Best Document Management Software for Salesforce - Page 6
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Compare the Top Document Management Software that integrates with Salesforce as of December 2025 - Page 6
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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
Spreadsheet.com
Spreadsheet.com
Connect your teams, projects, and data in one place. A flexible project management system that adapts to your team. Create powerful no-code apps without sacrificing the spreadsheet features you already know. - Choose from over 25 data types Go beyond traditional spreadsheets with over 25 custom data types. From select and multiselect dropdowns, to icon sets, users, and attachments that live in cells. Features include: - Gantt Views Plan your work with an interactive Gantt View A visual, customizable project plan side-by-side with your worksheet data for managing timelines, progress, owners, dependencies, and milestones. - Related Rows Link spreadsheets together like database tables with Related Rows Link rows between worksheets to connect data and eliminate data duplication, even across different workbooks. - Calendar Views Plan and organize work in a flexible calendar view to keep everyone up to date and on the same page with schedules.Starting Price: $7/month -
2
DocuQuest
IntellaQuest
DocuQuest provides a fully automated solution for the complete document lifecycle, from the creation of a document, through approval and issuing of a document to archiving and destruction based on retention policies. Documents scattered across SharePoint shared drives or individual computers. Difficult to ensure that only authorized people create controlled documents. Approval flows manual or non-existent. Which is the latest revision of the document? Personnel accessing earlier versions of the document. Don’t remember where that document is stored. No process for review, initiation, or control of content revision. No compliance with corporate retention policies, archiving, and disposal. Completely manage all your controlled documents from creation through revisions to archiving and destruction. Get the right information as to where it is needed and when it is needed on any device. Complete version control and automatic generation of history for compliance. -
3
Equals
Equals
Build any analysis with data directly from your database, whether or not you know SQL. It's 10x easier to build & automate analyses with native data connections. From cohort reports, to funnel reviews, to board decks. From investors to future employees, they're going to need to know how analyses came to be. Always be able to show your work. Empower your less technical teammates to run complex SQL queries and import scripts. Publish changes to any workbook that uses a saved query. Never pull the same data in two different ways again. Amongst an explosion of new data and dashboarding tools, we invariably end up back in a spreadsheet. Spreadsheets are the only tool that give you the flexibility to match the specifics of your business. There’s really nothing like it — a canvas on which you can play, move, touch, and feel data, while building compounding, sophisticated programs and analyses.Starting Price: $49 per month -
4
Perfect Doc Studio
Perfect Doc Studio
Customer communications platform that helps businesses to communicate with customers via personalized content over 6 channels and 100+ languages. Our product features are: 1. Print Design Studio 2. Email Design Studio 3. Short Message Design Studio 4. Transaction system for mass communication 5. Translation system 6. AI driven copy writing for content generation 7. AI driven image generation for communications 8. Integrations with business systems 9. Mail room app for managing the print jobs 10. Cloud storage of all generated contentsStarting Price: $100 per month -
5
PDF Butler
PDF Butler
Customers expect a personalized experience tailored to their needs and preferably in their language during each interaction with your company. With PDF Butler as your Salesforce document generation tool, you guarantee a fast and future-proof Go Live. Adding language preferences along the way is very easy with minimal configuration. Document generation challenges in Salesforce and products like CPQ, billing, sales cloud, and field service lightning will only increase. By avoiding long generation times and hard-to-maintain templates, you enable further personalization without jeopardizing the UX. Start with quick and simple templates with standard & custom objects and gradually expand with, for example, logos, dynamic pictures, translation of picklists via the translation workbench, data from external objects, QR or barcode, our roadmap is also determined by you. We offer a Salesforce document generation tool that includes speed, durable and scalable performance and excellent support. -
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GoCloudz CPQ PDF Generator
GoCloudz Technologies Inc
Design any number of highly customized & branded PDF templates. Apply pagebreaks, custom styles, use merge fields to pull data from salesforce object, tables for related list items, group items in different tables etc. Preview option for Admins to test design without affecting operations. PDFs can be previewed, saved, downloaded and emailed to multiple recipients. Automate PDF generation and emailing based on business scenarios. Filter templates based on business requirements for end users. Dynamically add content based on business requirements.Starting Price: $144 per year -
7
Document.do
Cloufi Technologies
Are you looking for easy-to-use Salesforce Documents generating applications? Fully integrated with Document Generation Software, Document.do this application can create rich PDFs or Salesforce Docs files within minutes. Let’s hear about its top features! Top Benefits of Using Salesforce CRM Document Generation Software: 1. Pre-Designed templates 2. Editorial Capabilities 3. Easy Integration with Google Chrome 4. Automated Several Document-Related Tasks 5. Generate Report Documents 6. Quick Sharing On Cloufi’s, Document.Do is the best Document Generation Software available online, offering a quick and effective onboarding solution with its responsive process builder and document editor. You Can generate essential business documents, i.e. invoices, contracts, reports, and agreements. -
