Best Document Management Software for Salesforce - Page 4
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Compare the Top Document Management Software that integrates with Salesforce as of October 2025 - Page 4
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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
S-Docs
S-Docs
S-Docs is a document operations platform that helps thousands of organizations — from small shops to global enterprises — scale smarter. It enables any business to create and sign critical documents effortlessly through intuitive, secure document automation and e-Signature solutions. S-Docs goes beyond simplifying workflows — it drives process transformation. Thousands of organizations in every industry rely on S-Docs to win faster, amplify productivity, and delight customers at every opportunity. Built with your unique needs in mind, S-Docs seamlessly connects to the processes that power your business so you can start streamlining how your team creates, manages, and shares information instantly — and realize operational efficiency faster.Starting Price: $25 per user per month -
2
RazorSign
RazorSign
RazorSign, a contracts-driven legal operations platform built on the state-of-the-art, sixth-generation Razor platform. RazorSign seamlessly automates and integrates your legal functions, providing a streamlined and intuitive experience that enhances implementation, adaptability, and scalability. With its advanced features and innovative technology. RazorSign is an award-winning Legal Technology leader - empowering the legal community with cutting-edge and intuitive solutions, RazorSign stands at the forefront of legal technology. Recognized as the “Outstanding Legal Innovator” by the Asia-Pacific Legal Innovation & Technology Association in 2022, RazorSign boasts: 100+ Success Stories; 10,000+ Users; 21+ Industry Verticals; 95% Client Retention. · Contract Lifecycle Management · Matter & Case Management · Legal Spend & E-Billing · Legal Entity Management · Corporate Compliance Management · Legal Query ManagementStarting Price: $30 -
3
Viirtue
Viirtue
With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.Starting Price: $5/month per user -
4
Dot Compliance QMS
QMS for Life Sciences
Dot Compliance provides the industry’s first off-the-shelf QMS solution – ready to deploy from day one, with little to no setup required, while also incorporating industry best practices and standards that address the latest global regulatory requirements. Powered by the Salesforce.com platform, our solutions enable life science organizations to quickly digitize their quality and compliance processes including Document Management, Training Management, Change Control, CAPA, Customer Complaints. Compliant with 21 CFR part 11, EU-Annex 11 and support ISO 9001, 13485, 14971, 27001 & MORE! Processes included: ▶ Document Management ▶ Training Management ▶ Quality Event Management ▶ CAPA Management ▶ Change Management ▶ Complaint Management ▶ Audit Management ▶ Supplier Quality Management ▶ Risk Management ▶ Design Control ▶ Deviations/Non-conformances ✔ Seamless Install ✔ Cost Effective ✔ One-Stop-ShopStarting Price: $10,000 / Annually -
5
Spryngtime
Spryngtime
Spryngtime is a free, legally compliant e-signature platform that lets you upload, sign, and send unlimited documents without any cost or hidden fees. The platform supports easy document preparation with drag-and-drop fields for signatures, dates, and text, making signing simple and intuitive. Users can send documents to unlimited recipients and track signatures in real time via email notifications. Completed documents are automatically finalized and distributed to all parties with detailed audit trails ensuring legal compliance with the ESIGN Act and UETA. Spryngtime offers all premium e-signature features without charging a premium price or requiring credit card details. This makes it an ideal tool for individuals and businesses seeking secure, no-cost digital signing.Starting Price: Free -
6
Sourcetable
Sourcetable
Sourcetable is an AI-powered spreadsheet and data platform designed to streamline your workflow and improve productivity. It offers a comprehensive solution for tasks such as analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and driving business intelligence. Combining the familiarity of traditional spreadsheets like Excel and Google Sheets, Sourcetable includes all standard formulas and functions while providing seamless data connections to over 100 databases and applications. With Sourcetable, you can centralize and analyze data from multiple sources in real-time, enabling more efficient decision-making and collaboration. The platform integrates advanced AI models to help automate workflows, uncover insights, and support data-driven strategies. Whether you’re building interactive dashboards, conducting detailed analyses, or preparing data for machine learning, Sourcetable is designed to make complex tasks easy.Starting Price: Free -
7
Cognidox
Cognidox Ltd
