Best Document Generation Software

Document generation software allows users to generate, customize, edit, and produce data driven documents. These platforms can function as PDF creators, and document generators that pull data from third-party sources into templates. Document generation applications can leverage data from a variety of source systems like CRM, ERP and storage. Document generation applications should easily maintain brand consistency and offer conditional formatting. Documents created through these products range in functionality and can include reports, forms, proposals, legal documentation, notes, and contracts, among others.

To qualify for inclusion in the Document Generation category, a product must:

  • Enable to creation of text-based and graphically rich documents
  • Allow documents to be saved and exported in multiple formats
  • Have the ability to store and share documents
  • Offer data merge/import capability from 3rd party systems such as ERP or CRM
  • Support for Dynamic and/or customizable templates
  • Support for complex content types such as tables, images, charts, and custom fonts
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    As a well-rounded PDF editor, ApowerPDF has slick user interface and offers a wide range of PDF editing options to choose from based on your needs. With it, you can easily modify text/graphics, add images, text, watermarks or even manage PDF pages and save with results that look exactly like the original. Indeed, it's quite useful for both individuals and business.

    PDFelement is the easiest way to create, edit, convert and sign PDF documents on Windows and Mac. This leading alternative to Adobe® Acrobat® offers enterprise-grade PDF functionalities and perpetual licensing at a fraction of the price.   Sold globally in 9 different languages, PDFelement is the all-in-one PDF solution for users of all types, and the only complete PDF solution next to Adobe® Acrobat® available on Windows, Mac, iOS, & Android.

    PandaDoc
    (65)4.4 out of 5
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    Optimized for quick response

    PandaDoc is the complete digital document solution, designed for efficiency. Create, send, track, and eSign documents -- all from one intuitive and easy-to-use platform. Supercharge your CRM with our PandaDoc integrations. PandaDoc is an ideal platform for managing organizational documents including proposals, quotes, contracts, HR documents, and more. Create media-rich documents with a single click. Access completed documents from inside the platform at any time. Our clients are consistently reporting on average: 15% higher value per closed contract 30% higher close rates 50% less busy work 100% accuracy & compliance Other features include: Electronic signatures Document insights Seamless editing Templates Workflow automation Content management Configure Price Quote (CPQ) For more information and full product features, visit us at www.pandadoc.com.

    Windward Studios
    (54)4.5 out of 5
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    Optimized for quick response

    Add stunning Document Automation to your application by embedding Windward in your application. With smart document logic and an incredibly intuitive interface Windward will save you time & money.

    The smallest, fastest, most feature-rich FREE PDF editor/viewer available! Create, View, Edit, Annotate, OCR and Digitally Sign PDF files plus much more..

    Overleaf is a collaborative writing and publishing solution.

    Conga Document Generation
    (51)4.3 out of 5
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    Optimized for quick response

    With Conga Composer and Conga Collaborate (formerly Octiv), transform your document generation and create processes that connect all parts of your business. Gain the power to generate accurate, beautifully designed digital documents — both traditional and web-based. Share them and collaborate online to optimize customer engagement.

    HOW IT WORKS: It's simple! You will set up a document (or template) in WebMerge, integrate it with popular services to send your data to that document, and we’ll send you a merged copy. With our various document types you can create professional looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint, WebMerge supports it all. Once you're finished creating your merged document, you can choose from one of WebMerge's powerful delivery options, such as via email, saving it in the cloud, or sending it to another 3rd party.

    IT Glue is a documentation platform aimed at IT professionals. Information is imported from PSA, RMM and other tools into IT Glue, where it is organized for ease of access. With deep search and relationship mapping you can reduce your team's time waste by 50% or more. Create your own assets to document your clients' environments your way. Build integrations with our RESTful API to automate as many processes as possible. Find out why we continually win awards for innovation and as a productivity solution.

    Apache PDFBox library is an open source Java tool for working with PDF documents.

    DevExpress provides user interface controls for WinForms, ASP, MVC, WPF and Silverlight

    Apache Velocity is a Java-based template engine that provides a template language to reference objects defined in Java code.

    SpringCM
    (24)4.0 out of 5
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    Optimized for quick response

    SpringCM generates, automates, manages, and stores your documents and contracts, simplifying your business processes so you can close business faster. And make it easier for your customers to work with you. Because when your documents flow, work flows. SpringCM goes beyond Contract Management with a robust and scalable workflow engine that can automate even the most complex document processes. Standardize your business processes and increase visibility at every step. Key Features: Central Repository, Advanced Search & Find, Version Control, Clause Library, Collaboration with internal and external parties, Redlining, Simple & Advanced Workflows, Tagging, Mobile Access, Multi Platform integrations (including tight integration with Salesforce).

