Document GenerationDocument generation or creation software enable the creation, editing, customization, and sharing of text-based files to create a range of documents such as contracts, notes, legal documentation, proposals, forms, and reports. These tools typically include dynamic templates, versioning, integration with content producing applications, analytics, workflow, and sometimes electronic signature.Formstack1https://media.trustradius.com/product-logos/xh/U1/ZDZ9IZQ74Q39-180x180.PNGWindward Studios2https://media.trustradius.com/product-logos/3M/ch/GD653E1LUEKI-180x180.PNGIT Glue3https://media.trustradius.com/product-logos/qS/9Y/AP4LSADK32GB-180x180.PNGConga Composer4https://media.trustradius.com/product-logos/yT/i7/SX28WQWCVINB-180x180.PNGXaitPorter5https://media.trustradius.com/product-logos/iC/hz/3RAJ1KO1WIQQ-180x180.PNGFormstack Documents (formerly WebMerge)6https://media.trustradius.com/vendor-logos/YS/g3/02QH4J2IXTGM-180x180.PNGHotDocs7https://media.trustradius.com/vendor-logos/eH/4J/QSQ378CRJCSK-180x180.JPEGDocuSign CLM, formerly SpringCM8https://media.trustradius.com/product-logos/X6/RU/U0T7CKT8D5ZK-180x180.JPEGActiveDocs9https://media.trustradius.com/product-logos/9R/IM/F2ITT156HGPW-180x180.PNGBottomline PT-X Connect10https://media.trustradius.com/vendor-logos/ID/ZW/MRIG15XZJZ1I-180x180.JPEGLawyaw11https://media.trustradius.com/vendor-logos/33/0F/KTLS58U4KL84-180x180.JPEGLogicdrop12https://media.trustradius.com/vendor-logos/vF/k7/10N4OQDPRU4Z-180x180.PNGFormSwift13https://media.trustradius.com/product-logos/IT/wM/QBZKMTA8A9E3.pngLitera Innova14https://media.trustradius.com/vendor-logos/Ws/HZ/922FIMTBCX3R-180x180.JPEGIBM Rational Publishing Engine15https://media.trustradius.com/vendor-logos/yf/sf/DNSXTG99HOK3-180x180.JPEGDocmosis16https://media.trustradius.com/vendor-logos/CO/NN/87ELZ0L8ZCJE-180x180.PNGLitera Forte17https://media.trustradius.com/vendor-logos/Ws/HZ/922FIMTBCX3R-180x180.JPEGAccusoft PrizmDoc18https://media.trustradius.com/vendor-logos/s7/mX/WBLAF0T8VT6N-180x180.JPEGEcrion19https://media.trustradius.com/vendor-logos/Bp/Yb/XHUF9KGV9T1A-180x180.JPEGM*Modal CDI Engage20https://media.trustradius.com/product-logos/cm/7k/ZSEMT1LKWPMD-180x180.PNGTemplafy21https://media.trustradius.com/vendor-logos/uI/6i/L4FD6IRD9IG5-180x180.JPEGCSI Document Services22https://media.trustradius.com/vendor-logos/Jp/wH/UUD8H9T44X76-180x180.JPEG

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

Listings (1-22 of 22)

Top Rated
132 Ratings

Formstack is an online form building solution. Its drag-and-drop web form creator gives digital marketers a tool for online data collection and engagement. Users can collect payments and pass form data to popular marketing apps through third-party integrations. With Formstack, users can capture resp…

Embed Windward in your 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 t…

IT Glue

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36 Ratings

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…

35 Ratings

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.

22 Ratings

XaitPorter is a complete all-in-one co-authoring software solution for teams to collaboratively create, manage and produce documents. With it, users can streamline and optimize document production to maximize revenue from bids and proposals and other business-critical documents.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

Lawyaw from Mystacks Inc in San Francisco is a document generation solution for law offices.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

Docmosis is a document generation software that uses templates allowing users to automate the generation of letters, contracts, statements, reports and more.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

Ecrion is a document production technology that improves communication with customers over any channel.

We don't have enough ratings and reviews to provide an overall score.

3M company M*Modal offers CDI Engage, a document generation tool for physicians and medical processes designed to record and produce compliant healthcare documentation.

We don't have enough ratings and reviews to provide an overall score.

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.

We don't have enough ratings and reviews to provide an overall score.

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.