The Apryse Summer 2026 Release: OUT NOW

Unlock Full Document Control Right Inside Salesforce

Enable in-platform document editing, digital signing, form handling, annotations, and structured data extraction with a single suite of SDKs designed to handle high-volume use cases and complex PDFs.

Streamline Document Processing in Salesforce

Whatever your workflow requires, a single suite of developer tools can make it possible without any third-party dependencies.

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Reduce External SaaS Applications

Limit your reliance on multiple plug-ins and eliminate broken workflows. Customize the solution to fit your need with a feature-rich, single suite of SDKs.

Salesforce Integration Use Cases

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Case Management

Case management involves complex processes across various industries. With documents at the core, interacting with them in Salesforce is crucial. Apryse WebViewer SDK automates workflows and reduces manual tasks with automated merging and programmatic redactions tailored for Salesforce objects.

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Contract Management

Enhance Salesforce's native contract management with the WebViewer SDK for template generation, editing, and signing. Reduce reliance on multiple applications and simplify workflows with features like redlining, and workflow automation tied to signing events.

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Onboarding

Create a complete, custom onboarding solution, including the ability to generate documents from templates, automate form filling, sign, and much more. Save everyone time and headaches by completing the workflow in Salesforce without relying on external apps and dependencies.

Support Endless Use Cases in Salesforce
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Client-side Viewing & Generation

Compatible with all frameworks and browsers, WebViewer delivers the highest quality document rendering, generation, and conversion capabilities through a single, customizable component. Supporting PDF, Office, images, videos, and websites, it's fully featured out of the box, delivering exceptional usability and functionality trusted by thousands.

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True Redaction

Eliminate confidential information by searching and redacting sensitive keywords, strings, and patterns. Redact areas of images and text, or entire pages.

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Edit and Annotate

Simplify review and approval processes by enabling your users to edit PDFs and DocX files in your app without the dependency of Microsoft Word. Choose from 35+ annotations or build custom markup tools. Then, leverage out-of-the-box modules to enable real-time collaboration.

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Digital Signatures

Create complete, custom signing workflows, including signature field assignment, signature creation, collection, and validation.

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Automated form filling

Simplify form workflows with powerful automation. Easily fill, edit, and create forms while automatically syncing data with your Salesforce records. Populate templates with existing Salesforce data to reduce manual entry and save time.

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Semantic Document Comparison

Add custom, intuitive document comparison to an existing application. Compare versions side-by-side or in a single page view mode, and toggle between page view modes. Highlights capture all changes, even in complex documents and even when a change spans two pages, or when an entire page is deleted.

Apryse WebViewer + Salesforce FAQS

RESOURCES

Learn more about the Apryse WebViewer and Salesforce Integration

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Webinar: Apryse + Salesforce: Native document viewing, generating, collaborating and signing capabilities

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Video: PDF and DocX viewing and editing in Salesforce

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Video: PDF Redaction and GDPR with the PDF Association

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Blog: Review and Approve Document Natively in Salesforce

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How to Make FOIA Request and Redaction Workflows 100% Salesforce-Native

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How to Review and Approve Documents Natively in a Salesforce App

Get more done without leaving Salesforce

Download our latest eBook and learn how to power full document workflows directly in Salesforce, all without third-party dependencies. What's Inside:

Common challenges with PDFs and templates in Salesforce environments

How AI-powered SDKs solve layout, signing, and extraction issues

How to get started with Apryse WebViewer SDK in Salesforce

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