Cognidox is an online document management system for high-tech, medical device and life sciences product development sectors. Available in the cloud or as an on-premise solution, Cognidox promotes better product lifecycle management and knowledge transfer from developers to clients, partners, and customers. Secure and reliable, Cognidox provides plug-ins for various programs such as Microsoft Office, and we also offer a robust API so that you can integrate almost any process with Cognidox In addition to the core function as a DMS, an add-on for Cognidox also offers a way of allowing licensing and distribution of documents to third parties via fully sandboxed site so you have the power to publish specific documents whilst keeping your main storage secure. Another popular add-on is the gBMS - graphical Business Management System, Use Visio to easily capture your business processes, a good BMS should give you clear oversight of your entire operation.Starting Price: £10 p/user -
8
Showcase Workshop
Showcase Software
Showcase Workshop turns your iOS, Android, or Windows device into a powerful sales, presentation, and training toolkit. Create stunning, interactive presentations that your colleagues can download, present, and share straight from their device. Keep your content up-to-date, on brand, and ready for any remote sales presentations or screen-to-screen sharing that comes your way. - Import existing content and create engaging presentations with photos, PDF documents, links, videos, animations, and interactive forms or calculators. - Available offline — never worry about unreliable WiFi again! - Share content straight from your device — then track when how your prospects are using it. - Keep your sales team up-to-date with push notifications whenever you update a presentation. - Save on printing costs by switching to digital presentations.Starting Price: $29.00/month/user -
9
GoCanvas
GoCanvas
Eliminate expensive and inefficient paper forms and save more time with customizable mobile forms from GoCanvas. GoCanvas is a cloud-based mobile platform that enables businesses to replaced outdated processes and automate how work is done. With GoCanvas mobile apps, organizations and their field workers can quickly collect information using their mobile devices, share that information, and easily send data back to the office so that business keeps moving. GoCanvas also offers businesses access to tools such as barcode scanning, image capture, mobile payments, GPS, and e-signatures.Starting Price: $30.00/month/user -
10
Scrive
Scrive
Scrive is a European-built electronic signature and digital identity platform designed to simplify agreement management, onboarding, and compliance. It enables businesses to send, sign, and verify documents securely while meeting the highest standards under EU eIDAS and global contract law. As a Qualified Trust Service Provider (QTSP), Scrive guarantees legal validity and evidentiary strength for every signed document. The platform integrates easily with existing workflows, offering APIs, templates, and automation tools that reduce administrative time and manual errors. Scrive’s ISO 27001-certified and EU-hosted infrastructure ensures full data protection and regulatory compliance. Trusted by over 12,000 organizations, Scrive delivers fast, compliant, and seamless e-signature experiences across industries from finance and automotive to telecom and real estate.Starting Price: €30/month/user -
11
Orcanos DMS
Orcanos
Reduce the bottlenecks on documents routing and sign-off, automate training and ECO with Orcanos document management system. Approved documents are stored and published in the PDF format. Orcanos DMS will generate a cover letter and apply a watermark to each page. This action makes it more difficult for original documents to be copied or used without permission. When a new version of a required document is created, the automated system sets the previous version to Obsolete. A new watermark is added to the latest version, which enables end users to both keep track of the current document and ensure that obsolete versions are not printed, saved or copied. Use Orcanos ECO to manage documents changes and automate documents release in a single batch. Automate self-reading of each released revision and create a training task for each stakeholder.Starting Price: $69 per user per month -
12
Secured Signing
Secured Signing
Founded in 2010, Secured Signing provides a simple, smart, and secured digital platform to organizations (both large and medium sized), seeking cost-effective, flexible, trusted, and tamper-proof solutions to their legally binding document management needs. The Digital Signature, Video Signing, and Remote Online Notarization (RON) features enable users to use any device to capture their graphical signature, fill-in, sign, seal and verify documents anywhere, anytime- all from a single, cloud-based platform. Smart business understands the critical need for a streamlined document workflow process. Secured Signing provides the premier business solution that cuts back on expenses, expedites delivery cycles, improves staff efficiency, and enhances customer service, all while promoting a green environment. Secured Signing web service uses Digital Signatures PKI technology for digitally signing documents. ISO/IEC 27001 and ISO/IEC 27017 CertifiedStarting Price: $9.95 per user per month -
13
Laserfiche
