Nutrient’s industry-leading document technology streamlines document workflows in the systems your teams already use — from record-based processes in Salesforce, to content-driven workflows in SharePoint.
Nutrient standardizes document workflows around Salesforce records in a Salesforce-native experience — from template creation and document generation, to editing and digital signing. Built for sales, service, and operations teams, these solutions keep documents accurate, governed, and closely connected to Salesforce data, users, and approvals.
Generate documents from Salesforce data without writing queries. Build editable or locked templates with merge fields, related records, collections, conditions, and dynamic inputs for quotes, proposals, contracts, service documents, and other record-based workflows.
Collect legally binding digital signatures while keeping reminders, status tracking, and signing workflows closely connected to Salesforce. Support internal and external signing without breaking the document workflow around the record.
Review and refine PDF and DOCX documents directly in Salesforce before they’re shared, saved, or signed. Support both content changes and document-level edits so teams can finalize documents without leaving Salesforce or relying on separate tools.
Nutrient helps teams manage, transform, secure, and automate documents in SharePoint-based environments where content workflows already happen. Our industry-leading document solutions deliver stronger controls, better searchability, and more efficient content workflows across Microsoft ecosystems.
Convert documents in SharePoint to improve consistency, accessibility, and downstream automation across your content workflows without extra manual steps.
View, edit, annotate, sign, and fill forms in SharePoint without moving documents into separate tools or manual processes.
Extract text and structured data from documents stored in SharePoint to improve search, routing, and downstream workflows at scale.
Automatically apply metadata and structure to SharePoint documents so teams can organize, find, and use information more efficiently while supporting governance and auditability.
Support archiving, document security, accessibility, and compliance across SharePoint-based document workflows with stronger control inside your system of record.
Automate document-driven processes in SharePoint and connected systems without adding manual steps or brittle workarounds.
Industries
Enhance legal workflows with low-code document tools that improve efficiency, ensure compliance, and streamline case management.
Streamline public sector document management with low-code solutions built for government and non-government organizations.
Boost efficiency, security, and compliance with advanced document management and automation for financial services.
integrations
Connect document workflows to the systems your teams already use, so documents stay closer to your data, users, and business processes — without plugin sprawl or disconnected handoffs.
Bring document generation, editing, signing, extraction, and automation into platforms like Salesforce and SharePoint instead of sending teams into disconnected tools.
Tie document workflows to the records, content, approvals, and processes that already exist in your core systems, so teams can move faster with less manual work and stronger traceability.
Roll out document workflows in the systems your business already governs, with stronger consistency, better user adoption, and less operational overhead — backed by centralized control and compliance-ready processes.
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