Best Salesforce CRM Document Generation Software - Page 2

Maven Documents

Creation of rich quotes, contracts, order forms, purchase orders, invoices, or any other documents, based on your customer Salesforce data. Amend document templates on your own, and enrich them with images, tables, hyperlinks, repeaters etc. - Simple templating using Google Docs® - Large number of template elements - Standard SFDC setup and syntax - Compatible with signature and CLM apps - Multiple output formats (PDF, Word, Google Doc®) - Export/Import your templates from Sandbox to Production - Automate the generation of your documents and send them to your customers More information on https://docs.mavenmule.com/maven-documents

Average Rating: 4.7/5.0

Total Reviews: 10

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

Drive Connect

Drive Connect provides Google Drive File Management & Document Generation for Salesforce users. It is the simplest way to link Google Drive files to Salesforce records & generate Google Docs from Salesforce data. Create & track proposals, quotes, account plans, contracts, invoices, opportunity notes, QBRs & more with just clicks.

Average Rating: 4.5/5.0

Total Reviews: 26

Opero Documents

Opero provides Salesforce apps that streamline your workflow. Opero Documents allows you to generate documents such as contracts, invoices, and quotes merging Salesforce data into your templates to generate a PDF, Word, or Google Doc. Then you can email, attach, or download the document. Click a button to generate or automate document generation in Salesforce.

Average Rating: 4.1/5.0

Total Reviews: 11

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

Concord

Concord delivers contract management for the 90% of agreements that don't need legal complexity. Founded in 2014, the company serves 1,500+ SMB and mid-market organizations (50-1,000 employees) across North America and Europe from offices in Austin and Paris. The platform combines contract creation, real-time collaboration, e-signature, and AI-powered review in a single workflow. Business users draft from templates, negotiate in-browser (no more Word attachments), and get AI review in 23 seconds instead of waiting days for legal. Post-signature, automated alerts handle renewals and obligations. Integration with Salesforce, HubSpot, and accounting systems eliminates double-entry. Concord addresses a simple reality: most contracts are routine business transactions that shouldn't require legal intervention. By enabling sales, procurement, and operations teams to self-serve standard agreements, customers reduce contract cycles by 75% on average. Setup takes days, not months. Training takes hours, not weeks. ROI is measured in weeks, not years. Languages Supported: All Concord is deliberately built for SMB/mid-market reality, not enterprise fantasy. While competitors chase Fortune 500 complexity, Concord removes features that slow businesses down. Result: a platform any business user can master in an afternoon. No consultants. No certifications. No 6-figure implementations. Just contract management that works like modern software should - simple, fast, and focused on business outcomes, not legal process. When 65% of our customers have no legal team, that simplicity isn't nice-to-have - it's survival.

