Best Document Management Software for Salesforce

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.

Apryse, formerly PDFTron, is reimagining the world of documents. Bring accurate PDF viewing, annotating, editing, creation, and generation to any web, mobile, desktop or server framework or application. Apryse technology supports all major platforms and dozens of unique file types, including support for PDF, MS Office, and CAD formats. Own the full document and data lifecycle by deploying on your own infrastructure without worrying about third-party server dependencies.

Jotform has been trusted by more than 18,000,000 users around the world. It is an all-in one platform that provides powerful tools for data collection and management. You can create digital forms and surveys for any business without any programming. You can create your own form or use one of the 10,000+ pre-made templates. Advanced features such as conditional logic, autoresponder email, and 100+ integrations to popular apps allow you to go beyond the basics. You can make the most of your data with Jotform PDF editor, Jotform Report Builder, and Jotform Approvals. Turn your responses into PDFs or visual reports. Jotform allows you to collect the data you need in order to grow your business. Create an online store with Jotform Store Builder — no coding required. Sell products, services, and subscriptions; collect donations; and receive payments through one of our 30+ supported payment gateways.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

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.

ContractSafe: The Hassle-Free and Affordable Contract Management Solution. Are you tired of cumbersome and expensive contract management solutions that drain your resources and complicate your workflow? Look no further than ContractSafe, your all-in-one solution designed with legal professionals in mind. ContractSafe goes beyond merely storing your contracts in a secure spot. Our intuitive platform allows you to create, send, e-sign, and manage contracts with ease. Say goodbye to manual processes and hello to streamlined contract management that saves you time and reduces errors. With transparent pricing plans that allow you to only pay for what you need based on your contract volume, you won't need to break the bank. Plus, unlimited users allows your entire team to collaborate seamlessly without worrying about additional costs. Our award-winning and dedicated 24/5 customer support ensures a quick and successful implementation and onboarding training. Try ContractSafe risk-free by requesting a free consultative demonstration on our website and discover why thousands of in-house legal and contracting professionals continue to make the switch!

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.

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.

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.

For decades CCMS and content authoring solutions have been lagging behind in the fast-paced world of cloud technology. We’re changing that. Paligo was founded by people with many years of experience in the field of technical documentation. We’re using that experience to build the modern web platform that we would have wanted to use ourselves. Our goal is to make structured authoring more accessible to a wider audience by simplifying and demystifying the process. This is achieved through our intuitive and user-friendly CCMS, which is both powerful and robust, enabling our customers to easily author, manage, translate, and publish multichannel content.

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.

Moxo is a pioneering Service Orchestration Platform designed to streamline and modernize workflows. Founded in 2012 by Subrah Iyar, co-founder and CEO of WebEx, and Stanley Huang, former Senior Director of Engineering at WebEx, Moxo reimagines business processes for the digital age. The platform supports comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services. Moxo continues to lead the way in workflow automation and client engagement, providing an intuitive, scalable platform that grows with the needs of enterprise clients. The platform’s extensive integration capabilities allow organizations to seamlessly connect with CRMs such as Salesforce and HubSpot, along with external applications like DocuSign, automatically triggering data syncing at a configurable cadence, ensuring that all business actions remain aligned with existing systems of record. Through Zapier, Moxo integrates with thousands of other applications, offering even more customization and automation options for businesses across industries. Moxo prioritizes privacy and permission-based access, providing tailored solutions for industries with regulatory requirements.

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

Everyone can use eSignatures. Dropbox Sign (formerly HelloSign), is the easiest and most secure way to have documents signed. Dropbox Sign allows contracts to be signed up to 80% faster than traditional paper-based contracts. It is also legally binding. Advanced signer options and built-in reminders significantly increase document completion rates. Personalize the signing experience for customers. To stay on-brand, you can easily add your company logo, color and custom messaging. You can save documents that you send out often as reusable templates. Templates can be used to speed up the process of signing and simplify data entry. Dropbox Sign documents are more secure than pen & paper. A court admissible audit trail (affixed) ensures that actions can be tracked and time-stamped. Account administrators have the ability to manage document permissions from a central dashboard and set up team settings. This makes everything more secure and organized.

