Best Enterprise Document Generation Software - Page 2

CloudFiles

CloudFiles is document automation for Salesforce. It manages, generates, shares and processes the documents a business runs on, directly from the Salesforce record, while the files stay in the customer’s own storage. CloudFiles Document Management connects Salesforce records to Microsoft SharePoint, Google Drive, Microsoft OneDrive, Amazon S3, Dropbox and Box. Every record gets its own folder, built from a structure and naming rules set once, and files are shared externally through links that expire, can require a password, and track opens and downloads. CloudFiles Document Generation produces agreements, proposals, quotes and onboarding forms from live Salesforce data in Word, Excel, PowerPoint and PDF templates, sends them for e-signature, and files the signed copy back to storage automatically. CloudFiles Document AI runs document processes end to end inside Salesforce. It reads, classifies and splits incoming documents, routes each one by what it turns out to be, matches it to the right record, files it where it belongs, and holds anything that needs sign-off for review, with every step audited. CloudFiles is built for Salesforce admins, RevOps teams, and IT and operations leaders, who configure it with flows, widgets and custom actions inside Salesforce. Teams use it for client onboarding, loan processing, document verification, intake forms and secure datarooms. CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, ISO 27017 and ISO 27018, and compliant with HIPAA and GDPR. Data residency is available in the US, EU, UK and AU. Files stay in the customer’s own storage and are never used to train AI models. CloudFiles is used by teams in financial services, healthcare, insurance, legal, real estate, technology and professional services, and is also available natively on HubSpot.

Average Rating: 4.5/5.0

Total Reviews: 221

PDF-XChange Editor

Our business began in 1997 as ‘Tracker Software Products Ltd’ to develop document management and imaging-related software. These products included TIFF and PDF digital conversion utilities that enabled the conversion of many document formats to TIFF and PDF for subsequent archiving within document management products. These standalone conversion applications quickly proved their worth and we made the decision to concentrate on the development of these utilities for the end-user and third-party software developer markets. During the intervening years we have become a global leader in the PDF software market. Our offices are located in Canada, the U.K., Bulgaria and Ukraine. Our corporate headquarters relocated to Vancouver Island, British Columbia, in 2008. At 2016 we incorporated PDF-XChange Co Ltd in the U.K. to tie together all of our interests worldwide. In the coming months it is our intention to rebrand all of our sales and marketing under this one common brand worldwide. Our vision is to provide dynamic and powerful software for the creation, editing, manipulation and conversion of PDF documents, and our applications can convert a huge range of document formats to and from PDF. Our dedicated team of developers strive continually to improve the quality and functionality of our products. We aim to create applications that are flexible enough to meet the needs of all practitioners from novice users to professional document creators. Our software creates files that conform to the internationally-recognized ISO PDF standard, which means they are compatible with all major PDF document viewers/editors worldwide.

