Best Document Generation Software for Small Business - Page 2

How Many Document Generation Software Products Does G2 Track?

Total Products under this Category: 378

Category Stats (Oct 2026)

  • Average Rating: 4.56/5 (↑0.02 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Lasernet (+0.89%) - Among all products in this category, Lasernet recorded the largest rating increase compared to last month

Last updated: October 13, 2026

How Does G2 Rank Document Generation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 30,600+ Authentic Reviews
  • 378+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Document Generation Software

G2 Grid® for Document Generation Software plotting products by satisfaction and market presence

Highlighted products: Adobe Acrobat, PandaDoc, Foxit PDF Editor, Docusign CLM, Essential Studio, Wondershare PDFelement, Adobe Acrobat Sign, and Progress Telerik.

Underlying data: [Grid® JSON](https://www.g2.com/categories/document-generation/grids.json?focus%5B%5D=adobe-acrobat&focus%5B%5D=pandadoc&focus%5B%5D=foxit-pdf-editor&focus%5B%5D=docusign-clm&focus%5B%5D=essential-studio&focus%5B%5D=wondershare-wondershare-pdfelement&focus%5B%5D=adobe-acrobat-sign&focus%5B%5D=progress-telerik&segment=small-business)

CloudFiles

CloudFiles is an all-in-one document operations platform for Salesforce and HubSpot that helps organizations manage, generate, process, share, and automate documents directly from their CRM. Built for document-intensive business processes, CloudFiles combines document management, AI-powered document processing, document generation, secure sharing, external storage integrations, and workflow automation into a single platform. Organizations use CloudFiles to connect Salesforce and HubSpot with SharePoint, Google Drive, OneDrive, Dropbox, Amazon S3, and other enterprise storage platforms while maintaining structured document organization, centralized visibility, and secure access across teams. With CloudFiles, teams can: • Manage files and folders directly inside Salesforce and HubSpot • Automate document generation for agreements, proposals, onboarding forms, financial documents, and client communications • Extract and process data from documents using AI • Build secure datarooms and external document-sharing workflows • Automate document-heavy processes like client onboarding, loan processing, document verification, intake forms, and operational workflows • Configure CRM-native automations using flows, widgets, and custom actions CloudFiles helps organizations reduce manual work, centralize document operations, streamline document-heavy workflows, and improve productivity without leaving Salesforce or HubSpot. CloudFiles supports enterprise security and compliance requirements with SOC 2, HIPAA, GDPR, and ISO 27001 aligned practices. Data residency is supported across the US, EU, UK, and AU, while files remain securely stored within customers’ external storage platforms and are never used to train AI models. Trusted by teams across financial services, healthcare, insurance, legal, real estate, technology, and professional services, CloudFiles enables businesses to modernize document workflows with enterprise-grade security, flexible storage integrations, and AI-powered automation.

Average Rating: 4.5/5.0

Total Reviews: 221

How Do G2 Users Rate CloudFiles?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.3/10)

Who Is the Company Behind CloudFiles?

  • Seller: CloudFiles
  • Year Founded: 2021
  • HQ Location: Fremont, US
  • Twitter: @cloudfilesapp
    54 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®
  • Ownership: Venture-backed

Who Uses This Product?

  • Who Uses This: Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 44% Small, 29% Medium

What Do G2 Reviewers Say About CloudFiles?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of CloudFiles, praising its seamless setup and centralized file management.
  • Users value the robust security of CloudFiles, ensuring their sensitive files remain safe and compliant while being easily accessible.
  • Users value the efficient cloud storage of CloudFiles, allowing seamless access and management of documents across platforms.
  • Users love the easy access to files from anywhere with an internet connection, enhancing convenience and productivity.
  • Users appreciate the easy setup of CloudFiles, finding it user-friendly and efficient for daily file management.
Cons
  • Users have noted the slow loading times for downloads and uploads, impacting their overall experience with CloudFiles.
  • Users find that the training required for CloudFiles can slow down initial usage and frustrate new members.
  • Users desire limited customization options in CloudFiles, wishing for features like custom tags and color coding.
  • Users experience slow performance with CloudFiles, noting glitches and delays in response time during specific actions.
  • Users often face slow upload speeds with CloudFiles, leading to a frustrating and time-consuming experience.

What Are Recent G2 Reviews of CloudFiles?

What Are G2 Users Discussing About CloudFiles?