Laserfiche
Quickly and seamlessly capture, organize and find content. Promote collaboration and simplify records lifecycle management with all your content in one place. Automate everyday business processes and gain intelligence that drives decisions. Connect the enterprise apps your teams rely on every day to stay productive. Scan paper documents from multiple locations and store them in a centralized repository. Save documents directly from Microsoft Office applications and import emails —including attachments—with one click. With Laserfiche’s industry leading document management tools, you bring all of your documents into one place—quickly, easily and securely. Store and share electronic documents efficiently, securely and cost-effectively. Organize all your information to make faster, better business decisions. Streamline daily tasks and collaboration by gathering digital files into a central repository.Starting Price: $500 one-time payment -
14
Hygraph
Hygraph
Hygraph is the first native GraphQL Headless Content Management System (CMS), enabling over 40,000 teams across the world to rapidly build and deliver tomorrow's omnichannel digital experiences at scale. Hygraph is designed for building a hosted GraphQL backend that provides the tools needed for modern content management and distribution. GraphCMS is used across several solutions like websites, localization, portals, applications, and platforms, - by companies like Telenor, BioCentury, Unilever, and Shure, - to deliver state-of-the-art solutions, and minimize costs when bringing cross-platform applications to market.Starting Price: Free -
15
Documill Dynamo
Documill
Automate & standardize workflows of quotes, contracts, proposals and more! Documill Dynamo is an easy-to-use document generation app for Salesforce. It allows users to create documents with one click, without leaving Salesforce. Deploy quickly and smoothly: choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag and drop interface. No coding skills required. Personalize your document workflows to fit your needs with pre-defined options. Ensure top quality for all kinds of documents and layouts: enable production of multiple language versions with nested tables and related images. Fully control users' editing rights for each section and procedure. Enable intuitive Salesforce experience: Documill Dynamo’s browser-first approach empowers users to accomplish all their tasks without leaving Salesforce. Eliminate the need to jump between applications for top productivity. -
16
Sapling AI Writing Assistant
Sapling Intelligence
AI writing assistant for customer-facing teams. Sapling sits on top of CRMs and messaging platforms to help agents more efficiently compose personalized responses. Managers gain conversational insights to coach and prepare teams. Sapling provides functionality for autocomplete, spelling and grammar checking as well as snippets/canned messages/text expander. All services can be self-hosted, provided on-premise or cloud-premise to meet enterprise security and privacy requirements. Spelling and Grammar checking APIs allow users to integrate Sapling's language models into custom applications and use cases. Sapling Suggest retrieves relevant responses from a team knowledge bank and allows agents to respond more quickly to customer inquiries by simply clicking on the desired response. Empower agents instead of providing brittle, decision tree-based chatbots.Starting Price: $25 per month -
17
GetBusy
GetBusy
Task Management Software. Organize your team with unmissable tasks. Focus your team with small, clear tasks that always get done. Packed with powerful features like online signatures. Trusted By Over 8,000 Teams. Small, clear tasks that always get done. These days critical tasks come from all directions, on different platforms, from different people. They often need the input of others to complete them. GetBusy’s task management software gets your work under control, making it unmissable, ordered and prioritized. Task Management. Imagine if your team always knew the who, what and when of every message. Client Requests. GetBusy isn't limited to your own team. Send tasks to anyone, anywhere – just like an email. Signatures. Exchange and sign legally binding documents at a fraction of the price of dedicated signature tools. File Requests. Chasing a file? Request confidential files as clear tasks. And much more secure than email.Starting Price: £30 per user per month -
18
Avokaado
Avokaado
Avokaado is a contract intelligence platform that helps legal, procurement, operations, and revenue teams manage contracts with structure, control, and real-time insights. Built in the EU and trusted across industries, Avokaado turns contracts into structured data from the start — enabling automated drafting, approval flows, compliance tracking, and digital signing in one system. The platform includes features like smart templates, data and party registries, a compliance center, and built-in analytics for contract performance, risk, and obligations. Teams use Avokaado to reduce manual work, eliminate errors, and gain visibility into every contract — without relying on disconnected tools. GDPR-compliant and enterprise-ready, Avokaado supports both modular use and full contract lifecycle transformation. Whether you're managing high volumes or scaling governance, Avokaado ensures every contract is accurate, fast, and policy-aligned.Starting Price: Contact vendor -
