Best Document Generation Software for Salesforce

EasySend simplifies the creation of digital customer journeys by allowing businesses to automate customer data intake, document management, and approval processes. Whether it’s for claims, loans, or quotes, EasySend’s no-code platform helps companies digitize their workflows, eliminating manual tasks and speeding up processes. With secure integrations, seamless e-signatures, and compliance with global data regulations, EasySend offers a robust solution for digital transformation. Trusted by Fortune 500 companies, it empowers businesses to offer dynamic, branded customer experiences while maintaining security and compliance across all stages of the journey.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

Apryse (formerly PDFTron) makes documents work harder for you. We give organizations the power to handle the full document lifecycle — from secure server-side processing to smooth web-based collaboration — without relying on third-party services. With Apryse, you can: Integrate advanced document capabilities like viewing, editing, annotation, and e-signature directly into your applications. Deploy on your own infrastructure for maximum control, privacy, and compliance. Scale effortlessly with technology built for high-volume, enterprise-grade workflows. Deliver modern web experiences that are fast, accessible, and reliable across browsers and devices. Trusted worldwide, Apryse helps enterprises, developers, and small businesses simplify workflows, cut costs, and deliver better digital document experiences.

Nutrient provides an extensive solution for all your PDF requirements, delivering tools that seamlessly operate PDF features across any platform. 1. SDK: Incorporate advanced PDF functionality into iOS, Android, Windows, web, or any cross-platform technology, supplying abilities like PDF viewing, annotation, collaboration, and beyond. 2. Libraries: Employ our powerful .NET and Java libraries to enhance your backend applications with batch processing of redactions and PDF forms, OCR'd scanned text, and PDF document editing, all directly from your application server. 3. Processor: Our agile PDF microservice, Processor, enables rapid generation of PDFs from HTML, including HTML forms, as well as Office-to-PDF conversions, OCR, redaction, and XFDF combining and exporting. 4. PDF API: Take advantage of our hosted PDF API to generate, convert, and alter PDF documents in your workflows. We handle the development and server management, freeing you up to concentrate on your business. At Nutrient, we're not just a tool; we're a committed ally in your success. Gain direct contact with our engineers for expert guidance, utilize comprehensive examples to simplify integration, and make the most of our top-tier documentation.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Optix flexible options include document management, workflow automation (business processes management), and records management for multi-user organisations. Optix allows organizations to store, route, secure, and capture content in almost any format. They can also manage multiple revisions. Optix has a presence that includes the Fortune 500, federal, states, and local governments as well as SMBs. It offers both hosted and on-premise solutions that can be integrated with other business applications.

Docs Made Simple: The ultimate Salesforce document creation tool with eSigning capability. Create professional documents within minutes. From proposals to quotes, from legal documents to presentations, from account plans to contract, you can use data from any standard object or custom object. Predefined or customizable templates will ensure that your business documents are effective. It's easy to use and requires no coding knowledge. It's the #1 Document Generation App in Salesforce AppExchange, trusted by 7000+ users daily.

Your documents can be transformed into interactive presentations or webpages with instant branding, analytics and more. Our AI-powered software has won more than 50 digital, creative, and marketing communications awards for clients like. Everything that matters should be packaged. Your document, images and videos are always at your fingertips, no need to use complicated uploading methods or fancy embed codes. You can reuse content from more than 250 web services, 12 cloud storage system, and any files on your device. With intuitive editing, transform your ideas into action. Create beautiful messages. You can save time by searching through 15 million images, using 70 best practice templates and applying design themes. Or, create your own masterpiece. You can work remotely on projects and not miss a beat. Share the most recent versions with colleagues and customers. Define project roles so that you can decide who can view, edit, or own the files. Share once and anywhere with colleagues and clients

Juro’s intelligent contract automation platform enables your team to create, execute and manage contracts 10x faster than traditional tools. The end-to-end platform powers the entire contract lifecycle from initiation through to renewal all within a secure, browser-native environment. Empower teams with self-serve for routine contracts. Flexible templates and workflows enable non-legal users to instantly initiate and manage contracts without legal input, freeing up time for high value work and increased productivity. Agree contracts 10x faster with powerful AI. Draft contracts instantly with secure guardrails, summarize legal text to ensure full understanding of agreements, and review contracts with guardrails to get to revenue faster. Get instant visibility into your contract data with Juro’s dynamic repository. Query your contract data in seconds, or create real-time, dynamic reports into your contracts. Automated key date reminders ensure that you will never miss a renewal again, saving your team on legal costs and mitigating risk. Juro’s deep integrations enable your business teams to initiate and manage contracts from tools they already use, ensuring widespread adoption, data integrity, and faster closing times.

pdfFiller is an online platform equipped with an extensive set of digital tools designed to simplify PDF management. You can edit, sign, store, manage, and collaborate on your documents seamlessly in one location, eliminating the need for downloads, app switching, or multiple subscriptions. Your files are securely stored in the cloud, granting you the convenience of accessing them from any location at any time, providing peace of mind regarding data loss. This platform truly streamlines the document handling process for users.

