# Best Salesforce CRM Document Generation Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* 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: - Enable the creation of text-based and graphically rich documents - Available within the Salesforce App Exchange - Allow documents to be saved and exported in multiple formats ## Top Salesforce CRM Document Generation Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Conga Composer](https://www.g2.com/products/conga-composer/reviews) | 4.4/5.0 (834 reviews) | Salesforce-native data-merge document generation | "[An Easy-to-Use and Reliable Document Generation Tool](https://www.g2.com/survey_responses/conga-composer-review-9699157)" | | 2 | [DealHub](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (834 reviews) | Salesforce-native guided CPQ with DealRoom proposals | "[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)" | | 3 | [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews) | 4.3/5.0 (482 reviews) | Salesforce-native contract lifecycle and e-signature workflows | "[Centralized Contracts, Inbuilt approval Workflow](https://www.g2.com/survey_responses/docusign-clm-review-12230849)" | | 4 | [Docusign Gen](https://www.g2.com/products/docusign-gen/reviews) | 4.5/5.0 (22 reviews) | Salesforce-native contract generation and e-signing | "[Smooth Salesforce Integration, Helpful Collaboration, and Proactive Support](https://www.g2.com/survey_responses/docusign-gen-review-13055918)" | | 5 | [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) | 4.3/5.0 (594 reviews) | Salesforce-native contract lifecycle automation | "[Conga CLM: Simplifying Contract Creation, Execution, and Management](https://www.g2.com/survey_responses/conga-clm-review-10722962)" | | 6 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,244 reviews) | Salesforce-native quote-to-signature deal rooms | "[GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot](https://www.g2.com/survey_responses/getaccept-review-13036866)" | | 7 | [S-Docs](https://www.g2.com/products/s-docs/reviews) | 4.7/5.0 (122 reviews) | 100% native Salesforce document generation and e-signature | "[Efficient and Cost-Effective with Simple Setup](https://www.g2.com/survey_responses/s-docs-review-12722002)" | | 8 | [Nintex](https://www.g2.com/products/nintex-nintex/reviews) | 4.3/5.0 (1,272 reviews) | Salesforce-native merge-to-document package delivery | "[Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow](https://www.g2.com/survey_responses/nintex-review-12729348)" | | 9 | [DocXpert](https://www.g2.com/products/docxpert/reviews) | 4.3/5.0 (26 reviews) | Salesforce-native automated document generation | "[The best software for smart document management](https://www.g2.com/survey_responses/docxpert-review-10760356)" | | 10 | [Formstack Documents](https://www.g2.com/products/formstack-documents/reviews) | 4.5/5.0 (148 reviews) | Salesforce-native document generation and merge automation | "[One of the best document processor and automation that I have seen before](https://www.g2.com/survey_responses/formstack-documents-review-4988345)" | ## How Many Salesforce CRM Document Generation Software Products Does G2 Track? **Total Products under this Category:** 34 ### Category Stats (Jul 2026) - **Average Rating**: 4.45/5 (↑0.02 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Docusign Gen (+0.51%) - Among all products in this category, Docusign Gen recorded the largest rating increase compared to last month *Last updated: July 02, 2026* ## How Does G2 Rank Salesforce CRM Document Generation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 6,700+ Authentic Reviews - 34+ 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. ## Which Salesforce CRM Document Generation Software Is Best for Your Use Case? - **Leader:** [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - **Highest Performer:** [GetAccept](https://www.g2.com/products/getaccept/reviews) - **Easiest to Use:** [DealHub](https://www.g2.com/products/dealhub/reviews) - **Top Trending:** [S-Docs](https://www.g2.com/products/s-docs/reviews) - **Best Free Software:** [Conga Composer](https://www.g2.com/products/conga-composer/reviews) --- **Sponsored** ### 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. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1119&secure%5Bchosen_at%5D=2026-07-02T16%3A57%3A27Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=274&secure%5Bresource_id%5D=1119&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsalesforce-crm-document-generation%3Fpage%3D2&secure%5Btoken%5D=7b3bb7a173e279efcebf618507d61cc6a9561381e455f49849cb5f49f637d2ee&secure%5Burl%5D=https%3A%2F%2Fconga.com%2Fworkflow-automation-software%2Fdigital-document-management&secure%5Burl_type%5D=paid_promos) --- ## What Are the Top-Rated Salesforce CRM Document Generation Software Products in 2026? ### 1. [Conga Composer](https://www.g2.com/products/conga-composer/reviews) 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:** 834 **How Do G2 Users Rate Conga Composer?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.8/10) - **Ease of Use:** 8.3/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.1/10 (Category avg: 8.2/10) - **Quality of Support:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Conga Composer?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Company Website:** https://conga.com/ - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Who Uses This:** Salesforce Administrator, Salesforce Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Mid-Market, 28% Enterprise #### What Are Conga Composer's Pros and Cons? **Pros:** - Features (86 reviews) - Document Management (80 reviews) - Ease of Use (72 reviews) - Time-saving (53 reviews) - Integrations (52 reviews) **Cons:** - Learning Curve (48 reviews) - Steep Learning Curve (31 reviews) - Difficulty (26 reviews) - Time-Consuming (25 reviews) - Complex Setup (20 reviews) ### 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 **bulk API for efficient document generation** , enhancing performance and simplifying complex use cases. - Users appreciate the **ease of use** of Conga Composer, making document customization and template launching effortless. - Users value the **time-saving automation** of Conga Composer, significantly reducing document creation and delivery times. - Users praise the **seamless integration with Salesforce** , enhancing efficiency and reducing errors in document creation. **Cons:** - Users find the **learning curve steep and frustrating** , often leading to unresolved issues and lengthy ticket processes. - Users experience a **steep learning curve** with Conga Composer due to complex templates and intricate formatting requirements. - Users find the **initial setup difficult** and criticize complex processes and unclear documentation, impacting their experience. - Users find that **time-consuming setup** and slow performance hinder their overall experience with Conga Composer. - Users find the **setup process too complex** , causing significant delays and inefficiencies in resolving ongoing issues. #### What Are Recent G2 Reviews of Conga Composer? **"[An Easy-to-Use and Reliable Document Generation Tool](https://www.g2.com/survey_responses/conga-composer-review-9699157)"** **Rating:** 4.0/5.0 stars *— Trupti J.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-9699157) --- **"[Efficient Salesforce Document Generation with Consistent, High-ROI Reporting](https://www.g2.com/survey_responses/conga-composer-review-12706846)"** **Rating:** 4.5/5.0 stars *— Harshit S.* [Read full review](https://www.g2.com/survey_responses/conga-composer-review-12706846) --- #### What Are G2 Users Discussing About Conga Composer? - [What is conga solution?](https://www.g2.com/discussions/what-is-conga-solution) - [What is Conga Composer?](https://www.g2.com/discussions/what-is-conga-composer) - 3 comments - [What does conga software do?](https://www.g2.com/discussions/what-does-conga-software-do) ### 2. [DealHub](https://www.g2.com/products/dealhub/reviews) 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:** 834 **How Do G2 Users Rate DealHub?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10) - **Ease of Use:** 9.0/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.5/10 (Category avg: 8.2/10) - **Quality of Support:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind DealHub?** - **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io) - **Company Website:** https://dealhub.ai/ - **Year Founded:** 2014 - **HQ Location:** Austin, Texas - **Twitter:** @DealHubIO (3,887 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dealhubio/ (322 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% Mid-Market, 23% Small-Business #### What Are DealHub's Pros and Cons? **Pros:** - Customer Support (105 reviews) - Ease of Use (95 reviews) - Time-saving (87 reviews) - Efficiency (85 reviews) - Integrations (81 reviews) **Cons:** - Learning Curve (35 reviews) - Limited Customization (30 reviews) - Steep Learning Curve (23 reviews) - Missing Features (20 reviews) - Integration Issues (19 reviews) ### What Do G2 Reviewers Say About DealHub? *AI-generated summary from verified user reviews* **Pros:** - Users value the **responsive customer support** of DealHub, receiving prompt assistance and personalized guidance at every step. - Users commend the **ease of use** of DealHub, noting its quick adoption and effective user interface. - Users value the **time-saving capabilities** of DealHub, enhancing efficiency and enabling quick proposal delivery. - Users value the **efficiency** of DealHub, enabling quick adjustments to workflows and saving significant time in proposal management. - Users value the **first-grade integrations** of DealHub, enhancing their workflows and boosting overall sales performance. **Cons:** - Users find the **learning curve challenging** , as navigating the system and managing integrations can be cumbersome. - Users find the **limited customization** options in DealHub restrictive, particularly for modifying customer-facing elements. - Users face a **steep learning curve** with DealHub, making initial implementation challenging despite easier maintenance later. - Users note the **lack of self-service automation features** , requiring extensive dependence on DealHub's support for customization. - Users face **integration issues** that complicate navigation and slow down processes, especially during updates and setup. #### What Are Recent G2 Reviews of DealHub? **"[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-review-12805363)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12805363) --- **"[Exceptional DealHub Onboarding and a Game-Changing CPQ for Scaling Deals](https://www.g2.com/survey_responses/dealhub-review-12780504)"** **Rating:** 5.0/5.0 stars *— Bekah H.