Average Rating: 4.2/5.0

Total Reviews: 129

PDF Butler

Create & E-Sign proposals, quotes, contracts, reports and more with a click. Automate corporate document creation and delivery in seconds with the FASTEST solution on the Salesforce AppExchange.  Create documents via click, workflow or batch: ✔Proposals ✔Quotes ✔Invoices ✔Contracts ✔Reports ✔Bills ✔Payslips ✔Certificates BUSINESS EMPOWERED: We let business people make quick changes to templates. This allows them to respond to fast-changing markets. On top of that, you can easily use templates for other brands or translate existing templates to the language of choice. STAND OUT:PDF Butler gives you all the tools that you need to focus 100% on your job. By offering outstanding branding, personalization, structural and content options, we can ensure that you get the most out of Salesforce or any other external system. AUTOMATION:We help automate every single workflow towards, during and after the Document Creation process. Our goal is to produce as many 1-click-result actions as possible. When this is not feasible, we provide built-in collaboration solution flows. PDF Butler lets you create templates & produce consistent, on-brand documents automatically in one click, using ANY standard or custom Salesforce object. Automate via workflow, triggers or on a schedule. ✔ 100% NATIVE EXPERIENCE ✔ GENERATE ANY DOCUMENT IN MERE SECONDS ✔ 1-CLICK AUTOMATION ✔ CONFIGURATION ONLY ✔ POWERFUL TRANSACTIONAL & BULK FEATURES ✔ FLAT PRICING ✔ SHORT TIME TO MARKET (GO LIVE & content changes) ✔ HANDLES ALL COMPLEX DATA MODELS ✔ MS OFFICE AUTHORING ✔ ALLOWS STRONG BRAND REPRESENTATION o Great and strong brand message in every document and on any page o Can include dynamic personalized messages (i.e birthday wish, customized promotions, etc) o Helps you build your brand presence and carry your brand message ✔ PROVIDES A GREAT USER EXPERIENCE o Easily correct mistakes or apply changes in templates yourself o Constant improvement & new features added o Easily address clients in any foreign language & locale o Dynamic Content Structure  No conditional formatting white spaces  Clickable Content table and page numbering possible  Start & repeat on a new page (table headers)  Keep information together for an overview Integrations: Sign Butler COMPANY DESCRIPTION: CloudCrossing is a cloud-oriented company that focuses primarily on Salesforce customers to give them the best possible user experience possible. Currently, we have 2 products in our offering. PDF Butler, an innovative Document Generation solution, that solves all well known Document Generation pain points. More recently we added Sign Butler, a Digital Signature solution that integrates local e-Signature solutions flawlessly into PDF Butler. Our PDF Butler API is open, so other data sources and systems like CRM and ERP systems can be connected as well. PDF Butler provides a 100% native experience by allowing Salesforce users to create proposals, quotes, invoices, contracts, reports, bills, payslips, certificates, non-disclosure agreements (NDA), supplier contracts, employment contracts and more directly from the Salesforce platform. PDF Butler is hands down the fastest & most innovative document generation solution available for Salesforce (force.com). It’s easy to administer, feature-rich and very cost-effective. Most importantly PDF Butler makes it super easy for you as a user to make changes, which is essential in fast-changing times https://www.pdfbutler.com/

Average Rating: 4.1/5.0

Total Reviews: 23

Docs Made Easy

Smart Document Automation for Salesforce Docs Made Easy helps Salesforce teams create, manage, and deliver professional documents faster, without coding. From quick merges to advanced automation, it’s built to scale with your business needs.

Average Rating: 4.1/5.0

Total Reviews: 6

Documill Dynamo

Automate the creation & workflows of quotes, contracts, proposals and more! Documill Dynamo is an easy-to-use Salesforce app that allows users to generate documents with a click, right within Salesforce. Create templates quickly and smoothly using a drag and drop interface, complete with sample templates. No need to waste your time writing code. - Smooth deployment: just select a sample template and personalize it to fit your needs. Automate your document workflows by selecting from pre-defined options. Use and view your Salesforce data to the best effect. - Top-quality output: Ensure the highes quality for all kinds of documents and layouts. Documill Dynamo supports multiple language versions, nested tables and related images. It even offers full control over each user's editing rights for each section and all your document processes. - Smooth, intuitive Salesforce experience: users can accomplish all their tasks without leaving Salesforce, thanks to Documill Dynamo’s browser-first solution. There is no need for application hopping for top productivity.

