Best Salesforce CRM Document Generation Software for Small Business

How Many Salesforce CRM Document Generation Software Products Does G2 Track?

Total Products under this Category: 43

Category Stats (Oct 2026)

  • Average Rating: 4.47/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: CloudFiles (+0.89%) - Among all products in this category, CloudFiles recorded the largest rating increase compared to last month

Last updated: October 29, 2026

How Does G2 Rank Salesforce CRM Document Generation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 7,000+ Authentic Reviews
  • 43+ 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 Salesforce CRM Document Generation Software

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

Highlighted products: CloudFiles, Conga Composer, Docusign CLM, DealHub AI, S-Docs, Nintex, DocXpert, and Formstack Documents.

Underlying data: [Grid® JSON](https://www.g2.com/categories/salesforce-crm-document-generation/grids.json?focus%5B%5D=cloudfiles-cloudfiles&focus%5B%5D=conga-composer&focus%5B%5D=docusign-clm&focus%5B%5D=dealhub-ai&focus%5B%5D=s-docs&focus%5B%5D=nintex-nintex&focus%5B%5D=docxpert&focus%5B%5D=formstack-documents&segment=small-business)

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: 213

How Do G2 Users Rate CloudFiles?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.9/10)
  • Ease of Use: 9.1/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.0/10 (Category avg: 8.3/10)
  • Quality of Support: 8.8/10 (Category avg: 8.8/10)

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: 43% 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 often face slow upload speeds with CloudFiles, leading to a frustrating and time-consuming experience.
  • 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 find the limited free storage space a downside, impacting their overall experience with CloudFiles.

What Are Recent G2 Reviews of CloudFiles?

What Are G2 Users Discussing About CloudFiles?

Docusign CLM

While eSignature has changed the way that many organizations execute a contract, the lifecycle before and after signature is often managed through manual processes, spreadsheets, and emails—slowing the pace of doing business, increasing risk, and frustrating customers and employees. Docusign CLM (Contract Lifecycle Management) allows organizations to streamline the agreement lifecycle by transforming analog manual processes into a digital automated workflow. The end result is an accelerated pace of doing business, increased compliance, and more efficient employees. Key Features: Central Repository, Advanced Search & Find, Version Control, Clause Library, Collaboration with internal and external parties, Redlining, Simple & Advanced Workflows, Tagging, Mobile Access, Multi Platform integrations (including tight integration with Salesforce).

Average Rating: 4.3/5.0

Total Reviews: 493

How Do G2 Users Rate Docusign CLM?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.9/10)
  • Ease of Use: 8.7/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.3/10 (Category avg: 8.3/10)
  • Quality of Support: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Docusign CLM?

  • Seller: Docusign
  • Company Website:
  • Year Founded: 2003
  • HQ Location: San Francisco, CA
  • Twitter: @Docusign
    143,953 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8,566 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, General Counsel
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 46% Medium, 29% Large

What Do G2 Reviewers Say About Docusign CLM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in Docusign CLM, enjoying effortless document signing and tracking features.
  • Users appreciate the fast and simple digital signing process of DocuSign, streamlining document management efficiently.
  • Users praise the convenience of signing from anywhere with DocuSign CLM, streamlining operations and enhancing client interactions.
  • Users appreciate the ease of use in Docusign CLM for managing important documents like leasing agreements.
  • Users value the simple and effective signing process of Docusign CLM, enhancing remote interactions seamlessly.
Cons
  • Users find Docusign CLM to be too expensive, especially with limitations on envelope creation and support issues.
  • Users face a steep learning curve with Docusign CLM, often requiring support to navigate its complex setup.
  • Users find signature issues with DocuSign CLM, noting difficulties in multiple-party access and navigation during signing processes.
  • Users often face a complex setup process with Docusign CLM which can be overwhelming and time-consuming.
  • Users report a challenging learning curve, making it hard to become proficient without support and time investment.

What Are Recent G2 Reviews of Docusign CLM?

What Are G2 Users Discussing About Docusign CLM?

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: 850

How Do G2 Users Rate Conga Composer?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.9/10)
  • Ease of Use: 8.3/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.1/10 (Category avg: 8.3/10)
  • Quality of Support: 8.7/10 (Category avg: 8.8/10)

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 seamless integration with Salesforce that enhances efficiency and reduces errors in document creation.
  • Users value the seamless Salesforce integration of Conga Composer, streamlining document creation and enhancing productivity.
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 that tasks are time-consuming due to the complex setup and steep learning curve of Conga Composer.
  • Users find the difficult learning curve and complex steps hinder their experience with Conga Composer.
  • Users find the limited template flexibility of Conga Composer cumbersome, needing technical skills for configuration and troubleshooting.