* [Read full review](https://www.g2.com/survey_responses/dealhub-review-12780504) --- #### What Are G2 Users Discussing About DealHub? - [What is DealHub.io used for?](https://www.g2.com/discussions/what-is-dealhub-io-used-for) - [What does DealHub.io do?](https://www.g2.com/discussions/what-does-dealhub-io-do) - 2 comments - [Is DealHub legit?](https://www.g2.com/discussions/is-dealhub-legit) - 3 comments - [What is CPQ software?](https://www.g2.com/discussions/what-is-cpq-software) - 2 comments - [What is DealHub?](https://www.g2.com/discussions/what-is-dealhub) ### 3. [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews) 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:** 482 **How Do G2 Users Rate Docusign CLM?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.8/10) - **Ease of Use:** 8.6/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.3/10 (Category avg: 8.2/10) - **Quality of Support:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Docusign CLM?** - **Seller:** [Docusign](https://www.g2.com/sellers/docusign) - **Company Website:** https://www.docusign.com - **Year Founded:** 2003 - **HQ Location:** San Francisco, CA - **Twitter:** @Docusign (143,953 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/19022/ (8,433 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, General Counsel - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 45% Mid-Market, 29% Enterprise #### What Are Docusign CLM's Pros and Cons? **Pros:** - Ease of Use (126 reviews) - Digital Signing (66 reviews) - Digital Signatures (59 reviews) - Document Management (59 reviews) - Simple (55 reviews) **Cons:** - Expensive (28 reviews) - Steep Learning Curve (23 reviews) - Signature Issues (17 reviews) - Complex Setup (16 reviews) - Learning Curve (15 reviews) ### What Do G2 Reviewers Say About Docusign CLM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** with DocuSign CLM, enjoying fast and effortless document signing and tracking. - Users appreciate the **fast and simple electronic signing** process of DocuSign, enabling efficient document management from anywhere. - Users value the **global accessibility of digital signatures** in Docusign CLM, enhancing efficiency in document handling and client interactions. - Users value the **ease of document management** with Docusign CLM, simplifying processes like approvals and organization. - Users value the **simplicity of remote signing** with Docusign CLM, enhancing convenience and efficiency in document management. **Cons:** - Users find Docusign CLM to be **expensive** and limiting, especially for small businesses with numerous envelopes to send. - Users face a **steep learning curve** with Docusign CLM, requiring time and support to become efficient. - Users find **signature issues** arise from difficulty in navigation and quick expiration of signing links. - Users find the **complex setup** of Docusign CLM challenging and often require external support for implementation. - Users find the **learning curve steep** , requiring time and support to achieve proficiency with DocuSign CLM. #### What Are Recent G2 Reviews of Docusign CLM? **"[Centralized Contracts, Inbuilt approval Workflow](https://www.g2.com/survey_responses/docusign-clm-review-12230849)"** **Rating:** 5.0/5.0 stars *— Satyam S.* [Read full review](https://www.g2.com/survey_responses/docusign-clm-review-12230849) --- **"[Streamlines Contract Management with Powerful Automation and Visibility](https://www.g2.com/survey_responses/docusign-clm-review-12216046)"** **Rating:** 5.0/5.0 stars *— Andres R.* [Read full review](https://www.g2.com/survey_responses/docusign-clm-review-12216046) --- #### What Are G2 Users Discussing About Docusign CLM? - [What is DocuSign CLM used for?](https://www.g2.com/discussions/what-is-docusign-clm-used-for) - 2 comments - [How much does DocuSign CLM cost?](https://www.g2.com/discussions/how-much-does-docusign-clm-cost) - [What is the best contract management software?](https://www.g2.com/discussions/docusign-clm-what-is-the-best-contract-management-software) - [What is a CLM system?](https://www.g2.com/discussions/what-is-a-clm-system) - 4 comments, 1 upvote - [What is DocuSign CLM?](https://www.g2.com/discussions/what-is-docusign-clm) - 4 comments, 1 upvote ### 4. [Docusign Gen](https://www.g2.com/products/docusign-gen/reviews) Docusign Gen for Salesforce is a powerful tool designed to streamline the document generation process for sales teams by automating the creation of professional, error-free documents directly within the Salesforce environment. This integration allows sales representatives to generate contracts, quotes, invoices, and other essential documents with just a few clicks, eliminating manual data entry and reducing the risk of errors. Key Features and Functionality: - Seamless Salesforce Integration: Gen is a Salesforce-native application that integrates into Salesforce Sales Cloud and Revenue Cloud (CPQ+, Billing, and Subscription Management), enabling users to generate documents without leaving the Salesforce interface. - Data Merging: Effortlessly merge customer, product, and pricing data from Salesforce records to create documents in Microsoft Word, PDF, or Docusign formats. - Conditional Content: Automatically include or exclude specific content based on predefined Salesforce data and rules, ensuring that each document is tailored to the specific business scenario. - Dynamic Tables: Generate quotes or invoices that include properly formatted tables, enhancing the clarity and professionalism of the documents. - Editable Documents: Generated documents are editable in Microsoft Word, allowing representatives, legal reviewers, and clients to make necessary adjustments and negotiate terms within a familiar platform. Primary Value and User Benefits: Docusign Gen for Salesforce significantly enhances the efficiency and accuracy of the document generation process for sales teams. By automating the creation of customized documents, it reduces the time spent on manual preparation, minimizes errors, and ensures consistency across all sales documents. This leads to faster deal closures, improved compliance, and a more streamlined sales workflow, ultimately driving higher productivity and customer satisfaction. **Average Rating:** 4.5/5.0 **Total Reviews:** 22 **How Do G2 Users Rate Docusign Gen?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.8/10) - **Ease of Use:** 9.2/10 (Category avg: 8.7/10) - **Ease of Admin:** 9.7/10 (Category avg: 8.2/10) - **Quality of Support:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Docusign Gen?** - **Seller:** [Docusign](https://www.g2.com/sellers/docusign) - **Year Founded:** 2003 - **HQ Location:** San Francisco, CA - **Twitter:** @Docusign (143,953 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/19022/ (8,433 employees on LinkedIn®) - **Ownership:** NASDAQ: DOCU **Who Uses This Product?** - **Company Size:** 41% Mid-Market, 41% Small-Business #### What Are Recent G2 Reviews of Docusign Gen? **"[Smooth Salesforce Integration, Helpful Collaboration, and Proactive Support](https://www.g2.com/survey_responses/docusign-gen-review-13055918)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/docusign-gen-review-13055918) --- **"[Improved turn-around time in contract signing.](https://www.g2.com/survey_responses/docusign-gen-review-12650538)"** **Rating:** 5.0/5.0 stars *— Janice P.