Formstack Documents

Formstack Documents is the only document generation solution you need to save time, put a stop to manual entry, and streamline your paperwork process. With Formstack Documents, you can upload, merge, and deliver smart documents in a snap. Start from scratch or upload your own fillable PDF or Word document. Our app allows you to easily customize your document and merge it with data. Once you've created your document, it's time to figure out where you'll be sending it. From emails to Google Drive to a third-party integration via Webhooks, Formstack Documents gives you the control to send your merged files wherever you want. Formstack Documents integrates with over 150 different products, ensuring you'll easily be able to upload, merge, and deliver your documents, no matter what products you're using.

Average Rating: 4.5/5.0

Total Reviews: 148

How Do G2 Users Rate Formstack Documents?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.3/10)
  • Documents: 8.4/10 (Category avg: 8.9/10)
  • Software: 8.1/10 (Category avg: 8.6/10)
  • Workflow: 8.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Formstack Documents?

  • Seller: Formstack, LLC
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Fishers, IN
  • Twitter: @Formstack
    6,392 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    219 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Computer Software, Non-Profit Organization Management
  • Company Size: 59% Small, 33% Medium

What Do G2 Reviewers Say About Formstack Documents?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integration of Formstack Documents, enhancing workflows and saving time across various platforms.
  • Users find automation features in Formstack Documents incredibly time-saving, enhancing overall workflow efficiency and ease of use.
  • Users find Formstack Documents to be very user-friendly, significantly streamlining their document generation process with ease.
  • Users value the easy integrations of Formstack Documents, which streamline workflows and enhance productivity across various platforms.
  • Users love how Formstack Documents provides time-saving automation for document generation, enhancing efficiency and reducing errors.
Cons
  • Users find the learning curve steep for complex document merges, though the new builder simplifies the process.
  • Users find bug issues with Formstack Documents occasionally disrupt their experience, though most are easily resolved.
  • Users find the user interface clunky, leading to a less intuitive experience despite its robust capabilities.
  • Users find the poor documentation inadequate for advanced scenarios, hindering their overall experience with Formstack Documents.
  • Users find the setup difficulty of Formstack Documents challenging initially, but it becomes user-friendly after configuration.

What Are Recent G2 Reviews of Formstack Documents?

What Are G2 Users Discussing About Formstack Documents?

Portant

Portant is the fastest and easiest way to automatically generate invoices, contracts, reports, e-signatures, and all other paperwork. With a few clicks, Portant takes care of your business admin. Generate professional, beautiful and error-free documents that teams and customers will love. Never waste another minute on boring manual tasks! Works with Google Workspace, Outlook, GMail, and syncs data from HubSpot, Xero, Glide, Tally and Zapier.

Average Rating: 4.9/5.0

Total Reviews: 68

How Do G2 Users Rate Portant?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.3/10)
  • Documents: 9.6/10 (Category avg: 8.9/10)
  • Software: 9.2/10 (Category avg: 8.6/10)
  • Workflow: 9.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Portant?

  • Seller: Portant
  • Year Founded: 2020
  • HQ Location: Sydney, AU
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Education Management, Primary/Secondary Education
  • Company Size: 68% Small, 32% Medium

What Do G2 Reviewers Say About Portant?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Portant, enabling seamless document creation and efficient data sharing.
  • Users find Portant's user-friendliness and exceptional customer service invaluable for creating documents from CRM data.
  • Users love the convenience of Portant for easy data sharing, enabling swift team responses to organizational needs.
  • Users find Portant's user-friendly document management invaluable for creating polished documents easily and efficiently.
  • Users appreciate the unmatched flexibility of Portant, enabling seamless integration with both native and custom HubSpot objects.
Cons
  • Users find the difficult editing process in Portant frustrating, often needing to manually adjust settings frequently.
  • Users find the font customization limited as it defaults to British English, requiring frequent manual adjustments.
  • Users often find themselves needing to adjust manual processes to ensure the correct language settings on Portant.
  • Users desire more security options for signature requests to enhance their overall experience with Portant.
  • Users desire more security options for signature requests, aiming to enhance the overall trust and protection.

What Are Recent G2 Reviews of Portant?

