Document Generation Software

TrustRadius Top Rated for 2023

Top Rated Products

(1-5 of 7)

1
PandaDoc

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.

2
Conga Composer

Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports. Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows…

3
airSlate SignNow

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…

4
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…

5
DocuSign

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.

All Products

(1-25 of 221)

1
Nintex Process Platform

Nintex offers a platform that helps companies discover, automate, and optimize business processes.

2
PandaDoc

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.

3
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…

Explore recently added products

4
DocuSign

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.

5
Jotform

Jotform Enterprise is a digital workspace productivity tool that provides a platform for organizations. The aim of Jotform Enterprise is to give companies an easy-to-navigate tool that makes reaching out to customers, collaborating with coworkers, and collecting e-signatures and…

6
airSlate SignNow

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…

7
Conga Composer

Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports. Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows…

8
Wondershare PDFelement

PDFelement is a document management solution from Wondershare Software headquartered in China.

9
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.

10
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…

11
airSlate WorkFlow

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.

12
Responsive

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

13
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…

14
Dropbox Paper

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.

15
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.

16
HotDocs by CARET

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

17
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…

18
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…

19
PostGrid Print & Mail

PostGrid allows businesses to automate physical mailing of letters, postcards, and checks/cheques using an API. Users can send direct mail as easy as email with the PostGrid platform or API. The user can send 1 mail at a time or 1000's at a time on demand. Companies can use the PostGrid…

20
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.

21
Formstack for Salesforce

Formstack for Salesforce helps users create dynamically prefilled forms, automating document generation and streamlining digital signature collection without leaving Salesforce. In this way, the solution helps companies ensure customers never fill the the same information twice, with…

22
ActiveDocs

ActiveDocs is a document management software offering from ActiveDocs.

23
Notarize

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

24
Conga Sign

Conga now offers electronic signature, via Conga Sign.

25
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.

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.

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.

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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.