL
Cincel
Cincel Digital Signature is the software that allows you to effortlessly and securely create legally valid signature workflows with smart features (Autograph Signature + Advanced Signature such as e.firma/FIEL from SAT and FIREL from the PJF + Audit Trail). Cincel is the first Trust Services Provider in the Cloud in Mexico and Latin America, accredited as a Certification Service Provider (PSC) by the Ministry of Economy of Mexico. This allows us to deliver trust services with both legal and technological compliance through Confianza 360, an all-in-one platform offering services such as Advanced Signature (e.firma/FIEL of SAT or FIREL of PJF) with NOM-151 (Legal Timestaps), Identity Verification (Biometrics with regulated AI), CLM - Contract Lifecycle Management (smart workflows), Background Check (from 100+ National and International Public Records), and PKI Infrastructure.Starting Price: $90 -
5
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 -
6
Google Workspace
Google
G Suite just got better — introducing Google Workspace (formerly G Suite). Everything you need to get anything done, now in one place. An integrated workspace that’s simple to use, Google Workspace lets you spend less time managing your work and more time actually doing it. Address what’s important and let Google handle the rest with best-in-class AI and search technology that helps you work smarter. Work from anywhere, on any device – even offline – with tools to help you integrate, customize, and extend Google Workspace to meet your team’s unique needs. Similar to G Suite, all Google Workspace plans provide a custom email for your business and includes collaboration tools like Gmail, Calendar, Meet, Chat, Drive, Docs, Sheets, Slides, Forms, Sites, and more. We have a variety of plans that are designed to meet your unique business needs. Discover which plan best fits your business needs on our plans and pricing page.Starting Price: $6 per user per month -
7
Docs Made Easy
Docs Made Easy
Docs Made Easy is a robust Salesforce document generation tool designed to streamline your document management processes. Whether you're creating contracts, invoices, or reports, Docs Made Easy simplifies the entire workflow with its intuitive interface and powerful automation features. With customizable templates, seamless Salesforce integration, and secure document storage, it ensures your team can generate accurate and professional documents quickly and efficiently. Elevate your productivity and reduce manual tasks with Docs Made Easy, your go-to solution for effortless document generation.Starting Price: $0 -
8
Sign Made Easy
HIC Global Solutions
Boost closures with Sign Made Easy, the ultimate Salesforce companion for eSignatures. With seamless integration with Salesforce, no code installation process, role-based eSigning, effortless installation with an easy-to-use interface, streamlined communication with email sharing, in-person eSignatures, type, draw, and upload eSignatures from any device, Sign Made Easy makes it easy to securely eSigning documents. Key Features: ✔ Sign the document and share it via email ✔ Accelerate your approval process ✔ Adaptive across all Salesforce versions ✔ No code installation ✔ User-friendly interfaceStarting Price: $0 -
9
ShareFile
Progress Software
Securely share content and collaborate with clients and internal teams from any device or location with Progress ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. Secure FTP site alternative: No software installations - for you or your clientsStarting Price: $50 per month -
10
ContractHero
ContractHero
ContractHero is ideal for mid-sized and enterprise businesses seeking streamlined contract management. Our AI-powered platform brings efficiency to managing and creating contracts, deadlines, and reminders with automated analysis, OCR, and custom categories and prompts. ContractHero reduces errors, cuts costs, and keeps teams on track. Full-text search, AI summaries, and comments drive faster, clearer contract work. With flexible integrations, e-signatures, multi-client support, user role management, and highly-rated service, ContractHero simplifies complex workflows and maximizes contract efficiency. Why ContractHero? Perfect for mid-sized and enterprise businesses, ContractHero offers versatile integrations through our API and customizations for complex structures. With ISO 27001-certified security and regular independent audits, we ensure top data protection. Our fast implementation, intuitive interface, and top-rated support ensure successful projects and rapid ROI. -
11
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 -
12
Dropbox Sign
Dropbox
eSignatures for everyone. Dropbox Sign (formerly HelloSign) is the most simple and secure way to get documents signed. With Dropbox Sign, contracts are signed on average 80% faster than traditional paper-based contracts and just as legally binding. Built-in reminders and advanced signer options significantly improve document completion rates. Personalize the signing experience for your customers. Easily add your company logo, color, and custom messaging to stay on-brand. Documents that you send out frequently can be saved as reusable templates. Templates are excellent to speed up the signing process and streamline data entry. Documents signed with Dropbox Sign are more secure than pen and paper. An affixed (court admissible) audit trail ensures that actions are tracked and time-stamped. Account admins have the power to manage document permissions and configure team settings from a centralized dashboard, keeping everything more organized and secure.Starting Price: $20 per month -
13
Quip
Salesforce
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.Starting Price: $10/month -
14
Wimi
Wimi
For nearly 10 years Wimi has been making teamwork more efficient to win more opportunities. It is the European leader in project management and online collaboration software. Wimi offers a range of tools built to keep businesses in sync, boost team productivity, improve collaboration, and secure critical data. Top features include unified workspaces, a drive solution, team communication, file sharing, task management, project calendar, video/audio calls, reporting, and access rights management. Your data is secured on Wimi as it adheres to the highest industry standards for security such as multi-factor authentification and encryption. 55,000 companies are already using Wimi everyday : try it by yourself, start your 14-day free trial !Starting Price: €3.00/month/user -