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Conga Composer

Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Conga Composer streamlines this by embedding automated document creation into your existing tools. It supports multiple formats, merges data from any source, and scales effortlessly, empowering teams to deliver accurate, beautifully branded documents faster, with less effort and greater control. Conga Composer excels in document generation with key advantages: Launch Anywhere – Trigger document generation from buttons, flows, Apex, or external systems- no custom code needed. Multi-Format Support – Create Word, PDF, Excel, PowerPoint, and HTML email templates. Dynamic Content – Use conditional logic, charts, dashboards, rich text, and global currencies. High-Volume Ready – Supports large templates (25MB), merged outputs (250MB), and batch processing. Enterprise Scalability – Reusable templates and behaviors across departments and use cases. eSignature Integration – Seamless pairing with Conga Sign for end-to-end agreement workflows. Revenue Lifecycle Alignment – Only vendor that integrates doc gen into CLM, CPQ, and full revenue processes. Admin-Friendly Setup – Built for Salesforce admins and business users—no developer dependency. Proven Performance – Trusted by 8,000+ businesses; millions of documents generated monthly. Future-Ready – Monitoring AI trends to invest when enterprise-grade reliability is guaranteed. With these strengths, Conga Composer delivers a scalable, flexible, and automated solution for efficient document generation.

Average Rating: 4.4/5.0

Total Reviews: 847

How Do G2 Users Rate Conga Composer?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.3/10)
  • Documents: 8.7/10 (Category avg: 8.9/10)
  • Software: 8.9/10 (Category avg: 8.6/10)
  • Workflow: 8.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Conga Composer?

  • Seller: Conga
  • Company Website:
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 employees on LinkedIn®
  • Phone: (303) 465-1616

Who Uses This Product?

  • Who Uses This: Salesforce Administrator, Business Analyst
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 47% Medium, 28% Large

What Do G2 Reviewers Say About Conga Composer?

AI-generated summary from verified user reviews

Pros
  • Users value the powerful API of Conga Composer for efficient bulk document generation and seamless integration.
  • Users value the easy document customization and excellent support from Conga Composer for efficient document management.
  • Users value the ease of use of Conga Composer, finding it straightforward for document configuration and template launching.
  • Users value the time-saving capabilities of Conga Composer, streamlining document creation and delivery processes effortlessly.
  • Users value the seamless integration with Salesforce that enhances efficiency and reduces errors in document creation.
Cons
  • Users find the learning curve steep, making it challenging to resolve issues independently, leading to frustration.
  • Users find the steep learning curve of Conga Composer challenging, requiring time to master templates and queries.
  • Users find the difficult learning curve and complex steps hinder their experience with Conga Composer.
  • Users find that tasks are time-consuming due to the complex setup and steep learning curve of Conga Composer.
  • Users face a complex setup for Conga Composer, making issue resolution tedious and time-consuming with many unresolved tickets.

What Are Recent G2 Reviews of Conga Composer?

What Are G2 Users Discussing About Conga Composer?

Apryse PDF SDK

Apryse: The Future of Document Intelligence Apryse (formerly PDFTron) empowers businesses and developers to handle complex document workflows with unmatched speed, precision, and security. Whether you are building for the browser or scaling enterprise-grade server infrastructure, Apryse delivers a frictionless document experience that keeps your data secure and your users productive. Leading organizations choose Apryse for several reasons. Best-in-class performance powers your applications with high-fidelity viewing, editing, and annotation capabilities that handle large files without the lag. Native React integration accelerates your development cycle with dedicated React-compatible components. Advanced OCR and data extraction turn static scans and image-based files into searchable, machine-readable documents, allowing you to extract text and data with high precision regardless of layout complexity. WebViewer UI is built with React PDF, providing a fully customizable, modular, and accessible document interface that integrates into your stack in minutes, not weeks. Security without compromise means you maintain complete control over your data, since our solutions run on your own infrastructure, ensuring you never rely on third-party cloud dependencies or external document processing services. Multi-format versatility takes you beyond PDF, empowering your users to view, edit, and collaborate on 160+ formats, including Microsoft Office (DOCX, XLSX, PPTX), CAD, images, and video, all within a single, consistent interface. Enterprise-ready compliance from redaction and digital signatures to ISO-compliant PDF/A conversion, provides the tools necessary to meet strict industry regulations and security standards. Trusted globally by Fortune 500 companies and innovative startups, Apryse transforms how the world works with documents. Learn more: https://bit.ly/46T0jCt

Average Rating: 4.2/5.0

Total Reviews: 138

How Do G2 Users Rate Apryse PDF SDK?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.3/10)
  • Documents: 8.8/10 (Category avg: 8.9/10)
  • Software: 8.5/10 (Category avg: 8.6/10)
  • Workflow: 8.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Apryse PDF SDK?

