Best Document Management Software for Salesforce - Page 6

Find and compare the best Document Management software for Salesforce in 2025

Use the comparison tool below to compare the top Document Management software for Salesforce on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

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    Scrive Reviews

    Scrive

    Scrive

    €30/month/user
    Scrive was founded in 2010 and quickly rose to be the Nordic's leading e-sign provider. Scrive is a trusted partner in digitalisation, serving 4000 customers in 40 different countries.
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    Smartcat Reviews
    Smartcat is an all in one platform that connects businesses and translators to a continuous translation delivery chain. It combines a collaborative workflow solution with a marketplace and a network containing translation professionals. Figures as of mid 2019: 10,000+ LSPs/end customers, 250,000+ freelancers and 70+ partners in 40+ nations. * Vendor Hiring - Choose the right fit from 250,000 professionals * Translation automation (CAT: A CAT tool that empowers translators * Payment Automation: Pay all suppliers with one click * Client Portal: Offer your customers a transparent experience in translation with a branded portal * Integrations: Smartcat connectors for CMS and code repositories
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    RecordPoint Reviews
    The RecordPoint Data Trust platform helps highly regulated organizations manage data throughout its lifecycle, regardless of system. We work with organizations in highly regulated industries to ensure their data is right where it should be - safeguarded for privacy, security, and governance.
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    GovOS Reviews

    GovOS

    GovOS

    $2500 per year
    Provide your constituents with the essential services and information they require for success. Explore the next phase of Digital Government with the GovOS Short-Term Rental Solution, a robust software suite supported by industry professionals and augmented assistance. This solution addresses various use cases centered on the community and economic effects of short-term rentals, offering features such as compliance management, registration and permitting processes, tax collection, and a 24/7 complaint hotline. Additionally, Studio equips agencies aiming to digitize forms, eliminate paper usage, and enhance citizens' interactions with local government. Across the United States, governments trust GovOS Studio to transform cumbersome paperwork into efficient online services that expedite processing, boost transparency, reduce errors, and ensure seamless governmental operations. Furthermore, GovOS Cloud Search presents a user-friendly interface reminiscent of Google, making it easier for those unfamiliar with land records to navigate, while also providing an advanced search feature for more detailed inquiries. Overall, this suite of tools represents a significant advancement in modernizing government services for the benefit of communities.
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    Nuxeo Reviews

    Nuxeo

    Hyland Software

    Nuxeo makes it easy for you to create smart content-centric apps that improve customer experiences, improve decision making and accelerate products to market. Nuxeo has many common uses, including document management, enterprise content management (ECM), digitization asset management (DAM), and case management. Nuxeo allows organizations to securely access, find and use information across business units and channels, regardless of their size or volume.
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    SigniFlow Reviews

    SigniFlow

    SigniFlow

    $8.00/month/user
    If you are finding that outdated pen-and-paper methods of signing contracts and documents are not meeting modern requirements of your business or its customers, it is time to move digital. SigniFlow's digital signature security ensures that every document signed with SigniFlow contains the appropriate embedments to increase non-repudiation. SigniFlow can be deployed on-premise in your data center or you can take advantage of our compliant, secured datacentre offerings, which are available across all regions. SigniFlow uses the most recent cryptographic digital signature standards to secure sign PDF documents, as electronic signatures are not sufficient. Join the millions of people worldwide who are moving to digital signatures.
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    CentricMinds Reviews

    CentricMinds

    CentricMinds

    $295 per month for 10 users
    CentricMinds, a cloud-based digital workplace, team collaboration, and employee communication tool, is a leader in small, medium, large, and large-sized businesses.
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    MOXIS Reviews

    MOXIS

    XiTrust Secure Technologies

    The way you choose to operate MOXIS is entirely at your discretion, as it supports all three prevalent hosting models. Regardless of the option you select, the extensive range of services provided by MOXIS maintains consistent quality and breadth across all scenarios. Whether you prefer an external or internal setup, MOXIS collaborates with you to pave the way. It integrates smoothly with your IT infrastructure and communicates seamlessly with all existing systems, including various signature solutions. You can electronically sign up to 100 documents with just one click of your mouse, and MOXIS effectively replicates decision hierarchies in a one-to-one manner. It enables the creation and storage of parallel and sequential workflows that meet any level of signature quality as templates. The incorporation of external signers is achieved with complete data security, ensuring confidentiality at every step. You have the flexibility to create individual documents or utilize existing form fields, and any current contracts can be efficiently processed within MOXIS. Our robust API facilitates effortless integration, while MOXIS also provides ready-to-use integrations with major platforms like SAP and Salesforce, enhancing your overall operational efficiency. This flexibility ensures that MOXIS can adapt to diverse business environments, making it an invaluable tool for organizations seeking streamlined document management solutions.
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    emSigner Reviews