15
airSlate SignNow
airSlate
SignNow from airSlate is an electronic signature that enables business to be conducted anywhere, anytime and on any device. SignNow offers the best ROI for SBM and mid-market thanks to its intuitive UI, transparent pricing, flexible configuration and the ease of API integrations. Sign documents online, generate agreements, negotiate contracts, and accept payments with legally-binding eSignatures. airSlate SignNow’s intuitive interface allows newcomers to create an account, upload, eSign, and send their first document for signing in minutes — no training or downloads required. Break free from predatory pricing plans with hidden costs at renewal. With airSlate SignNow, you only pay for what you use, without overcharges for extra sends or templates. Close deals faster in person or remotely, improve team collaboration, and get complete visibility into the document signing process using advanced functionality tailored to your needs.Starting Price: $8 per user per month -
16
Adobe Acrobat Sign
Adobe
Transform and speed up your workflows with Acrobat Sign – the only e-sign tool that includes the power of Adobe Acrobat in one package. Access Acrobat PDF documents and sign documents from anywhere, on mobile or desktop. Your recipients can sign in a snap — no downloads or sign-ups required. Easily scan and upload PDFs using the free Adobe Scan mobile app on your device. Join 500,000 organizations who are elevating the customer experience with the power of electronic signature software and Acrobat PDF features. Adobe makes it easy for you to create, edit, collaborate, e-sign, and share PDFs, on any device. Choose from a range of scalable document signing solutions to meet your unique business needs — with or without PDF document management features. As Microsoft’s preferred e-signature solution, Acrobat Sign integrates with the most comprehensive suite of Microsoft apps, so you can send and sign PDFs without leaving the app you’re working in. -
17
RELAYTO
RELAYTO
How do you 100X you content? RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images) into engaging interactive experiences, enabling viewers to choose their own path and self-educate. With RELAYTO, you can create an unlimited number of public and private interactive experiences equipped with security, permissions and user management to control who has access to your content. Metrics deliver insights on 360 digital body language, activity and intent, summarizing when & where viewers spent their time, so you can prioritize your outreach efforts... and keep improving your content. From e-books and white papers to pitches and proposals RELAYTO is the simplest way to make your existing content captivating and insightful.Starting Price: $100/user/month -
18
Juro
Juro
The intelligent contract automation platform enabling legal & business teams to create, execute & manage contracts faster than ever. The end-to-end platform powers the entire contract lifecycle from initiation through to renewal all within a secure, browser-native environment. Juro’s deep integrations enable your business teams to initiate and manage contracts from tools they already use, ensuring widespread adoption, data integrity, and faster closing times. Juro’s AI Assistant enables users to draft, review and summarize contracts using generative AI. Harness the power of AI extract to analyse incoming contracts, tag metadata and act on it. Digitise, triage and review PDF contracts in moments. 6,000+ companies of all sizes use Juro to spend 90% less time on manual contract work by streamlining collaboration between legal and business teams, and automating routine contract tasks. -
19
Aerofiler
Aerofiler
Create, approve, sign and track Non-Disclosure Agreements in just a few clicks. Best-of-breed AI built into an end-to-end contracting platform that’s as easy as a spreadsheet with the power of enterprise. Generate perfectly formatted, error-free contracts and transform them into a rich source of data. Automate contract requests, approvals and signatures to gain full visibility and control over the contract lifecycle. Effortlessly file your contracts with AI-powered contract analysis, obligation tracking and reporting. AI that accurately learns about your contracts with only a few examples. Every feature is designed with usability as the primary focus. Set in minutes and import thousands of contracts within hours. Set in minutes and import thousands of contracts within hours. Pricing and functionality that scales with your business, no matter the size. Powerful customisability provides flexibility without sacrificing usability. -
20
M-Files
M-Files
By embedding automation and GenAI into its core, M-Files' platform not only increases efficiencies for organizations but also empowers knowledge workers to focus on what truly matters—innovation and strategic growth. With 10 global offices, M-Files serves more than 5,000 customers in 100 countries. Experience M-Files yourself by taking our free 30-day trial. With four different trial solutions to choose from, you can explore M-Files in the way that best fits your business goals. Our General trial offers a broad introduction to M-Files and the benefits of knowledge work automation, while tailored industry trial solutions take a deeper dive into key use cases within Wealth Management, Manufacturing, and Energy & Utilities. For more information, visit www.m-files.com. -
21
ContractSafe
ContractSafe
ContractSafe: The Hassle-Free and Affordable Contract Management Solution. ContractSafe goes beyond merely storing your contracts in a secure spot. Our intuitive platform allows you to create, send, e-sign, and manage contracts with ease. Say goodbye to manual processes and hello to streamlined contract management that saves you time and reduces errors. With transparent pricing plans that allow you to only pay for what you need based on your contract volume, you won't need to break the bank. Plus, unlimited users allows your entire team to collaborate seamlessly without worrying about additional costs. Our award-winning and dedicated 24/5 customer support ensures a quick and successful implementation and onboarding training. Try ContractSafe risk-free by requesting a free consultative demonstration on our website and discover why thousands of in-house legal and contracting professionals continue to make the switch!Starting Price: $375/month -
