Document generation applications that allows Salesforce CRM users to generate, customize, edit, and produce data driven documents can both increase efficiency and offer consistency to brand and corporate image. These applications generate documents to address many of the common Salesforce CRM document generation use cases, for Word, Excel®, PowerPoint®, PDF or HTML emails. Document generation applications should easily maintain brand consistency and offer conditional formatting. Documents created through these products range in functionality and can include proposals, legal documentation, presentations, quotes and contracts, among others.
To qualify for inclusion in the Document Creation category, a product must:
Salesforce CRM Document Generation reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.
With Conga Composer and Conga Collaborate (formerly Octiv), transform your document generation and create processes that connect all parts of your business. Gain the power to generate accurate, beautifully designed digital documents — both traditional and web-based. Share them and collaborate online to optimize customer engagement.
Nintex DocGen™ for Salesforce, formerly referred to as Nintex Drawloop, simplifies document creation in Salesforce using the same data and documents you use today. This transforms documents into automated business processes that accelerate sales and business results, empowering employees to do more of what they do best. Document generation processes can be activated with the click of a button, by batch, or workflow, with users never having to leave the familiarity of Salesforce. Nintex DocGen fo
SpringCM generates, automates, manages, and stores your documents and contracts, simplifying your business processes so you can close business faster. And make it easier for your customers to work with you. Because when your documents flow, work flows. SpringCM goes beyond Contract Management with a robust and scalable workflow engine that can automate even the most complex document processes. Standardize your business processes and increase visibility at every step. Key Features: Central Repos
DealHub is an award-winning Sales Engagement and CPQ platform that delivers a personalized buying experience at every step of the sales and prospecting funnels. DealHub enables Sales reps and buyers to meet, engage and collaborate online on relevant, personalized and dynamic content, while gaining real-time insights on buyer engagement and disposition. From simple to complex, DealHub’s CPQ software allows sales teams to configure quotes and proposals faster with fewer errors. By minimizing admin
Conga Grid gives your business a more productive workforce and creates data insights that drive growth. Conga Grid gives you a dynamic view of your Salesforce data. View, filter, and act on all relevant data from a single screen. Save time, clicks, and achieve cleaner data.
HOW IT WORKS: It's simple! You will set up a document (or template) in WebMerge, integrate it with popular services to send your data to that document, and we’ll send you a merged copy. With our various document types you can create professional looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint, WebMerge supports it all. Once you're finished creating your merged document,