* [Read full review](https://www.g2.com/survey_responses/docusign-gen-review-12650538) --- #### What Are G2 Users Discussing About Docusign Gen? - [What is Gen used for?](https://www.g2.com/discussions/what-is-gen-used-for) ### 5. [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) Conga CLM turns contracts into dynamic, data-rich assets that accelerate execution, reduce risk, and improve compliance. It unifies every contract and team in one system, centralizing data and embedding automation and AI-driven insights for smarter decisions. Built for industries like Healthcare and Life Sciences, Technology, Financial Services, and Manufacturing, Conga CLM meets organizations where they are and scales as needs grow. The platform automates intake, review, approval, and signature workflows, enables self-service contracting, and provides a secure, searchable repository with real-time dashboards and analytics. AI validates clauses, scores risk, and tracks obligations, while integrations with CRM, ERP, and procurement systems eliminate silos. Conga delivers responsible AI paired with human oversight for accuracy and compliance, creating one connected workflow across the revenue lifecycle to reduce manual work and accelerate business outcomes. Conga CLM delivers on the promise of One CLM. Every team. Every contract. It unifies Legal, Procurement, and Sales in a single platform, eliminating silos and creating one connected workflow across the revenue lifecycle. Every contract is centralized in a secure, searchable repository, turning static documents into structured data for real-time visibility, dashboards, and analytics. Conga CLM accelerates execution with automated intake, review, approval, and signature workflows, while enabling self-service contracting to reduce legal bottlenecks. AI validates clauses, scores risk, and tracks obligations to enforce compliance and reduce audit exposure. Seamless integration with CRM, ERP, and procurement systems ensures consistency and speed across the business. With responsible AI, intuitive design, and enterprise-grade scalability, Conga CLM empowers organizations to manage complex contract processes confidently and adapt as needs evolve. **Average Rating:** 4.3/5.0 **Total Reviews:** 594 **How Do G2 Users Rate Conga CLM?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.8/10) - **Ease of Use:** 8.1/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.0/10 (Category avg: 8.2/10) - **Quality of Support:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Conga CLM?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Company Website:** https://conga.com/ - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Who Uses This:** Salesforce Administrator, Account Executive - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 41% Mid-Market, 39% Enterprise #### What Are Conga CLM's Pros and Cons? **Pros:** - Ease of Use (83 reviews) - Efficiency (61 reviews) - Features (61 reviews) - Contract Management (59 reviews) - Integrations (45 reviews) **Cons:** - Steep Learning Curve (32 reviews) - Learning Curve (29 reviews) - Slow Performance (26 reviews) - Time-Consuming (26 reviews) - Complex Setup (23 reviews) ### What Do G2 Reviewers Say About Conga CLM? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Conga CLM exceptional, facilitating seamless contract management and daily operations. - Users highlight the **efficiency** of Conga CLM, praising its seamless integration and streamlined workflows for productivity. - Users value the **flexible features** of Conga CLM, making document generation and management seamless and efficient. - Users value the **enhanced contract management features** of Conga CLM, streamlining processes with AI and collaboration tools. - Users appreciate the **seamless integrations** of Conga CLM, enhancing workflow automation and contract management efficiency. **Cons:** - Users face a **steep learning curve** with Conga CLM, especially during initial setup and configuration tasks. - Users find the **learning curve steep** for Conga CLM, particularly with complex features and integrations requiring support. - Users frequently face **slow performance** with Conga CLM, particularly when handling large documents, which hampers efficiency. - Users experience **time-consuming processes** with Conga CLM, particularly in document generation for large and complex contracts. - Users find the **complex setup** of Conga CLM challenging, often requiring expert assistance for proper configuration. #### What Are Recent G2 Reviews of Conga CLM? **"[Conga CLM: Simplifying Contract Creation, Execution, and Management](https://www.g2.com/survey_responses/conga-clm-review-10722962)"** **Rating:** 5.0/5.0 stars *— Ankita K.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-10722962) --- **"[Streamlines Contract Management, But Setup Can Be Challenging](https://www.g2.com/survey_responses/conga-clm-review-11888895)"** **Rating:** 5.0/5.0 stars *— Bhagirath P.* [Read full review](https://www.g2.com/survey_responses/conga-clm-review-11888895) --- #### What Are G2 Users Discussing About Conga CLM? - [What is Conga Contract Intelligence (formerly Contract Wrangler) used for?](https://www.g2.com/discussions/what-is-conga-contract-intelligence-formerly-contract-wrangler-used-for) - 1 comment - [What is conga for Salesforce?](https://www.g2.com/discussions/what-is-conga-for-salesforce) - [What do contract management systems look for?](https://www.g2.com/discussions/conga-clm-what-do-contract-management-systems-look-for) - [What do contract management systems look for?](https://www.g2.com/discussions/what-do-contract-management-systems-look-for) - [How much does conga cost?](https://www.g2.com/discussions/how-much-does-conga-cost) ### 6. [GetAccept](https://www.g2.com/products/getaccept/reviews) GetAccept is the #1 AI Digital Sales Room, built to help revenue teams run every deal like their best sales rep. It replaces scattered emails and static attachments with an AI-native workspace, bringing content, proposals, e-signing, and buyer communication together so sellers, buyers, and every stakeholder stay aligned on the latest documents, timelines, and next steps across the full sales cycle. GetAccept's AI analyses your meetings, calls, emails, CRM data, internal content, and publicly available data, and is trained to take action, building and updating personalized Digital Sales Rooms in minutes and keeping every rep on track with your sales process and methodology. Real-time tracking shows exactly how buyers engage with each deal, and native CRM integrations keep everything synced in the tools reps already use. GetAccept solves the problem of deals stalling between meetings in scattered email threads, static attachments, and manual admin. By giving sellers and buyers a single, trackable space to collaborate from first touch to signature, it helps revenue teams of every size to work smarter, close faster, and win more. Why revenue teams choose GetAccept  ↳ AI-powered enablement: auto-generate and surface the right content for each deal, stage, and stakeholder, grounded in your meetings, CRM, and internal knowledge.  ↳ AI-built sales rooms: spin up a personalized, interactive Digital Sales Room in minutes that keeps conversations, materials, and actions aligned.  ↳ Deal intelligence: turn buyer engagement signals into clear visibility and AI-guided next steps.  ↳ Proposals and e-signing built in: create, send, track, and close documents without leaving the room.  ↳ Connected to your stack: #1-rated native integrations with Salesforce, HubSpot, and Slack, plus 100+ more, keep activity synced everywhere automatically. Trusted by 5,000+ revenue teams, including Dealfront, ScaleWise, Samsung, and Chargebee. "This is a way for you to control the narrative, to make sure your reps are sticking to the process and helping your customers experience value instead of just product pitching." Remi Aaagaard Mørken, SVP of Sales, SalesScreen (100% increase in win rate) "Since I started using GetAccept, my sales process and communication with my prospects are way more project- and solution-oriented. They know where to find the content they need, and I can focus on providing solutions." Carolina Bräuninger, Senior Strategic Account Executive, Dealfront (67% decrease in sales cycle time) "If you haven't got something like GetAccept from a contracts perspective, but equally from a Deal Room perspective, then you're behind." Gavin Summer, Co-Founder, ScaleWise (51% increase in proposal-to-close rate) (edited) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,244 **How Do G2 Users Rate GetAccept?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **Ease of Use:** 8.9/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.7/10 (Category avg: 8.2/10) - **Quality of Support:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind GetAccept?** - **Seller:** [GetAccept Inc.](https://www.g2.com/sellers/getaccept-inc) - **Company Website:** https://www.getaccept.com - **Year Founded:** 2015 - **HQ Location:** Palo Alto, CA - **Twitter:** @getaccept (1,433 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10154116/ (157 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Manager, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 50% Small-Business, 43% Mid-Market #### What Are GetAccept's Pros and Cons? **Pros:** - Ease of Use (72 reviews) - Customer Support (44 reviews) - Intuitive (38 reviews) - Helpful (35 reviews) - Time-saving (29 reviews) **Cons:** - Missing Features (13 reviews) - Limited Customization (9 reviews) - Difficult Editing (8 reviews) - Limited Features (7 reviews) - Poor Integration (7 reviews) ### What Do G2 Reviewers Say About GetAccept? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of GetAccept, highlighting its friendly support and seamless setup process. - Users commend the **responsive customer support** of GetAccept, enhancing their overall experience and satisfaction with the platform. - Users find GetAccept **intuitive and easy to use** , enabling smooth document management and enhancing client engagement. - Users value the **great customer service** from GetAccept, appreciating responsive support and ongoing product development. - Users appreciate the **time-saving features** of GetAccept, with everything easily accessible and automatable in one place. **Cons:** - Users note the lack of **dark mode** , which impacts comfort for those sensitive to bright screens. - Users have encountered **limited customization** options in GetAccept, leading to complications and inefficiencies in contract management. - Users find the **difficult editing** process in GetAccept clunky, impacting their ability to build complex solutions efficiently. - Users note **limited features** in GetAccept, causing frustration with customization and complex processes for proposals. - Users experience **poor integration** with GetAccept, encountering frequent errors and difficulties with outgoing forms and data validation. #### What Are Recent G2 Reviews of GetAccept? **"[GetAccept: a daily productivity accelerator](https://www.g2.com/survey_responses/getaccept-review-13042858)"** **Rating:** 5.0/5.0 stars *— Christelle A.