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Best Document Generation Software for Medium-Sized Businesses - Page 3

Nana Serwah Nkrahene
NSN
Researched and written by Nana Serwah Nkrahene

Products classified in the overall Document Generation category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Document Generation to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Document Generation category.

In addition to qualifying for inclusion in the Document Generation Software category, to qualify for inclusion in the Medium-Sized Business Document Generation Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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39 Listings in Document Generation Available
(67)4.6 out of 5
11th Easiest To Use in Document Generation software
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Entry Level Price:$29.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Docupilot is a cloud-based document automation platform designed to help businesses streamline the creation of documents. This innovative solution enables users to design custom templates and automati

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 55% Small-Business
    • 25% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Docupilot Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    23
    Automations
    15
    Customer Support
    15
    Time-Saving
    15
    Integrations
    13
    Cons
    Difficulty
    4
    Template Limitations
    4
    Formatting Issues
    3
    Learning Curve
    3
    Poor Documentation
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Docupilot features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Documents
    Average: 8.8
    8.0
    Software
    Average: 8.5
    8.7
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2018
    HQ Location
    Newark, Delaware
    Twitter
    @docupilot
    34 Twitter followers
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

Docupilot is a cloud-based document automation platform designed to help businesses streamline the creation of documents. This innovative solution enables users to design custom templates and automati

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 55% Small-Business
  • 25% Mid-Market
Docupilot Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
23
Automations
15
Customer Support
15
Time-Saving
15
Integrations
13
Cons
Difficulty
4
Template Limitations
4
Formatting Issues
3
Learning Curve
3
Poor Documentation
3
Docupilot features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.3
Documents
Average: 8.8
8.0
Software
Average: 8.5
8.7
Workflow
Average: 8.5
Seller Details
Company Website
Year Founded
2018
HQ Location
Newark, Delaware
Twitter
@docupilot
34 Twitter followers
LinkedIn® Page
www.linkedin.com
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Macabacus is the world's leading suite of MS Office productivity tools, used by thousands of professionals and teams in investment banking, corporate finance, private equity, and other finance capacit

    Users
    • Associate
    Industries
    • Financial Services
    • Venture Capital & Private Equity
    Market Segment
    • 50% Small-Business
    • 26% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Macabacus Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    21
    Features
    12
    Time-Saving
    12
    Simple
    7
    Easy Editing
    5
    Cons
    Update Issues
    6
    Bug Issues
    5
    Editing Issues
    4
    Difficult Editing
    3
    Difficulty
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Macabacus features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.2
    7.5
    Documents
    Average: 8.8
    8.2
    Software
    Average: 8.5
    7.5
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Macabacus
    Year Founded
    2008
    HQ Location
    New York, New York, United States
    Twitter
    @macabacus
    375 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    39 employees on LinkedIn®
    Phone
    +1 888-596-2202
Product Description
How are these determined?Information
This description is provided by the seller.

Macabacus is the world's leading suite of MS Office productivity tools, used by thousands of professionals and teams in investment banking, corporate finance, private equity, and other finance capacit

Users
  • Associate
Industries
  • Financial Services
  • Venture Capital & Private Equity
Market Segment
  • 50% Small-Business
  • 26% Mid-Market
Macabacus Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
21
Features
12
Time-Saving
12
Simple
7
Easy Editing
5
Cons
Update Issues
6
Bug Issues
5
Editing Issues
4
Difficult Editing
3
Difficulty
3
Macabacus features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.2
7.5
Documents
Average: 8.8
8.2
Software
Average: 8.5
7.5
Workflow
Average: 8.5
Seller Details
Seller
Macabacus
Year Founded
2008
HQ Location
New York, New York, United States
Twitter
@macabacus
375 Twitter followers
LinkedIn® Page
www.linkedin.com
39 employees on LinkedIn®
Phone
+1 888-596-2202

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Oil & Energy
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 31% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • XaitPorter features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Documents
    Average: 8.8
    9.2
    Software
    Average: 8.5
    9.2
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Xait
    Year Founded
    2000
    HQ Location
    Sandnes, Norway
    Twitter
    @xaitgroup
    711 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    76 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Oil & Energy
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 31% Enterprise
XaitPorter features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.9
Documents
Average: 8.8
9.2
Software
Average: 8.5
9.2
Workflow
Average: 8.5
Seller Details
Seller
Xait
Year Founded
2000
HQ Location
Sandnes, Norway
Twitter
@xaitgroup
711 Twitter followers
LinkedIn® Page
www.linkedin.com
76 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Create & E-Sign proposals, quotes, contracts, reports and more with a click. Automate corporate document creation and delivery in seconds with the FASTEST solution on the Salesforce AppExchange. 

