Document Generation Software

Document Generation Software Overview

What is Document Generation Software?

Document generation or automation software enables the merging of text-based formats (word processing or PDF forms) with data sources to create a range of documents, such as invoices, contracts, legal documentation, proposals, quotes, and reports. This software allows for the creation, editing, customization, and sharing of these documents.


Document generation software typically integrates with word processing tools to simplify the user interface and allow for the creation of visually dynamic documents with charts, images, and custom fonts/logos. This software usually includes dynamic templates, versioning, integration with content producing applications, analytics, workflow, and sometimes electronic signature integration. Document generation software is used in multiple industries, including legal, finance, HR, defense, and medical fields.

Document Generation Software Features & Capabilities

  • Creation of custom documents and graphic layouts

  • Dynamic templates and themes, including conditional text fields

  • Auto-generate monthly reports by automatically populating data into document fields

  • Create data gathering interview forms for auto-population into documents

  • Import data in various formats (SQL, XML, OData, etc)

  • Output documents in various formats (.pdf, .doc, html, etc)

  • Data extraction from completed forms

  • Reporting and analytics

  • Third party integrations

  • Some vendors offer integration with e-signature software

Pricing Information

The pricing structure for document generation software varies based on the number of users, forms, integrations, and access to advanced features. Some vendors offer basic document generation features for as low as $20 per month while high end solutions can run as much as $750 per month. The average business should expect to pay in the $200 per month range. Most vendors offer a free trial period.

Document Generation Products

(1-25 of 31) Sorted by Most Reviews

DocuSign
346 ratings
110 reviews
Top Rated
DocuSign supports transactions with document sharing and electronic signature, as well as automated and guided data collection and entry, record updating across disparate systems and payment collection upon agreement, as well as analytics and reporting.
PandaDoc
50 ratings
56 reviews
Top Rated
PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
Windward Core - Document Generation Components
6 ratings
24 reviews
Embed Windward in an application to deliver a document automation component.The vendor promises the following capabilities and differentiators:Visually Outstanding Designs Users can create designs and attractive layouts. Smart Document LogicWith a conditional logic feature, users can personalize the…
IT Glue
22 ratings
20 reviews
IT Glue, a Kaseya company since the December 2018 acquisition, is an information management platform that allows for efficient storage and retrieval of all the documentation an organization needs to help their MSP run better. By integrating PSA and RMM data, the vendor says they can help increase ef…
Conga Composer
27 ratings
15 reviews
Conga Composer is a solution that helps organization is designed to help organizations streamline the creation and distribution of Salesforce reports. The solution can be used to generate invoices & receipts, proposals and quotes.
Formstack Documents (formerly WebMerge)
4 ratings
7 reviews
Formstack Documents (formerly WebMerge, acquired by Formstack April 2019) is an online service that automates the document creation process. It allows users to create customized PDF and Word documents for contracts, applications, government forms, and more.
HotDocs
0 ratings
5 reviews
HotDocs is a document automation and assembly software product.
DocuSign CLM, formerly SpringCM
1 rating
4 reviews
DocuSign CLM, formerly SpringCM, is a cloud-based platform that can be used to manage documents, contracts and related collateral. The solution includes workflows that can be tailored to an organization's business processes. It is also designed to accelerate team collaboration. SpringCM was acquir…
ActiveDocs
2 ratings
2 reviews
ActiveDocs is a document management software offering from ActiveDocs.
Docmosis
0 ratings
1 review
Docmosis is used by software developers and tech users who require a template-based document generation component for their custom software applications. Using Docmosis, business documents can be customized for recipients by: Providing the dynamic content in JSON/XML format ANDCreating template…
Windward Hub - Document Automation Solutions
Windward Hub is a document automation solution comprised of two components: Designer and Hub Platform. Hub allows users to design templates and output data-rich documents. Users signup once for Windward's document automation solution to take advantage of template management, scheduling future report…
FormSwift
FormSwift is a document service from King Street Labs.
Ecrion
Ecrion is a document production technology that improves communication with customers over any channel.
Bottomline PT-X Connect
Bottomline Technologies in New Hampshire offers Bottomline PT-X Connect, a financial document generation solution providing custom document creation and tracking, and total lifecycle management of financial documents with multi-channel delivery, send and receipt tracking, and other features.
CSI Document Services
Computer Services, Inc (CSI) headquartered in Paducah offers their Document Services for banks, which can combine electronic document delivery and distribution (e.g. eStatements, the CustomerConnect advertising service, etc.), managed print, as well as document storage and archiving.
3M M*Modal CDI Engage One
3M company M*Modal offers CDI Engage One, a CDI (clinical documentation improvement) tool for physicians and medical processes designed to record and produce compliant healthcare documentation.
IBM Rational Publishing Engine
IBM Rational Publishing Engine automates generation of documents and reports across deployed tools like IBM's Jazz™ collaboration platform and other third-party tools. Reports can be used for formal reviews, contractual obligations, regulatory oversight or ad hoc use.
Litera Forte
Litera Microsystems headquartered in Chicago offers the Forte document assembly and generation solution that allows firms and corporate legal departments to accelerate the production of a first draft from a blank template, while also ensuring that the most up-to-date precedents and clauses are used.
Litera Innova
Litera Microsystems headquartered in Chicago offers Innova, a document generation tool providing customizability for firms and corporate legal departments to accelerate the production of a first draft, while also ensuring that the most up-to-date precedents and clauses are used.
Logicdrop
Logicdrop provides smart document worklows by leveraging business rules to produce actionable results. Logicdrop automates the assembly of even complex documents with a simple drag-and-drop designer, coupled with an advanced document automation.
Lawyaw
Lawyaw from Mystacks Inc in San Francisco is a document generation solution for law offices.
Accusoft PrizmDoc
Accusoft headquartered in Tampa offers the PrizmDoc Suite, consisting of PrizmDoc Viewer and PrizmDoc Editor, providing OCR, private and secure editing and sharing, document conversion, assemblage and automation, and related features.
Hyland Content Composer
Hyland's Content Composer is designed to support generation of customized correspondence, personalized documentation, and complex, formatted reports. Described by the vendor as their flagship customer communications management product, they say Content Composer overcomes the inherent obstacles of ma…
GrapeCity Documents
GrapeCity presents its Documents software products as fast, efficient Excel, Word, and PDF APIs for .NET Core 2.0 and Java that allows users to take total document control with ultra-fast, low-footprint document APIs for enterprise apps.
Templafy
Templafy is a document management solution from the company of the same name in Copenhagen, featuring templates with dynamic personalization, automated population of templates with brand content, email signature management, document assembly workflow, and other features.