Edit PDF and DOCX documents directly in Salesforce

Review, refine, and finalize documents in Salesforce with support for PDF and DOCX text editing, page-level document changes, markup, annotation, and form-related workflows.


Edit content directly in Salesforce

Make text and content changes to PDF and DOCX documents without moving work into separate tools.

Control document structure

Reorder, crop, add, or delete PDF pages as part of document preparation and review.

Review and collaborate in context

Use comments and markup to support feedback and document collaboration.

Finalize documents before sharing or signing

Refine outputs in Salesforce before they’re saved, sent, or signed.

Edit and annotate documents within your Salesforce workflow

Support content editing, page-level document updates, markup, and review workflows with a fully native experience.

Salesforce document editing workflows
PDF and DOCX content editing

Edit text and content in PDF and DOCX documents without leaving Salesforce.


Page-level document editing

Reorder, crop, add, or delete PDF pages to make structural document changes before sharing or signing.


Markup and annotation

Add comments and markup to support review and collaboration in context.


Review-before-finalize workflows

Keep editing and refinement steps close to Salesforce records and document-driven business processes.

Powered by Nutrient Documents for Salesforce

Use Nutrient’s editing features directly inside Salesforce document workflows.



Why Nutrient

Nutrient’s industry-leading technology delivers a single solution to bring document editing directly into Salesforce.

Content and page-level editing

Support both text changes and structural PDF edits in one workflow.


Closer collaboration

Review and annotate documents in the same business context where they’re used.


Better workflow continuity

Edit documents before saving, sharing, or signing without breaking the Salesforce process.


Built for document-driven teams

Support sales, service, and operations teams that need document changes to happen inside Salesforce.


Frequently asked questions

Can users edit PDF documents directly in Salesforce?

Yes. Nutrient Documents for Salesforce supports PDF editing directly in Salesforce, including content changes and page-level document updates.

Can users edit DOCX documents in Salesforce?

Yes. Nutrient Documents for Salesforce supports DOCX editing and authoring workflows directly in Salesforce.

What kinds of document changes are supported?

Teams can make content changes, reorder pages, crop pages, add or delete pages, and use markup tools for review and collaboration.

Can documents be reviewed before they’re finalized?

Yes. Teams can review, refine, and finalize documents in Salesforce before saving, sharing, or sending them for signature.

How does editing fit into broader document workflows?

Editing can be part of the same Salesforce workflow as document generation, review, and digital signing.

Bring real document editing into Salesforce

See how Nutrient helps teams review, annotate, refine, and finalize PDF and DOCX documents without leaving Salesforce.