Average Rating: 4.6/5.0

Total Reviews: 149

Nitro PDF

1. What is Nitro PDF? Nitro PDF is a full-featured PDF editor that enables you to create, edit, convert, sign, and secure PDF documents. It is designed for individuals, small businesses, and enterprises as a cost-effective alternative to Adobe Acrobat, combining powerful functionality with an intuitive interface that works across devices. 2. What are the main features of Nitro PDF? Nitro PDF is a comprehensive solution for creating, editing, and securing documents across Windows, Mac, iOS, and web browsers. It includes powerful AI productivity tools and is built with an intuitive interface mirroring the Microsoft Office and Apple toolbars. Key features of Nitro PDF include: • Core Editing: Tools to create, edit, convert, combine, and annotate PDFs, including advanced OCR and secure signing capabilities. • AI Smart Tools: Enhances productivity via smart data extraction, automated form creation, and intelligent document redaction. • Nitro Analytics: Real-time visibility into PDF usage, allowing organizations to measure productivity, prove ROI, and track sustainability. • Nitro Workspace: A centralized cloud hub for accessing PDF and eSign tools, AI assistants, and administration from any device. • Advanced Editing: Create PDFs from any file type and convert PDFs into editable Microsoft Word, Excel, and PowerPoint files while maintaining original layouts. • Powerful OCR (Optical Character Recognition): Turn scanned paper documents and images into fully searchable and editable PDFs with high-accuracy text recognition. Nitro PDF is available in multiple plans to suit different business needs. 3. What support options does Nitro offer? Whether you're a five-person team or a global enterprise, our dedicated support is available 24/7. • Human Support: Nitro offers dedicated customer support, including onboarding, training, and troubleshooting resources, to ensure a smooth experience for your team. • Knowledge Base and Guides: Access hundreds of detailed articles covering product features, integrations, workflows, and best practices. • Video Tutorials: Step-by-step walkthroughs and demonstrations to help you learn and master Nitro tools quickly. • Community Forum: Connect with other Nitro users, share feedback, ask questions, and discover tips and solutions. • Knowledge Assistant: A 24/7 in-app AI assistant providing instant, context-aware guidance on features, workflows, and troubleshooting. 4. Does Nitro PDF support integrations with other business tools? Yes. Nitro PDF integrates with software such as Microsoft Office suite, OneDrive, Dropbox, and other platforms. These integrations simplify document workflows and make it easy to create, edit, and share PDFs directly within your existing environment. 5. How does Nitro ensure document security and compliance? Nitro protects sensitive information with advanced encryption, password protection, granular access controls, and tamper-evident audit trails. Nitro's solutions are designed to meet enterprise and mid-market compliance requirements, including ISO 27001, SOC 2, HIPAA, GDPR, eIDAS, UETA, and the ESIGN Act.

Average Rating: 4.4/5.0

Total Reviews: 381

Wondershare PDFelement

PDFelement is a comprehensive PDF editing solution designed to assist users in managing their PDF documents efficiently. This versatile software caters to a wide range of needs, including creating, editing, converting, annotating, and securing PDF files. With its user-friendly interface and advanced features, PDFelement is suitable for both professionals and individuals seeking to streamline their document workflows. The target audience for PDFelement includes businesses, students, and professionals who frequently work with PDF files. Its capabilities are particularly beneficial for those who require a reliable tool for document management, whether for creating reports, filling out forms, or collaborating on projects. The software is designed to enhance productivity by simplifying complex tasks associated with PDF handling, making it an essential tool for anyone who regularly interacts with digital documents. One of the standout features of PDFelement is its advanced Optical Character Recognition (OCR) technology, which allows users to convert scanned documents into editable and searchable text. This feature is particularly useful for professionals who need to digitize paper documents while preserving their original formatting. Additionally, PDFelement supports the conversion of PDFs to and from various formats, including Word, Excel, and PowerPoint, ensuring that users can work with their documents in the format that best suits their needs. PDFelement also offers robust security features, enabling users to protect sensitive information within their documents. Users can easily password-protect their PDFs, redact confidential data, and electronically sign documents, facilitating secure collaboration. The software’s form-filling capabilities further enhance its utility, allowing users to create and fill out forms effortlessly, which is especially beneficial for businesses that require streamlined data collection processes. Overall, PDFelement stands out in the PDF editing category due to its combination of powerful features, ease of use, and versatility. By optimizing PDF tasks and providing a comprehensive set of tools, PDFelement empowers users to manage their documents more effectively, ultimately enhancing their productivity and workflow efficiency.

Average Rating: 4.5/5.0

Total Reviews: 1,033

R2 Docuo

Cloud-based document management and workflow platform. R2 Docuo helps organizations manage contracts, invoices, quotes, and business processes through ready-to-use apps or fully customized solutions. Store, organize, and share documents with advanced metadata, version control, templates, and powerful search capabilities. Automate approvals, reviews, and other recurring workflows while connecting information across departments. For organizations with more complex requirements, R2 Docuo provides configurable modules, API access, and industry-specific business solutions built on the same platform. AI-powered document processing helps classify, extract, and retrieve information faster.

