Best Document Management Software for Salesforce

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Apryse (formerly PDFTron) makes documents work harder for you. We give organizations the power to handle the full document lifecycle — from secure server-side processing to smooth web-based collaboration — without relying on third-party services. With Apryse, you can: Integrate advanced document capabilities like viewing, editing, annotation, and e-signature directly into your applications. Deploy on your own infrastructure for maximum control, privacy, and compliance. Scale effortlessly with technology built for high-volume, enterprise-grade workflows. Deliver modern web experiences that are fast, accessible, and reliable across browsers and devices. Trusted worldwide, Apryse helps enterprises, developers, and small businesses simplify workflows, cut costs, and deliver better digital document experiences.

LinkSquares, a web application, is designed to make legal and finance teams more efficient. The AI-powered contract repository automatically extracts key terms from contracts and provides key insights through deep search, custom reports, and analytics. LinkSquares helps high-growth companies save hundreds of hours and thousands in costs by eliminating the need to review contracts manually and requiring outside counsel. LinkSquares analyzes and extracts structured data from every contract. The result is more that a full-text search. LinkSquares provides interactive Dashboards, custom reports, and other tools that help you put your contract data into action. LinkSquares provides automation and insight to every stage of your contract lifecycle. You can draft faster, review faster, and get agreements done sooner. LinkSquares does everything except write contracts for you. (And that's something we're also working on.)

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Nutrient provides an extensive solution for all your PDF requirements, delivering tools that seamlessly operate PDF features across any platform. 1. SDK: Incorporate advanced PDF functionality into iOS, Android, Windows, web, or any cross-platform technology, supplying abilities like PDF viewing, annotation, collaboration, and beyond. 2. Libraries: Employ our powerful .NET and Java libraries to enhance your backend applications with batch processing of redactions and PDF forms, OCR'd scanned text, and PDF document editing, all directly from your application server. 3. Processor: Our agile PDF microservice, Processor, enables rapid generation of PDFs from HTML, including HTML forms, as well as Office-to-PDF conversions, OCR, redaction, and XFDF combining and exporting. 4. PDF API: Take advantage of our hosted PDF API to generate, convert, and alter PDF documents in your workflows. We handle the development and server management, freeing you up to concentrate on your business. At Nutrient, we're not just a tool; we're a committed ally in your success. Gain direct contact with our engineers for expert guidance, utilize comprehensive examples to simplify integration, and make the most of our top-tier documentation.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

EasySend simplifies the creation of digital customer journeys by allowing businesses to automate customer data intake, document management, and approval processes. Whether it’s for claims, loans, or quotes, EasySend’s no-code platform helps companies digitize their workflows, eliminating manual tasks and speeding up processes. With secure integrations, seamless e-signatures, and compliance with global data regulations, EasySend offers a robust solution for digital transformation. Trusted by Fortune 500 companies, it empowers businesses to offer dynamic, branded customer experiences while maintaining security and compliance across all stages of the journey.

Concord Horizon is an AI native contract platform built from a complete rewrite of Concord’s technology, applying ten years of experience to a modern architecture for faster and more accurate contract work. The redesigned interface offers light and dark mode, collapsible navigation, full screen focus, custom columns, advanced filtering, and consistent tables across modules. AI Copilot supports natural language questions, contract summaries, key point extraction, and fast portfolio insights, while AI Search adds lexical and semantic search with improved performance and multi actions on results. MCP brings contract intelligence into AI tools like ChatGPT and Claude for summaries, tables, or automated monitoring. Concord applies a strict zero data retention policy with AI partners and never uses customer data to train AI models .

ContractSafe is AI-enabled contract management software that actually does what it promises, without the six-month implementation, per-seat charges, or admin overhead that makes most CLM tools their own kind of problem. If you've been through that cycle before (a tool that takes months to deploy, requires a dedicated admin, hides pricing behind a sales call, and still leaves contracts expiring without warning), ContractSafe is the way out. Search is Google-fast across every contract and attachment, including full OCR on scanned PDFs. The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content. Smart Search understands your intent rather than requiring exact keywords. None of it needs configuration or a dedicated admin. It works out of the box. Pricing is published publicly. No "contact sales for a quote," no per-seat charges that penalize you for adding users, no implementation fees. Every plan includes unlimited users, automated renewal and key-date alerts, a dedicated Customer Success Manager, and free onboarding assistance. Higher-tier plans add approval workflows, redlining, and built-in e-signature. Security: hosted on AWS, SOC 2 Type II and ISO 27001 certified, HIPAA and GDPR compliant, with data residency options across the US, Canada, EU, and Australia. Most teams are fully operational within hours of signing up. Free trial, no credit card required.

The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

MindCloud is not only a modern iPaaS but also provides a full service solution for small and medium sized businesses that doesn't require you assigning technical staff to the project. We have over 50 pre-built connectors and can add any new software platform that has an API or allows automated import/exports. We also support EDI and FTP integrations. Some of our features connectors are: Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many, many others. Automate all of your business process with MindCloud. Eliminate double data entry. Integrate your business. Simplify your life.