    emSigner

    eMudhra

    $12 per month per user
    emSigner is eMudhra’s digital workflow management and signature solution. It allows companies to sign and track documents, track them, archive them, and manage them digitally. emSigner's core is designed to provide high-end security and flexibility, with multiple signing options, paired by easy integration into any existing app ecosystem. This makes it a great solution for creating a paperless ecosystem in SME’s, large enterprises, or government agencies.
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    Gendoc Reviews

    Gendoc

    Gendoc

    $0.10 per document generated
    Gendoc automatically generates beautiful PDF documents from templates such as proposals, invoices, whitepapers, presentations, , and marketing (whitepapers. presentations, ) Our powerful HTML to PDF conversion API allows you to integrate PDF generation directly into your product, CRM, or IT stack. This will allow you to create beautiful PDF documents that your customers will love. Make templates
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    Brainbase Reviews
    Brainbase Assist enables businesses to oversee every aspect of licensing, partnership, or sponsorship agreements seamlessly within a unified platform. - Gain valuable insights by monitoring crucial metrics such as total sales, royalties, availability of rights, forthcoming events, and notifications, among others. - Evaluate performance across various partners, products, categories, territories, and distribution channels, allowing you to identify potential issues before they escalate into significant problems. - Design tailored, custom dashboards and produce reports that focus on the metrics that matter most to your organization. - Manage, view, and track sales reports and royalty performance conveniently from one location. - Reduce the risk of human error with fully automated calculations for sales and royalties that adhere to the specified contract terms, ensuring accuracy and efficiency in your operations. - This comprehensive tool streamlines the management of agreements, enhancing overall organizational effectiveness.
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    ContractPodAi Reviews
    Legal Reimagined - Step into the Future of Enterprise Legal ContractPodAi is a leader in AI-driven legal technology, empowering enterprises to manage risk, drive efficiency, and maximize ROI across the business. Powered by Leah, ContractPodAi’s advanced Agentic AI architecture, our solutions transform legal intelligence into a business accelerator—whether through our industry-leading Agentic Contract Lifecycle Management (CLM) platform or Leah, our Legal Agentic AI solution. Leah is an Agentic AI solution that redefines legal intelligence, streamlining legal workflows while uncovering opportunities that drive enterprise value. Designed by legal professionals, AI experts, and technology specialists, Leah goes beyond automation to integrate seamlessly into business workflows, learning from an organization's legal patterns and connecting legal, business, and technical teams. By turning legal departments from cost centers into strategic growth enablers, Leah transforms legal operations into a competitive advantage. Unlike traditional solutions, Leah seamlessly integrates with enterprise systems, enhancing compliance, governance, and risk visibility while augmenting tasks to reduce workload and minimize errors.
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    CRES Reviews

    CRES

    CRES Technology

    CRES represents a comprehensive integration of Real Estate Data, Documents, Business Processes, and Business Intelligence. By utilizing CRES Technology, real estate firms can effectively tackle challenges related to IT operations and boost their business productivity. Our solutions are seamlessly integrated with property management systems like MRI, Yardi, VTS, or RealPage, leveraging the power of Office 365 and Azure Cloud. The expertise of our principals and technical staff is rooted in the real estate sector, with decades of leadership experience spanning various domains, including technology, business process management, finance, human resources, and customer service. Our dedicated team, equipped with extensive experience in real estate, approaches technological challenges with high standards, providing solutions that enhance business processes and elevate the productivity of any real estate organization. Moreover, we are committed to continuous improvement, ensuring that our clients remain competitive in a rapidly evolving market.
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    SimpliGov Reviews
    SimpliGov is a platform that enables state and local governments to design robust digital forms and automate workflow processes in a central location. Designed for government workflow automation and hosted in the Azure Government Cloud, SimpliGov helps agencies increase efficiency, reduce IT costs, improve constituent accessibility and satisfaction, improve response time, enable dynamic document creation from a secure template builder, and provide analytics and reporting for informed decision-making.
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    Nintex DocGen Reviews
    Avoid letting the tedious process of manually crafting essential documents such as contracts, work orders, and invoices hinder your business operations. Empower your teams with Nintex DocGen®, enabling them to swiftly generate and distribute documents with just a few clicks from within Salesforce or Office 365. Say goodbye to the hassle of cut-and-paste methods and the potential for errors. Ensure accurate and compliant documentation on the first attempt, every time. Harness the full potential of your data, regardless of its location, to boost productivity and reduce human mistakes. Enhance compliance by utilizing pre-approved templates and standardized language to effortlessly create a variety of documents, including Word, Excel, PowerPoint, and PDF formats. Streamline your processes by automating document routing for reviews, simplifying signing procedures, and securely archiving all documents. Getting started is straightforward; Nintex DocGen simplifies the connection of data from any source to your document templates. Just set up and label the fields for updates to automatically insert dynamic information like customer details, product specifics, pricing, and much more, ensuring a seamless workflow for your team. By adopting this innovative solution, your organization can not only save time but also improve accuracy and maintain a professional image across all documentation.
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    RSign Reviews