  • Seller: Apryse
  • Company Website:
  • Year Founded: 1998
  • HQ Location: Denver, CO
  • Twitter: @aprysesolutions
    381 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    569 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CTO, Product Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Small, 37% Medium

What Do G2 Reviewers Say About Apryse PDF SDK?

AI-generated summary from verified user reviews

Pros
  • Users find Apryse PDF SDK to be a user-friendly and easy-to-implement PDF solution with excellent customer support.
  • Users commend Apryse PDF SDK for its outstanding PDF editing capabilities, making document manipulation seamless and efficient.
  • Users highlight the versatility of Apryse PDF SDK, enjoying diverse options for various document generation needs.
  • Users commend the reliability of Apryse PDF SDK, seamlessly integrating and functioning well across platforms without issues.
  • Users commend the seamless compatibility of Apryse PDF SDK, enabling effortless integration across multiple platforms and environments.
Cons
  • Users find the learning curve steep for advanced features, but support assistance helps ease the process.
  • Users find the licensing options confusing and costly, especially for smaller projects, impacting their overall experience.
  • Users find the setup difficulty can be time-consuming, especially when aligning with brand styles and navigating license options.
  • Users find the licensing inflexibility and high costs challenging, especially when needing only specific SDK features.
  • Users find the poor documentation challenging, often requiring extra effort to navigate and troubleshoot issues effectively.

What Are Recent G2 Reviews of Apryse PDF SDK?

Proposify

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

Average Rating: 4.6/5.0

Total Reviews: 1,116

How Do G2 Users Rate Proposify?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.3/10)
  • Documents: 8.6/10 (Category avg: 8.9/10)
  • Software: 8.4/10 (Category avg: 8.6/10)
  • Workflow: 8.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Proposify?

  • Seller: Proposify
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Halifax
  • Twitter: @proposify
    4,207 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    80 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 84% Small, 15% Medium

What Do G2 Reviewers Say About Proposify?

AI-generated summary from verified user reviews

Pros
  • Users find Proposify's ease of use remarkable, enabling quick proposal setup and streamlined, professional communication.
  • Users value the large library of customizable templates in Proposify, enhancing proposal efficiency and consistency.
  • Users praise the easy creation of Proposify, appreciating its straightforward implementation and consistent, reliable results.
  • Users love the easy setup of Proposify, enabling quick and efficient proposal sending with a professional look.
  • Users appreciate the ease of template creation, enabling quick, customizable proposals for various services.
Cons
  • Users face limited customization options in Proposify, making it difficult to edit proposals to their liking.
  • Users find difficult editing in Proposify, as aligning multi-page content can be cumbersome and time-consuming.
  • Users find the editing difficulties in Proposify frustrating, hindering their ability to create polished proposals easily.
  • Users experience slow performance with Proposify, facing frustrating lags and delays during critical tasks.
  • Users find layout issues in Proposify cumbersome, particularly with template changes and awkward pricing tables.

What Are Recent G2 Reviews of Proposify?

What Are G2 Users Discussing About Proposify?

DocsAutomator

DocsAutomator creates the documents that need a yes, and gets the yes. Quotes, proposals, contracts and other agreements are created from the data you already have, sent the moment a record changes, and come back signed or accepted. Invoices, reports, certificates and every other document work the same way. Set it up once: create a template in Word or Google Docs, or upload any PDF. Connect your data, or let the DocsAutomator AI Agent build the template and the automation for you. From then on, every record produces its document. DocsAutomator connects with Airtable, Glide, Notion, Google Sheets, SmartSuite, ClickUp, Softr, Noloco, Zapier, Make, n8n and a REST API. AI assistants such as Claude and ChatGPT can create and send documents through the DocsAutomator MCP server. More than 1,200 businesses pay for DocsAutomator and generate over 150,000 documents a month. Key features: **E-signing and acceptance, included in every plan** Send a document for a legally binding e-signature, or for one-click acceptance when a yes is enough. Any number of signers, in parallel or in sequence, with automatic reminders. No seats and no per-envelope fees. **The signed document goes back to your record** The signed PDF with its certificate, the signing link and the signer's values are written back to the record in Airtable, Notion or your own system, so the next step can start by itself. Every signed PDF is sealed and tamper-evident, with a full audit trail. **AI Agent that does the setup** Describe what you need. The agent designs the Word template, maps your fields and configures signing, and shows you a finished preview. **Word, Google Docs and PDF templates** Use the template you already have. Design control stays with you. **Line items and nested line items** Dynamic tables and repeating sections, nested up to 3 levels, for anything from invoices to multi-section reports. **Conditional content and styling** Show or hide values, paragraphs and whole sections, and style text based on your data. One template covers every case. **Dynamic images** Photos, logos and signatures from your records are placed and sized automatically. **Fast, at any length** Documents are ready in seconds, whether one page or two hundred. **Flexible delivery** Save to Google Drive, OneDrive or Dropbox, send by email (from your own Gmail or Outlook address on Business and Scale), deliver to a webhook, or merge with existing PDFs. **Unlimited free testing** Build and test with unlimited test documents, with no credit card. You pay only when you go live.