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-13042858) --- **"[GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot](https://www.g2.com/survey_responses/getaccept-review-13036866)"** **Rating:** 5.0/5.0 stars *— Franck T.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-13036866) --- ### 7. [S-Docs](https://www.g2.com/products/s-docs/reviews) 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:** 122 **How Do G2 Users Rate S-Docs?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.8/10) - **Ease of Use:** 8.9/10 (Category avg: 8.7/10) - **Ease of Admin:** 9.0/10 (Category avg: 8.2/10) - **Quality of Support:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind S-Docs?** - **Seller:** [S-Docs](https://www.g2.com/sellers/s-docs-3860e013-d0d9-4309-adc3-cf0f782c010a) - **Year Founded:** 2010 - **HQ Location:** New York, NY - **LinkedIn® Page:** https://www.linkedin.com/company/10407092/ (56 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-Business, 40% Mid-Market #### What Are S-Docs's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Customer Support (4 reviews) - Features (4 reviews) - Salesforce Integration (4 reviews) - Templates (4 reviews) **Cons:** - Learning Curve (4 reviews) - Not Intuitive (4 reviews) - Automation Difficulty (2 reviews) - Expensive (2 reviews) - Formatting Issues (2 reviews) ### 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 quick and seamless within Salesforce. - Users commend S-Docs for its **excellent customer support** , especially during migration and resolving technical issues. - Users value the **seamless integration** of S-Docs within Salesforce, enhancing document generation and e-signature efficiency. - Users value the **seamless Salesforce integration** of S-Docs, enhancing document generation and e-signature efficiency. - Users love the **ease of creating templates** with S-Docs, enhancing efficiency across multiple use cases seamlessly. **Cons:** - Users find the **learning curve steep** , especially with complex templates and technical knowledge required in S-Docs. - Users find the S-Docs interface **not intuitive** , posing challenges for users unfamiliar with technical aspects of the tool. - Users find **automation setup challenging** , often requiring technical support and limited options for highly customized documents. - Users find S-Docs to be **too expensive** , especially after recent pricing changes affecting smaller organizations. - Users find **formatting issues** problematic, as complex templates and PDF generation lack the desired functionality and customization. #### What Are Recent G2 Reviews of S-Docs? **"[Efficient Document Generation in Salesforce, but Setup Can Be Complex](https://www.g2.com/survey_responses/s-docs-review-5283839)"** **Rating:** 5.0/5.0 stars *— Salah S.* [Read full review](https://www.g2.com/survey_responses/s-docs-review-5283839) --- **"[Efficient and Cost-Effective with Simple Setup](https://www.g2.com/survey_responses/s-docs-review-12722002)"** **Rating:** 4.0/5.0 stars *— Kara A.* [Read full review](https://www.g2.com/survey_responses/s-docs-review-12722002) --- ### 8. [Nintex](https://www.g2.com/products/nintex-nintex/reviews) 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:** 1,272 **How Do G2 Users Rate Nintex?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10) - **Ease of Use:** 8.4/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.0/10 (Category avg: 8.2/10) - **Quality of Support:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Nintex?** - **Seller:** [Nintex](https://www.g2.com/sellers/nintex) - **Company Website:** https://www.nintex.com - **Year Founded:** 2006 - **HQ Location:** Bellevue, WA - **LinkedIn® Page:** https://www.linkedin.com/company/258303/ (1,192 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% Enterprise, 40% Mid-Market #### What Are Nintex's Pros and Cons? **Pros:** - Ease of Use (37 reviews) - Workflow Management (19 reviews) - Automation (18 reviews) - Easy Setup (17 reviews) - Versatility (16 reviews) **Cons:** - Limited Features (17 reviews) - Learning Curve (13 reviews) - Complexity (9 reviews) - Expensive (9 reviews) - Limited Customization (9 reviews) ### What Do G2 Reviewers Say About Nintex? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Nintex, enjoying quick form adjustments and improved visibility for requests. - Users value the **intuitive workflow management** in Nintex, enabling seamless feature implementation and enhanced communication. - Users value the **automation capabilities** of Nintex, enhancing efficiency and simplifying complex processes seamlessly. - Users commend the **easy setup** of Nintex, enabling even non-technical staff to create workflows effortlessly. - Users highlight the **versatility** of Nintex, enabling seamless integration and effortless automation for diverse workflows. **Cons:** - Users find Nintex offers **limited features** , making it challenging to build complex workflows and requiring better integration. - Users experience a **steep learning curve** with Nintex, making it challenging for new users to fully utilize its features. - Users find the **complexity of Nintex** challenging, noting a steep learning curve and difficult navigation in workflows. - Users find Nintex to be **expensive** , especially for smaller organizations with less critical processes and needs. - Users find **limited customization options** in Nintex, often needing developer support for complex features and integrations. #### What Are Recent G2 Reviews of Nintex? **"[Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow](https://www.g2.com/survey_responses/nintex-review-12729348)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/nintex-review-12729348) --- **"[Boosts Productivity with No-Code Automation](https://www.g2.com/survey_responses/nintex-review-12454818)"** **Rating:** 4.0/5.0 stars *— Valerie D.* [Read full review](https://www.g2.com/survey_responses/nintex-review-12454818) --- #### What Are G2 Users Discussing About Nintex? - [What is Nintex Process Platform used for?](https://www.g2.com/discussions/what-is-nintex-process-platform-used-for) - 1 comment - [What is Nintex Assuresign used for?](https://www.g2.com/discussions/what-is-nintex-assuresign-used-for) - [What is Skuid used for?](https://www.g2.com/discussions/what-is-skuid-used-for) - [How much does nintex cost?](https://www.g2.com/discussions/how-much-does-nintex-cost) - 1 comment - [What is RPA not good for?](https://www.g2.com/discussions/what-is-rpa-not-good-for) ### 9. [DocXpert](https://www.g2.com/products/docxpert/reviews) 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: 8.8/10) - **Ease of Use:** 9.2/10 (Category avg: 8.7/10) - **Ease of Admin:** 6.7/10 (Category avg: 8.2/10) - **Quality of Support:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind DocXpert?** - **Seller:** [H+W Consult](https://www.g2.com/sellers/h-w-consult) - **Year Founded:** 2001 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/h&w-consult-gmbh/ (33 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Small-Business, 30% Enterprise #### What Are Recent G2 Reviews of DocXpert? **"[The best software for smart document management](https://www.g2.com/survey_responses/docxpert-review-10760356)"** **Rating:** 4.0/5.0 stars *— Maria L.* [Read full review](https://www.g2.com/survey_responses/docxpert-review-10760356) --- **"[Best tool for handling docs](https://www.g2.com/survey_responses/docxpert-review-10756300)"** **Rating:** 4.5/5.0 stars *— rashmi v.* [Read full review](https://www.g2.com/survey_responses/docxpert-review-10756300) --- ### 10. [Formstack Documents](https://www.g2.com/products/formstack-documents/reviews) 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: 8.8/10) - **Ease of Use:** 8.2/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.6/10 (Category avg: 8.2/10) - **Quality of Support:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Formstack Documents?