Enterprise-ready document workflows, integrated across your core systems

Bring document generation, editing, digital signing, and automation into the business systems your teams already use — including Salesforce, SharePoint, and Power Automate.


Available integrations

Salesforce

Create templates, generate documents from Salesforce data, edit PDF and DOCX files, and manage digital signing workflows in a Salesforce-native experience that keeps workflows close to your records, users, and approvals.

SharePoint

Unlock the full potential of SharePoint with our integration that enables you to convert 100+ file types to PDF; add watermarks; and secure, split, merge, and extract PDFs for efficient, compliant workflows.

Power Automate

Streamline SharePoint with Power Automate. Convert, OCR, extract, merge, compress, secure, and watermark documents, and automate tasks across Dropbox, OneDrive, and more.

Nintex

Boost efficiency with Nintex. Automate workflows to convert, watermark, merge, split, and archive 100+ file types to PDF, with support for Nintex Cloud, Microsoft 365, and on-premises deployments.

OneDrive

Edit, annotate, redact, crop, merge, and sign PDFs, and fill out forms directly within OneDrive with our advanced Document Editor.

Teams

Our Microsoft Teams integration lets you create, edit, sign, redact, and merge PDFs, plus add comments — all within Teams, for seamless collaboration.

Windows Server

Automate processing with Nutrient Document Automation Server. Convert 100+ document types to PDF using AI OCR, compression, redaction, and more — all while seamlessly integrating with Azure and SharePoint.

HubSpot

Stop the download-edit-upload cycle. View, edit, and sign PDFs, DOCX, images, and Office files without leaving HubSpot. Add eSignatures and watermarks, and collaborate with comments.

ServiceNow

View PDFs, DOCX files, and images with perfect fidelity directly in ServiceNow — no downloads or external apps required. Annotation, form filling, and redaction tools keep your data secure.


Custom workflows

Automate any business process quickly — without code — with our Workflow Automation platform, which is well integrated with Power Automate, SharePoint, SAP, Salesforce, Oracle, Tableau, and more.

Custom workflows

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Explore Salesforce use cases

Support record-based document workflows for sales, service, and operations teams in a Salesforce-native experience.

Document generation and templating
Document generation and templating

Create templates and generate documents from Salesforce data without writing queries. Pull in related records, use collections and conditions, and build polished outputs for real Salesforce workflows.

Signing
Signing

Collect legally binding digital signatures within Salesforce, with reminders, status tracking, and workflows kept close to your records, users, and approvals.

Editing
Editing

Edit and annotate PDF and DOCX documents directly in Salesforce, from content updates to page-level changes like reordering, cropping, adding, or deleting pages. Review and finalize documents without leaving Salesforce or relying on external tools.


Explore SharePoint use cases

See how Nutrient helps teams generate, edit, search, secure, and automate documents inside SharePoint and Power Automate.

Conversion
Conversion

Explore our low-code conversion solutions to discover how you can enhance document management efficiency with advanced tools that support a wide range of file formats and integrate seamlessly into your existing workflows.

Editing
Editing

Take advantage of comprehensive PDF editing capabilities within SharePoint and Microsoft 365 — including viewing, annotating, signing, and form creation — all designed to enhance productivity and streamline document workflows.

OCR data extraction
OCR data extraction

Check out our OCR data extraction solutions for low-code platforms, designed to enhance document processing efficiency by seamlessly integrating advanced text and data extraction technologies into your existing workflows.


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