Average Rating: 4.5/5.0

Total Reviews: 99

BrandOffice

BrandOffice by BrandQuantum helps organizations keep the documents employees create every day consistent, current, and on brand. It gives users direct access to approved templates, content, brand standards, and tools within Microsoft Word, Excel, and PowerPoint, both on the desktop and in the browser. BrandOffice addresses one of the most difficult parts of brand management: turning brand guidelines into consistent everyday practice. Employees do not need to search for the latest template, copy content from an old document, or interpret a brand manual each time they start working. Brand, marketing, and technology teams manage resources centrally through a secure cloud platform, and updates synchronize automatically. Organizations can manage multiple brands, divisions, departments, regions, and user groups. This allows each employee to see the templates, tools, and content relevant to their work while the organization maintains central control. Centrally managed Word, Excel, and PowerPoint templates give users an approved starting point. Word and Excel style sets help employees apply the correct typography, colors, and formatting. Table templates provide consistent layouts for frequently used information, while chart templates can be applied to existing charts in Word, Excel, and PowerPoint. PowerPoint slide libraries give users quick access to approved slides, pitch decks, images, and icons. BrandOffice also manages the content used within documents. Employees can search for and insert approved text, images, resources, and other content without leaving the Microsoft applications in which they are working. Content can be locked, targeted to specific audiences, assigned an owner, updated centrally, or given an expiration date to reduce the risk of outdated information remaining in circulation. Brand Search makes approved resources easier to find. The staff biography feature allows users to search for current employee biographies and approved profile photographs, then insert them into Word documents and PowerPoint presentations. This is particularly useful for proposals, pitch documents, and other materials that regularly include employee profiles. Data Collections and Data Forms help organizations capture information in a structured way and use it to generate consistent documents. Administrators can also create, publish, and update fillable PDF forms, giving employees one place to access the latest approved version. Artificial intelligence assistance helps users draft and refine content using the organization’s defined brand voice. This connects language consistency with the visual standards already managed through BrandOffice. Reporting, analytics, and audit logs give administrators visibility into how templates and content are being used. By bringing approved standards, content, and tools into the applications employees already use, BrandOffice reduces rework, limits outdated or unauthorized content, and makes the correct way of working the easiest way. Targeted at businesses of all sizes, BrandOffice is particularly beneficial for marketing teams, corporate communications, and any employee who regularly generates content. The software addresses common challenges faced by organizations, such as inconsistent branding, outdated templates, and the risk of using incorrect logos or colors. With BrandOffice, companies can streamline their branding efforts, ensuring that all materials are not only visually appealing but also aligned with the latest brand guidelines. One of the key features of BrandOffice is its ability to provide users with pre-approved templates that are automatically updated as the brand evolves. This means that employees can create documents, PowerPoint presentations, and Excel reports without worrying about whether they are using the correct branding elements. The software also includes a centralized library of assets, such as logos, fonts, and color palettes, which are easily accessible to all users. This feature not only saves time but also reduces the likelihood of errors that can occur when employees attempt to source branding elements independently. BrandOffice adds significant value by enhancing collaboration within organizations. With its intuitive interface and easy-to-use tools, employees can work together on projects while ensuring that all outputs adhere to brand standards. Additionally, the software's integration with Microsoft Office means that users can leverage familiar applications to create branded content without needing to learn a new system. This familiarity helps to facilitate a smoother adoption process and encourages widespread use across the organization. Ultimately, BrandOffice stands out in its category by combining robust branding capabilities with the convenience of Microsoft Office integration. By empowering employees to create consistent and professional-looking documents, presentations, and reports, BrandOffice not only strengthens brand identity but also enhances overall productivity and efficiency within the organization.

Average Rating: 4.8/5.0

Total Reviews: 22

XaitPorter

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 with high value and high impact, and make it easy 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.