What Are Recent G2 Reviews of Conga Composer?

What Are G2 Users Discussing About Conga Composer?

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DealHub AI

DealHub AI is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub AI gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub AI to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub AI offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub AI is trusted by global revenue leaders, including Intuit, HP, Gong, and Braze.

Average Rating: 4.7/5.0

Total Reviews: 852

How Do G2 Users Rate DealHub AI?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.9/10)
  • Ease of Use: 9.0/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.6/10 (Category avg: 8.3/10)
  • Quality of Support: 9.6/10 (Category avg: 8.8/10)

Who Is the Company Behind DealHub AI?

  • Seller: DealHub.io
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Austin, Texas
  • Twitter: @DealHubIO
    3,887 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    330 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Operations Manager, Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 65% Medium, 23% Small

What Do G2 Reviewers Say About DealHub AI?

AI-generated summary from verified user reviews

Pros
  • Users highly value the responsive support from DealHub AI, praising their thorough assistance and user-friendly tutorials.
  • Users find DealHub AI to have an intuitive interface and quick onboarding, enhancing their sales processes effortlessly.
  • Users benefit from the efficiency of DealHub AI, significantly improving their sales cycle and operational processes.
  • Users value the time-saving features of DealHub AI, enhancing productivity with its intuitive interface and streamlined processes.
  • Users commend the seamless integrations of DealHub AI, enhancing productivity and streamlining information processes effectively.
Cons
  • Users find the learning curve challenging, making navigation and functionality feel cumbersome until fully acclimated.
  • Users find that limited customization in DealHub AI requires workaround solutions and complicates their rollout processes.
  • Users find a steep learning curve with DealHub AI, making it challenging for new users to master the platform.
  • Users struggle with missing features in DealHub AI, leading to cumbersome workarounds and limitations in functionality.
  • Users face integration issues with CRM, making the process challenging and time-consuming despite team support.

What Are Recent G2 Reviews of DealHub AI?

What Are G2 Users Discussing About DealHub AI?

S-Docs

S-Docs is a document operations platform designed to help users streamline their document creation and signing processes. This solution caters to a wide range of organizations, from small businesses to large global enterprises, enabling them to efficiently manage critical documents through intuitive automation and secure e-signature capabilities. By focusing on both ease of use and robust functionality, S-Docs empowers businesses to enhance their operational efficiency and transform their workflows. The platform is particularly valuable for organizations that handle a high volume of documents, such as contracts, invoices, and compliance forms. Its target audience includes industries like finance, healthcare, legal, and manufacturing, where accurate and timely document management is essential. S-Docs addresses the specific needs of these sectors by providing a comprehensive solution that not only simplifies document workflows but also ensures compliance with industry regulations. Key features of S-Docs include its user-friendly document automation tools, which allow users to create customized templates and generate documents quickly. The e-signature functionality further enhances the platform by enabling users to obtain signatures securely and efficiently, reducing the time spent on manual processes. Additionally, S-Docs integrates seamlessly with existing systems, ensuring that organizations can leverage their current technology investments while enhancing their document operations. The benefits of using S-Docs extend beyond mere efficiency. By automating document processes, organizations can reduce human error, improve accuracy, and accelerate turnaround times. The platform also supports collaboration among team members, allowing multiple users to work on documents simultaneously, which fosters a more agile working environment. Furthermore, S-Docs' commitment to security ensures that sensitive information is protected throughout the document lifecycle, giving users peace of mind. Overall, S-Docs stands out in the document operations category by offering a comprehensive solution that not only simplifies document workflows but also drives significant process transformation. Its focus on automation, security, and integration makes it a valuable tool for organizations looking to enhance their document management capabilities and achieve greater operational efficiency.

Average Rating: 4.7/5.0

Total Reviews: 123

How Do G2 Users Rate S-Docs?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.9/10)
  • Ease of Use: 8.9/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.0/10 (Category avg: 8.3/10)
  • Quality of Support: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind S-Docs?

