Create templates, generate documents, edit outputs, and facilitate digital signing workflows — all in a Salesforce-native experience. Keep document workflows close to your Salesforce records and users.
Stay in Salesforce with document workflows that align with your records, pages, and access controls. Built fully inside Salesforce with Lightning Web Components and Apex, it fits naturally into the workflows your teams already use.
Maintain documents and templates in Salesforce, control access by role, and support secure data handling.
Manage templates and generate, edit, and digitally sign documents — all from one vendor, with a more consistent Salesforce experience.
CAPABILITIES
Build templates, generate documents from Salesforce data, make edits, and facilitate digital signing workflows.
Create editable or locked templates, import DOCX or JSON templates, and generate documents from Salesforce data using merge fields, repeating sections, conditions, and related records — without writing queries.
Open and preview documents in a clean, responsive viewer without leaving Salesforce.
Reorder, crop, delete, or add new pages to make structural changes to PDF documents directly in Salesforce.
Edit text and content inside PDF or DOCX documents directly in Salesforce, and save the final document as a PDF or DOCX file.
Add comments and markup to support document review and collaboration in Salesforce.
View forms in Salesforce documents, place form elements as part of signing workflows, and support form filling during signing.
Collect legally binding signatures, track status, and get reminders to ensure approvals stay on task.
Choose editable templates for flexibility or locked templates for Word fidelity. Import DOCX or JSON templates and manage them in Salesforce.
TALK TO SALES
See how Nutrient eliminates document friction and keeps your team working entirely within Salesforce.
COMPARISON
See how Nutrient Documents for Salesforce stacks up.
| Nutrient Documents for Salesforce | Large suite providers | Basic native tools | |
|---|---|---|---|
| Use related Salesforce data without writing queries | | Limited | |
| Advanced templating with conditions, collections, and dynamic
inputs | | | Basic only |
| Salesforce-native DOCX and PDF editing | | | |
| Digital signing workflows | | | |
| Document browser with built-in file viewing | | Varies | Limited |
TALK TO SALES
See how Nutrient eliminates document friction and keeps your team working entirely within Salesforce.
Nutrient Documents for Salesforce helps teams create templates, generate documents from Salesforce data, edit content in PDF and DOCX files, and collect legally binding eSignatures in a Salesforce-native experience.
Nutrient Documents for Salesforce is designed to keep template creation, document generation, editing, and signing within Salesforce.
Nutrient Documents for Salesforce supports PDF, DOCX, and other Office documents, images, and text files. Generated documents can be saved to Salesforce as PDF or DOCX.
Nutrient Documents for Salesforce supports document signing workflows for Salesforce documents. Signing capabilities can include routing documents to signers, tracking status, and managing signing workflows, depending on your signing configuration.
Users can generate documents from Salesforce record data using configured templates. Templates can include merge fields, collections, conditions, related records, and dynamic inputs selected at runtime. Additionally, templates can be built within Salesforce or imported as DOCX files.
Packaging depends on the workflows and capabilities your team needs. Contact Nutrient to discuss the right setup for document generation, editing, and signing workflows in Salesforce.
Nutrient combines template creation, document generation, editing, and signing workflows in a Salesforce-native experience. Teams can work with editable or locked templates, use related Salesforce data in templates, and let the right users create templates with admin-controlled permissions.