Average Rating: 4.9/5.0

Total Reviews: 16

How Do G2 Users Rate DocsAutomator?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.3/10)

Who Is the Company Behind DocsAutomator?

Who Uses This Product?

  • Company Size: 88% Small, 13% Medium

What Are Recent G2 Reviews of DocsAutomator?

Docupilot

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 automatically generate a variety of documents—such as contracts, invoices, reports, and letters—by merging these templates with data sourced from multiple origins. By leveraging technology, Docupilot simplifies the document generation process, making it accessible and efficient for organizations of all sizes. Targeted primarily at businesses and professionals who frequently handle documentation, Docupilot caters to a wide range of industries, including legal, finance, real estate, and marketing. The platform is particularly beneficial for teams that require consistent and accurate document creation, as it minimizes the manual effort involved in generating standard documents. Users can easily create templates that reflect their unique branding and requirements, ensuring that every document produced is not only functional but also visually aligned with the organization's identity. One of the standout features of Docupilot is its template design capability. Users can create and customize document templates using an intuitive editor, or they can upload existing formats from Word, PowerPoint, Excel, and fillable PDF forms. This flexibility allows businesses to maintain their preferred document styles while integrating automation into their workflows. Additionally, the data integration feature enables users to merge templates with information from various sources, such as spreadsheets, databases, and CRM systems, ensuring that documents are populated with accurate and up-to-date information. Docupilot also offers automated workflows, allowing users to set up triggers that generate and distribute documents based on specific events or schedules. This functionality is particularly useful for organizations that need to send out regular reports or invoices, as it reduces the time spent on repetitive tasks. Furthermore, the platform supports integrations with popular applications like Zapier, Salesforce, and Google Sheets, enhancing workflow efficiency and enabling seamless data transfer between systems. Collaboration is another key aspect of Docupilot, as it allows team members to share templates and work together on document creation. This feature fosters a collaborative environment, ensuring that input from various stakeholders can be incorporated into the final documents. By automating repetitive document creation tasks, Docupilot not only helps reduce errors but also saves time and improves overall productivity within an organization, making it a valuable tool for any business looking to optimize its document management processes.

Average Rating: 4.6/5.0

Total Reviews: 72

How Do G2 Users Rate Docupilot?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.3/10)
  • Documents: 9.4/10 (Category avg: 8.9/10)
  • Software: 8.2/10 (Category avg: 8.6/10)
  • Workflow: 8.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Docupilot?

  • Seller: Docupilot, Inc.
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Dover, US
  • Twitter: @docupilot
    34 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 56% Small, 23% Medium

What Do G2 Reviewers Say About Docupilot?

AI-generated summary from verified user reviews

Pros
  • Users find Docupilot easy to use, enabling quick navigation and seamless document creation integration with other systems.
  • Users appreciate the automations in Docupilot, enhancing document creation speed and collaboration while minimizing errors.
  • Users commend the efficient customer support of Docupilot, swiftly resolving issues and enhancing user experience.
  • Users value the intuitive features of Docupilot, enhancing document automation and streamlining workflows effectively.
  • Users appreciate the time-saving automations of Docupilot, making document creation faster and more efficient.
Cons
  • Users find the pricing to be high relative to the limited features and poor user experience offered by Docupilot.
  • Users find the template limitations occasionally frustrating, especially in niche variety and PDF upload capabilities.
  • Users find Docupilot difficult to use, with issues in support accessibility and complex document token syntax.
  • Users experience formatting issues with templates in Docupilot, requiring careful adjustments for optimal results.
  • Users find the learning curve challenging, though automation speed compensates for initial difficulties.

What Are Recent G2 Reviews of Docupilot?