  • Seller: S-Docs
  • Year Founded: 2010
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    53 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Salesforce Administrator
  • Top Industries: Non-Profit Organization Management, Information Technology and Services
  • Company Size: 45% Small, 41% Medium

What Do G2 Reviewers Say About S-Docs?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of S-Docs, making document generation and e-signature fast and simple.
  • Users commend the excellent customer support of S-Docs, finding their assistance invaluable during technical issues.
  • Users appreciate the seamless integration of S-Docs with Salesforce, enhancing document generation and e-signature efficiency.
  • Users praise the seamless Salesforce integration of S-Docs, enhancing security and simplifying document generation processes.
  • Users value the ease of template creation with S-Docs, enhancing daily operations seamlessly within Salesforce.
Cons
  • Users find the learning curve steep, especially with complex templates and a non-intuitive interface, hindering effective use.
  • Users find the S-Docs interface not intuitive, noting a steep learning curve and complexity for less technical users.
  • Users express concerns about automation difficulty, noting that complex templates require time and troubleshooting expertise.
  • Users find S-Docs too expensive, especially after recent pricing changes and tiered minimum user requirements.
  • Users face formatting issues with S-Docs, including limitations in customization and troublesome DOCX output.

What Are Recent G2 Reviews of S-Docs?

Nintex

Nintex helps companies unlock the power of endless possibilities with agentic business orchestration. Today, more than 7,000 public and private sector organizations across 100+ countries turn to the Nintex platform to automate how work gets done, remove friction from business processes, and unlock the full potential of their people. Nintex CE allows organizations to govern how people, systems, and AI work together: combining the speed and innovation of easy, low-code application development, with the flexibility of workflow orchestration, and the intelligence of AI agents to build solutions that solve their unique business challenges. Nintex K2 allows organizations to get advanced orchestration, control, and scalability, while keeping data securely on-premises to meet the exacting standards of highly regulated entities or those with strict data sovereignty requirements. Harness powerful on-prem automation, rich application development, and complex case management with full control.

Average Rating: 4.3/5.0

Total Reviews: 1,273

How Do G2 Users Rate Nintex?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.9/10)
  • Ease of Use: 8.4/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.0/10 (Category avg: 8.3/10)
  • Quality of Support: 8.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Nintex?

  • Seller: Nintex
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Bellevue, WA
  • LinkedIn® Page: www.linkedin.com
    1,177 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Analyst, Salesforce Administrator
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 48% Large, 40% Medium

What Do G2 Reviewers Say About Nintex?

AI-generated summary from verified user reviews

Pros
  • Users find Nintex's ease of use invaluable, enabling quick development of workflows and forms without extensive training.
  • Users value the user-friendly workflow management of Nintex, enabling smooth implementation and efficient automation.
  • Users value the easy design and automation of workflows with Nintex, enhancing efficiency and reducing manual effort.
  • Users laud the easy setup of Nintex, enabling quick implementation and smooth feature integration without issues.
  • Users value the versatile capabilities of Nintex, streamlining both simple and complex workflows effortlessly.
Cons
  • Users find Nintex's limited features for data tasks and customization hinder overall effectiveness and flexibility.
  • Users experience a learning curve with Skuid, finding it challenging to master all its features effectively.
  • Users find the complexity of Nintex challenging, especially with advanced features and intricate workflows requiring significant time to master.
  • Users find Nintex to be expensive, especially for smaller teams facing challenges with complex workflows and support.
  • Users note limited customization options in Nintex, hindering advanced functionality and specific workflow needs.

What Are Recent G2 Reviews of Nintex?

What Are G2 Users Discussing About Nintex?

DocXpert

DocXpert is a Salesforce app that allows you to create custom documents in docx and PDF formats with dynamic tables, images, and text blocks in just a few clicks. With DocXpert, all employees work with the same templates, which are managed centrally. This ensures that your company’s corporate design is always maintained. DocXpert eliminates copy & paste and spelling errors, and the text blocks ensure that all necessary information is always included in the document. You can transform Salesforce data into various types of documents as quickly as Lightning and as easily as Word. The pricing model is simple and there are no limits to the number of generated documents or templates. DocXpert is developed by Productforce GmbH, a 100% subsidiary of Salesforce partner H+W CONSULT, which specializes in the development and operation of applications for Salesforce.

Average Rating: 4.3/5.0

Total Reviews: 26

How Do G2 Users Rate DocXpert?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • Ease of Use: 9.2/10 (Category avg: 8.8/10)
  • Ease of Admin: 6.7/10 (Category avg: 8.3/10)
  • Quality of Support: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind DocXpert?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 48% Small, 30% Large

What Are Recent G2 Reviews of DocXpert?