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 57% Mid-Market
    • 30% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • PDF Butler Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Time-Saving
    3
    Ease of Use
    2
    Easy Editing
    2
    E-Signatures
    2
    Salesforce Integration
    2
    Cons
    UX Improvement
    3
    Expensive
    2
    Limited Mobile Access
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • PDF Butler features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    7.6
    Documents
    Average: 8.8
    7.2
    Software
    Average: 8.5
    7.6
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2017
    HQ Location
    Kapellen, Antwerp
    LinkedIn® Page
    www.linkedin.com
    37 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Create & E-Sign proposals, quotes, contracts, reports and more with a click. Automate corporate document creation and delivery in seconds with the FASTEST solution on the Salesforce AppExchange. 

Users
No information available
Industries
No information available
Market Segment
  • 57% Mid-Market
  • 30% Small-Business
PDF Butler Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Time-Saving
3
Ease of Use
2
Easy Editing
2
E-Signatures
2
Salesforce Integration
2
Cons
UX Improvement
3
Expensive
2
Limited Mobile Access
1
PDF Butler features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
7.6
Documents
Average: 8.8
7.2
Software
Average: 8.5
7.6
Workflow
Average: 8.5
Seller Details
Year Founded
2017
HQ Location
Kapellen, Antwerp
LinkedIn® Page
www.linkedin.com
37 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Make your recruitment process future-ready with RChilli’s AI-powered solutions. By automating data-intensive tasks and refining decision-making, RChilli empowers your HR team to focus on what truly ma

    Users
    No information available
    Industries
    • Computer Software
    • Staffing and Recruiting
    Market Segment
    • 48% Small-Business
    • 34% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Rchilli Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Cons
    Data Management
    1
    Text Recognition Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Rchilli features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Documents
    Average: 8.8
    9.1
    Software
    Average: 8.5
    7.9
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Rchilli
    Year Founded
    2010
    HQ Location
    San Ramon, CA
    Twitter
    @RChilli
    3,037 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    134 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Make your recruitment process future-ready with RChilli’s AI-powered solutions. By automating data-intensive tasks and refining decision-making, RChilli empowers your HR team to focus on what truly ma

Users
No information available
Industries
  • Computer Software
  • Staffing and Recruiting
Market Segment
  • 48% Small-Business
  • 34% Mid-Market
Rchilli Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Cons
Data Management
1
Text Recognition Issues
1
Rchilli features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
7.8
Documents
Average: 8.8
9.1
Software
Average: 8.5
7.9
Workflow
Average: 8.5
Seller Details
Seller
Rchilli
Year Founded
2010
HQ Location
San Ramon, CA
Twitter
@RChilli
3,037 Twitter followers
LinkedIn® Page
www.linkedin.com
134 employees on LinkedIn®
Entry Level Price:$10.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Docomotion makes it easier to generate documents on Salesforce automatically. We have made it our mission to become the top-rated document generation app on Salesforce, a position we proudly hold than

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 44% Mid-Market
    • 41% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Docomotion Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Salesforce Integration
    3
    Customization
    2
    Easy Integrations
    2
    Automations
    1
    Customizability
    1
    Cons
    Difficult Customization
    1
    Integration Issues
    1
    Lack of Integrations
    1
    Learning Curve
    1
    Setup Difficulty
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Docomotion features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Documents
    Average: 8.8
    8.3
    Software
    Average: 8.5
    8.4
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2014
    HQ Location
    Netanya, IL
    Twitter
    @docomotion
    89 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    19 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Docomotion makes it easier to generate documents on Salesforce automatically. We have made it our mission to become the top-rated document generation app on Salesforce, a position we proudly hold than

