Introducing Document Solutions for Salesforce
Table of contents
Document Solutions for Salesforce brings document generation, editing, and eSignatures into Salesforce as a single native solution. Your data never leaves your organization.
We’re announcing Document Solutions for Salesforce, a way to handle document workflows without leaving Salesforce or juggling multiple vendors.
The download-edit-upload cycle wastes time. Version control breaks. Data scatters across systems. Document Solutions for Salesforce keeps everything inside your organization.
What problems does this solve?
Too many tools for documents. Most teams use separate solutions for templates, PDF generation, editing, and signatures. Nutrient combines them into one package.
Data leaving Salesforce. Many document tools ship data to external servers. Ours runs entirely on LWC and Apex, so documents never leave your organization.
Rigid, no-code-only tools. Some solutions lock you in. We ship an unmanaged package, so you can customize the templating language, integrate with custom objects, and change whatever you need.
What can you do with it?
Build templates visually. Create templates in Salesforce with conditions, loops, and related object data. Version control is included.
Generate documents from any record. Add a widget to any record, and one click generates invoices, contracts, or proposals using live SOQL data.
Edit documents without leaving Salesforce. The WYSIWYG editor runs in the browser and supports exporting to PDF or DOCX with full version history.
Collect signatures natively. Collect legally binding eSignatures with audit trails, reminders, and status tracking — no third-party tools required.
Automate with Salesforce Flow. Trigger generation on record changes or approvals, with bulk processing support and data that writes back to records.
Get AI assistance. Agentforce integration provides document review, redlines, and editing suggestions.
Built for enterprise requirements
The solution is built with LWC and Apex, with no external servers. It’s SOC 2 Type 2 compliant, and access control uses your existing Salesforce permissions.
Licensing is component-based, with a base package (viewer, annotations, forms, eSignatures) plus optional modules. Pricing is per seat with volume discounts.
FAQ
It’s a native Salesforce app for document generation, editing, and eSignatures, built with Lightning Web Components and Apex. Your data stays in your organization.
No. Everything runs inside Salesforce. There are no external servers processing your documents.
You can generate PDFs from templates, and edit and export to PDF or DOCX. The editor preserves formatting across formats.
Yes. These are full eSignature workflows with audit trails, not just signature annotations. They meet legal requirements for document execution.
Yes. Use Salesforce Flow to trigger generation based on record changes, approvals, or other events. Bulk processing and data write-back are supported.
Pricing is per seat with a base package and optional add-on components. Volume discounts are available, with a 25-seat minimum.
Most alternatives either ship data to external servers or lock you into rigid no-code workflows. We’re fully native to Salesforce and ship an unmanaged package you can customize.
