Features
- Splits multi-page PDFs into individual record-specific files
- Works natively inside Salesforce without downloading files locally
- Annotates and redacts sensitive information before saving
- Applies configurable naming conventions and adds meta keywords
- Imports from flatbed scanners, desktop uploads and email queues
- Maps Salesforce object fields to update record data while processing
- Offers API integrations and multi-OCR engines for handwriting on higher tiers
Pricing Details
💵 Pricing & Plans (April 2026 Status): Pricing is structured for enterprise scalability and per-user utility. Plan Price (Approx.) Key Features User License $35 / user / mo Native Salesforce UI; Full splitting & redaction; Email queue sync. Company Flat Rate $3,500 / mo Unlimited users; Bulk processing; Custom API integrations; Priority BAA. Enterprise AI Add-on Volume Based Automated section detection; Multi-OCR engines for handwriting. 🎁 How to Get Started: Install Docusplit from the Salesforce AppExchange. Start a 15-day free trial and configure your first "Document Type" with a dynamic naming rule. Try scanning a multi-page document directly into your "Unallocated Files" queue and use the split tool to assign each page to a different Lead or Account.