    RSign

    RPost

    $7/month/user
    RSign®, the e-signature platform from RPost®, has been a global leader for over a decade. RSign®, which combines features richness with an elegantly simple interface and affordability at scale, is a unique platform. RSign's unique ability to simplify and automate common e-signing while still meeting all your document, form, and workflow requirements is what makes it stand out. RSign makes signing simple and easy. Signers can complete and sign documents from any desktop or mobile browser. RSign has a simple user interface, customizable templates, real-time reporting, and sharable templates. RSign®, makes it easy to view and trust the Signature Certificate for electronic signature tracking, a forensic audit track, sent and signed content, timestamp information, and sent and received content. If ever challenged, a solid record of who signed what when gives you confidence that the esign process and record will be able to withstand scrutiny.
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    Coefficient Reviews

    Coefficient

    Coefficient

    $49 per user per month
    Simplify your workflow by seamlessly syncing Google Sheets with your business systems. Our solution facilitates the connection, automation, and sharing of real-time data within Google Sheets, ensuring your reports, dashboards, and insights are consistently up-to-date. With just one click, you can integrate Google Sheets with any source system, automatically updating your spreadsheet with fresh data from your source systems. Additionally, you can keep track of your spreadsheets through notifications on Slack and email alerts. Coefficient serves as the crucial link in today’s data ecosystem. Business users, particularly those in sales and marketing, often find themselves dependent on IT teams to retrieve necessary data, which can slow project timelines, lead to inadequate datasets, and erode trust in data quality. Coefficient addresses this challenge effectively. By using Coefficient, business users gain the ability to access and analyze essential data in real-time within their preferred spreadsheet environment. This empowers every team member to leverage an innovative approach to spreadsheets, ultimately unlocking greater potential with their data and enhancing overall efficiency. Now, teams can make informed decisions faster, driving better business outcomes.
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    Conversionomics Reviews

    Conversionomics

    Conversionomics

    $250 per month
    No per-connection charges for setting up all the automated connections that you need. No per-connection fees for all the automated connections that you need. No technical expertise is required to set up and scale your cloud data warehouse or processing operations. Conversionomics allows you to make mistakes and ask hard questions about your data. You have the power to do whatever you want with your data. Conversionomics creates complex SQL to combine source data with lookups and table relationships. You can use preset joins and common SQL, or create your own SQL to customize your query. Conversionomics is a data aggregation tool with a simple interface that makes it quick and easy to create data API sources. You can create interactive dashboards and reports from these sources using our templates and your favorite data visualization tools.
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    Template Studio Reviews