** - **Seller:** [Formstack, LLC](https://www.g2.com/sellers/formstack-llc) - **Company Website:** https://www.Formstack.com - **Year Founded:** 2006 - **HQ Location:** Fishers, IN - **Twitter:** @Formstack (6,392 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/294140/ (224 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Computer Software, Non-Profit Organization Management - **Company Size:** 59% Small-Business, 33% Mid-Market #### What Are Formstack Documents's Pros and Cons? **Pros:** - Integrations (6 reviews) - Automations (5 reviews) - Ease of Use (5 reviews) - Easy Integrations (5 reviews) - Time-saving (5 reviews) **Cons:** - Learning Curve (2 reviews) - Bug Issues (1 reviews) - Not Intuitive (1 reviews) - Poor Documentation (1 reviews) - Setup Difficulty (1 reviews) ### What Do G2 Reviewers Say About Formstack Documents? *AI-generated summary from verified user reviews* **Pros:** - Users value the **seamless integration** of Formstack Documents with existing tech stacks, enhancing efficiency and workflow automation. - Users appreciate the **automations** in Formstack Documents, significantly streamlining documentation generation and saving valuable time. - Users find Formstack Documents to be very **user-friendly** , greatly simplifying document generation and minimizing errors. - Users value the **easy integrations** of Formstack Documents, enhancing workflow efficiency across various software platforms. - Users appreciate the **time-saving capabilities** of Formstack Documents, facilitating efficient document automation and smoother workflows. **Cons:** - Users find the **learning curve steep** initially, though the new builder simplifies the process over time. - Users find occasional **glitches** in Formstack Documents that can disrupt usability, though they are usually easily resolved. - Users find the **template building process unintuitive** , which can make customization feel clunky and less user-friendly. - Users find the **poor documentation** inadequate, lacking coverage of challenging scenarios and sufficient support. - Users find the **setup difficulty** of advanced features challenging, though the tool is user-friendly once configured. #### What Are Recent G2 Reviews of Formstack Documents? **"[One of the best document processor and automation that I have seen before](https://www.g2.com/survey_responses/formstack-documents-review-4988345)"** **Rating:** 5.0/5.0 stars *— Verified User in Higher Education* [Read full review](https://www.g2.com/survey_responses/formstack-documents-review-4988345) --- **"[Very simple to use, great for automating getting signatures](https://www.g2.com/survey_responses/formstack-documents-review-11718550)"** **Rating:** 5.0/5.0 stars *— Tyler B.* [Read full review](https://www.g2.com/survey_responses/formstack-documents-review-11718550) --- #### What Are G2 Users Discussing About Formstack Documents? - [What is Formstack Documents (formerly WebMerge) used for?](https://www.g2.com/discussions/what-is-formstack-documents-formerly-webmerge-used-for) - [What does Formstack Documents (formerly WebMerge) do?](https://www.g2.com/discussions/what-does-formstack-documents-formerly-webmerge-do) - [How much does formstack cost?](https://www.g2.com/discussions/how-much-does-formstack-cost) - [How do I use WebMerge?](https://www.g2.com/discussions/how-do-i-use-webmerge) - 1 comment - [What is formstack documents?](https://www.g2.com/discussions/what-is-formstack-documents) ### 11. [Formstack for Salesforce](https://www.g2.com/products/formstack-for-salesforce/reviews) What if your end user only had to fill out the same information once? If Salesforce is at the center of how your organization operates, you can build more efficient, streamlined processes with Formstack for Salesforce, a modular platform for data collection, automated document generation, digital signature and workflows where you can use prefill alongside your data to power end user experiences Formstack for Salesforce is a set of dynamic, customizable modules that allow Salesforce customers to digitize processes at scale, in and around their Salesforce org. **Average Rating:** 4.1/5.0 **Total Reviews:** 33 **How Do G2 Users Rate Formstack for Salesforce?** - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 8.8/10) - **Ease of Use:** 7.9/10 (Category avg: 8.7/10) - **Ease of Admin:** 7.8/10 (Category avg: 8.2/10) - **Quality of Support:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Formstack for Salesforce?** - **Seller:** [Formstack, LLC](https://www.g2.com/sellers/formstack-llc) - **Company Website:** https://www.Formstack.com - **Year Founded:** 2006 - **HQ Location:** Fishers, IN - **Twitter:** @Formstack (6,392 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/294140/ (224 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management, Information Technology and Services - **Company Size:** 46% Mid-Market, 30% Small-Business #### What Are Formstack for Salesforce's Pros and Cons? **Pros:** - Time Saving (9 reviews) - Ease of Use (7 reviews) - Easy Integration (6 reviews) - Integrations (5 reviews) - Customer Support (4 reviews) **Cons:** - Learning Curve (7 reviews) - Form Issues (6 reviews) - Interface Usability (4 reviews) - Expensive (3 reviews) - Limited Customization (3 reviews) ### What Do G2 Reviewers Say About Formstack for Salesforce? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving** features of Formstack for Salesforce, streamlining data collection directly into their CRM. - Users commend the **ease of use** of Formstack for Salesforce, allowing quick data collection and intuitive form creation. - Users praise the **easy integration** with Salesforce, streamlining field mapping and enhancing customizability for various needs. - Users value the **seamless integration** with Salesforce, enhancing form-building efficiency and data accuracy significantly. - Users commend the **responsive customer support** of Formstack for Salesforce, enhancing their overall experience with the product. **Cons:** - Users find the **initial learning curve challenging** , especially for advanced features and customization without adequate documentation. - Users find the **form issues** frustrating, particularly with complexity, custom object mapping, and outdated interface design. - Users find the **interface usability lacking** , citing complexity and outdated design that complicates the user experience. - Users find the **pricing prohibitive** , making Formstack less suitable for smaller teams with limited budgets. - Users find the **limited customization** options in Formstack for Salesforce restrict their form design flexibility and user control. #### What Are Recent G2 Reviews of Formstack for Salesforce? **"[Hassle free data collection and integration](https://www.g2.com/survey_responses/formstack-for-salesforce-review-11381176)"** **Rating:** 4.0/5.0 stars *— Eslam E.* [Read full review](https://www.g2.com/survey_responses/formstack-for-salesforce-review-11381176) --- **"[Easy to use but lacks some options to customize](https://www.g2.com/survey_responses/formstack-for-salesforce-review-11725096)"** **Rating:** 4.0/5.0 stars *— Verified User in Non-Profit Organization Management* [Read full review](https://www.g2.com/survey_responses/formstack-for-salesforce-review-11725096) --- ### 12. [Fluent by Apryse](https://www.g2.com/products/fluent-by-apryse/reviews) Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office plugin enable developers to meet reporting needs efficiently, while also empowering admins to design and populate data-driven documents from multiple data sources. Fluent offers unlimited formatting capabilities, catering to the diverse needs of multiple teams and end users. Set it and forget it. -Automate reporting with effortless template creation in Microsoft Office applications. -Free your backlog from internal reporting development with an automated solution for reporting and template creation. Empower your end users to independently manage and update their templates with ease. Create, Connect, and Manage Templates. Quick to deploy and flexible enough to meet the organization's needs by easily integrating any data source: -Don't wait on vendor integration to add a new data source or expose sensitive data to a SaaS application. -Make the logic as complex as you want – avoid the limits of off-the-shelf solutions. - Meet the brand compliance expectations for external communications. Infinite Scalability: Regulatory requirements seem to grow in volume and complexity each year. You won’t outgrow a solution built for the organization’s specific needs. -End users can upload or create new templates as requirements change -Quickly integrate new data sources as the business grows -Localize reports for audiences by region, culture, and language. Indisputable productivity impact: Workers spend precious time on manual, repetitive tasks, with email, data collection, and data entry. Apryse drastically reduces time spent on these tasks, minimizing errors and freeing up time for more valuable work. -Minimize the requirements gathering back-and-forth when you put the solution in the hands of the end user. -Say goodbye to the wasted time and errors that come from manual cut and paste For more information visit: https://bit.ly/3tDfzFl **Average Rating:** 4.4/5.0 **Total Reviews:** 77 **How Do G2 Users Rate Fluent by Apryse?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.8/10) - **Ease of Use:** 8.4/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.9/10 (Category avg: 8.2/10) - **Quality of Support:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Fluent by Apryse?** - **Seller:** [Apryse](https://www.g2.com/sellers/apryse) - **Year Founded:** 1998 - **HQ Location:** Denver, CO - **Twitter:** @aprysesolutions (381 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/aprysesolutions/ (552 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Financial Services - **Company Size:** 52% Mid-Market, 34% Small-Business #### What Are Fluent by Apryse's Pros and Cons? **Pros:** - Automations (1 reviews) - Easy Integrations (1 reviews) - Efficiency (1 reviews) - Flexibility (1 reviews) - Integrations (1 reviews) ### What Do G2 Reviewers Say About Fluent by Apryse? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **automations** in Fluent by Apryse, enhancing efficiency and flexibility in report generation. - Users find **easy integrations** with Fluent by Apryse, enabling seamless workflows and efficient report generation across systems. - Users appreciate the **efficient throughput** of Fluent by Apryse, delivering reliable performance even with high volumes of reports. - Users value the **flexibility** of Fluent by Apryse, seamlessly adapting to diverse reporting needs and workflows. - Users value the **easy integrations** of Fluent by Apryse, enhancing workflow efficiency and flexibility in report generation. #### What Are Recent G2 Reviews of Fluent by Apryse? **"[Rock-Solid Batch and Adhoc Report Generation Tool](https://www.g2.com/survey_responses/fluent-by-apryse-review-10980993)"** **Rating:** 4.0/5.0 stars *— Steve W.