    XaitPorter
    (12)4.8 out of 5
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    Optimized for quick response

    XaitPorter is a cloud based document co-authoring and automation solution. XaitPorter has a built on workflow, is built on a database to making reuse of information easier and automatically takes care of formatting, layout and numbering. Xait with XaitPorter has 50,000+ users globally. Xait has majority of the larger oil service and engineering companies globally, and 50+ oil companies as clients. In addition, Xait have clients in the CRO industry, ITC, Engineering, construction, and more. XaitPorter is used for a wide variety of documents such as tenders, contracts, license applications, field development plans, well reports, annual reports and more. XaitPorter is built for complex documents and has a built-in workflow to manage teams collaborating on business critical documents. XaitPorter automatically takes care of formatting, layout and numbering. In addition, as XaitPorter is built on a database, XaitPorter ensure that our clients can more efficiently manage, maintain and leverage their content.

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    Nintex DocGen™ for Salesforce, formerly referred to as Nintex Drawloop, simplifies document creation in Salesforce using the same data and documents you use today. This transforms documents into automated business processes that accelerate sales and business results, empowering employees to do more of what they do best. Document generation processes can be activated with the click of a button, by batch, or workflow, with users never having to leave the familiarity of Salesforce. Nintex DocGen for Salesforce helps you accelerate sales and service, by enabling quick sales quotes, order forms, proposals, invoices, contracts, reports, account plans, business/pipeline reviews, forecasts, and account summaries.

    Docsmore is a Platform as a Service providing a secure, cloud-based, strategic solution for organizations to go paperless, streamlining all documents which require completion, filing, organization, and retrieval of paper forms and the information contained therein. Information from forms is automatically compiled electronically, categorized into spreadsheets, easily searchable, and protected by an industry-leading, secure HIPAA compliant system.

    Cloud based ECM Software. Document Management & Workflow platform. Store and share your files, organize your documents and control your usual workflows. Store your files in the cloud. Use auto-editing to work with them as if they were in your PC (safer & better than sync). Create UNLIMITED collaborator accounts and configure permissions for them. Embody your current website with a section to share documents and files with clients, suppliers or employees. Much better than FTP. Define the steps of common workflows in your organization. Create automatic emails for your users and clients. Teamwork the professional way: design your workflows, store its files & data and collaborate with your team in a single cloud platform. Use powerful document management features, Organize your files by category. Add metadata, relationships and create user defined queries to get the most of your document and metadata database. Add version control to your documents and create them from Microsoft Office® templates.

    PDFescape is a totally free and open source online PDF reader and editor, as well as a PDF form filler with features for PDF form design. PDFescape offers users a new way to open and edit PDF files online. It allows for a much better PDF software experience by using the original document file format, allowing users to be not be constrained by typical software requirements. Due to the fact that this PDF editor can be accessed online, PDFescape only requires a modern internet browser and an active internet connection. Below are some of the features offered by this PDF editor. Online PDF Reader Natively open PDF documents in your preferred web browser Manipulate PDF pages with zooming and rotation features for an optimal viewing experience Copy PDF text to your clipboard by selecting your desired content Easily search PDF text for specific keywords and terms with ease Gives you the ability to save, download, and print all PDF documents Provides users with thumbnail, bookmark, and link support features and functionality Online PDF Editor Gives you the option to add text, shapes, whiteout, and other annotations to PDF files Crop, rotate, shift, move, delete and insert PDF files to create more custom files Easily create links to multiple PDF files or other types of web content Edit PDF information tags to help with identification Encrypt PDF content with password protection features Add additional images to PDF forms and documents Sign PDF documents using scanned and imported signatures PDF Form Filler Fill out PDF forms using pre-existing form fields or by using a text tool PDF field calculation and formatting features are supported PDF text, checkbox, radio, list, and drop down fields are available and supported Basic PDF field design and styling properties supported Allows users to quickly jump from field to field using tabs PDF Form Designer Create and add new PDF form fields to any existing PDF file Style PDF form fields with text, color, size features Modify existing PDF form fields to suit custom documents Fully supports checkbox, radio, dropdown, listbox, text, submit button and reset button fields in all PDF files Submit buttons are able to be created to be compatible with PDFescape Ultimate's publishing feature PDFescape also offers many more features as a PDF editor, including RAD options, PDF merging, and some of the functionality listed below. PDFescape Additional Features: PDF Annotator Premium Desktop Features Ultimate Desktop Features Webmaster Tools Additional Publishing Features Volume Licensing And many more!

    Vole PDF Creator is a PDF software that helps a business create PDF from scratch or existing file, convert PDF from Word, merge, split and watermark PDF, scan and OCR. With Vole PDF Creator you can create multilevel bookmark PDF with rich Text, pictures, hyperlinks, and MS style tables and preview in the built-in previewer.

    A SaaS platform helping organizations go paperless. FormSwift’s tools allow businesses and individuals to create, edit, sign, and collaborate on documents and workflows in the cloud, eliminating unnecessary printing, faxing, and snail mail.

    Templafy
    (9)4.1 out of 5
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    Optimized for quick response

    Templafy is the smart way to manage, dynamically update, and share business document templates and brand assets throughout your organization. It’s a solution that communications and compliance teams can control, IT can trust, and employees love using. Templafy is how the world’s biggest enterprises can connect and manage their entire document management ecosystem. Our platform uses governance and distribution to take productivity to the next level.

    Apache Forrest software is a publishing framework designed to transform input from various sources into a unified presentation in one or more output formats.