Brandfolder is a market leader in Digital Asset Management software. It offers a platform that is intuitive for users as well as powerful for administrators. Administrators can store, manage and share assets in hundreds of formats, including 8K video, images, documents, and 3D renderings. Brand IntelligenceR provides asset usage analytics that allow Brandfolder to optimize creative strategies with data-driven precision.

Docs Made Simple: The ultimate Salesforce document creation tool with eSigning capability. Create professional documents within minutes. From proposals to quotes, from legal documents to presentations, from account plans to contract, you can use data from any standard object or custom object. Predefined or customizable templates will ensure that your business documents are effective. It's easy to use and requires no coding knowledge. It's the #1 Document Generation App in Salesforce AppExchange, trusted by 7000+ users daily.

Cincel is the software that allows you to easily and securely create legally binding signature workflows with smart functions (Autograph Signature + Advanced Signature like e.firma/FIEL from SAT and FIREL from the PJF + Audit Trail) for Mexico and Latin America. Cincel is the first Cloud Trust Services Provider in Mexico and Latin America, accredited as a Trust Service Provider (PSC) by the Ministry of Economy of Mexico, being the first fully cloud-based. This enables us to offer trust services with legal and technological compliance through Confianza 360, an all-in-one platform that includes services such as Advanced Signature with NOM-151, Identity Verification (Biometrics), CLM - Contract Lifecycle Management, Background Check, and PKI Infrastructure.

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

Qualityze EQMS Suite is a next-generation Enterprise Quality Management Software. It is specifically designed for businesses to efficiently manage their quality processes, customer expectations and compliance requirements. It helps them address operational challenges so they can achieve excellence in terms of quality, safety and reliability. It comes with pre-defined templates for controlled documents, audit checklists, regulatory forms, material compliance reports and many more. Qualityze EQMS Suite is a set of 14 integrated modules that help create a closed-loop system to manage end-to-end quality from anywhere. Our range of smarter quality solutions is built on the Salesforce.com technology platform. These modules are Nonconformance Management, CAPA Management, Document Management, Change Management, Audit Management, Training Management, Supplier Quality Management, Inspection Management, Customer Complaints Management, Material Compliance Management, Forms Management, Permit Management, Calibration Management, and Maintenance Management, Forms Management and Field Safety Management. Our Quality Management solutions help create a culture of quality and continuous improvements by proactively mitigating quality issues.

Foxit eSign, a web-based legally binding HIPAA compliant e-signature software, is secure and available for all companies. Foxit eSign is simple and easy to use. It allows organizations to create documents, send them to the signers, and then archive them. Foxit eSign offers a reliable and reliable website integration via APIs. It also includes a collaboration tool that allows multiple team members to seamlessly work on a single contract document.

ContractHero empowers small and medium-sized enterprises (SMEs) by providing them with overview and control over their contracts and agreements. Our secure software is ISO27001 certified and trusted by hundreds of customers, offering automated and centralized contract management with AI-powered contract analysis, granting businesses fast and direct access to essential information.

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.

Wimi has been helping teams win more opportunities for nearly ten years. It is the European leader for project management and online collaboration software. Wimi is a suite of tools that helps businesses stay in sync, increase team productivity, improve collaboration, and protect critical data. Top features include unified workspaces and a drive solution, team communication. File sharing, task management, file management, project calendar, video/audio calling, reporting, access rights management. Wimi adheres to the highest industry standards in security, including encryption and multi-factor authentification. Wimi is used by 55,000 companies every day. Start your 14-day free trial today!

Your documents can be transformed into interactive presentations or webpages with instant branding, analytics and more. Our AI-powered software has won more than 50 digital, creative, and marketing communications awards for clients like. Everything that matters should be packaged. Your document, images and videos are always at your fingertips, no need to use complicated uploading methods or fancy embed codes. You can reuse content from more than 250 web services, 12 cloud storage system, and any files on your device. With intuitive editing, transform your ideas into action. Create beautiful messages. You can save time by searching through 15 million images, using 70 best practice templates and applying design themes. Or, create your own masterpiece. You can work remotely on projects and not miss a beat. Share the most recent versions with colleagues and customers. Define project roles so that you can decide who can view, edit, or own the files. Share once and anywhere with colleagues and clients