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Complete
Salesforce® Document
Editing Solution
Complete
Salesforce® Document
Editing Solution

Enable powerful document generating, viewing, collaborating, signing and editing capabilities in Salesforce® without adding server-side dependencies.

Bring Best-in-Class PDF and MS Office Capabilities to Salesforce

Instead of forcing users to open external applications to edit documents, PDFTron offers a complete document experience native to Salesforce. That means it's more secure, scalable and cost-effective to use. It seamlessly integrates within existing systems, empowering Salesforce Developers, Architects, Consultants and Administrators alike to rapidly assemble professional document solutions tailored to unique business requirements.

Optimize Document Management

Enable users to work with and manage documents more efficiently with an all-in-one generating, viewing, editing, and collaborating solution right in Salesforce.

Enhance Workflows

Add capabilities for multiple users to review, approve, comment and collaborate on any document or video to create more streamlined workflows.

Improve Productivity

Save time and effort creating quotes, proposals, contracts, invoices, customer communications or marketing materials by automatically populating forms with Salesforce data.

Create with Clicks or Code

Those who build applications and business solutions atop the Salesforce platform can easily integrate PDFTron’s document viewing, editing and collaboration capabilities using either the fully customizable WebViewer Lightning Web Component SDK or the ready-to-use AppExchange® package.

XODO APPEXCHANGE®

Xodo AppExchange® is a managed package powered by the PDFTron SDK that requires no coding knowledge and offers out-of-the-box components for viewing, annotating, redaction, signing and page manipulation.

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WEBVIEWER

PDFTron’s Salesforce Document SDK is a complete, customizable, LWC-based solution with full code samples and guides to enable developers to create a robust document experience for Salesforce users.

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The Most Comprehensive Document Editing Solution for Salesforce®

Viewing and Editing

Add built-in, professional viewing of PDF, DOCX, PPTX files and more allowing users to search for and copy text instead of using the default static image preview.

Annotation

Power collaboration with features to mark up and comment in documents, enable rapid estimates via measurement, and save annotations for each user into their Salesforce records.

Form Filling

Prepopulate data from existing records into forms stored on Salesforce or any other storage provider like AWS, Azure, GCP and others.

Signing

Create custom signing workflows including placing signature fields, assigning signers and collecting signatures. Certify and validate digital signatures. Update records once the document is signed.

Page Manipulation

Insert, remove or rearrange pages. Assemble, merge or split documents directly in the browser. View multiple documents in the same viewer or side-by-side.

True Redaction

Search for and permanently remove sensitive information from documents such as personally identifiable information or protected health information while keeping documents searchable.

Template Generation

Create documents by populating existing PDF, DOCX or HTML templates with data from Salesforce.

Viewing and Editing

Annotation

Form Filling

Signing

Page Manipulation

True Redaction

Template Generation

Process Files from Anywhere

Open and store documents in Salesforce, local storage, or popular cloud providers like AWS S3, Azure, and Google Cloud.

No External Dependencies

All document processing is done natively within the browser with no server-side dependencies, connectors or third-party software.

Data Security

Keep all forms of digital content secure with no file transmission to servers or external sources.

Compatible with all Salesforce Editions

Integrate document features into all Salesforce Lightning Editions. Power internal workflows with the out-of-box solution, or add capabilities with the Lightning App Builder.

Fully Customizable

Meet unique business needs via the open-source UI, giving complete control over functionality, behavior and appearance.

User-Friendly Interface

Intuitive UI enables rapid user adoption and improved productivity for document processing and workflow completion.

Rapid Implementation

Pre-built components and low-code options empower rapid assembly of tailored solutions with clicks or code.

High-Fidelity Rendering

PDFTron’s proprietary rendering engine displays documents accurately and fast, ensuring a smooth user experience, even with large and complex page content.

Support for 30+ File Formats

Support for PDF, Microsoft Office, audio, video and many more

Better Together

As a trusted Salesforce partner, PDFTron is committed to bringing best-in-class document experiences to all Salesforce users. Our technology aids digital-first transformations as an integrated part of Salesforce Industries solutions.

Partnering with Industry Leaders

The PDFTron SDK powers thousands of commonly-used software applications across startups, governments, and Fortune 100 companies worldwide in virtually every industry. Many industry leaders, including Salesforce, rely on our document editing solution.

With You Every Step of the Way

Get support from the makers of the number-one-ranked commercial PDF SDK, with comprehensive documentation and examples, and direct access to the engineers who built our technology from the ground up.

Helpful Resources

How to View, Edit, Annotate, and Redact Salesforce Record Attachment Files in a Lightning Web Component

Read blog post

How to Populate Record Data into PDF Forms in Salesforce

Read blog post

How to Collaborate on and Review Video Files in Salesforce

Read blog post

Salesforce Lightning Web Component to view, edit, annotate PDF & Office files

Read Documentation

Salesforce customization: Built-in, full-functioning document lifecycle capability

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Try our SDK for free today

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Free Trial

Get unlimited trial usage of PDFTron SDK to bring accurate, reliable, and fast document processing capabilities to any application or workflow.

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