Document generation, editing, and signing — entirely within Salesforce

Create templates, generate PDFs, edit with a familiar Google Docs-like editor, and collect eSignatures — all without data ever leaving your organization. Built fully inside Salesforce with Lightning Web Components and Apex for seamless integration with your existing workflows.


Eliminate document friction

Sales representatives generate invoices, NDAs, and proposals in one click — no download-edit-upload cycles. Documents stay in Salesforce, workflows stay unified, and deals close faster.

Cut vendor stack bloat

Combine templates, generation, editing, and eSignatures from a single vendor. Replace multiple tools with one native solution, reducing costs and integration complexity.

Native DOCX and PDF editing

Edit documents directly in Salesforce with full WYSIWYG capabilities. Export to PDF or DOCX with perfect layout fidelity. No external editors or desktop applications needed.

Unmanaged package flexibility

Extend and customize the solution for edge cases. Full access to source code means your team can adapt the templating language, integrate with custom objects, and build exactly what you need.

CAPABILITIES

Everything you need to handle documents in Salesforce

Build templates, generate PDFs, edit with a WYSIWYG editor, and collect legally binding eSignatures — all from a single native solution that feels like the rest of your Salesforce setup.

Salesforce capabilities

Template creation and management

Build templates directly in Salesforce with an intuitive editor. Use advanced templating language for conditions, loops, and related object data, with version control and metadata tracking built in.

One-click document generation

Drop a document creator widget on any record. Generate invoices, contracts, and reports in one click by pulling live data from Salesforce objects with SOQL-based queries.

High-fidelity editing and authoring

WYSIWYG editor inside Salesforce with page-based editing. Export to PDF and DOCX with perfect layout fidelity. Full version history tracks every change without leaving the record.

Native eSignature workflows

Sign and send documents directly in Salesforce. Legally binding eSignatures with tracking, reminders, and status updates. No third-party signing tools needed.

AI-powered document assistance

Agentforce integration delivers AI-powered review, redline suggestions, and smart editing assistance inside the tools you already use, with context-aware rules and analysis built-in.

Workflow automation

Auto-generate documents, update records instantly, and manage bulk jobs effortlessly with Salesforce Flow integration.

Multi-format output

Export documents to PDF, DOCX, and more. Maintain perfect layout and styling across formats. Offline-first support ensures continuity, even without connectivity.

Enterprise-ready compliance

Keep documents and templates entirely in Salesforce for straightforward audits, control access with role-based permissions tied to objects, and ensure secure data handling with SOC 2 Type 2 auditing.


PRODUCT DEMO

Nutrient for Salesforce in action

Salesforce document integration demo

READY TO START

Transform your Salesforce document workflows

See how Nutrient eliminates document friction and keeps your team working entirely within Salesforce.

Salesforce document workflows

COMPARISON

How Nutrient stands apart

See how our native Salesforce solution compares to external document generation tools and basic native alternatives.

Large suite providers
Basic native tools
Nutrient
Intuitive WYSIWYG editor
External tools
Advanced templating
Basic only
Legally binding eSignatures
Flexible templating for any use case
Rigid syntax
Template caps
Native DOCX and PDF editing
Transparent component-based pricing
Complex bundles
Hidden add-ons
AI-powered document assistance
Varies

Why Salesforce teams choose Nutrient

Nutrient is the only fully native Salesforce solution that combines document generation, editing, and eSignatures in one package — without data ever leaving your organization.

100 percent Salesforce-native

Built with LWC and Apex. Looks and feels like native Salesforce. No external servers or bolt-on solutions.

Developer-first flexibility

Real templating language with conditions and loops. SOQL-based data pulls. Object-level permissions. Not a no-code toy.

Flexible component-based licensing

Start with the base package that includes the viewer, annotations, forms, and eSignatures. Add components like Document Authoring or Content Editor as needed. Transparent per-seat pricing with volume discounts.

AI-enhanced document intelligence

Agentforce integration for review, redlining, and editing assistance. Smart analysis with context-aware rules.


TALK TO SALES

Ready to see it in action?

Discover how Nutrient helps Salesforce teams generate, edit, and sign documents without leaving their organizations.

Frequently asked questions

What is Nutrient for Salesforce?

Nutrient for Salesforce is a 100 percent native document generation, editing, and eSignature solution built with Lightning Web Components and Apex. It enables Salesforce users to create templates, generate PDFs, edit with a WYSIWYG editor, and collect legally binding signatures — all without data leaving your organization.

Does data ever leave my Salesforce organization?

No. Nutrient is built fully inside Salesforce using native LWC and Apex components. All document generation, editing, and signing happens within your organization. There are no external servers, no data hops, and no compliance blind spots — making audits straightforward and secure.

What file formats are supported?

Nutrient generates PDFs from templates and supports exporting edited documents to both PDF and DOCX formats. The editor maintains perfect layout and styling, ensuring high-fidelity output, regardless of the format.

Are the eSignatures legally binding?

Yes. Nutrient provides legally binding eSignatures with complete tracking, audit trails, and status updates. Unlike signature annotations, these are full eSignature workflows that meet legal requirements for document execution, with reminders and tracking built directly into Salesforce.

Can I automate document generation?

Absolutely. Nutrient integrates with Salesforce Flow to trigger automatic document generation based on record changes, approvals, or other workflow events. You can also use bulk processing for high-volume jobs and data write-back to push document values back into Salesforce records.

How does licensing work?

Nutrient uses transparent per-seat pricing with a base package that includes viewing, annotations, form filling and creation, electronic signatures, and Office file support. Additional components that enable document authoring, content editing, comparison, and redaction are available separately. Volume discounts apply as you add more seats, and there’s a 25-seat minimum to get started.

How does Nutrient compare to other Salesforce document tools?

Unlike external document generation tools that ship data to third-party servers, Nutrient is 100 percent native to Salesforce. You can combine templates, generation, editing, and eSignatures from a single vendor with transparent component pricing. Built with LWC and Apex, it looks and feels like the rest of your Salesforce setup, with no bolt-on experiences or session timeouts.