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: 8.9/10)
  • Ease of Use: 8.2/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.6/10 (Category avg: 8.3/10)
  • Quality of Support: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Formstack Documents?

  • Seller: Intellistack
  • 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?

Docomotion

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 thanks to a decade-long dedication to providing the industry's best product, service, and customer experience. GENERATE DOCUMENTS WITH A SINGLE CLICK Use a single button embedded in your Salesforce interface to generate rich and detailed documents populated with accurate customer data. DESIGN TEMPLATES WITH A VISUAL EDITOR Easily create and edit document templates using a drag & drop mechanism on Microsoft Word. You can use an existing template or start from scratch. MAKE LAST-MINUTE CHANGES Finalize the document output and edit any necessary information from your web or mobile device before sending it. RETRIEVE DATA FROM ANY OBJECT Incorporate Salesforce data of any type into your documents, including standard objects, customized objects, and complex content. SELECT FROM VERSATILE OUTPUT FORMATS Send your documents as PDF, Word, E-mail, or HTML5. You can also share the document via a link with a configurable expiration period. ADD EXTERNAL CONTENT Merge data from external sources, attach additional documents, or embed images and rich media from an external repository. COLLECT E-SIGNATURES NATIVELY Give your customers the ability to sign any document without having to integrate your platform with external signature solutions. ASK YOUR CUSTOMERS FOR INPUT Establish a bi-directional communication channel with your customers through interactive forms that gather important feedback and open the door for new business opportunities. SAVE CUSTOMER DATA INTO SALESFORCE Update data entered by your customers, such as satisfaction surveys, personal details, or cross-sell opportunities, directly into Salesforce. INTEGRATE WITH PROCESS BUILDER AND VISUAL FLOW Define automated document generation processes using Salesforce’s inherent automation tools that you’re already familiar with. IMPLEMENT YOUR BUSINESS LOGIC Generate separate documents from the same template with hidden/displayed sections, altered styling, and modified calculations according to predefined business rules. GENERATE THOUSANDS OF DOCUMENTS AT ONCE Send documents to multiple recipients with a single click, each populated with the relevant personal data sourced from its Salesforce record. ONBOARD QUICKLY AND EFFICIENTLY Easily set up and configure your account preferences, either by yourself or with the help of our support team, so you can start generating documents as soon as you wish. WORK FROM YOUR MOBILE DEVICE Enjoy all the features and benefits of the platform on the go, with comprehensive HTML5 compatibility that allows you to get things done anywhere and at any time. STAY 100% PROTECTED Rest assured that security, privacy, availability, redundancy, and other measures are thoroughly taken care of with the greatest attention at all times. Docomotion - Committed To Making Your Life Easier

Average Rating: 4.6/5.0

Total Reviews: 67

How Do G2 Users Rate Docomotion?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.9/10)
  • Ease of Use: 8.6/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.3/10 (Category avg: 8.3/10)
  • Quality of Support: 8.9/10 (Category avg: 8.8/10)

Who Is the Company Behind Docomotion?

  • Seller: Docomotion
  • Year Founded: 2014
  • HQ Location: Netanya, IL
  • Twitter: @docomotion
    89 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 44% Medium, 41% Small

What Do G2 Reviewers Say About Docomotion?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the seamless Salesforce integration of Docomotion, enhancing efficiency and real-time tracking capabilities.
  • Users value the customization of templates in Docomotion, enhancing efficiency and ensuring document consistency.
  • Users value the easy integrations of Docomotion, enhancing efficiency and streamlining document generation with Salesforce.
  • Users love Docomotion's seamless automation with Salesforce, enhancing efficiency and consistency in document generation.
  • Users value the customizability of Docomotion, enhancing efficiency and ensuring consistency in document creation.
Cons
  • Users find Docomotion's difficult customization and overwhelming setup can hinder their initial experience with automation tools.
  • Users face integration issues with some third-party apps that hinder overall functionality and usability.
  • Users experience lack of integrations with third-party apps, limiting the overall effectiveness of Docomotion.
  • Users find the learning curve steep with Docomotion, making it challenging for newcomers to adapt quickly.
  • Users find the initial setup challenging, particularly new users, making it overwhelming to start with Docomotion.

What Are Recent G2 Reviews of Docomotion?

