AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

PDF App by SharinPix - Scan, Fill, Sign, Markup, Merge, Redact, Generate & more

PDF fill/edit/markup in any object/device📱FloorPlan ✅UNLIMITED PDF storage

Overview

See How PDF App by SharinPix - Scan, Fill, Sign, Markup, Merge, Redact, Generate & more Works

  • Work directly with PDF in Objects: Store/Preview PDF in standard/custom object (UNLIMITED STORAGE) Markup PDF pages with stickers, hand drawing, comments Edit PDF content Merge Multiple PDFs to a single PDF Generate optimized size PDF from Image Selection

  • PDF form: Works Offline on mobile from Field Service or Salesforce Mobile App Supports signatures Upload/take photos directly from the PDF Dynamic PDF: Thumbnail links allow access to full resolution! Entered values directly populate fields in Salesforce

  • Floor Plan / Blueprint: Use components to navigate a Floor Plan and its related remarks Plot remarks on PDF Plan Personalize remarks with your own set of fields Upload photos to remarks/observations Interact with plotted points to review remarks

  • Scan documents from the field: Field personnel capture documents directly to Salesforce using advanced mobile scanning, keeping all records centralized without manual upload steps or data entry delays.

  • Collect required documents online: Provide contractors and field workers with guided forms that list exactly which documents need to be submitted, ensuring completeness before work is considered finished.

  • Validate and organize without leaving Salesforce: Review scanned content for completeness, then split, merge, or categorize documents as needed while staying within the Salesforce platform.

  • Redact sensitive information before sharing: Remove confidential data from documents before distributing them to internal teams or external stakeholders, protecting privacy and compliance requirements.

  • Automatically repackage for different needs: Transform validated and categorized documents into customized packages tailored for different departments, projects, or stakeholder requirements with one-click distribution.

  • Keep audit trails intact: Every scan, validation, edit, and redaction is tracked in Salesforce, providing complete visibility and compliance documentation for regulatory requirements or client audits.

Does your team use PDFs in Salesforce? Do they lose time and energy meeting content and size requirements? SharinPix is the way to meet ALL your PDF management needs in Salesforce (Classic & Lightning + Mobile) UNLIMITED PDF STORAGE* ★ Free 14 day trial - click "Get It Now" to start ★ Scan Documents with ease: Scan documents in the field with auto-edge detection and OCR transcription. Dynamically organize, rotate, crop, duplicate, split, markup or redact your PDF, streamlining post-edit effort. Collect documents with an organized document checklist. Replace paperwork with a fillable PDF form: Salesforce fields set default values, and your mobile users enter new ones, add photos with comments, and sign – all updated on the record. Optimize PDF generation: Compose merge documents with a table of select photos, dynamically resized, staying within size limits. Includes all the features from SharinPix IMAGES App! *restricted to manual upload through SharinPix UI (drag and drop, Add button, SharinPix Offline mobile App)

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

More from SharinPix - the Visual Experts for Salesforce

  • by SharinPix - the Visual Experts for Salesforce
    More than just an Image Uploader/Image slider/Capture & Manage Images like never before! Add/Edit/Resize Photos in any record UNLIMITED IMAGE STORAGE Support Salesforce App/Field Service even Offline AI Photo Analysis Image in PDF FOR AN IMAGE-POWERED SF
  • by SharinPix - the Visual Experts for Salesforce
    No Ratings
    Want to get your visual and field services use cases up and running as fast as possible? The SharinPix Visual Experts will handle the implementation of your SharinPix Images components and forms for field data capture and job site inspection.
  • by SharinPix - the Visual Experts for Salesforce
    No Ratings
    This package permits a user to get help to search across photos regarding the context to which they are associated as well as Photos metadata such as the location date taken or categories. It then offers a way to display the photos and action them.
  • by SharinPix - the Visual Experts for Salesforce
    Mobile Offline Form Designed for Field Service Inspection/Audit Photos-powered offline forms for field Salesforce-native guided assessments, surveys, checklists Marker on plans & sketch with personalized tools/background PDF to Form with AI AI summaries
  • by SharinPix - the Visual Experts for Salesforce
    Native Salesforce Picture management based on Salesforce images capabilities. Want more enhanced Photos features? Try our paid App with FULL Lightning support ➜ http://bit.ly/SharinPixAppExchange (includes other lightning components) Free Pack
  • by SharinPix - the Visual Experts for Salesforce
    Empower your inspection field service workers with an all-in-one solution: Dispatch jobs to external contractors Use Offline forms Take photos, sketches, annotations Markup on images, floor plans Scan doc Gather signature AI analysis (Photo to Field)