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

How Do G2 Users Rate PDF-XChange Editor?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.3/10)
  • Documents: 8.8/10 (Category avg: 8.9/10)
  • Software: 9.4/10 (Category avg: 8.6/10)
  • Workflow: 8.5/10 (Category avg: 8.6/10)

Who Is the Company Behind PDF-XChange Editor?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 38% Large, 36% Small

What Do G2 Reviewers Say About PDF-XChange Editor?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of PDF-XChange Editor, enabling smooth file viewing, editing, and collaboration effortlessly.
  • Users highlight the easy editing capabilities of PDF-XChange Editor, praising its intuitive tools and efficient workflow.
  • Users praise the document editing capabilities of PDF-XChange Editor for its smooth performance and powerful annotation tools.
  • Users find the easy conversion feature of PDF-XChange Editor to be highly beneficial for managing PDF documents.
  • Users commend the robust feature set of PDF-XChange Editor, facilitating easy editing, annotation, and integration with other tools.
Cons
  • Users find the interface not user friendly, noting it feels outdated and lacks modern design elements.
  • Users feel the UI design is outdated and would greatly benefit from a more modern and appealing interface.
  • Users find user adoption challenging, often requiring additional efforts to gain acceptance of PDF-XChange Editor.
  • Users express frustration over the lack of integration with cloud services, hindering seamless workflow and accessibility.
  • Users find the lack of integrations with popular cloud services limits their workflow and efficiency.

What Are Recent G2 Reviews of PDF-XChange Editor?

What Are G2 Users Discussing About PDF-XChange Editor?

ONLYOFFICE Docs

ONLYOFFICE Docs is an open-source online office suite that brings document editing and real-time collaboration into the business platforms you already use, e.g. DMS, CMS, e-learning systems, CRMs, intranets and file storage solutions. Using it, you can view, edit and co-author text documents, spreadsheets, presentations, digital forms, diagrams and PDF files directly in your browser. ONLYOFFICE Docs is built for seamless integration in any business environment: · 40+ official connectors for popular platforms, including Nextcloud, ownCloud, Moodle, SuiteCRM, Redmine, Alfresco, Confluence, WordPress, Drupal, Odoo, Jira, Mattermost, HumHub, Plone, Pipedrive, SharePoint, Strapi and more. · An open API and WOPI compatibility, making it easy to embed into virtually any web-based application. ONLYOFFICE Docs works well for teams and organizations of any size, but it’s also a strong option for software developers and SaaS providers. You can integrate it into your own product and deliver document editing and collaboration to customers—including the ability to offer it under your brand. When integrated with your platform, ONLYOFFICE Docs allows you to: · Create and edit documents, spreadsheets and presentations with professional formatting tools; · Create and fill PDF forms with interactive fields; · Edit, annotate, redact and co-author PDF files; · Open Visio diagrams for viewing; · Collaborate in real time with two co-editing modes, comments, @mentions, Track Changes, version history and document comparison; · Enable audio/video conferencing via the Jitsi plugin and communicate in the built-in chat while editing; · Extend functionality with plugins, such as Google Translate/DeepL translation, text-to-speech, Zotero/Mendeley bibliographies, and LanguageTool proofreading. One of the key features of the suite is its flexible AI integration. Unlike other popular office tools, ONLYOFFICE doesn’t provide any predefined AI assistant. Users can connect their favourite AI services (e.g., ChatGPT, DeepSeek, Mistral, Google Gemini or even local AI models via Ollama) and use multiple assistants at once for tasks like content generation, summarization, translation and grammar correction in documents, data analysis in spreadsheets, slide generation in presentations and OCR in PDFs. ONLYOFFICE Docs natively supports Microsoft Office formats—DOCX, XLSX, PPTX—so teams can work with Word, Excel, and PowerPoint files without compatibility issues. It can also open Apple iWork formats (Pages, Keynote, Numbers) for viewing and convert them to DOCX/PPTX/XLSX for editing. In total, it supports 60+ file formats. Before using ONLYOFFICE Docs in your team, you can choose what fits your needs: · Self-hosted on Linux or Windows servers for full control over your data; · Cloud-based ONLYOFFICE Docs Cloud for an out-of-the-box option ready for integration. ONLYOFFICE also offers free desktop apps (Windows, Linux, macOS) for offline editing and free mobile apps (Android, iOS) for working on the go.

Average Rating: 4.6/5.0

Total Reviews: 25

How Do G2 Users Rate ONLYOFFICE Docs?