* [Read full review](https://www.g2.com/survey_responses/fluent-by-apryse-review-10980993) --- **"[Fluent is a very capable tool](https://www.g2.com/survey_responses/fluent-by-apryse-review-10008757)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/fluent-by-apryse-review-10008757) --- #### What Are G2 Users Discussing About Fluent by Apryse? - [What is Windward Core - Document Generation Components used for?](https://www.g2.com/discussions/what-is-windward-core-document-generation-components-used-for) ### 13. [Matik](https://www.g2.com/products/matik/reviews) Matik automates the creation of presentations, documents, and reports directly from your data, powered by AI you can trust. Pull from dashboards, reports, and data in your BI, CRM, data warehouse and other sources to instantly produce on-brand, insight-rich content in formats you already use today. Matik empowers any team to align messaging, scale best practices, and tell consistent data stories that drive action - faster than ever. **Average Rating:** 4.8/5.0 **Total Reviews:** 56 **How Do G2 Users Rate Matik?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.8/10) - **Ease of Use:** 9.0/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.3/10 (Category avg: 8.2/10) - **Quality of Support:** 9.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Matik?** - **Seller:** [Matik](https://www.g2.com/sellers/matik) - **Year Founded:** 2019 - **HQ Location:** San Francisco, California - **Twitter:** @Matik_io (241 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/matik-inc/ (113 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 68% Mid-Market, 20% Enterprise #### What Are Matik's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Time-saving (8 reviews) - Efficiency (6 reviews) - Useful (6 reviews) - Customer Support (4 reviews) **Cons:** - Inefficient Search Functionality (3 reviews) - Limitations (3 reviews) - Limited Customization (3 reviews) - Technical Difficulties (3 reviews) - Admin Issues (2 reviews) ### What Do G2 Reviewers Say About Matik? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive design** of Matik, enabling effortless creation of dynamic templates for client interactions. - Users love that Matik provides a **time-saving solution** , allowing them to focus on more important tasks effortlessly. - Users praise Matik for its **efficiency** , drastically reducing time spent on presentations and streamlining business processes. - Users find Matik to be **invaluable for saving time** and enhancing productivity in customer success management. - Users praise Matik's **exceptional customer support** , highlighting responsive teams that effectively address needs and enhance experience. **Cons:** - Users find the **inefficient search functionality** frustrating, as it complicates finding specific fields and coding elements. - Users face **limitations on template groups** and find the admin interface cumbersome, complicating data management tasks. - Users find the **limited customization options** of Matik can hinder quick and efficient presentation creation. - Users face **technical difficulties** with glitches and non-intuitive features, impacting overall usability and experience with Matik. - Users face **admin issues** with buggy interfaces and need better control over shared resources for smoother functionality. #### What Are Recent G2 Reviews of Matik? **"[Great Product, Even Better Customer Support](https://www.g2.com/survey_responses/matik-review-11024332)"** **Rating:** 5.0/5.0 stars *— Stacy D.* [Read full review](https://www.g2.com/survey_responses/matik-review-11024332) --- **"[Matik Makes the Difference](https://www.g2.com/survey_responses/matik-review-11023238)"** **Rating:** 5.0/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/matik-review-11023238) --- #### What Are G2 Users Discussing About Matik? - [What is Matik used for?](https://www.g2.com/discussions/what-is-matik-used-for) - 1 comment ### 14. [Mambo Merge](https://www.g2.com/products/mambo-merge/reviews) Mambo Merge is a 100% native solution to generate professional DOCX, XLSX, PPTX and PDF files out of Salesforce. No more cutting and pasting, no more re-formatting, and no more clicking back and forth between apps - just push the button and download your finished file. Mambo Merge makes it easy to transform even your existing Word docs for Salesforce generation, so you can keep the look and feel that works for your business, but save time when it comes to creating them. Perfect for invoices, quotes, contracts, work orders, purchase orders, and more! And again, unlike other solutions, with Mambo Merge your data never leaves Salesforce, so you never have to worry about who has access along the way. **Average Rating:** 4.5/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Mambo Merge?** - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.8/10) - **Ease of Use:** 8.3/10 (Category avg: 8.7/10) - **Ease of Admin:** 7.5/10 (Category avg: 8.2/10) - **Quality of Support:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Mambo Merge?** - **Seller:** [MK Partners](https://www.g2.com/sellers/mk-partners) - **Year Founded:** 2006 - **HQ Location:** Los Angeles, CA - **Twitter:** @mkpartners (515 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mkpartners/about/ (56 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 82% Mid-Market, 18% Small-Business #### What Are Recent G2 Reviews of Mambo Merge? **"[Mambo Merge the Game changer for document generation](https://www.g2.com/survey_responses/mambo-merge-review-11316938)"** **Rating:** 5.0/5.0 stars *— Shadab S.* [Read full review](https://www.g2.com/survey_responses/mambo-merge-review-11316938) --- **"[Best Tool](https://www.g2.com/survey_responses/mambo-merge-review-6925988)"** **Rating:** 5.0/5.0 stars *— Mohammed A.* [Read full review](https://www.g2.com/survey_responses/mambo-merge-review-6925988) --- #### What Are G2 Users Discussing About Mambo Merge? - [What is Mambo Merge used for?](https://www.g2.com/discussions/what-is-mambo-merge-used-for) ### 15. [Maven Documents](https://www.g2.com/products/maven-documents/reviews) 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 **How Do G2 Users Rate Maven Documents?** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.8/10) - **Ease of Use:** 8.9/10 (Category avg: 8.7/10) - **Ease of Admin:** 6.7/10 (Category avg: 8.2/10) - **Quality of Support:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Maven Documents?** - **Seller:** [Maven Mule](https://www.g2.com/sellers/maven-mule) - **Year Founded:** 2016 - **HQ Location:** Zagreb, HR - **LinkedIn® Page:** https://www.linkedin.com/company/maven-mule/?originalSubdomain=hr (30 employees on LinkedIn®) - **Ownership:** NYSE: CRM **Who Uses This Product?** - **Company Size:** 64% Mid-Market, 18% Enterprise #### What Are Recent G2 Reviews of Maven Documents? **"[Review for Maven Documents](https://www.g2.com/survey_responses/maven-documents-review-7729387)"** **Rating:** 4.0/5.0 stars *— Mehak k.* [Read full review](https://www.g2.com/survey_responses/maven-documents-review-7729387) --- **"[Revolutionizing Salesforce Document Generation](https://www.g2.com/survey_responses/maven-documents-review-10560851)"** **Rating:** 5.0/5.0 stars *— Sanket K.* [Read full review](https://www.g2.com/survey_responses/maven-documents-review-10560851) --- #### What Are G2 Users Discussing About Maven Documents? - [What is Maven Documents used for?](https://www.g2.com/discussions/what-is-maven-documents-used-for) ### 16. [Docomotion](https://www.g2.com/products/docomotion/reviews) 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: 8.8/10) - **Ease of Use:** 8.6/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.3/10 (Category avg: 8.2/10) - **Quality of Support:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Docomotion?** - **Seller:** [Docomotion](https://www.g2.com/sellers/docomotion) - **Year Founded:** 2014 - **HQ Location:** Netanya, IL - **Twitter:** @docomotion (89 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/docomotion-inc-/ (19 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 44% Mid-Market, 41% Small-Business #### What Are Docomotion's Pros and Cons? **Pros:** - Salesforce Integration (3 reviews) - Customization (2 reviews) - Easy Integrations (2 reviews) - Automations (1 reviews) - Customizability (1 reviews) **Cons:** - Difficult Customization (1 reviews) - Integration Issues (1 reviews) - Lack of Integrations (1 reviews) - Learning Curve (1 reviews) - Setup Difficulty (1 reviews) ### What Do G2 Reviewers Say About Docomotion? *AI-generated summary from verified user reviews* **Pros:** - Users love the **seamless Salesforce integration** of Docomotion, enhancing efficiency and real-time data tracking. - Users value the **customization features** of Docomotion, enhancing efficiency and ensuring consistent document quality. - Users value the **easy integrations** of Docomotion, enhancing efficiency and streamlining document management seamlessly with Salesforce. - Users appreciate the **seamless integration** of Docomotion with Salesforce, enhancing efficiency and customization in document generation. - Users value the **customizability** of Docomotion, enhancing efficiency and ensuring consistency in their documents. **Cons:** - Users find the **difficult customization** of Docomotion challenging, especially during the initial setup process for automation tools. - Users experience **integration issues** with third-party apps, leading to complications in functionality and user experience. - Users face challenges with **lack of integrations** , as some third-party apps fail to function properly with Docomotion. - Users find the **learning curve steep** for Docomotion's setup, making it challenging for new users to adapt. - New users find **the initial setup overwhelming** , which complicates the process of using Docomotion effectively. #### What Are Recent G2 Reviews of Docomotion? **"[Docomotion best Bet](https://www.g2.com/survey_responses/docomotion-review-10340732)"** **Rating:** 4.5/5.0 stars *— Prateek Y.