Fluent is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our innovative, best-in-class platform and customer value programs empower companies to accelerate growth, mitigate risk and improve the employee experience. With Responsive, frontline teams deliver superior responses using intelligent technologies to quickly, accurately and automatically manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs).

Nintex Process Platform is used by enterprise organizations all over the world to automate, manage and optimize their business process. Nintex Process Platform features include process mapping, workflow automation and document generation. It also includes mobile apps, process intelligence, forms and forms generation, and forms. All of this is done with a drag and drop designer. Nintex Workflow Cloud, the latest version of Nintex Workflow Cloud, accelerates your organization's journey towards digital transformation. Put The Power of Process™ in the hands of your ops and IT professionals, process analysts, business analysts, power users, and more. Digitize forms, workflows and more. The Nintex Process Platform provides the most comprehensive platform for automation and process management. Nintex makes it easy to automate and optimize business processes.

Automate any part of your legal practice. Create smarter ways to work, take control of your time, and better serve more clients. Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Users save 90% of drafting time. Features include: Elevated documents: Automatically generate accurate, customized, and perfectly formatted documents. Powerful workflows: Streamline and collaborate on any internal or client-facing process. Seamless client collaboration: Effortlessly onboard and interact with clients through client intake and client portal. New revenue opportunities: Package, deliver, and charge for digital legal services. Secure, centralized data: Organize, search, and connect client data from anywhere.

Avvoka serves as a comprehensive tool for document automation, negotiation, and analytics, aimed at assisting law firms, in-house legal teams, and businesses of various sizes in efficiently drafting documents, facilitating negotiations, and harnessing data insights to improve document quality and expedite agreement processes. In contrast to traditional tools, Avvoka enables users to swiftly create automated versions of even their most intricate documents through a user-friendly automation builder, eliminating the need for complex coding in Word. Customers benefit from the platform’s ability to enable real-time collaboration among colleagues and negotiate seamlessly with external parties through Avvoka's online interface, significantly speeding up the agreement process. Additionally, Avvoka provides an array of advanced reporting features that empower businesses to analyze resistance to standard contract clauses, monitor essential commercial terms, and evaluate the performance of individual negotiators, ultimately enhancing their negotiation strategies. This unique combination of automation and analytics equips users with the tools necessary to navigate complex legal agreements with confidence.

altaFlow is an innovative automation platform that prioritizes documents and requires no coding, aiming to enhance and manage document-focused business processes by integrating document creation, intelligent forms, electronic signatures, and workflow automation into one cohesive solution. This platform empowers businesses to convert traditional static documents into dynamic, self-executing workflows that link individuals, data, and systems across various applications, including CRM and ERP solutions. With a user-friendly drag-and-drop interface, users can design tailored workflows that automate tasks like contract creation, approvals, invoicing, onboarding, and quoting, all without the need for programming knowledge. It boasts advanced document generation capabilities that extract data from connected systems to maintain precision, alongside web-based forms that efficiently gather data and initiate workflows as soon as they are submitted. Furthermore, automation bots are included to verify data, issue reminders, and facilitate the movement of documents across different systems, thus minimizing manual transfers and expediting processes. Overall, altaFlow stands out as a comprehensive solution for organizations seeking to optimize their document workflows and improve operational efficiency.

GoFormz holds multiple patents on its digitization technology, including a method that preserves the look and feel of your original paper forms. GoFormz also provides an additional viewing mode for users working on smaller devices. Users can easily toggle between their original Form View and List View. Requiring no code or IT support to get started, GoFormz focuses on the front-end user experience and remains the leader in user adoption. With our powerful form builder features you can quickly create new forms – easily drag-and-drop fields like Signatures, Images, Barcodes, and Maps, and include Logic and Calculations. GoFormz forms can be filled out from remote locations – even while offline! Once forms are completed, they are automatically stored in the GoFormz Cloud as well as routed to collaborating team members, clients, integrated platforms, and more.