19
Box Sign
Box
Box Sign's native integration puts e-signatures right where your content lives in Box, powering a simple, seamless signing experience for critical business documents like sales contracts and offer letters. Plus, the Content Cloud helps you manage the entire process, from authoring agreements to getting signatures to retaining executed agreements. Since Box Sign is part of the Content Cloud, you get 1,500+ integrations with your favorite apps like Microsoft 365, Salesforce, and Okta. With a secure content layer and e-signatures built right in, you can close deals faster, work with partners more effectively, and onboard new employees virtually. Give your teams, customers, and partners the best experience by embedding Box Sign into your website and custom applications. Our easy-to-use APIs and developer-friendly tools enable you to extend the power of e-signatures everywhere your business needs it.Starting Price: $10 per month -
20
Causal
Causal
Build models 10x faster, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Causal's formulas are in plain English— no cell references or obscure syntax and a single Causal formula can do the work of 10s, and even 100s of spreadsheet formulas. Causal's built-in scenarios feature lets you easily set up and compare what-if scenarios, and you can work with ranges ("5 to 10") to understand the full range of possible outcomes of your model. Startups use Causal to calculate runway, track KPIs, plan employee compensation, and build investor-ready financial models for fundraising. Generate beautiful charts and tables without spending hours on customisation and configuration. Easily switch between different time scales and summary views.Starting Price: $50 per user per month -
21
ccScan
ccScan
Quick to set-up and intuitive to use, ccScan is a user friendly software regardless of your technical expertise. Scan or Import documents to the Cloud effortlessly. Administrator modes allow for advanced users to setup and lock complex processes. Companies using ccScan software report incredible reductions in labor costs. In addition, the automation process and subsequent ease of document access allows for our product to more than pay for itself in a matter of days or a few weeks. With ccScan you can eliminate manual steps and automate jobs; processing documents with minimal or no human activity beyond setup. Our advanced software comes equipped with Barcode and OCR capabilities to further speed digitization, data access and archiving.Starting Price: $16 per user per month -
22
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 -
23
Drive Connect
Appiphony
Increase productivity with Google Drive file management and document generation from an easy-to-use AppExchange app. Keep important documents nearby and share them with your team using the Drive Links Lightning component. Build powerful merge templates that can generate documents for all of your business needs, all through clicks, not code. Drive Connect's trial allows you to explore all of its capabilities with up to 10 users for 14 days. Link Drive files and folders to Salesforce records. Use Google Doc merge templates for document generation. Automate Drive operations in record-triggered flows. Install Drive Connect today and use it with 10 free user licenses for 14 days with no credit card required. You can buy Drive Connect from the setup tab of the Drive Connect Salesforce app. Drive Connect empowers you to impact clients quickly by creating processes across Salesforce and Google Drive that help them scale their business.Starting Price: $16 per month -
24
DocVaz
Cloudvaz
Enhance your document processes within Salesforce and automate linking documents to multiple objects. A simple click-and-configure utility to link your documents to multiple Salesforce objects. The configuration rules ensure that all processes follow the same rules when documents are uploaded to any Salesforce object. Organizations that use Salesforce to manage their business activities have many challenges in accessing the documents. When a document is attached to an object, it is linked only to that object. This is a standard feature of Salesforce. However, when the documents need to be available for other objects, there is no provision. This limitation becomes multi-fold for businesses that have a massive number of documents. DocVaz is an elegant solution to overcome these challenges and can scale up with the growth of the business. DocVaz addresses a wide variety of real-time business cases for accessing documents within Salesforce.Starting Price: $8 per month -
25
Docomotion
Docomotion