* [Read full review](https://www.g2.com/survey_responses/docomotion-review-10340732) --- **"[User-friendly data creation tools](https://www.g2.com/survey_responses/docomotion-review-10344004)"** **Rating:** 4.5/5.0 stars *— Verified User in Civil Engineering* [Read full review](https://www.g2.com/survey_responses/docomotion-review-10344004) --- #### What Are G2 Users Discussing About Docomotion? - [What is Docomotion used for?](https://www.g2.com/discussions/what-is-docomotion-used-for) ### 17. [Drive Connect](https://www.g2.com/products/drive-connect/reviews) 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 **How Do G2 Users Rate Drive Connect?** - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.8/10) - **Ease of Use:** 9.1/10 (Category avg: 8.7/10) - **Ease of Admin:** 6.7/10 (Category avg: 8.2/10) - **Quality of Support:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Drive Connect?** - **Seller:** [Appiphony](https://www.g2.com/sellers/appiphony) - **Year Founded:** 2009 - **HQ Location:** Chicago, IL - **Twitter:** @Appiphony (120 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1675445/ (40 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 46% Mid-Market, 35% Small-Business #### What Are Recent G2 Reviews of Drive Connect? **"[speed](https://www.g2.com/survey_responses/drive-connect-review-8130465)"** **Rating:** 4.0/5.0 stars *— William C.* [Read full review](https://www.g2.com/survey_responses/drive-connect-review-8130465) --- **"[Streamlined Cloud Management, Needs Mobile Improvements](https://www.g2.com/survey_responses/drive-connect-review-12326469)"** **Rating:** 4.0/5.0 stars *— K K.* [Read full review](https://www.g2.com/survey_responses/drive-connect-review-12326469) --- #### What Are G2 Users Discussing About Drive Connect? - [What is Drive Connect used for?](https://www.g2.com/discussions/what-is-drive-connect-used-for) - 1 comment ### 18. [Opero Documents](https://www.g2.com/products/opero-documents/reviews) 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:** 4.0/5.0 **Total Reviews:** 10 **How Do G2 Users Rate Opero Documents?** - **Ease of Use:** 9.2/10 (Category avg: 8.7/10) - **Quality of Support:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Opero Documents?** - **Seller:** [Opero](https://www.g2.com/sellers/opero) - **Year Founded:** 2008 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/operoapps/ (21 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 70% Mid-Market, 40% Small-Business #### What Are Recent G2 Reviews of Opero Documents? **"[Salesforce made easy by A5 Document](https://www.g2.com/survey_responses/opero-documents-review-5262661)"** **Rating:** 4.5/5.0 stars *— Prashanshnik O.* [Read full review](https://www.g2.com/survey_responses/opero-documents-review-5262661) --- **"[Best Document creating Software with Great User Interface and Reduces Workload](https://www.g2.com/survey_responses/opero-documents-review-5284272)"** **Rating:** 4.5/5.0 stars *— Verified User in Market Research* [Read full review](https://www.g2.com/survey_responses/opero-documents-review-5284272) --- #### What Are G2 Users Discussing About Opero Documents? - [What is Opero Documents used for?](https://www.g2.com/discussions/what-is-opero-documents-used-for) ### 19. [Pulsar for Salesforce](https://www.g2.com/products/pulsar-for-salesforce/reviews) 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: 8.8/10) - **Ease of Use:** 8.1/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.3/10 (Category avg: 8.2/10) - **Quality of Support:** 7.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Pulsar for Salesforce?** - **Seller:** [Luminix](https://www.g2.com/sellers/luminix) - **Year Founded:** 2011 - **HQ Location:** San Jose, CA - **Twitter:** @luminixinc (112 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/luminix-inc-/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business, 32% Mid-Market #### What Are Recent G2 Reviews of Pulsar for Salesforce? **"[Review of Pulsar for Salesforce](https://www.g2.com/survey_responses/pulsar-for-salesforce-review-5278140)"** **Rating:** 4.5/5.0 stars *— Pushpak P.* [Read full review](https://www.g2.com/survey_responses/pulsar-for-salesforce-review-5278140) --- **"[My Review after using Pulsar for Salesforce](https://www.g2.com/survey_responses/pulsar-for-salesforce-review-5235540)"** **Rating:** 4.5/5.0 stars *— Shivam V.* [Read full review](https://www.g2.com/survey_responses/pulsar-for-salesforce-review-5235540) --- #### What Are G2 Users Discussing About Pulsar for Salesforce? - [What is Pulsar for Salesforce used for?](https://www.g2.com/discussions/what-is-pulsar-for-salesforce-used-for) ### 20. [Concord](https://www.g2.com/products/concord/reviews) 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 **How Do G2 Users Rate Concord?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.8/10) - **Ease of Use:** 8.5/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.6/10 (Category avg: 8.2/10) - **Quality of Support:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Concord?** - **Seller:** [Concord Worldwide](https://www.g2.com/sellers/concord-worldwide) - **Year Founded:** 2014 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/6600416/ (77 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 44% Mid-Market, 37% Small-Business #### What Are Concord's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Helpful (1 reviews) - Pricing (1 reviews) - Pricing Value (1 reviews) - Simple (1 reviews) **Cons:** - Delays (1 reviews) - Insufficient Resources (1 reviews) - Poor Customer Support (1 reviews) ### What Do G2 Reviewers Say About Concord? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Concord, finding file uploads and signature placements straightforward and intuitive. - Users value Concord for its **affordability and user-friendly interface** , making document signing quick and easy. - Users find Concord's **affordable pricing and unlimited document signing** particularly beneficial for their business needs. - Users find Concord offers excellent **pricing value** , providing affordable solutions without document restrictions and a user-friendly interface. - Users love Concord for its **affordability and user-friendly interface** , making document signing simple and hassle-free. **Cons:** - Users face **delays in support responses** , often waiting over a week for assistance, impacting their experience negatively. - Users face **insufficient resources** with slow support response times and lack of instructional videos for guidance. - Users experience **poor customer support** , facing long delays in responses and lacking helpful video tutorials for guidance. #### What Are Recent G2 Reviews of Concord? **"[one-stop shop for the entire contracts lifecycle](https://www.g2.com/survey_responses/concord-review-9598633)"** **Rating:** 4.0/5.0 stars *— Hannah L.* [Read full review](https://www.g2.com/survey_responses/concord-review-9598633) --- **"[Good and Cost-Effective Data Management System for Small Businesses](https://www.g2.com/survey_responses/concord-review-9053816)"** **Rating:** 4.0/5.0 stars *— Tahir A.* [Read full review](https://www.g2.com/survey_responses/concord-review-9053816) --- ### 21. [PDF Butler](https://www.g2.com/products/pdf-butler/reviews) 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 **How Do G2 Users Rate PDF Butler?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.8/10) - **Ease of Use:** 8.5/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.3/10 (Category avg: 8.2/10) - **Quality of Support:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind PDF Butler?** - **Seller:** [CloudCrossing BVBA](https://www.g2.com/sellers/cloudcrossing-bvba) - **Year Founded:** 2017 - **HQ Location:** Kapellen, Antwerp - **LinkedIn® Page:** https://www.linkedin.com/company/18112608/ (57 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 57% Mid-Market, 30% Small-Business #### What Are PDF Butler's Pros and Cons? **Pros:** - Time-Saving (3 reviews) - Ease of Use (2 reviews) - Easy Editing (2 reviews) - E-Signatures (2 reviews) - Salesforce Integration (2 reviews) **Cons:** - UX Improvement (3 reviews) - Expensive (2 reviews) - Limited Mobile Access (1 reviews) ### What Do G2 Reviewers Say About PDF Butler? *AI-generated summary from verified user reviews* **Pros:** - Users find that PDF Butler's **time-saving capabilities** streamline document processes, making tasks efficient and hassle-free. - Users find PDF Butler **very easy to use** , enjoying its user-friendly interface and customization options. - Users love the **easy editing** of PDF Butler, finding it simple to use and customize for their needs. - Users value the **easy E-signature process** of PDF Butler, enjoying a fully digital document management experience. - Users praise the **Salesforce integration** of PDF Butler, appreciating its security and quick document generation. **Cons:** - Users find the **user interface lacking** , suggesting improvements to enhance overall usability and clarity. - Users believe PDF Butler could be more affordable, wishing it were **more pocket friendly** for better accessibility. - Users find the **limited mobile access** to PDF Butler frustrating for managing invoices effectively on the go. #### What Are Recent G2 Reviews of PDF Butler? **"[Salesforce with PDF Butler](https://www.g2.com/survey_responses/pdf-butler-review-11041103)"** **Rating:** 4.0/5.0 stars *— Mahke M.