Documill Dynamo is an easy-to-use document generation app for Salesforce. It empowers users to create documents with a click, right within Salesforce. Quick and smooth deployment: just choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag-and-drop interface with no need for coding. Personalized document workflows: fulfil your organization’s needs using pre-defined options. Best quality, no matter which document type or layout: produce versions in multiple languages using a single template. Use freely nested tables and images. Exert full control over users' editing rights for all document sections and tasks. Intuitive Salesforce experience: empower users to complete each of their tasks without leaving Salesforce. Eliminate the need to jump between applications and ensure top productivity. Automate now document creation and the related workflows for all kinds of documents: quotes, contracts, proposals and more!

Enhance your efficiency by utilizing Google Drive for file management and document creation through a user-friendly AppExchange application. Keep essential documents accessible and easily shareable with your team via the Drive Links Lightning component. Create robust merge templates capable of producing documents tailored to your business requirements, all achieved through simple clicks rather than complex coding. With Drive Connect's trial, you can take advantage of its full range of features for up to 10 users over a 14-day period. Additionally, you can link Drive files and folders directly to Salesforce records, employ Google Doc merge templates for efficient document creation, and automate Drive tasks within record-triggered flows. Begin your experience with Drive Connect and enjoy 10 complimentary user licenses for two weeks without needing a credit card. Purchase Drive Connect conveniently from the setup tab of the Drive Connect Salesforce application. Drive Connect not only streamlines your processes but also enables you to make a significant impact on clients by integrating Salesforce and Google Drive, allowing them to expand their operations effectively. This integration equips your team with the tools necessary to enhance collaboration and productivity in a competitive environment.

Introducing the document generation application that guarantees a top-tier experience for all users while significantly enhancing your operational efficiency and daily workflow. It streamlines every facet of the document creation journey, from initial design to final signing, allowing you to generate, automate, and collaborate seamlessly on a single platform without the need for additional software or applications. We prioritize the satisfaction of our clients, striving to address every inquiry within hours. Say goodbye to tedious manual tasks that drain your time and increase the risk of human errors, inconsistencies, and lost files. Instead, concentrate on what truly matters—interacting with your clients, creating new sales leads, or simply enjoying a longer coffee break. With just one click, you can effortlessly set up actions to create any document type from various data sources and leverage Salesforce’s built-in automation features like Process Builder and Visual Flow to seamlessly incorporate customized documents into your workflows. Regardless of your chosen method, programming knowledge is not a prerequisite, allowing everyone to benefit from this efficient tool. Embrace this innovative solution and transform the way you handle document generation for good.

Utilize your existing templates to generate contracts through smart forms and impress your clients and teams with seamless eSigning capabilities. Our innovative technology enables you to produce identical documents in a significantly reduced timeframe. You’ll benefit from comprehensive audit logs and eSigning certificates that enhance security and accountability. Clients will be impressed by consistently branded documents, emails, and eSigning pages that reflect professionalism. Conveniently oversee all your templates in a single location, granting you access to any document from any device, anywhere. This streamlined process eliminates outdated templates, ensuring your team always utilizes the most current version. We understand that your time is valuable, which is why our skilled team will handle the setup of your templates for you. Your trial period only commences when your templates are fully configured, allowing you to start efficiently. By delivering professional documents in mere seconds, you can exceed client expectations and ensure compliance with accurate, branded onboarding materials. Close deals swiftly and in accordance with regulations by utilizing well-designed engagement documents. Additionally, our platform is designed to grow with your needs, ensuring ongoing support and updates as your business evolves.

Mambo Merge offers a completely native solution for creating professional docx files directly from Salesforce, eliminating the hassle of cutting, pasting, and re-formatting while allowing users to avoid the tedious process of toggling between different applications; simply click a button to download your completed document. This tool simplifies the transformation of your existing Word documents for seamless Salesforce integration, enabling you to maintain your business's preferred style while significantly reducing the time spent on document creation. Ideal for generating invoices, quotes, contracts, work orders, purchase orders, and more, Mambo Merge stands apart from other options by ensuring your data remains securely within Salesforce at all times, removing any concerns about data access. Additionally, its user-friendly merge fields require no coding or specialized technical skills, making document generation accessible to everyone in your organization. In just a few minutes, you can convert an existing .docx template into a Mambo Merge template, enhancing your workflow efficiency even further. This powerful solution revolutionizes how businesses handle documentation, streamlining processes and boosting productivity overall.