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

Document Generation Software TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.

Document Generation Products

(1-25 of 70) 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
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.

Adobe Acrobat Sign

Acrobat Sign is an e-signature solution that combines simple and secure e-signatures with Adobe Acrobat. With Acrobat Sign, the user can create, sign, send for signature, manage, and track documents from one Adobe platform. The user can create signing experiences for customers…

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.

SignNow
Customer Verified
Top Rated

signNow is an eSignature solution with mobile apps for iOS and Android. signNow can be integrated into popular platforms and offers SaaS, public cloud, and private cloud deployment options with the same underlying API. This enables customers to leverage the power and usability of…

Conga Composer

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…

DocuSign CLM

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.…

Windward Core

Windward’s low-code document generation solution embeds into any application, enabling users to populate data-smart documents within the familiar landscape of Microsoft Office. It's a solution from PDFTron since the April 2021 acquisition.

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 (21)
    57%
    5.7
  • Proposal templates (21)
    49%
    4.9
  • Searchable proposal database (21)
    41%
    4.1
RFPIO

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)
    97%
    9.7
  • Proposal content library updates (16)
    96%
    9.6
  • RFP management & response (16)
    95%
    9.5
Outlaw

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)
    81%
    8.1
Dropbox Paper
Customer Verified

Dropbox Paper is a web-based, co-editing tool that includes word processing, document creation and coordination features. The tool is free to use and allows multiple people to collaborate on a document.

Formstack Documents

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

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

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…

Key Features

  • Interactive proposals (8)
    97%
    9.7
  • Proposal branding (8)
    84%
    8.4
  • Proposal templates (8)
    83%
    8.3
PDFLiner

PDFLiner is an online platform for working with PDF documents. Users can upload any PDF or Image and edit it in just a few seconds. With PDFLiner, the user can edit PDF files as well as sign them electronically and protect them with password and watermark if needed. It also has an…

Notarize

Notarize is an on-demand remote electronic notary service that allows anyone to legally notarize a document online.

ActiveDocs

ActiveDocs is a document management software offering from ActiveDocs.

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.

Nintex DocGen for Salesforce

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

Xpertdoc

Xpertdoc, an Experlogix brand, enables organizations to digitally transform their document-centric processes and automate documents.

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.

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.

S-Docs

S-Docs headquartered in New York offers what they present as a secure document generator and E-signature solution built on the Salesforce Platform. It aims to help users to create and e-sign sophisticated documents that improve efficiency, reduce errors and eliminate tedious work.…

Litera Desktop

Litera Desktop is a single toolbar designed to include everything a lawyer needs to draft documents and create an integrated, seamless experience that ensures user adoption and consolidates vendors.

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.

Document Generation Software Best Of Awards

The following Document Generation Software offer award-winning customer relationships, feature sets, and value for price. Learn more about our Summer Best Of Awards methodology here.

Best Of Summer 2022 Awards Winners for the Document Generation category. For Best Relationship, first place is DocuSign CLM. Second place is Dropbox Paper. For Best Feature Set, first place is DocuSign CLM. Second place is Dropbox Paper. For Best Value for Price, first place is DocuSign CLM.

Related Categories

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.

What are some of the best document generation software products?

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.