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FutureVault
FutureVault
FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers. -
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Discover Salesforce’s secret weapon and dominate the market with Titan’s powerful point-and-click document generation. Propel your deals to success and automate any process you like using absolutely no code. Streamline complex document flows between patients, doctors, and providers for better healthcare experiences. Manage seamless document creation and management flows between customers, employees, partners, and vendors. Use Titan to simplify document management between students, educators, and partners for better educational experiences. Optimize complex document creation and management flows between customers, employees, and business partners. Optimize complex document flows between employees, partners, and vendors for engaging brand and marketing experiences.Starting Price: $12 per user per month
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10
Titan Sign
Titan
Design dynamic, responsive Salesforce signing processes with Titan’s simple drag-and-drop builder. Titan eSignatures are fully accessible and meet all requirements outlined in section 508. 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Sign, seal, and deliver agreements in minutes with everything tracked from Salesforce using Titan’s no-code eSignature solution. Create and track personalized quotes with intuitive drag-and-drop software for faster signing and smoother deals. Notify your salespeople and management team every time someone views, voids, or signs a document and easily track the entire signing process in Salesforce. Titan Sign also updates Salesforce records with data coming from the document or input fields once signing is completed. Even though Salesforce is a revolutionary tool, it does not have an out-of-the-box option for initiating and triggering signing processes.Starting Price: $12 per month -
11
trumpet
trumpet
Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.Starting Price: £29 per user per month -
12
Affinda
Affinda
Affinda is an AI-powered document processing platform that lets businesses automate data extraction in minutes instead of months. Its AI agents can split, classify, and extract information from any document format—no training datasets or complex setups required. With just one uploaded document, teams can configure models instantly, apply transformations, and integrate business logic through simple natural-language instructions. Affinda seamlessly connects to existing systems using either AI-driven integrations or developer-written code. Built with advanced RAG, proprietary reading-order algorithms, and OCR, the platform reaches 99%+ accuracy and supports 50+ languages. Designed for enterprise-grade performance, Affinda is ISO 27001 certified, SOC 2 and GDPR compliant, offering secure deployment options for organizations of any size. -
13
The PDF Maker
Closer Innovation Labs Corporation
If you're looking to auto-generate contracts, invoices, certificates, or client-facing documents from your CRM or form data, The PDF Maker is exactly what you need. It connects with platforms like HubSpot, Salesforce, Google Sheets, and Airtable to pull information and turn it into ready-to-send documents. You can map fields, apply conditions, and use templates to build documents at scale—without manual work. For developers, our API makes it easy to add PDF generation directly into your workflows and tools. This is ideal for sales, HR, operations, and admin teams that deal with repetitive paperwork and want a faster, more accurate process. The PDF Maker improves productivity, reduces errors, and ensures consistency across documents.Starting Price: $24.99/month -
14
Lexagle
Lexagle
Lexagle is the world’s leading contract lifecycle management platform, trusted by enterprises, financial institutions, and government agencies for end-to-end digital contract transformation. Powered by advanced automation, AI-enabled analytics, and seamless multi-language support, Lexagle streamlines contract creation, negotiation, approval, and eSignature workflows. Our secure cloud-based repository delivers total compliance, auditability, and document management across every business function—legal, procurement, HR, sales, and finance. Lexagle empowers teams with intuitive collaboration tools, customizable workflows, and legally compliant template libraries, driving faster contract turnaround, reduced risk, and measurable business impact. -
15
Templafy
Templafy
Templafy offers a desktop and mobile-based software that aids business in centralizing document and asset database, as well as offering templates that unify all business documents. Templafy's platform integrates seamlessly with many other IT infrastructures, which allows employees to easily access business document templates and thus creates policy compliant documents. Templafy also provides document automation, which streamlines the work based on certain choices employees make. -
16
Centralpoint
Oxcyon
Centralpoint is a Digital Experience Platform, and in Gartner's Magic Quadrant. It is used by over 350 clients worldwide going beyond Enterprise Content Management, securely authenticating (AD/SAML,OpenID, oAuth) all users for self service interaction. Centralpoint automatically aggregates your information from disparate sources, applying rich metadata against your rules, yielding true Knowledge Management; allowing you to search and relate disparate sets of data from anywhere. Centralpoint offers the most robust Module Gallery, out of the box, and can be installed on premise or in the Cloud. Be sure to see our solutions for Automating Metadata, Automating retention Policy Management, and simplifying the mash up of disparate data for the benefit of AI (Artificial Intelligence). Centralpoint is often used as an intelligent altternative to Sharepoint, allowing easy Migration tools. It can also be used for any secure portal solution for your public sites, Intranets, Members or Extranets. -
17
Litify
Litify
Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world. Litify's solution includes: Matters & Intakes: Standardize processes across your legal team and make sure best practices are applied to every case. Document Management: Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Time & Billing: Increase both time capture and bill realization with our suite of timekeeping and billing features. Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in. -
18
Virtual Cabinet
Virtual Cabinet
What is Virtual Cabinet? Virtual Cabinet is a leading global provider of digital document management solutions and electronic signature software. Virtual Cabinet helps businesses of all sizes be more profitable by having one central secure way to store, retrieve and complete work efficiently. We provide document management software you will love that is easy to use and will save you time and money. Virtual Cabinet serves over 70,000 users worldwide and is setting the standard for seamless integration between document management and all major CRM, back-office, and PM software. Where can Virtual Cabinet be deployed? Whether you are looking for desktop, private cloud, or a full cloud solution we have all the options available. At Virtual Cabinet, we have a simple suite of software solutions that work for you and any of your chosen IT environments. -
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ComplianceQuest
ComplianceQuest
Fastest growing Enterprise Quality, Health and Safety Management System (QHSE) natively built and run on the Salesforce platform. Unified QHSE solutions, which combine EQMS and EHS, help our customers of all sizes deliver quality products and services in the safest, most sustainable way by mitigating risk, problems, and inefficiencies while protecting customers, employees, suppliers and brand. Every organization – irrespective of its industry, geography or size – involves an interaction of activities and processes with the environment. These activities may have an adverse or favorable impact on the environment depending on the type of activity being carried out. Our Environment Management solution has been designed to minimize and mitigate these adverse impacts on environment, to such an extent that our already depleting biodiversity is protected, and nurture an ecosystem where all living organisms coexist sustainably.Starting Price: $30 per user per month -
20
beCPG PLM
beCPG
beCPG is an open source Product Lifecycle Management (PLM) software that manages the entire lifecycle of a product from its conception, through design and manufacture, to service and disposal. beCPG permits you to work on products and projects with customers and suppliers. beCPG is ready to use for the CPG industries such as Food & Beverage and Cosmetics. We differentiate ourselves from the competitors with a comprehensive and user-friendly software offered at a competitive price. In a few words, beCPG offers the following features: - Product repository to manage finished products, recipes, raw materials and packaging with their technical and regulatory data - Formulation to calculate automatically allergens, ingredients, nutrient facts, costs, labeling, ... - Product specification generator for clients, R&D and production - Project management to manage new product development from ideas until market launch - Customer complaints -
21
SmartIQ
Smart Communications
Static fillable PDF and web forms are dinosaurs in today’s digital-first world. It’s time to transform traditional forms-based processes into intelligent, conversational user experiences. Attract customers – and keep them loyal – by delivering seamless, mobile-friendly, guided interactions while also streamlining internal systems, managing risk and reducing demand for support services. The result? More customers ready to transact and less friction – from account opening to onboarding to service. If you’re not changing the way you look at forms at each point in the customer lifecycle, you are missing a huge opportunity. This eBook explores how traditional static forms are inhibiting customer engagement and illustrates how leading-edge organizations are rethinking the way they capture and confirm customer information as part of an interaction. Discover how to reimagine your customers’ journey in the context of digital transformation. -
22
SER Doxis Intelligent Content Automation
SER Group
Doxis Intelligent Content Automation (ICA), the next generation of enterprise content management (ECM), is an AI-powered platform designed to bridge and automate content across a wide range of business applications. Doxis delivers a contextualized content experience and creates a future-ready digital workplace. Helping firms to achieve a faster time-to-value, reduce IT bottlenecks and accelerate digital transformation, Doxis ICA empowers users to quickly and easily customize and roll out content apps. The Doxis Fast Starter library provides many pre-configured and easily customizable workspaces for sales, purchasing, service, legal, etc. and for specific sectors like insurance. The Doxis platform also offers standardized solutions for document management, invoice automation, contract management and human resources, in addition to solution suites for business-critical areas like purchase-to-pay. Analysts recognize SER as a leader of the ECM market. -
23
Azquo
Azquo
Azquo is a ground-breaking Business Intelligence tool that saves time and resources by combining processing, calculation and analytics in a single platform which integrates seamlessly with Excel. Its unique Smart Data Store acts as a virtual ‘Satellite Data Warehouse’ which connects with all your internal and external data sources/repositories without any disruption to existing systems. Its control and reporting interface is Excel-based, meaning that Line of Business Analysts can extract the information they need simply, whilst providing total transparency for their Data Scientist colleagues in the I.T. department. Azquo® is an innovative new approach to Business Intelligence and to the way in which data is stored, labelled and used by a computer. No other system for reporting is capable of the flexible efficiencies that can be achieved by Azquo. We don’t call it a database as such – because that suggests a dimensionality that simply doesn’t exist in Azquo. -
24
LinkSquares
LinkSquares Inc.