22
pdfFiller
pdfFiller
pdfFiller is a cloud-based platform with a comprehensive digital toolkit that makes handling PDFs easy. Edit, sign, store, manage, and collaborate on documents all in one place — no downloads, switching apps, or paying for multiple subscriptions needed. All your documents are safely stored in the cloud, so you can access them anytime, anywhere, without worrying about losing your data.Starting Price: $8.00/month/user -
23
DocSend
DocSend
Never send another attachment again. Securely share your documents with real-time control and insights—no matter where you're working. The secure document sharing platform everyone can use. Managing, sharing and tracking your important files is as easy as sharing a link. Increase security, control file downloads, and turn off access anytime. Be prepared for your next meeting with real-time intelligence. Update a file even after hitting send. And everyone automatically has the latest version. Our Gmail and Outlook plugins make uploading documents and sharing links a breeze. Protect your documents with passcodes and email verification, track if links are forwarded, or simply turn off access to take back control. Seamless, on-brand viewing experience. View on any device. No file downloads. Investors and business partners love DocSend’s easy, browser-compatible, mobile-first, viewing experience. Sharing Powerpoint? Keynote? Pdf? Gifs? We’ve got you covered.Starting Price: $10 per user per month -
24
Adobe Document Cloud
Adobe
With Adobe Document Cloud — which includes the world’s leading PDF and electronic signature solutions — you can turn manual document processes into efficient digital ones. Now your team can take quick action on documents, workflows, and tasks — across multiple screens and devices — anywhere, any time, and inside your favorite Microsoft and enterprise apps. Connect to your PDFs from anywhere and share them with anyone. With Acrobat Pro DC, you can review a report on your phone, edit a proposal on your tablet, and add comments to a presentation in your browser. You can get more done without missing a beat. When Adobe Sign drives all-digital signature workflows, it’s fast and easy for anyone to create, route, and get agreements legally signed. Businesses can streamline new-hire onboarding. Individuals can get applications approved in a snap. And everyone can finish multi-step processes faster than ever.Starting Price: $12.99 per month -
25
Gigasheet
Gigasheet
Gigasheet uses AI to turn healthcare price transparency data into actionable market intelligence. The platform processes Transparency in Coverage datasets at scale and benchmarks payer and provider rates to reveal outliers, savings opportunities, and competitive insights. Users can combine transparency data with their own claims, contract, or network information in a spreadsheet-style interface built for large datasets. Gigasheet’s AI agent generates reports, dashboards, and executive summaries that help teams compare pricing, evaluate networks, and make informed contracting decisions without complex setup or external tools. -
26
Fluent
Apryse
Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office plugin enable developers to meet reporting needs efficiently, while also empowering admins to design and populate data-driven documents from multiple data sources. Fluent offers unlimited formatting capabilities, catering to the diverse needs of multiple teams and end users. Set it and forget it. -Automate reporting with effortless template creation in Microsoft Office applications. -Free your backlog from internal reporting development with an automated solution for reporting and template creation. Empower your end users to independently manage and update their templates with ease. Create, Connect, and Manage Templates. -
27
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 -
28
SignRequest
SignRequest
For professionals who want to save time. Sign yourself or get documents signed Easy, secure, legally binding and free. Learn how to e-sign in no time with our tutorial videos. Discover the digital signature solution that is trusted by 300,000 users worldwide. Upload, sign, and send your document in 3 easy steps. This is how to sign a contract online. With the SignRequest for Google integration, you easily sign Google Docs and digitally sign from Gmail. Safely store all your documents in one place. Track what still needs to be done with notifications and send reminders. Determine the order of signing, the authorization method, and add an extra layer of security. Go for a professional look by adding your own branding to the whole e-signing flow. Your signers will easily recognize you. This is how to send the same contract to a large number of signers and have each sign their own copy.Starting Price: $7.00 per user per month -
29
Contractbook
Contractbook
Contractbook’s contract management software helps businesses scale with future-proof contracts, by turning static contracts into a database for your entire organization and unlocking the full value of your data. Create and sign effortlessly, collaborate with your team, track all your obligations in one place, and automate the entire process to achieve efficiency. Funded by investors including Tiger Global, Bessemer Venture Partners, and Gradient Ventures, Contractbook was founded in Copenhagen in 2017 and serves over 250,000 users in over 85 countries. Step into the new era and take control of your contracts. Only accounts with verified email and phone can create and sign contracts. We use bank-like SSL encryption for our SSL connection - SHA-256 with RSA Encryption. We are compliant with the SOC2 auditing procedure that ensures that we manage data and networks securely. -
30
Thryv
Thryv
The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work.