Average Rating: 4.6/5.0

Total Reviews: 51

LightPDF(formerly ApowerPDF)

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.

Average Rating: 4.3/5.0

Total Reviews: 43

QorusDocs

QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins. QPilot the secure and private AI from QorusDocs, revolutionizes the work of business development, sales, and bid teams. QPilot simplifies the process of creating pitches, proposals, and RFP responses, enhancing efficiency and quality while eliminating monotonous tasks. With QPilot, you can allocate more time to cultivate client relationships and refine the strategic art of your presentations. Learn more at www.qorusdocs.com

Average Rating: 4.4/5.0

Total Reviews: 166

Collavate

Collavate is an easy to use document collaboration tool that helps make idea creation a reality. With security options, all the necessary document tools and features, Collavate meets your needs for simplified workflow automation and team member sharing. Easy to set up Google Docs and Drive Add-on makes document archiving applications easier than ever before in a safe environment perfect for any situation. It provides a secure, centralized place to manage documents and compliance workflow for Google Workspace. With industry experts working behind the scenes to bring you the most relevant features, you can trust Collavate to bring you the features you need without cramming in features you don’t. Plus, compliances such as ISO 9001 , GDPR, HIPAA, ISO 13485 are easy to achieve. We support the entire process of planning, brainstorming, drafting, reviewing, correcting and publishing documents. Group messaging lets you chat in an organized way with other team members while you’re working. You can share screenshots, links, videos, and more using the messenger feature. We have a wide range of collaboration capabilities for corporate documentation, including automated workflows, ledger, reminder/due-date for approval, audit trail, version control and document template options. Automate workflows and establish communication with Collavate with a variety of tasks that require document control, editing, and document collaboration. Issues or Questions: support@collavate.com

Average Rating: 4.8/5.0

Total Reviews: 58

empower

The empower® Suite is a software solution integrated into Microsoft 365 that simplifies the creation of presentations, charts, documents, and emails while ensuring consistency and efficiency. It enables companies to produce professional, brand-compliant content with significantly reduced effort. The suite consists of three modules that can be used individually or together. empower® Slide Generation combines artificial intelligence, templates, automation, and shared corporate content to create professional PowerPoint presentations in minutes rather than hours. It eliminates manual formatting and ensures full compliance with corporate design standards. empower® Chart Creation is designed specifically for building complex business charts in PowerPoint and is ideal for data-driven, professional presentations. With more than 40 chart types, including waterfall, Mekko, and Gantt charts, as well as Excel linking, intelligent add-on elements, and automatic layout adjustments, users can create and edit charts approximately 50 percent faster than with standard PowerPoint features. Creating charts becomes even easier with the empower® AI Chart Assistant. Users can simply enter a prompt, and the AI Assistant can create and edit data and Gantt charts using data from Excel files, URLs, images, or direct input. In addition, empower® Chart Creation makes adoption and transition easy. Existing PowerPoint charts and charts from other PowerPoint charting add-ins can be converted into fully editable empower® charts with a single click. empower® Template Management centrally provides up-to-date Office templates, automatically applies them across PowerPoint, Word, Excel, and Outlook, and helps ensure brand and legal compliance in significantly less time.