Meet the document generation app that provides a 5-star experience for everyone involved. Drastically improving both your business efficiency and your workday. Simplifying every aspect of the document generation process, from design to sign. Generate, automate and interact on one platform. No add-ons or multiple apps are needed. We put our customers' needs above all else, doing our best to resolve any request within hours. Forget about manually performing repetitive tasks, wasting precious time, and exposing yourself to human errors, inconsistencies, and lost documents. Focus on things that really matter, like engaging with your customers, creating sales opportunities, or extending your coffee break. Easily set up one-click actions to generate any type of document from any type of data, or use Salesforce’s inherent automation tools such as Process Builder and Visual Flow to intuitively integrate personalized documents into your business processes. Either way, you won’t need any programStarting Price: $10 per month -
26
Doc2
Doc2
Create contracts from your existing templates using smart forms. Then delight your clients and teams with professional eSigning. Our technology allows you to create the same documents you currently do in a fraction of the time. Detailed audit logs and eSigning certificates. Impress clients with consistently branded documents, emails, and eSigning pages. Easily manage all of your templates in one place. Access all of your templates and documents from anywhere, on any device. What's not to love? Ensure your team always use the latest template, eradicating out-of-date template risks. Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up. Our experts will set up your templates for you. Exceed client expectations with professional documents in seconds. Ensure compliance with accurate, branded, onboarding documents. Close deals quickly and compliantly with branded engagement documents.Starting Price: $55.42 per month -
27
NirvaShare
Nirvato Software
At times, when external identities such as customers, partners, etc who are not part of your organization's identity store do bring up a challenge in sharing and collaborating files securely. This is where NirvaShare can take care of dealing with access, security and compliance while sharing cloud storage files with external users. Besides cloud platform deployments, NirvaShare can also be deployable to your on-premise environment pointing to your existing S3 compatible or other supported file storage systems making it easy to share files with internal and external users. While sharing file or folders, set access rights to your users such as who can download, upload, delete, etc. Easily associate groups and users from your ActiveDirectory or from any other identity providers. NirvaShare is designed to handle large files with size ranging in several tens of gigabytes for upload and download with unbelievably minimal resource consumption.Starting Price: $4 per user per month -
28
Roger
Roger
Roger makes contracts easy and fun to sign. We turn the clunky PDF signing process into an app-like signup experience. Your customers fill, sign, and pay in one seamless flow. Customers can sign from any device via email or SMS. Roger removes signing friction from start to finish - so your sales never go cold. Roger removes signing friction from start to finish, so you can be confident that your agreement never goes cold. Made for fingers because people hate zooming around shrunken PDFs on phones. A light, snappy experience helps people sign, in the time it takes you to read this sentence.Starting Price: $99 per month -
29
Unifize
Unifize
Speed up innovation and continuous improvement by 3x in 30 days. Unifize is a software platform that makes innovation, quality, and CI processes collaborative. This helps manufacturing companies bring better products to life, faster. Whether you start with a single solution or deploy Unifize across all functions, you can be sure it works well in your environment. The templates are infinitely customizable and eliminate silos by connecting your processes together. Unifize is the only PLM tool that focuses on bringing teams together in a real-time collaborative environment to solve problems and manage critical innovation processes. If you're looking to upgrade to a complete quality suite, look no further. Unifize is the only eQMS that makes every quality process collaborative and easy to follow. Stop paying lip service to your APQP/PPAP processes. Bring teams together in a dedicated real-time conversation for every record.Starting Price: $100 per month -
30
Mambo Merge
Mambo Merge
Mambo Merge is a 100% native solution to generate professional docx files out of Salesforce. No more cutting and pasting, no more re-formatting, and no more clicking back and forth between apps - just push the button and download your finished file. Mambo Merge makes it easy to transform even your existing Word docs for Salesforce generation, so you can keep the look and feel that works for your business, but save time when it comes to creating them. Perfect for invoices, quotes, contracts, work orders, purchase orders, and more! And again, unlike other solutions, with Mambo Merge your data never leaves Salesforce, so you never have to worry about who has access along the way. Easy-to-understand merge fields require no code, no advanced technical knowledge, and make document generation easy for all users. An existing .docx template can be converted into a mambo merge template within minutes.Starting Price: $10 per user per month