    Template Studio

    Novaplex Business Solutions

    $8/month/per user
    You can buy each of our products separately or as a combination to meet your document creation, presentation and spreadsheet printing needs. We can help you save time and money while improving your green credentials. All software is compatible with Office 365, Office 2013, 2016 or 2019, and all versions of Office 365. Available in 32- and 64-bit versions.
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    Bigle Reviews
    Bigle is an innovative legal tech company. It offers 4 products in its software suite: Bigle CLM (a legal AI), Bigle Sign, and Bigle Academy. The company's goal is to streamline legal operations for companies, improve security and minimise the risk of legal contingencies. The platform allows professionals the ability to create documents automatically, share them with others for review, validate in real time, collaborate virtually, and negotiate. It also has its own electronic signing. Bigle has created a generative artificial-intelligence assistant, Libra. It is connected to the CLM platform developed for legal departments. Libra is an expert on the legal field, and offers a secure, confidential environment. The technology company is a leader and pioneer in the field of document automation without codes. It has a global reach and clients such as large corporations and law firms.
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    VIDsigner Reviews
    Experience the most secure and user-friendly method for digitally signing documents. Explore the diverse range of electronic signature options offered by VIDsigner, which is designed for both in-person and remote signing scenarios. By integrating advanced cryptography and biometrics, VIDsigner ensures a safe and legally binding way to electronically sign contracts and documents. This SaaS solution seamlessly connects via API Rest with a variety of software applications, including those used in healthcare, records management, and document management, in addition to HR, finance, sales, and logistics systems. VIDsigner provides a comprehensive suite of services that can be tailored to meet specific needs, whether signing multiple documents electronically with a certificate, using a tablet during client meetings, or signing from any location via phone, all while also offering reliable notification services to keep users informed. The flexibility of VIDsigner ensures that it can adapt to any signing situation, making it an invaluable tool for businesses across various industries.
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    SS&C Chorus Document Automation Reviews
    Upload your documents and efficiently extract the necessary information, including handwriting, low-resolution scans, and faxes. This technology surpasses humans, OCR, and other methods in retrieving data from handwritten notes and low-quality prints. Are you ready to begin? You can create a free account for 30 days. SS&C Chorus Document Automation is your trusted solution for reading, enhancing, and delivering data from physical forms. Take advantage of a complimentary service for COVID-19 form processing or SBA PPP applications, or opt for a risk-free 30-day trial for any other forms. The system processes an impressive 10,000 pages each hour, consistently achieving a sorting accuracy of 98% and a digitization accuracy of 96%. With this technology, you can manage and digitize 5,000 pages per hour with greater precision than your current data entry team. Utilizing machine learning that has been trained on more than 1 billion verified data points ensures remarkable accuracy. This system can boost straight-through processing by as much as 40%, all without the need for human involvement. Experience the future of document automation today and see how it can transform your workflow.
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    Spreadsheet.com Reviews

    Spreadsheet.com

    Spreadsheet.com

    $7/month
    A flexible project management system that adapts to your team. Create powerful no-code apps without sacrificing the spreadsheet features you already know. Sales Build your own CRM Manage compensation plans Track products and inventory Marketing Manage content calendars Plan launches and events Create budgets for it all Product Plan roadmaps and releases Track bugs and issues Organize research and feedback Finance Create project budgets Build connected models Share financial statements HR Build your own ATS Manage onboarding and reviews Create hiring plans IT Track and manage assets Create a ticketing system Manage facilities
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    DocuQuest Reviews
    DocuQuest offers an entirely automated solution that manages the entire lifecycle of documents, starting from their creation, moving through the approval and issuance stages, and finally leading to archiving and destruction in accordance with retention guidelines. Documents often become disorganized, scattered across SharePoint drives and personal computers, making it challenging to verify that only authorized individuals can create controlled documents. Many organizations face issues like manual or absent approval processes, leading to confusion over which document version is the most current, and personnel may inadvertently access outdated versions. Additionally, the difficulties in locating documents often stem from a lack of structured processes for reviewing, initiating, or controlling content revisions, resulting in non-compliance with corporate retention policies regarding archiving and disposal. With DocuQuest, you can effectively oversee all your controlled documents from their inception through revisions and ultimately to archiving and destruction, ensuring that the right information is accessible whenever and wherever it is needed across any device. Moreover, the system guarantees complete version control and generates an automatic history log to maintain compliance. This approach not only streamlines document management but also enhances accountability and traceability within your organization.
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    Equals Reviews

    Equals

    Equals

    $49 per month
    Create analyses effortlessly using data from your own database, regardless of your familiarity with SQL. Leveraging native data connections makes it ten times simpler to generate and automate various analyses, from cohort studies to funnel assessments and presentations for board meetings. Investors and future employees alike will want to understand the origins and methodologies behind these analyses, so it's crucial to always present your findings transparently. Equip your less technical colleagues with the ability to execute complex SQL queries and utilize import scripts effectively. When updates occur, ensure any workbook utilizing a saved query reflects those changes seamlessly. Avoid the redundancy of extracting the same data in multiple formats, especially as the landscape of data and dashboarding tools continues to expand. Despite the plethora of options available, we often find ourselves returning to spreadsheets, the only tool that offers unparalleled flexibility to cater to the unique needs of your organization. There is truly no substitute; spreadsheets serve as an interactive canvas where you can manipulate and engage with data, enabling the creation of intricate and evolving analyses. Their versatility allows for a deeper exploration of data, fostering innovative insights and solutions that can drive your business forward.