Best Document Workflow Software for Salesforce

Compare the Top Document Workflow Software that integrates with Salesforce as of October 2025

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This a list of Document Workflow 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 Workflow Software for Salesforce?

Document workflow software is software designed to streamline the process of creating, editing, and sharing documents within an organization. It typically includes features such as document management, version control, and collaboration capabilities. This software can be used by teams of any size and allows for efficient communication and tracking of document progress. Many businesses find this type of software beneficial in increasing productivity and reducing errors in document processing. Overall, document workflow software offers a centralized platform for managing documents throughout their entire lifecycle. Compare and read user reviews of the best Document Workflow software for Salesforce currently available using the table below. This list is updated regularly.

1

Optix

Mindwrap

Optix flexible offerings include document management, workflow automation (business process management) and records management for multi-user organizations. With Optix, organizations are able to capture, store, route and secure content in virtually any format, while managing multiple revisions. With a footprint that spans the Fortune 500, federal, state, and local governments, and SMBs, Optix offers on-premises and hosted solutions that integrate with other business applications. Optix is the only complete document management system available for both Macintosh and Windows. Our drag-and-drop tools allow you to create beautiful, metadata-driven document management applications in minutes. With Optix, organizations have the power to magnify the value of one of their most critical assets, information. Optix lets organizations harness information in new ways to realize new efficiencies, reduce costs, streamline operations, meet regulatory demands, close new business, and exceed custo

Starting Price: $360

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2

DigiParser

DigiParser

DigiParser is a document workflow automation platform that simplifies data extraction from documents like invoices, contracts, forms, resumes, and receipts. It uses advanced OCR and machine learning to extract, validate, and process data, converting documents into structured JSON or CSV formats. Users can create custom parsers for their documents, automate workflows, and integrate the extracted data into tools like Zapier, QuickBooks, Xero, Salesforce, Google Sheets, etc. DigiParser supports team collaboration with flexible billing options, allowing multiple team members to work on different parsers. With features like schema customization, review stages, and workflow automation, it ensures high accuracy in data extraction while saving time and reducing manual work.

Starting Price: $29/month

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3

PandaDoc

PandaDoc

PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.

56 Ratings

Starting Price: Free

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4

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.

3 Ratings

Starting Price: $12.99 per month

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5

GetAccept

GetAccept

GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.

1 Rating

Starting Price: $25 per user per month

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6

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 Certified

Starting Price: $9.95 per user per month

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7

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.

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