What Are G2 Users Discussing About Docomotion?

Pulsar for Salesforce

Pulsar is a complete, end-to-end, enterprise grade, offline and mobile solution for the Salesforce platform. The mobile app enables secure access to Salesforce data, workflows, and user experience on iOS, Android, and Windows mobile devices. Pulsar is also a mobile application platform, enabling online AND offline users to: * Access and update up to millions of Salesforce records * Run validation rules, triggers, default values, formula fields and more * Customize the user interface, branding, processes, and workflows to deliver optimized mobile app experiences Pulsar works on all Salesforce clouds including Field Service and Sales (CRM), and can also be used with Microsoft Dynamics 365 and Oracle Sales Cloud applications.

Average Rating: 4.2/5.0

Total Reviews: 22

How Do G2 Users Rate Pulsar for Salesforce?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • Ease of Use: 8.1/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.3/10 (Category avg: 8.3/10)
  • Quality of Support: 7.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Pulsar for Salesforce?

  • Seller: Luminix
  • Year Founded: 2011
  • HQ Location: San Jose, CA
  • Twitter: @luminixinc
    112 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 32% Medium

What Are Recent G2 Reviews of Pulsar for Salesforce?

What Are G2 Users Discussing About Pulsar for Salesforce?

Julie Jung
JJ
Researched and written by Julie Jung
Updated
Reviews & FAQs

Reviews Summary: The Best Salesforce CRM Document Generation Software for Small-Business Businesses

Thanks to 6752 Salesforce CRM Document Generation software reviews and associated data from users working for small-sized companies, at G2 we have some of the most definitive data on the best Salesforce CRM Document Generation software for the smaller space. We have identified 10 individual Salesforce CRM Document Generation products offering the features, pricing and support that Small-Business companies look for when comparing Salesforce CRM Document Generation software and solutions. These reviews are generated using the qualitative and quantitative feedback from G2 members working in small-sized companies and who have used these Salesforce CRM Document Generation software products.

When G2 reviewers submit their Salesforce CRM Document Generation software reviews, they often provide information on the type of company they work for and what market segment they belong to. We break these different market segments into three distinct groups:

  • Small Business Salesforce CRM Document Generation Software Reviews (< 50 employees)
  • smaller Salesforce CRM Document Generation Software Reviews (51-1,000 employees)
  • Enterprise Salesforce CRM Document Generation Software Reviews (1,001+ employees)

smaller businesses have their own unique requirements when it comes to Salesforce CRM Document Generation software compared to small or enterprise companies. That is why these individual small-sized company Salesforce CRM Document Generation software reviews are especially helpful when comparing product set up, ease of use and overall cost.

Below you will find FAQs and review snippets for Salesforce CRM Document Generation software products that work well in smaller environments. These reviews are written by real G2 users working for these Small-Business companies who have real-world experience with these Salesforce CRM Document Generation software products.

FAQs About Salesforce CRM Document Generation Software for Small-Business Businesses

Q. What are the best Salesforce CRM Document Generation software products for small-sized businesses, according to G2 reviewers?
  • CloudFiles - 4.5-stars, 96 reviews (43% from smaller reviewers)
  • Docusign CLM - 4.3-stars, 25 reviews (19% from smaller reviewers)
  • DealHub AI - 4.9-stars, 64 reviews (21% from smaller reviewers)
  • Conga Composer - 4.3-stars, 125 reviews (27% from smaller reviewers)
  • S-Docs - 4.8-stars, 54 reviews (50% from smaller reviewers)
Q. What are the least-liked Salesforce CRM Document Generation software products for professionals at small-sized companies, based on the overall G2 rating?
  • Pulsar for Salesforce - 4.3-stars, 11 reviews (50% from smaller reviewers)
  • Docomotion - 4.6-stars, 22 reviews (45% from smaller reviewers)
  • Formstack Documents - 4.5-stars, 22 reviews (61% from smaller reviewers)
  • DocXpert - 4.5-stars, 13 reviews (50% from smaller reviewers)
  • Nintex - 4.1-stars, 92 reviews (37% from smaller reviewers)
Q. What are the highest-rated Salesforce CRM Document Generation software tool features according to employees at Small-Business companies?
  • Not enough data to answer this question.
Q. What are the features that are rated lowest by employees at Small-Business companies?
  • Not enough data to answer this question.
Q. How many Salesforce CRM Document Generation software reviews are from users working in smaller companies?

