Nutrient for Salesforce PDF editing and annotation

CloudBlazer Is Now an Authorized Nutrient Partner for Salesforce Document Generation and eSignature

CloudBlazer is now an authorized Nutrient reseller and implementation partner. Salesforce customers can now buy Nutrient Documents for Salesforce licenses through CloudBlazer and have our team implement, configure, and support it, all with one partner.

Nutrient Documents for Salesforce is a Salesforce-native app for document generation, PDF and Word editing, markup, forms, and legally binding e-signatures. Everything happens on the Salesforce record your team already works in, so documents no longer have to leave Salesforce to get finished and signed.

The Problem We Kept Seeing

In our Salesforce projects, we see the same document workflow again and again. A rep exports opportunity data, pastes it into a Word template, emails a PDF for review, and then sends it through a separate e-signature tool. Every hand-off adds a chance for errors, slows down the deal, and often leaves the signed copy sitting in someone's inbox instead of on the record.

Many companies also pay for two or more tools to handle this: one for document generation and another for e-signatures. That means more vendors, more integrations, and more renewals to manage.

Why We Partnered with Nutrient

Nutrient brings document generation, editing, and e-signature together in a single app that runs natively in Salesforce. For our customers, that means:

  • Documents built from Salesforce data. Templates pull information from the record and its related records, including merge fields, repeating sections, and conditional content.
  • Editing and review without downloads. Users can edit PDF and Word files, highlight terms, add comments, and approve documents in a built-in viewer.
  • E-signatures on the record. Users send documents for legally binding signature, track status from in progress to completed, and keep the signed copy in Salesforce.
  • Templates your admins control. Existing Word templates can be imported as editable or locked templates, with access managed through Salesforce.
  • Redaction for sensitive information. Sensitive content can be permanently removed before a document is shared.

What This Means for CloudBlazer Customers

Software is only as good as its setup. As a Salesforce consulting partner, CloudBlazer handles the full project, not just the license:

  • Requirements first. We start by mapping how documents move through your sales, service, and operations teams, then recommend the right document generation solution for your validated requirements.
  • Licensing made simple. Purchase Nutrient licenses through CloudBlazer, or we help you purchase licenses through the selected vendor.
  • Implementation and template build-out. We install in a sandbox, configure access by role, convert your existing templates, and set up signing workflows.
  • Training and ongoing support. We train your admins and users, then support new templates and changes through our Salesforce Managed Services program, where you pay only for work you approve.
  • Transparent pricing. Implementation is billed on a time-and-materials basis, and you approve a line-itemed plan and budget before work begins.

Moving Off Conga, DocuSign, or Adobe Acrobat Sign?

If you already use Conga Composer, DocuSign, Adobe Acrobat Sign, or another document tool with Salesforce, we can help you decide whether consolidating on Nutrient makes sense. When it does, we inventory your current templates and workflows, rebuild and test them in Nutrient, plan the cutover around your renewal dates, and train your team on the new process.

Get Started

Learn more about our Nutrient for Salesforce document generation and e-signature services, or talk with a CloudBlazer consultant about your document workflows. Pricing depends on your number of users and templates, so contact us for details.

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