LinkSquares is the leading Contract Lifecycle Management (CLM) software designed to help legal, procurement, and business operations teams master the entire contract lifecycle, from creation to execution and renewal. The platform transforms how companies manage agreements by centralizing data, automating routine work, and providing actionable insights powered by AI. This single, connected source of truth helps teams eliminate manual processes, streamline workflows, boost visibility, and ensure compliance across thousands of contracts, ultimately reducing risk and administrative burden. Organizations choose LinkSquares to empower legal, sales, finance, and procurement teams to collaborate seamlessly, make faster and more informed decisions, and optimize deal outcomes. With LinkSquares, organizations benefit from accelerated contracting cycles, enhanced compliance controls, and the freedom for teams to focus on high-value strategy instead of paperwork. -
25
Cognitive Workbench
ExB Group
ExB offers an AI and ML Driven Cognitive Process Automation platform that allows insurance companies to convert any form of text into actionable information and insights for input management and process automation. Insurers can implement ready-to-use pre-trained policy management, claims management, text mining in reports, and invoice assessment modules, request us to train ad-hoc models for their unique business workflows, or directly utilize our Cognitive Workbench to independently create and train any sort of text mining and end-to-end input management models. -
26
MHC Software
MHC Software
Automate Processes. Empower People. Streamline and automate your workflow and customer communication processes. With MHC, turn document, content, and communication complexity into simple tasks that keep your company constantly moving forward. MHC enables organizations to tackle digital transformation with speed and confidence using our solutions to automate the creation, capture, and distribution of documents and communications across core business processes. With the world’s most flexible end-to-end automation platform, we empower our customers’ business users to eliminate tedious procure-to-pay (P2P) and order-to-cash (O2C) tasks, increase efficiency and agility, achieve operational excellence goals, and strengthen their ever-important relationships with customers and vendors. -
27
SmartShare
EASI
The flexible Collaboration Suite for efficient teams. SmartShare brings all crucial information about what's going on together in one single, centralized system. The famous Company Overview feature shows all possible information about a customer in one single screen: ongoing projects, deals, contracts, offerings, etc. SmartShare brings structure in the way people work and share information. Collaboration between colleagues and teams is drastically improved thanks to the centralization of information in the shared environment. Customers report a time gain of 1h per day per employee. An advanced integrated access rights management system allows to make sure that information is only accessible to persons with sufficient access rights. Access rights can be managed at multiple level: individual, team, binder, project, document, etc. Emails are managed in the shared environment, which brings a huge productivity gain and efficient collaboration. -
28
FAD
FAD
FAD® is a handwritten signature on electronic media, functional equivalent to a handwritten signature on paper. It includes technological components of prevention and security. FAD is a remote identity validation and multimedia signature platform. FAD fights identity theft, promotes democracy and financial inclusion, giving certainty to any documented agreement. Validate any individual identity against the government issued identity document using advanced facial recognition techniques, liveness detection by comparing and authenticating a IDs and applying 50+ forensic and biometrics test, in seconds, utilizing the industry’s largest document library. Recognizes the individual and video records the exact moment of the acceptance, this process provides full attribution of the agreement to the signatory. -
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Vasion
Vasion
Vasion integrates the tools businesses need to digitize content and automate business processes by combining capture, workflow, e-signature, and storage into a complete SaaS platform. Capture analog and digital content through mobile, scan, and e-forms. Automate processes through intuitive no-code workflows, and securely access and manage content across integrated storage platforms. The elimination of the physical infrastructure is a critical step in your digital transformation journey. Digitally transform print by delivering a serverless printing infrastructure. With PrinterLogic you can centrally manage direct-IP printing from the cloud while keeping print jobs local. Digital transformation is a journey—not a one-time event. Wherever you are in the process, Vasion's no-code platform can help by delivering a seamless, end-to-end digital experience for both your internal users and external customers. -
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Lido
Lido
Connect, analyze, and visualize all of your data in a single spreadsheet. Connect your data with clicks, not code. Easily join and populate company data from 20+ of the most popular databases and SaaS applications, including Facebook, Google, and Snowflake. Create dashboards you want to share. Say goodbye to ugly charts and hours of formatting. Instantly tie data across multiple sources. Just like Excel & Google Sheets. Slice and dice your data into different views. Build a dashboard in less time than it takes to create a Jira ticket. We proxy the requests sent to external databases to monitor things and send your credentials securely over the server-side. None of the data returned by your database or third-party SaaS integrations are stored on Lido's servers. We encrypt all data, which means your in-transit data is encrypted with TLS and your at-rest data is encrypted with AES-256 making it unreadable to outside people.