Average Rating: 4.2/5.0

Total Reviews: 6

XfilesPro

Managing documents in Salesforce shouldn’t be challenging - it should be seamless, scalable, and efficient. Yet, many businesses struggle with limited storage, scattered file management, slow document workflows, and security concerns. That’s why 1,000+ Salesforce customers across multiple industries trust XfilesPro to revolutionize their document management. With an advanced document management platform, XfilesPro solves complex document challenges in Salesforce, including storage, collaboration, security, and lifecycle management. Salesforce File Storage Management: Free up Salesforce file storage space by automatically moving files to SharePoint, OneDrive, Google Drive, and AWS S3 - without losing accessibility. Document Security & Collaboration: Secure all your business documents with role-based access controls, audit logs, and sharing restrictions. Enhance document collaboration & accessibility with document folders, easy sharing, syncing, tagging, versioning, etc. Effortless Document Generation: Automate document creation within Salesforce along with complete lifecycle management, ensuring faster processing, accuracy, and consistency. With AI-powered capabilities, feature-rich applications, and top-tier customer support, XfilesPro ensures that your document management isn’t just efficient - it’s a competitive advantage. Let’s transform how you handle documents in Salesforce. XfilesPro isn’t just about documents - we offer a complete data management suite for Salesforce and other AI-powered applications. Explore other XfilesPro products: ✔ DataArchiva Archive - Compliant & cost-effective data archiving (native & external cloud) ✔ DataArchiva Backup - Automated data, metadata, file backup (external cloud) ✔ Xmailbox - Virtual mailbox for Salesforce, powered by AI ✔ Xtract - Effortless data extraction & OCR app, powered by AI More info: www.xfilespro.com

Average Rating: 4.8/5.0

Total Reviews: 72

Lightico

Lightico is an AI-powered platform for end-to-end customer journey orchestration, built to help regulated enterprises in financial services, energy, and telecoms run compliant digital journeys across every channel. Manual paperwork, fragmented systems, and compliance checks slow down decisions and frustrate customers at the moments that matter most. Lightico closes that gap: customers complete documents, verify identity, sign, and pay from a single link sent by text or email, without downloading an app or paying a per-envelope fee. Teams reduce manual processing and reallocate staff time to higher-value work as a result. Key capabilities: 1. AI-Powered Intelligent Document Processing (IDP): classifies, reads and validates documents automatically, cutting manual review at every step. 2. Journey Orchestration & No-Code Design: business teams design and launch compliant customer journeys without long IT cycles. 3. eSignature & Digital Consent: customers sign contracts and approve terms and conditions instantly, with clickwrap consent captured and audit-ready. 4. ID Verification (IDV): verifies identity in real time to fight fraud without adding friction. 5. Document Collection & eForms: collects and organizes customer data and documents in one flow. 6. Case Management: streamlines documents, tasks, updates, and approvals into one connected case, in any channel. Compliance, operations, and CX teams use Lightico to run high-stakes, regulated interactions across contact centers, retail, and digital channels, layering on top of existing software and core systems. Lightico's customers, including HSBC, VodafoneThree, GM Financial, and EE, have seen results such as same-day loan processing, a 30% compliance lift, a 13-point NPS increase, and a £120 million revenue uplift with transactions completed 7 minutes faster. Lightico delivers a documented 5:1 ROI, typically recovered within 3 to 6 months. Lightico works through an API, native MCP (Model Context Protocol) connectivity for AI agents, or standalone, and integrates with systems like Salesforce. It runs on SOC 2, ISO 27001, PCI-DSS, HIPAA, eIDAS, and ESIGN Act controls. Visit lightico.com to request a demo and see how Lightico cuts compliance risk and speeds up customer journeys.

Average Rating: 4.8/5.0

Total Reviews: 322

Valorx Fusion

Salesforce + Excel = Valorx Fusion* Valorx Fusion is a Salesforce and Excel/Google sheets data connector that enables seamless two-way data synchronization between Salesforce and Spreadsheets. Work in the most efficient and productive interface (Excel or Google Sheets) with your Salesforce data. Start by building a new spreadsheet template with multiple tabs or turn your existing spreadsheet into your Salesforce interface without any change. Over 30,000 users and 30+ Fortune 500 companies rely on Fusion every day. Fusion simplifies Salesforce workflows, enhances productivity, and empowers businesses to make the most of their Salesforce and Excel integrations. Install Valorx Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Explore our most popular Use Cases: Take the Guesswork out of Forecasting in Salesforce: https://valorx.com/forecasting Complex quoting, simplified: https://valorx.com/fusion-cpq Easily manage Sales Pipeline: https://valorx.com/solutions/sales-productivity How do you position yourself against your competitors? ⭐Flexible and adaptable – Valorx Fusion fits organizations of all sizes and industries. Whether you’re a team of two or an enterprise with thousands of employees, Valorx Fusion seamlessly adapts to your specific needs. ⭐Familiar Spreadsheet-like UI – Valorx Fusion brings the power of Salesforce into a familiar spreadsheet environment, ensuring a smooth learning curve and easy adoption. ⭐Performance-driven – Designed to handle complex operations efficiently, Fusion ensures high performance even with large datasets, minimizing downtime and maximizing productivity. ⭐Secure and compliant – With robust security measures and compliance with industry standards, Fusion safeguards your data while meeting regulatory requirements. Hear from our customers: https://valorx.com/customer-love/