  • Documents: 10.0/10 (Category avg: 8.9/10)
  • Software: 10.0/10 (Category avg: 8.6/10)
  • Workflow: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind ONLYOFFICE Docs?

  • Seller: Ascensio System
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Riga, LV
  • Twitter: @only_office
    6,700 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    119 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 69% Small, 23% Medium

What Do G2 Reviewers Say About ONLYOFFICE Docs?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the convenient tab features of ONLYOFFICE Docs, enhancing their overall office suite experience.
  • Users love the comprehensive office suite features of ONLYOFFICE Docs, especially the convenience of tabbed functionality.
Cons
  • Users often experience formatting issues when working with files downloaded from Google Docs in ONLYOFFICE Docs.
  • Users experience formatting issues with downloaded files from Google Docs, leading to inconsistent document presentation.

What Are Recent G2 Reviews of ONLYOFFICE Docs?

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: 98

How Do G2 Users Rate R2 Docuo?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.3/10)
  • Documents: 7.5/10 (Category avg: 8.9/10)
  • Software: 7.7/10 (Category avg: 8.6/10)
  • Workflow: 9.1/10 (Category avg: 8.6/10)

Who Is the Company Behind R2 Docuo?

  • Seller: R2 Sistemas
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Madrid, Spain
  • Twitter: @R2Docuo
    302 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Airlines/Aviation
  • Company Size: 51% Small, 28% Medium

What Are Recent G2 Reviews of R2 Docuo?

What Are G2 Users Discussing About R2 Docuo?

Responsive, formerly RFPIO

Responsive is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications.

Average Rating: 4.5/5.0

Total Reviews: 1,303

How Do G2 Users Rate Responsive, formerly RFPIO?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.3/10)
  • Documents: 8.4/10 (Category avg: 8.9/10)
  • Software: 8.1/10 (Category avg: 8.6/10)
  • Workflow: 8.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Responsive, formerly RFPIO?

  • Seller: Responsive
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Frisco, Texas
  • Twitter: @responsiveio
    1,735 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    709 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Proposal Manager, Proposal Writer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 48% Medium, 39% Large

What Do G2 Reviewers Say About Responsive, formerly RFPIO?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Responsive, appreciating its intuitive features and smooth integration with existing tools.
  • Users appreciate the efficient import facilities and powerful project creation tools that save time and enhance productivity.
  • Users highlight the efficiency of Responsive, dramatically reducing response times and enhancing collaboration with intuitive features.
  • Users appreciate how Responsive significantly saves time by streamlining RFP management and enhancing teamwork across departments.
  • Users appreciate the team collaboration features of Responsive, streamlining RFP processes and enhancing efficiency across departments.
Cons
  • Users face a steep learning curve with Responsive due to a complicated UI and basic text formatting tools.
  • Users find the interface not intuitive, complicating tasks like text formatting and deduplication management.
  • Users note missing features like advanced formatting options and improved AI accuracy, affecting overall usability.
  • Users find many non-intuitive features in Responsive, leading to a steep learning curve and inefficiencies.
  • Users find the difficult learning curve challenging initially, but support resources help ease the process over time.

What Are Recent G2 Reviews of Responsive, formerly RFPIO?

What Are G2 Users Discussing About Responsive, formerly RFPIO?

altaFlow

altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows.

Average Rating: 4.5/5.0

Total Reviews: 56

How Do G2 Users Rate altaFlow?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.3/10)
  • Workflow: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind altaFlow?

  • Seller: airSlate
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Brookline, Massachusetts
  • Twitter: @airSlate
    1,234 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    816 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Higher Education
  • Company Size: 52% Medium, 41% Small

What Do G2 Reviewers Say About altaFlow?

AI-generated summary from verified user reviews

Pros
  • Users commend the excellent customer support of altaFlow, praising its responsiveness and helpfulness when needed.
  • Users value the time-saving features of altaFlow, allowing for quick implementation and efficient workflow management.
  • Users appreciate the ease of use and navigation of altaFlow, finding it quick to implement and efficient.
  • Users love how airSlate improves time management, allowing them to save time and streamline their workflow efficiently.
  • Users appreciate the real-time alerts from altaFlow, ensuring they stay informed about workflow progress and status.
Cons
  • Users report frequent bot issues leading to significant slowdowns and response time delays during complex workflows.
  • Users find the complexity of settings in altaFlow overwhelming, making navigation and understanding challenging.
  • Users find difficult editing a major inconvenience, as it requires restarting the entire signing process for changes.
  • Users find it challenging to navigate altaFlow due to the complexity of its various offerings and features.
  • Users find the difficult setup of altaFlow can be time-consuming, impacting initial user experience despite its advantages.