    CovePDF is a PDF solution with advanced features such as password protection, digital signage certificate and many other features that follow the PDF standards. The product focus is on the minimalistic design and its simple use that will enable companies to enhance the way they work

    HotDocs allows you to transform your frequently used documents and forms into intelligent templates that enable superfast production of custom documentation.

    Oneflow
    (4)4.5 out of 5
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    Optimized for quick response

    Oneflow offers a powerful sales tool that automates the last mile of the selling process. Sales teams use Oneflow to accelerate the sales cycle and increase the hit rate with interactive e-contracts - speeding up the negotiation flow 10x with "live editing" and making it easy for the prospects to sign from any device.

    Apache FreeMarker is a template engine and a Java library to generate text output (HTML web pages, e-mails, configuration files, source code, etc.) based on templates and changing data.

    BizBroadcast allows you to set permissions and distribution personalization with ease. BizBroadcast is perfect for this scenario. Password protect the highly sensitive information and setup simple logic for sending Worksheet A and Worksheet C to Accounting while Worksheet B and Worksheet C go directly to the Marketing department. BizBroadcast takes the complexity of sending reports and makes it simple.

    Docmosis provides template-based document-generation software. The Docmosis suite of products allow Software Developers, Business Teams and End Users to work together to generate documents and reports much FASTER by allowing the actual document templates to be created using Microsoft Word or LibreOffice – with NO NEED for special plug-ins. Non-Developers can lay the documents out in the desired format with “placeholders” for the dynamic content and images. With a bit of technical expertise, “rules logic” can be added to the templates to give precise control over the way the content is displayed in the finished documents. Docmosis can be used from any platform including Java, .Net, Ruby, PHP, Python, JavaScript, C# and more. Docmosis can generate documents in multiple forms: PDF, ODT, Doc, Docx, HTML and RTF. Docmosis is currently used to create letters, contracts, statements, invoices, reports and many other types of documents for a wide range of industries including Finance, Health, Legal, Education, Government HR, Insurance, Logistics and Manufacturing.

    Documaker dynamically creates, manages, and delivers enterprise communications to customers and stakeholders, when and how they want themwhether by print, email, text messaging, social media, or any other format.

    Fast, Flexible, Create as many documents as needed - for any type of plan, from the most generic to the most tailored. Prepare complete submission and supporting forms packages.

    RChilli provides a resume and CV management software.

    DaXtra Capture is an automated workflow solution and CV analysis software designed to help save time, increase efficiency and boost productivity.

    DocFlow is an integrating workflow automation and enterprise resource planning software designed for the property valuation industry.

    Docxpresso is a software package designed to simplify the generation of dynamical documents in a web server.

    FileThis is a smart assistant that automatically creates bill reminders and helps users to pay on time.

    Relius Government Forms supports solutions for the completion of government forms related to employee benefit plans.

    OFIS Relius Proposals complete qualified plan proposal system offers you complete flexibility in plan design (including side-by-side proposals) for all types of qualified plans.

    FormTitan is a cloud based tool for creating online web forms in a minutes you can create your form and start using it without no programming skills you can create an endless array of forms: contact forms, feedback forms, order forms, purchase forms, online invitations, surveys and polls etc.

    Globodox is a scalable document management software that enables medium or large organizations to securely manage and share documents. It features an integrated set of tools that lets you scan, index, search, secure and share documents and keep an audit trail. Using workflow, Globodox helps you route documents electronically to help you automate your business processes. Extremely easy to deploy and use, Globodox is used by people in over 50 countries.

    OpenForms delivers the capabilities that governments, public sector agencies, and form-heavy industries need to accelerate digital transformation.

    PDF SDK generates and modifies PDF files easily and fast. It is available in C# and VB.NET. It allows PDF conversion and multimedia, annotations support. It is based on innovative sophisticated technologies. Regular updates and documentation are included. Developer-friendly interface and awesome support provided.

    UpSlide allows you to perform routine Excel, Word and Powerpoint tasks 5x faster making productivity gains of 70%. UpSlide is a plug-in that revolutionizes your way of using Excel, Word and PowerPoint and enables your team to produce all reports and documents in your company branding and design automatically with one click formatting.

    3D PDF Maker is a tool that allows creating PDF documents with interactive 3D content (such as leaflets, manuals, assembly instructions, presentations, product sheets etc.).

    ABCpdf.NET is PDF component library to generate, read, modify, and merge PDF documents.

    ActiveDocs is a global provider of document automation software. Our software helps large organizations with document generation and associated processes. To that end, we provide our customers with award-winning tools, resources, and training which together let them design and maintain their document automation solution internally. Template design is intuitive, taking place in Microsoft Word – this makes it “non-codey”. Business users can work on templates without involving IT developers.

    DaXtra Styler is a resume-formatting tool designed to work as an add-on to DaXtra Capture.

    Vista Solutions Group offers integrated document management solutions specifically focused on driving a paper-on-demand environment.

    Document Creator is an add-on that saves developers and consultants a hugh amount of time

    Generate documents from Enterprise apps, Databases and JSON-XML-XLSX data with existing templates. Save time and money. Improve brand governance and customer communications

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