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 44% Mid-Market
  • 41% Small-Business
Docomotion Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Salesforce Integration
3
Customization
2
Easy Integrations
2
Automations
1
Customizability
1
Cons
Difficult Customization
1
Integration Issues
1
Lack of Integrations
1
Learning Curve
1
Setup Difficulty
1
Docomotion features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.8
Documents
Average: 8.8
8.3
Software
Average: 8.5
8.4
Workflow
Average: 8.5
Seller Details
Year Founded
2014
HQ Location
Netanya, IL
Twitter
@docomotion
89 Twitter followers
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, mar

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 50% Enterprise
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • QorusDocs Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    12
    Document Management
    10
    Customer Support
    9
    Content Management
    8
    Efficiency
    8
    Cons
    Limited Features
    4
    Complexity
    2
    Difficult Learning
    2
    Lack of Integration
    2
    Steep Learning Curve
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • QorusDocs features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Documents
    Average: 8.8
    8.7
    Software
    Average: 8.5
    7.8
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    QorusDocs
    Year Founded
    2012
    HQ Location
    Seattle, WA
    Twitter
    @qorusdocs
    2,645 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    71 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

QorusDocs is AI-powered proposal management software that automates the creation of personalized pitches, presentations, proposals, and RFP responses. QorusDocs allows business development, sales, mar

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 50% Enterprise
  • 31% Mid-Market
QorusDocs Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
12
Document Management
10
Customer Support
9
Content Management
8
Efficiency
8
Cons
Limited Features
4
Complexity
2
Difficult Learning
2
Lack of Integration
2
Steep Learning Curve
2
QorusDocs features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.8
Documents
Average: 8.8
8.7
Software
Average: 8.5
7.8
Workflow
Average: 8.5
Seller Details
Seller
QorusDocs
Year Founded
2012
HQ Location
Seattle, WA
Twitter
@qorusdocs
2,645 Twitter followers
LinkedIn® Page
www.linkedin.com
71 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office pl

    Users
    No information available
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 52% Mid-Market
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Fluent by Apryse Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Automations
    1
    Document Editing
    1
    Ease of Use
    1
    Easy Integrations
    1
    Efficiency
    1
    Cons
    Formatting Issues
    1
    Learning Curve
    1
    Steep Learning Curve
    1
    Template Limitations
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fluent by Apryse features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    7.3
    Documents
    Average: 8.8
    8.0
    Software
    Average: 8.5
    6.8
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Apryse
    Year Founded
    1998
    HQ Location
    Denver, CO
    Twitter
    @aprysesolutions
    375 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    508 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office pl

Users
No information available
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 52% Mid-Market
  • 34% Small-Business
Fluent by Apryse Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Automations
1
Document Editing
1
Ease of Use
1
Easy Integrations
1
Efficiency
1
Cons
Formatting Issues
1
Learning Curve
1
Steep Learning Curve
1
Template Limitations
1
Fluent by Apryse features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
7.3
Documents
Average: 8.8
8.0
Software
Average: 8.5
6.8
Workflow
Average: 8.5
Seller Details
Seller
Apryse
Year Founded
1998
HQ Location
Denver, CO
Twitter
@aprysesolutions
375 Twitter followers
LinkedIn® Page
www.linkedin.com
508 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 cr

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 100% Mid-Market
    • 14% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Vole PDF Creator Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Efficiency
    1
    Features
    1
    Time-Saving
    1
    Cons
    Alignment Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vole PDF Creator features and usability ratings that predict user satisfaction
    0.0
    No information available
    10.0
    Documents
    Average: 8.8
    0.0
    No information available
    10.0
    Workflow
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Sanwhole
    HQ Location
    Beijing, Beijing
    Twitter
    @sanwhole
    14 Twitter followers
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

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 cr

Users
No information available
Industries
  • Computer Software
Market Segment
  • 100% Mid-Market
  • 14% Small-Business
Vole PDF Creator Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Efficiency
1
Features
1
Time-Saving
1
Cons
Alignment Issues
1
Vole PDF Creator features and usability ratings that predict user satisfaction
0.0
No information available
10.0
Documents
Average: 8.8
0.0
No information available
10.0
Workflow
Average: 8.5
Seller Details
Seller
Sanwhole
HQ Location
Beijing, Beijing
Twitter
@sanwhole
14 Twitter followers
LinkedIn® Page
www.linkedin.com