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Document Management Software Integrated with Salesforce Platform (2026)

Last updated: April 2026

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35 software options

FutureVault logo

AI-Powered Digital Vaults for Future-Ready Firms

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AI-Powered Digital Vaults and Intelligent Document Processing for Financial Institutions and Wealth Enterprises.

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Legito logo

Processes. People. Documents. No code automation platform.

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End-to-end document lifecycle management with automated workflows, approvals, dashboards, collaboration and reusable data.

Rich workflow tools to power efficiency or growth. No-code rapid deployment for fast ROI. Regular new features.

400k+ users globally.

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Qualityze Suite logo

Intelligent Quality, Powered by AI

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Qualityze Document Management Software centralizes document creation, collaboration, approval, and storage in a secure, controlled environment. Automate workflows, maintain version history, ensure regulatory compliance, and improve visibility across quality and operational documentation.

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fynk logo

Cloud-based contract lifecycle management software with AI

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fynk is a cloud-based software that helps businesses automate the entire contract management lifecycle. It enables teams to create, review, approve, sign, edit, and manage contracts according to requirements. The platform offers transparency, control, and oversight over company's legal documents.

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Parashift logo

Document classification, extraction, and validation solution

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Parashift enables automated separation, classification and data extraction of all kinds of business documents. No setup, no configuration or training, and no follow-up validation. Customers simply integrate the functionalities and can process all their business documents from day one.

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Shelf logo

Cloud-based knowledge management solution

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Shelf is a an award winning knowledge sharing platform that has the best search in the industry and is a leader in usability

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Veryfi logo

AI OCR APIs to Transform Documents Into Data in Seconds

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Veryfi OCR API & SDK turns unstructured data, such as receipts, bills, invoices, and other documents, into structured data (with line items) in seconds using machine-based data extraction. The platform offers features including a drag and drop processor, document inbox, data export, and more.

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Fluent logo

Document generation tool for creating contracts & proposals

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Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents.

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Relayto logo

Bringing your documents to life.

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Check out how RELAYTO can make your documents come to life, relayto.com/showcase and book a meeting with us: https://rla.to/meet-with-relayto

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Juro logo

Cloud-based solution for contract automation.

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Juro is a cloud-based contract automation platform that revolutionizes contract management by integrating AI automation into the everyday tools used by business teams. This end-to-end solution enables the seamless management of the entire contract lifecycle within a secure, browser-native environment, facilitating swift contract initiation through to renewal.

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ELO ECM Suite logo

Digitalizes information management and business processes

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Software for digital document management and automated business processes – powered by AI, quick and easy to customize thanks to low-code technology, in the cloud or on-premises.

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Docusign logo

Electronic signature & document approval software

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Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

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CobbleStone Contract Insight logo

Contract lifecycle management system

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CobbleStone's award-winning document management solution enhances document storage and streamlines the retrieval of documents.

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Jotform logo

Cloud-based form builder tool for digital forms.

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Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

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S-Docs logo

Document automation and e-signature solution

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Edit your generated documents and maintain a consistent version history, plus store your documents in Salesforce, HubSpot, or one of our integration partners.

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Revv logo

The best eSignature workflow automation software

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An advanced document workflow automation system that provides enterprise-grade security & features like electronic signatures, templates, apps integration, collaboration, real-time tracking, machine learning, and storage.

Revv helps businesses to reduce costs & increase productivity and compliance.

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Seismic logo

Cloud-based enablement software for sales & marketing teams

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Harness Seismic's powerful content intelligence to scale your document management efforts. Create a centralized single-source-of-truth for all your company's collateral, and ensure efficient document approval workflows, collaboration tools, and the ability to update content at scale.

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Nintex DocGen for Salesforce logo

Document automation for Salesforce (formerly Drawloop)

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DocGen - formerly Drawloop - is a document generation software designed to automate document processes in Salesforce with Dynamic Document Packages (DDP).

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WoodWing Assets logo

Organize and manage digital assets fast with WoodWing Assets

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WoodWing Assets (previously called Elvis DAM) provides a digital asset management platform that helps manage the holistic tasks around digital content creation, cataloging, access & distribution.

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Nitro PDF logo

Document generation and management software

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Nitro excels at document management by streamlining workflows and enhancing collaboration. Facilitate efficient communication and feedback through Nitro’s robust commenting, markup, stamp, and annotation tools.

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Atlas logo

Atlas is the all-in-one platform for Microsoft 365.

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Atlas is the leading Intelligent Knowledge Platform that centralizes and auto-classifies content across Microsoft 365 and other sources into a single AI-powered platform.

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PinPoint logo

Electronic document management system with automatic filing

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PinPoint DMS -
Voted Best for 2016, 2017, 2018 by Business Daily News
Voted Best User Experience 2019 FinancesOnline

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HighQ logo

Cloud-based legal case management tool for legal teams.

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HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

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Experlogix Document Automation logo

Enterprise-grade Document Generation and Automation Software

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Experlogix's document generation and automation product is designed to help businesses streamline the entire document lifecycle, from creating contracts, quotes, policies, and agreements using templates to storing digital assets in a centralized repository.

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OpenText HighTail logo

Share Files & Collaborate on Creative Projects with Hightail

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OpenText Hightail helps creative and marketing team streamline creative reviews and approvals on visual content.

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