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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.
Enable users to work with and manage documents more efficiently with an all-in-one generating, viewing, editing, and collaborating solution right in Salesforce.
Add capabilities for multiple users to review, approve, comment and collaborate on any document or video to create more streamlined workflows.
Save time and effort creating quotes, proposals, contracts, invoices, customer communications or marketing materials by automatically populating forms with Salesforce data.
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® 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.
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.
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.
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.
Prepopulate data from existing records into forms stored on Salesforce or any other storage provider like AWS, Azure, GCP and others.
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.
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.
Search for and permanently remove sensitive information from documents such as personally identifiable information or protected health information while keeping documents searchable.
Create documents by populating existing PDF, DOCX or HTML templates with data from Salesforce.
Open and store documents in Salesforce, local storage, or popular cloud providers like AWS S3, Azure, and Google Cloud.
All document processing is done natively within the browser with no server-side dependencies, connectors or third-party software.
Keep all forms of digital content secure with no file transmission to servers or external sources.
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.
Meet unique business needs via the open-source UI, giving complete control over functionality, behavior and appearance.
Intuitive UI enables rapid user adoption and improved productivity for document processing and workflow completion.
Pre-built components and low-code options empower rapid assembly of tailored solutions with clicks or code.
PDFTron’s proprietary rendering engine displays documents accurately and fast, ensuring a smooth user experience, even with large and complex page content.
Support for PDF, Microsoft Office, audio, video and many more
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.
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.
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.
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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