Paligo supports teams working with complex technical documentation that needs to grow, adapt, and stay consistent over time. Built specifically for structured content at scale, Paligo enables organizations to treat documentation as a long-term business asset—powered by reuse, automation, and strong content governance. Paligo’s cloud-based CCMS is designed around modular content. Teams can write once, reuse components across multiple outputs, and keep documentation aligned across products, formats, and languages. This reduces manual effort, speeds up updates, and cuts translation overhead, allowing teams to publish faster while minimizing errors. The platform pairs advanced structured authoring capabilities with a modern, approachable interface. This makes Paligo effective for experienced documentation specialists while remaining accessible to contributors across the organization. From creation and collaboration to translation and multichannel delivery, Paligo brings the entire documentation workflow into one controlled environment. Paligo’s purpose is to help organizations move past static, fragmented documentation practices and build content operations that support continuous growth. With Paligo, teams stay in control of complexity and deliver documentation that evolves alongside their business.

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

DigiParser automates document workflows and extracts data from documents such as invoices, contracts forms, resumes and receipts. It uses advanced OCR, machine learning, and data extraction to extract, validate, process, and convert documents into structured CSV or JSON formats. Users can create custom parsers, automate workflows and integrate the extracted information into tools such as Zapier, QuickBooks Xero Salesforce, Google Sheets etc. DigiParser allows for team collaboration through flexible billing options. This allows multiple team members to be able to work on different Parsers. Its features, such as schema customization, review phases, and workflow automation ensure high accuracy in data extract while saving time and reducing the manual work.

CapLinked is a leading Virtual Data Room platform that makes it easier, faster, and safer to manage business transactions in cloud. CapLinked's secure platform gives companies easy-to use tools for capital raises and asset sales, mergers and acquisitions, real-estate deals, investor & board reports, business development negotiations, as well as other complex business transactions. The Wall Street Journal referred to CapLinked as "the best place to set up and close deals." Inc. Magazine also named CapLinked to its Top 5 Back-Office Tech Innovations. CapLinked was founded in Los Angeles in 2010 by Eric M. Jackson, PayPal's first US marketing head, and Christopher Grey, a former investment banking and private equity executive.

Intellect's QMS software has been proven to improve quality operations and reduce overall quality cost by up to 40%. Our apps were designed by certified quality professionals and can be easily customized with our no-code platform or drag-and-drop technology. Remote access for your team, mobile apps, dynamic workflows, analytics, reporting, and remote access are all possible with this modern and simple solution. Apps include Document Control and Employee Training, Audit Management CAPA, Nonconformance, as well as other useful features.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Reduce the time spent on paperwork and improve the way you record, track and store data. Create online forms and apps in under 5 minutes with our affordable, drag-and-drop, no-code platform. The software will have you streamlining processes, pinpointing and removing unnecessary, time wasting tasks and increase your ROI. Run your numbers through our ROI calculator if you're unsure ;). Try a 30-day free trial and then let us help migrate 5 of your paper-based forms once you subscribe. Enjoy Enterprise-level features, scaling across screen design types, data connectors and form submissions. Each Appenate package promises the rapid creation and publishing of branded business apps across Windows, Android and iOS devices. Harnessing cloud-based visual tools, users can construct intuitive screens for every use case along with sophisticated dynamic forms for capturing every piece of required data. Supported by out of the box data connectors for a variety of cloud services, extendable with API-based integrations, Appenate uses templates to simplify output. Mobile app users can conveniently format raw data into Word or Excel templates while on the move, before exporting to PDF for email sharing or storage.

SAP Business ByDesign is an affordable, easy-to-use enterprise resource planning system (ERP) specifically designed for fast-growing small to mid-market businesses and subsidiaries of larger companies. From financials and inventory to customer relationship management and human resources, SAP Business ByDesign integrates all major aspects of your business for end-to-end visibility, added efficiency, and improved operational control. By serving as the nerve-center for your business, with all data flowing into a single, centralized system, SAP Business ByDesign enables real-time data access for faster, complete, more nimble decision-making. SAP Business ByDesign comes with workflows and best practices that help your business run operations more efficiently from Day 1. It also scales with your business, so you don’t have to change systems as you grow. Some of the key features of SAP Business ByDesign: Integrated system architecture that manages all your company dataSAP Business ByDesign Complete operational visibility and control End-to-end business process automation Precise real-time reporting and analytics Customization for business and industry-specific requirements Secure data access anytime, anywhere

Experience the ultimate all-in-one Digital Workplace tailored for the Digital Native generation, featuring sophisticated ECM and DMS software capabilities. Optimize your operations with automated data capture, seamless data transfers, efficient file storage, reliable archiving, and the management of even the most complex office workflows. Our ECM software is designed with legal compliance and robust security in mind, incorporating Privacy and Data Protection principles both by Design and by Default, ensuring you fulfill all contemporary audit standards with ease. This comprehensive solution empowers organizations to enhance productivity while maintaining stringent data governance.

Klyck helps you close more deals and build stronger relationships. Klyck makes sure that sales teams have the right sales content and marketing content at the right times, which allows for better customer conversations. Klyck's data insights allow sales and marketing leaders understand customer engagement and create superior sales strategies. We combine content intelligence, training integration and customer segmentation to make any sales rep, whether seasoned or new, a qualified sales professional. Learn how Klyck's sales automation software helps B2B clients to improve their sales process, close more sales deals, and maximize sales content utilization. It is difficult to lead a customer through a complex B2B sale cycle. Our platform improves customer conversations by improving sales alignment, significantly reducing time required to find sales content, and providing powerful data analytics on customer interactions.

Optix flexible options include document management, workflow automation (business processes management), and records management for multi-user organisations. Optix allows organizations to store, route, secure, and capture content in almost any format. They can also manage multiple revisions. Optix has a presence that includes the Fortune 500, federal, states, and local governments as well as SMBs. It offers both hosted and on-premise solutions that can be integrated with other business applications.

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.