609 out of all Salesforce CRM Document Generation software reviews on G2 are from users working in Small-Business companies (9%).

Here's What Reviewers Working at smaller Businesses Have to Say About Salesforce CRM Document Generation Software

What Small-Business Professionals Liked What Small-Business Professionals Disliked

DealHub AI: “So easy to use, quick to set up, and still flexible enough to support our start-ups quickly changing needs. My CSM has been an incredible support throughout the whole process. Very responsive and knowledgeable. DealHub has been much more affordable than alternatives we looked into. It's also much more easily configurable and flexible than Salesforce CPQ.”

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Conga Composer: “If you take data integrity seriously, I would strongly advise against using this company. During the years we used their software, we encountered multiple instances where data in proposals was incorrect. One particularly serious issue occurred when we sent out a data processing agreement to all our customers. The PDF download showed completely different list numbers than those displayed in the signing interface (see screenshot). This made us look extremely unprofessional. Support was not helpful, stating they “could not change signed documents.” When we argued that the PDF should accurately reflect what was actually signed, our concerns were simply ignored. In another case, after a system update, the currency in our documents was automatically changed from euros to dollars — resulting in proposals showing 15% less revenue. Fortunately, our customers were understanding and agreed to sign corrected documents. We also experienced issues with the Salesforce integration, where PDFs were not properly synced. Again, support offered no real solution, and we had to manually download hundreds of documents ourselves. When we decided to switch platforms, we attempted to bulk download all contracts with their ‘bulk download feature’. The number of downloaded files matched the number of offers, but all PDFs turned out to be duplicates of the same document. We only discovered this when a customer requested a copy of their contract during the transition period. When we raised this with support, their response was simply that we “shouldn’t use that feature.” We ultimately moved to PandaDoc, which has been a huge relief. Our proposals look more professional, editing is smoother, the software is more affordable, and onboarding was completed within a week. In hindsight, we should have switched much earlier.”

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Docusign Gen: “Effortless easy to scroll through and maneuver”

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Conga Composer: “This product is extremely difficult to use. We were sold on this product under the assumption it could do everything that Adobe can do, which it cannot. Users of this product described it as being clunky, disorganized, confusing and "spammy" looking. The obnoxious amount of emails it sends when a document is out for signature is overwhelming. In addition, configuring ANY custom write back tag is NOT easy. There are hardly any setup guides to help with a Salesforce specific organization. Conga Support cannot help if there is a need to create a custom merge field. There are limitations to optional or required write back tags and there is no in between. The amount of time to get up and running from date of purchase was almost a year - inexcusable and unacceptable. Sales team is difficult to get ahold of and goes days, up to weeks to get a response.”

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DocXpert: “DocXpert being built on top of Salesforce standards, proves to be a really efficient software. A team can work on a same document without any hassle. It also helps us while designing by correcting spellings and all.”

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Nintex: “The interface is not as user friendly as it could be. I spent a good bit of time reviewing the documentation and figuring things out through trial and error. Eventually I was able to get the final product we needed. However, I could not get end user adoption due to the number of steps required to produce the document. Additionally you must choose to download or attach to project. There is no option to do both. In the contract, they require a 30 day notice to cancel the service, otherwise you must pay for another full year. Of course, they don't send out a reminder. When we received the new invoice it was too late to cancel. I reached out and asked them to meet us in the middle but they insisted that we pay for the full second year, you know, because of that pesky contract. If you buy this product, be sure to set a calendar reminder 60 days before renewal so don't get stuck paying for another year for a service you aren't using.”

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Recommendations To Others Problems Solved & Benefits

Docusign Gen: “Yes! It's easy to use and good for everyone”

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Docusign CLM: “"Docusign CLM solves the issue of slow, manual contract creation and approval bottlenecks. It automates our entire document lifecycle, which significantly speeds up contract turnaround times and reduces operational errors. This benefits us by allowing our team to close deals faster and focus on higher-value business activities."”

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CloudFiles: “Easy, Accessible and perfect data saving method. I recommend”

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Conga CLM: “We have many different quote templates, depending on customer circumstances. Conga allows our team to quickly and easily choose the right template. Creating these templates would be next-to-impossible in Salesforce with out Conga.”

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Documill Dynamo: “Definitely give it a try”

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Conga Composer: “I use Conga Composer to quickly create documents from Salesforce data, like quotes and reports, saving time and reducing mistakes.”

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