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SpringCM Document Management | Access any document from any device

Starting at $29 USD per user per month Professional edition: $29 per user/month; Enterprise edition: $79 per user/month; Visit our website or call for details:

Discounts available for nonprofits



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Document generation, management, and automation all in one

The one solution to address all of your document generation, document management, and workflow needs. Give users confidence with approved templates. Put documents in motion with advanced workflow. Reduce the sales cycle and increase revenue.

  • DOCUMENT GENERATION: Streamline document generation with pre-approved templates or online forms that can quickly pull relevant data from any source, including Salesforce, or manually enter data through custom form options.
  • DOCUMENT MANAGEMENT: Robust tagging and searching functions to locate the right document from any device. Archive approved versions in a secure central repository or in Salesforce. Edit directly in the browser with your Office 365 integration.
  • DOCUMENT AUTOMATION: Gain maximum visibility, reduce error and increase efficiency through automating your reviews and approvals process to immediately initiate a workflow once a document is created.
Other features include:## ##• Powerful document generation tools and storage in a centralized, secure document repository##• Salesforce1 and Lightning ready##• Approval workflows and automation to ease admin work##• Add documents via drag-n-drop, inbound email/fax, SFTP##• Share documents as secure links to documents and folders##• Keep content current with expiration dates, reminders##• See who has viewed, edited, and shared documents##• 1-click to edit documents in browser or on desktop##• Detailed history for versioning & compliance##• Configurable reports and analytics##• Native integration with Office 365##• Full API to integrate with other systems##• Industries supported: Public Sector, Government, Healthcare and Life Sciences, Financial Services, Professional Services, Media and Communications, Nonprofit, Higher Education##• Clouds supported: Sales cloud, Service cloud, Community cloud ####SpringCM is also the perfect compliment to Salesforce CPQ (Configure Price Quote). ####Additional third-party integrations: DocuSign, Adobe Sign, Office 365, Conga, Drawloop, Xactly, Seal Software, FoundationConnect

Designed to Work With

  • Government Cloud


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited,, Developer, and Performance EditionsEnterprise & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider is authorized by the Federal Risk and Authorization Management Program (FedRAMP)FedRAMP Authorized
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 13
  • Custom Applications: 1
  • Custom Tabs: 2

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 5
  • App Builder: 3
  • Community Builder: 3


Other System Requirements
SpringCM supports all standard web browsers. More info here.##

Support Support services are available from 7am to 7pm (Central), Monday – Friday. 24 X 7 support is available through an extended services agreement.

Additional Information

Package Name
File It 5.0 / 5.0.0
First Release
Latest Release
Chicago, IL

SpringCM's platform is built to shorten sales cycles for your internal sales teams and for your reseller partners. As a cloud document management system that includes true workflow automation, we help our customers simplify their contract management process and keep all marketing collateral up-to-date with the added value of serving it up to their sales teams at the perfect moment.## ##For Salesforce customers, our quick-to-implement solutions will integrate flawlessly within existing business processes and deliver a measurable return on investment.