What Are Recent G2 Reviews of altaFlow?

What Are G2 Users Discussing About altaFlow?

BRYTER

BRYTER enables expert teams like Legal and Compliance to make their knowledge available digitally. BRYTER applications collect the relevant information, process it intelligently, and provide the answers, decisions, and documents business partners need, transforming experts into business enablers. Global enterprises like McDonalds and ING, Law Firms like Linklaters and DLA Piper, and professional service firms like Deloitte, PwC, and KPMG, use BRYTER’s no-code platform to build applications that reduce repetitive tasks for experts, mitigate risk, and accelerate business outcomes. BRYTER is a remote-first company with offices in New York, London, Frankfurt and Berlin. www.bryter.com

Average Rating: 4.7/5.0

Total Reviews: 66

How Do G2 Users Rate BRYTER?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.3/10)
  • Documents: 9.0/10 (Category avg: 8.9/10)
  • Software: 7.8/10 (Category avg: 8.6/10)
  • Workflow: 9.3/10 (Category avg: 8.6/10)

Who Is the Company Behind BRYTER?

  • Seller: BRYTER
  • Year Founded: 2018
  • HQ Location: New York
  • Twitter: @BRYTER_io
    1,030 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    90 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Legal Services
  • Company Size: 42% Small, 38% Large

What Do G2 Reviewers Say About BRYTER?

AI-generated summary from verified user reviews

Pros
  • Users find BRYTER's AI features effortless, making documentation automation accessible for non-technical professionals.
  • Users find the automation features of BRYTER easy to use, streamlining documentation for non-technical professionals.
  • Users find the automation efficiency of BRYTER exceptional, streamlining documentation for non-technical professionals like lawyers.
  • Users find BRYTER's interface extremely user-friendly, making it accessible even for non-technical professionals.
  • Users value the time-saving AI features of BRYTER, simplifying documentation for non-technical professionals.
Cons
  • Users find the dashboard lacking in detail and desire improved reporting features for better functionality.
  • Users find difficult learning due to limited dashboard details and challenging integration processes in BRYTER.
  • Users find the feature issues with BRYTER's dashboard and reporting capabilities limit their overall experience and efficiency.
  • Users note functionality limitations with BRYTER, citing a lack of detailed dashboards and challenging integration processes.
  • Users find integration to be difficult, impacting their ability to utilize BRYTER's full functionalities effectively.

What Are Recent G2 Reviews of BRYTER?

What Are G2 Users Discussing About BRYTER?

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

How Do G2 Users Rate Overleaf?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.3/10)
  • Documents: 8.6/10 (Category avg: 8.9/10)
  • Software: 6.9/10 (Category avg: 8.6/10)
  • Workflow: 8.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Overleaf?

  • Seller: Overleaf
  • Year Founded: 2012
  • HQ Location: London, England
  • Twitter: @overleaf
    55,401 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Student, Graduate Research Assistant
  • Top Industries: Research, Higher Education
  • Company Size: 43% Large, 30% Small

What Do G2 Reviewers Say About Overleaf?

AI-generated summary from verified user reviews

Pros
  • Users find Overleaf's ease of use remarkable, appreciating its intuitive interface and streamlined document creation process.
  • Users love the variety of templates Overleaf offers, simplifying writing tasks and enhancing the user experience.
  • Users value Overleaf's simplicity and efficiency, enhancing LaTeX document creation with collaboration and easy access.
  • Users highlight the ease of creation in Overleaf, appreciating its user-friendly interface and efficient document management.
  • Users value Overleaf's efficiency, appreciating its real-time collaboration and easy access to LaTeX document creation.
Cons
  • Users experience slow performance with large documents and limited features, affecting their efficiency on Overleaf.
  • Users experience difficulty navigating and editing code, particularly beginners facing complexities and concerns about internet connectivity.
  • Users experience performance issues with slower compiles and restrictions on features in the free plan.
  • Users express concern over saving issues that lead to worries about potential data loss during editing.
  • Users find the complex features of Overleaf challenging, especially for beginners navigating tools and templates.

What Are Recent G2 Reviews of Overleaf?

What Are G2 Users Discussing About Overleaf?

Neeraja Prakash
NP
Researched and written by Neeraja Prakash
Updated