Document Generation Software

Document Generation Software Overview

Document generation 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 and will usually allow for conditional formatting.

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 can be used within multiple industries, including legal, finance, HR, defense, and medical fields.

Top Rated Document Generation Products

TrustRadius Top Rated for 2021

These products won a Top Rated award for having excellent customer satisfaction ratings. The list is based purely on reviews; there is no paid placement, and analyst opinions do not influence the rankings. Read more about the Top Rated criteria.

Document Generation Products

(1-25 of 56) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.
PandaDoc

PandaDoc

Customer Verified
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.

DocuSign

DocuSign

Customer Verified
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.

Conga Document Generation (Composer + Collaborate)

Conga Document Generation solutions (including Conga Composer and Conga Collaborate) 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…

Windward Studios, from PDFTron

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…

IT Glue

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…

Coda

Coda

Customer Verified
Top Rated

Coda, from Coda Project headquartered in San Francisco, is a template-based document generation solution, supporting a variety of use cases presented by the vendor as ideal for smaller companies that might otherwise be relying on spreadsheets to maintain (for instance) product development,…

Proposify

Proposify is an online proposal software designed to give users control and visibility into the most important stage of a sales process: the close. From deal design to sign-off, the vendor states users get the confidence and flexibility to dominate deals, and further states users…

Key Features

  • Proposal branding (20)
    93%
    9.3
  • Proposal templates (20)
    88%
    8.8
  • Searchable proposal database (20)
    78%
    7.8
RFPIO

RFPIO

Customer Verified

RFPIO, headquartered in Beaverton, offers their proposal management and automation software, featuring easy import and export, proposal knowledgebase and answer library, evaluation intake forms, and project management tools (e.g. Gantt chart) associated to proposal tracking.

Key Features

  • Searchable proposal database (16)
    96%
    9.6
  • Proposal content library updates (16)
    96%
    9.6
  • RFP management & response (16)
    95%
    9.5
Outlaw

Outlaw

Customer Verified

Outlaw’s contract automation platform adapts to the user's needs for rapid adoption. Outlaw boasts flexible, simple pricing in order to make it affordable for all team sizes (no maint. fees, unlimited storage & eSignatures). The platform unifies contract generation, document…

Key Features

  • Contract templates (10)
    94%
    9.4
  • Contract creation (10)
    92%
    9.2
  • Clause library/saved fields (10)
    82%
    8.2
Formstack Documents (formerly WebMerge)

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.

Qwilr

Qwilr is designed to change the way a business creates and shares documents on the web. This solution allows businesses to turn traditional documents into powerful and interactive webpages that look great on any device. The vendor says this in turn offers businesses access to analytics…

HotDocs

HotDocs is a document automation and assembly software product, acquired and now supported by AbacusNext since 2017.

DocuSign CLM, formerly SpringCM

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.…

airSlate

airSlate is a codeless workflow building platform, focusing on document generation, contract lifecycle management with e-sign, and what the vendor describes as mobile-friendly web forms which can be integrated with systems of record (e.g. CRM, etc), using no code airSlate bots.

Revv

Revv, an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every eSignature…

Lawyaw

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

ActiveDocs

ActiveDocs is a document management software offering from ActiveDocs.

Nintex Drawloop DocGen for Salesforce

Nintex Drawloop DocGen for Salesforce (Drawloop was acquired by Nintex in 2015) helps users generate, download and send company-approved documents to customers to ensure documents are on brand and accurate.

Docmosis

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…

Kofax OmniPage (formerly Nuance)

Kofax Omnipage is optical character recognition (OCR) software that allows users to digitally edit documents. As OCR software, it allows users to scan in physical documents and turn them into digital files.

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.

PDFTron

PDFTron is a provider of document processing technology boasting thousands of customers across industries, headquartered in Vancouver. PDFTron’s SDK enhances software applications with dynamic document viewing, annotation, processing, and conversion capabilities, as well as features…

FormSwift

FormSwift is a document service from King Street Labs.

eOriginal, with SmartSign, from Wolters Kluwer

eOriginal, now from Wolters Kluwer (acquired December 2020) is a suite of tools providing eAsset Management, a purpose-built solution delivering Digital Asset Certainty, the assurance that digital loans are created, stored and assigned in full accordance with all compliance standards…

Ecrion

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

Learn More About Document Generation Software

What is Document Generation Software?

Document generation 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 and will usually allow for conditional formatting.

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 can be used within multiple industries, including legal, finance, HR, defense, and medical fields.

Document Generation Software Features

Document generation software includes these useful features:

  • 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

Document Generation Software Comparison

When choosing the right document generation software, consider the following:

  • Ease of Use: It’s important that the software will be easy and simple to use. This includes the process of setting up across an organization with multiple users. Be sure the installation process, as well as the learning curve, won’t be too time-consuming and take away from work productivity.
  • Use Case: Are you able to generate contracts, loan agreements, or bills and invoices? Ensure the document generation software package is customizable to meet your budget and workload.

Pricing Information

Document generation software prices are based on the number of users, forms, integrations, and access to advanced features. Basic products cost as low as $20 per month. High-end solutions can run as much as $750 per month. The average business should expect to pay around $200 per month. Most vendors offer a free trial period.

Frequently Asked Questions

What does document generation software do?

Document generation software allows users to create, customize, and edit documents. These documents include invoices, contracts, quotes, and legal documents. It is popular within a wide range of industries, such as legal, HR, and medical.

What are the benefits of using document generation software?

Document generation software offers greater convenience for the user. It automates the document creation process, eliminating the need for manual data entry. This software ensures accuracy in all of the new documents.

How much does document generation software cost?

Basic document generation software can cost as low as $20 per month. More advanced solutions can run as much as $750 per month, while the average business should expect to pay around $200 per month. Most vendors offer a free trial period.