Nutrient has launched Documents for Salesforce, a natively built solution consolidating the entire document lifecycle—generation, editing, redaction and signing—inside Salesforce. The platform eliminates fragmentation caused by disconnected tools that typically handle quotes, contracts and agreements outside the CRM. The solution enables administrators to build templates using merge fields and conditional logic, pulling live data from Salesforce objects. Users can review and edit PDFs and DOCX files within Salesforce, whilst redaction and signature capabilities keep all workflows on the record. The platform aligns with Salesforce permissions and produces audit-ready document history. The solution aims to reduce tool sprawl, tighten governance and accelerate deal cycles for sales, legal and compliance teams. Nutrient Documents for Salesforce is available now.

Nutrient has announced a major update to its AI Assistant, introducing a document editing agent that autonomously plans and executes multi-step document workflows. The agent operates within Nutrient's Viewer SDK, using purpose-built tools for rendering, extraction, form operations, annotation and redaction. The system allows organisations to define custom skills and three-tier approval policies governing what the agent can do autonomously, what requires confirmation, and what is prohibited. Edits are staged for review before permanent application, maintaining human oversight. The solution targets document-heavy industries including legal, financial services, construction, healthcare and government. The agent integrates with major LLM providers including OpenAI, Azure OpenAI, AWS Bedrock and Anthropic Claude. The document editing agent is now available in Nutrient's Web Viewer SDK, with mobile platform support planned for later in 2026.