Average Rating: 4.6/5.0

Total Reviews: 29

Carbone

Streamline your document generation with Carbone. Create templates using popular editors like Word, Excel, LibreOffice, or Google Docs, and provide data in JSON format. Carbone seamlessly merges your data into templates to generate professional reports. Supported documents: PDF, DOCX, XLSX, ODT, ODS, PPTX, ODP, XML, HTML, IDML, JPEG, PNG, EPUB, TXT and CSV 🎨 𝗗𝗲𝘀𝗶𝗴𝗻𝗶𝗻𝗴 𝗮 𝘁𝗲𝗺𝗽𝗹𝗮𝘁𝗲 Anyone can create and edit templates; you don't have to ask a developer to make a change. The template separates design and logic: - Add Carbone tags, a low-code templating language, to inject data dynamically, such as text, images, barcodes, charts, lists, HTML content, signatures, and colours. - Compute complex calculations with built-in aggregators. - Format any data with "formatters": numbers, currencies, strings, and lists. - Hide or print sections or elements conditionally - Translate documents into multiple languages - Anything related to styling, layouts, and paginations must be created with the power of your text editor. ⚡️ 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 - Easily set up automation with pre-configured integrations for Salesforce, HubSpot, Airtable, Monday, Bubble, Zapier, Make, and N8N. - Developers can quickly get started with SDKs available in Node, Golang, PHP, Java, Python, Rust, and JavaScript. - We guarantee 99.999% availability. - An on-premise and private cloud version is available for offline or privacy requirements. ✅ 𝗦𝘂𝗽𝗽𝗼𝗿𝘁𝗲𝗱 𝘁𝗲𝘅𝘁 𝗲𝗱𝗶𝘁𝗼𝗿𝘀 - Microsoft Word / Excel / Powerpoint - LibreOffice Text / Spreadsheet / Presentation - Google Doc / Sheet - Apple Pages - WYSIWYG editor - Code Editor 🛟 𝗟𝗶𝘃𝗲 𝗖𝗵𝗮𝘁 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 The engineering team is available on the live chat to solve your issues in a few minutes, help you design templates, or answer any questions related to Carbone. The support is available from 9 am to 6 pm, Monday to Friday (Europe/Paris UTC+2). 📍 𝗘𝘅𝗮𝗺𝗽𝗹𝗲 𝗼𝗳 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 Automate Invoices, Contracts, Reports, Receipts, Agreements, Financial Statements, Budget Reports, Performance Reviews, Recruitment Reports, SOPs, Project Plans, Inventory Records, Purchase Orders, Policies, User Manuals, and more with Carbone. Try Carbone today to enhance your document workflow!

Average Rating: 4.7/5.0

Total Reviews: 97

Adobe Acrobat Sign

At Adobe, we believe that documents are more than just a collection of information and proof. They are foundational to connecting people and ideas, pushing business forward. Adobe Acrobat Sign helps your business move faster. Acrobat Sign is the only intuitive e-signature solution that combines simple and secure e-signatures with the power of Adobe Acrobat. With Acrobat Sign, you can create, sign, send for signature, manage, and track documents – all from one Adobe platform. You can create delightful signing experiences for your customers and teams by enabling them to sign documents on any device or browser – anytime, anywhere. No additional software download or accounts are needed. As Microsoft’s preferred e-signature solution, Acrobat Sign seamlessly integrates with your favorite Microsoft apps. Save time by signing and requesting signatures – all right from Microsoft 365, Teams, Outlook, and more. Plus, you can access smart integrations for Salesforce, Workday, and many more apps you use every day. Minimize legal and compliance risks by choosing Acrobat Sign, designed to be globally compliant and legally-binding in nearly every country in the world.

Average Rating: 4.4/5.0

Total Reviews: 1,020

Overleaf

Overleaf is the scientific and technical writing platform loved by over 20 million users around the world. It's a LaTeX editor that’s easy enough for beginners and powerful enough for experts. Using Overleaf, anyone can write smarter—creating complex, beautifully formatted documents with ease. But more than that, it lets you collaborate easily with colleagues, track changes in real-time, write in LaTeX code or a visual editor, and work anywhere, on any device. Plus, with personal, group, and institutional options, right up to on-premises enterprise solutions, you can take Overleaf with you wherever you go.

Average Rating: 4.6/5.0

Total Reviews: 74

PDFescape

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 Additional Features:

• PDF Annotator
• Premium Desktop Features
• Ultimate Desktop Features
• Webmaster Tools
• Additional Publishing Features
• Volume Licensing
• And many more!

Average Rating: 4.2/5.0

Total Reviews: 67