Average Rating: 4.9/5.0

Total Reviews: 7

Dochly

Dochly is the 100% native Salesforce document generation and e-signature app built entirely inside Salesforce no external servers, no third-party APIs and no customer data ever leaving your Salesforce org. Generate proposals, contracts, invoices, NDAs, and any business document directly from any Salesforce record in one click. Automate the entire document workflow from template creation to e-signature without ever leaving Salesforce. KEY FEATURES: Document Generation Generate any document from any Salesforce record in one click. Supports PDF and html output formats. Works with all Salesforce objects. Native Template Editor Build fully branded document templates with merge fields no developer or coding required. Drag-and-drop simplicity inside Salesforce. Conditional Logic Automatically show or hide document sections, tables, and content based on Salesforce field values. Every document is perfectly tailored. Batch Processing Generate thousands of documents simultaneously from Salesforce reports. Schedule automated batch runs on any cadence. Native E-Signature Send documents for e-signature directly from Salesforce. Track status, send reminders, and store signed documents all 100% native. Document Storage All generated and signed documents stored securely inside Salesforce. Zero external storage. Full audit trail. WHY DOCHLY: ✓ 100% native — data never leaves Salesforce ✓ HIPAA & SOX compliant by design ✓ Works with all Salesforce editions ✓ Setup in 5 minutes from AppExchange ✓ No credit card required to get started ✓ Zero learning curve — works inside existing Salesforce workflows PERFECT FOR: Sales teams, legal, HR, finance, operations, healthcare, financial services, government, manufacturing, and any team using Salesforce who needs fast, secure, compliant document automation.

Average Rating: 5.0/5.0

Total Reviews: 1

EasySend

EasySend is a no‑code platform for building and automating digital journeys. Forget static forms—turn customer onboarding, applications, quotes, service requests and other processes into personalized, end‑to‑end workflows that work across every channel. You can launch powerful digital experiences without writing code, connect them to your CRM, ERP and other apps to manage customers at scale, and optimize them with built‑in e‑signatures, integrations and analytics. Trusted by enterprises worldwide, EasySend meets stringent security standards—including SOC 2, GDPR and HIPAA—and accelerates digital transformation from fast onboarding to enterprise‑grade solutions.

Average Rating: 4.4/5.0

Total Reviews: 16

360 Smart Docs

360 SmartDocs is a 100% native Salesforce document generation app built for teams that run high-volume, high-stakes document workflows. Installed directly from Salesforce AppExchange, it requires no external integrations, no middleware, and no manual data entry. With 360 SmartDocs, users can merge live record data from any standard or custom Salesforce object into professionally designed Word templates, then instantly output customer-ready PDFs or Word documents in a single click. The built-in Word Template Builder supports conditional logic, dynamic tables, multi-level relationship fields (up to five levels deep), and image merge — enabling complex document automation without writing a single line of code. For high-volume needs, bulk document generation lets teams process entire list views or report results at once, eliminating repetitive manual work at month-end, quarter-end, or during large campaign runs. Generated documents automatically sync to Google Drive or attach directly to the originating Salesforce record. Trusted by sales operations, finance, HR, legal, and real estate teams across global enterprises — including clients in financial services, manufacturing, healthcare, and professional services — 360 SmartDocs delivers measurable ROI: faster deal cycles, fewer document errors, and dramatically reduced administrative overhead. With a 4.94 rating on AppExchange and 50+ verified reviews, it is the CRM document generation solution teams rely on.