* [Read full review](https://www.g2.com/survey_responses/pdf-butler-review-11041103) --- **"[Great Experience Easy to Use](https://www.g2.com/survey_responses/pdf-butler-review-10642336)"** **Rating:** 4.0/5.0 stars *— Nafees B.* [Read full review](https://www.g2.com/survey_responses/pdf-butler-review-10642336) --- #### What Are G2 Users Discussing About PDF Butler? - [What is PDF Butler used for?](https://www.g2.com/discussions/what-is-pdf-butler-used-for) ### 22. [Docs Made Easy](https://www.g2.com/products/docs-made-easy/reviews) 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 **How Do G2 Users Rate Docs Made Easy?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10) - **Ease of Use:** 7.5/10 (Category avg: 8.7/10) - **Ease of Admin:** 6.7/10 (Category avg: 8.2/10) - **Quality of Support:** 7.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Docs Made Easy?** - **Seller:** [HIC Global Solutions](https://www.g2.com/sellers/hic-global-solutions) - **Year Founded:** 2015 - **HQ Location:** Milwaukee, Wisconsin - **LinkedIn® Page:** https://www.linkedin.com/company/head-in-cloud-inc/ (29 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business, 33% Enterprise #### What Are Recent G2 Reviews of Docs Made Easy? **"[great, helpfull and ease of use](https://www.g2.com/survey_responses/docs-made-easy-review-9963287)"** **Rating:** 4.5/5.0 stars *— manohar r.* [Read full review](https://www.g2.com/survey_responses/docs-made-easy-review-9963287) --- **"[I have used many tools for Salesforce document generation, but so far, It has proven to be the best.](https://www.g2.com/survey_responses/docs-made-easy-review-10704864)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/docs-made-easy-review-10704864) --- ### 23. [Documill Dynamo](https://www.g2.com/products/documill-dynamo/reviews) 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 **How Do G2 Users Rate Documill Dynamo?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10) - **Ease of Use:** 8.3/10 (Category avg: 8.7/10) - **Ease of Admin:** 8.3/10 (Category avg: 8.2/10) - **Quality of Support:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Documill Dynamo?** - **Seller:** [Documill](https://www.g2.com/sellers/documill) - **Year Founded:** 1997 - **HQ Location:** Espoo, FI - **Twitter:** @documillltd (1,634 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/documill/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 57% Small-Business, 43% Mid-Market #### What Are Recent G2 Reviews of Documill Dynamo? **"[Document processing empowered by vision model](https://www.g2.com/survey_responses/documill-dynamo-review-10766256)"** **Rating:** 4.5/5.0 stars *— Fazal A.* [Read full review](https://www.g2.com/survey_responses/documill-dynamo-review-10766256) --- **"[Documill Dynamo is easy to use](https://www.g2.com/survey_responses/documill-dynamo-review-10780704)"** **Rating:** 4.5/5.0 stars *— Ian R.* [Read full review](https://www.g2.com/survey_responses/documill-dynamo-review-10780704) --- #### What Are G2 Users Discussing About Documill Dynamo? - [What is Documill Dynamo used for?](https://www.g2.com/discussions/what-is-documill-dynamo-used-for) ### 24. [XfilesPro](https://www.g2.com/products/xfilespro/reviews) 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:** 64 **How Do G2 Users Rate XfilesPro?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.8/10) - **Ease of Use:** 9.4/10 (Category avg: 8.7/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.2/10) - **Quality of Support:** 9.8/10 (Category avg: 8.7/10) **Who Is the Company Behind XfilesPro?** - **Seller:** [XfilesPro Labs](https://www.g2.com/sellers/xfilespro-labs-5addd155-67ba-45b3-8061-f3850daec1a2) - **Company Website:** https://www.xfilespro.com/ - **Year Founded:** 2010 - **HQ Location:** Bangalore, IN - **Twitter:** @xfiles_pro (709 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/xfilespro/ (67 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Computer Software - **Company Size:** 34% Small-Business, 21% Mid-Market #### What Are XfilesPro's Pros and Cons? **Pros:** - Customer Support (27 reviews) - Ease of Use (24 reviews) - Easy Setup (17 reviews) - Easy Integration (14 reviews) - Reliability (14 reviews) **Cons:** - Access Limitations (3 reviews) - Difficult Editing (3 reviews) - Difficult Setup (3 reviews) - Document (3 reviews) - Lack of Guidance (3 reviews) ### What Do G2 Reviewers Say About XfilesPro? *AI-generated summary from verified user reviews* **Pros:** - Users value the **excellent customer support** of XfilesPro, appreciating quick responses and knowledgeable assistance whenever needed. - Users value the **ease of use** of XfilesPro, enabling quick file access and smooth integration with Salesforce. - Users find the **easy setup** of XfilesPro highly beneficial, facilitating seamless integration with their existing systems. - Users appreciate the **easy integration** of XfilesPro with Salesforce and Sharepoint, enhancing their document management experience. - Users find XfilesPro exceptionally **reliable** , with efficient performance and outstanding support that exceeds expectations. **Cons:** - Users face **access limitations** due to Salesforce's storage cap, but appreciate XfilesPro's supportive team for assistance. - Users face **difficult editing** challenges as files cannot be edited directly from Salesforce, requiring access via Sharepoint. - Users find the **difficult setup** of XfilesPro challenging without prior IT experience, requiring reliance on support. - Users find the **documentation difficult to navigate** , lacking online accessibility and posing setup challenges for beginners. - Users find the **lack of guidance** frustrating, especially for those without IT experience in setting up XfilesPro. #### What Are Recent G2 Reviews of XfilesPro? **"[Revolutionized File Management in Salesforce](https://www.g2.com/survey_responses/xfilespro-review-12270411)"** **Rating:** 5.0/5.0 stars *— Jonathan S.* [Read full review](https://www.g2.com/survey_responses/xfilespro-review-12270411) --- **"[Attentive Onboarding, Intuitive Setup, and Always-Available Support](https://www.g2.com/survey_responses/xfilespro-review-12315055)"** **Rating:** 5.0/5.0 stars *— Verified User in Consulting* [Read full review](https://www.g2.com/survey_responses/xfilespro-review-12315055) --- #### What Are G2 Users Discussing About XfilesPro? - [What is XfilesPro used for?](https://www.g2.com/discussions/what-is-xfilespro-used-for) ### 25. [Lightico](https://www.g2.com/products/lightico/reviews) 🛑For consumer-focused businesses that need FAST signatures, ID Verification, eForms & more. ⭐ Highest eSign completion rate in the market. ⭐ Instantly collect eSignatures, ID, eForms, supporting documents, payments, in any channel. ⭐ With ad-hoc documents, pre-formatted templates, and document workflows. ⭐ Via Text/SMS or email (eliminate needless 'envelope' expense)- get e-Signatures on the spot. ⭐ Use through an API or stand alone. Integrations include Salesforce, Glia, Sapiens, NICE, Genesys, Talkdesk, Amdocs, Microsoft Dynamics, ZOHO, Zapier. ⭐ Bank grade security & compliance (HiPAA, ISO27001, eIDAS, eSign Act, SOC2,PCI-DSS...) Watch what one of our customers has to say here: https://www.youtube.com/watch?v=iqIbACPsnrY **Average Rating:** 4.8/5.0 **Total Reviews:** 322 **How Do G2 Users Rate Lightico?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Ease of Use:** 9.5/10 (Category avg: 8.7/10) - **Ease of Admin:** 9.1/10 (Category avg: 8.2/10) - **Quality of Support:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Lightico?** - **Seller:** [Lightico](https://www.g2.com/sellers/lightico) - **Year Founded:** 2014 - **HQ Location:** New York, NY - **Twitter:** @lightico (2,735 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/13200839/ (125 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** sales advisor, sales - **Top Industries:** Telecommunications, Financial Services - **Company Size:** 61% Enterprise, 26% Mid-Market #### What Are Recent G2 Reviews of Lightico? **"[Lightico is an amazing work tool which makes the job easier and ensures no information is missed out](https://www.g2.com/survey_responses/lightico-review-5248773)"** **Rating:** 5.0/5.0 stars *— Mark H.* [Read full review](https://www.g2.com/survey_responses/lightico-review-5248773) --- **"[So accessible and convenient](https://www.g2.com/survey_responses/lightico-review-5131649)"** **Rating:** 5.0/5.0 stars *— Tara N.* [Read full review](https://www.g2.com/survey_responses/lightico-review-5131649) --- #### What Are G2 Users Discussing About Lightico? - [What is Lightico used for?](https://www.g2.com/discussions/what-is-lightico-used-for) ## What Is Salesforce CRM Document Generation Software? [Sales Acceleration Software](https://www.g2.com/categories/sales-acceleration) ## What Software Categories Are Similar to Salesforce CRM Document Generation Software? - [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps) - [E-Signature Software](https://www.g2.com/categories/e-signature) - [Document Generation Software](https://www.g2.com/categories/document-generation) --- ## How Do You Choose the Right Salesforce CRM Document Generation Software? ### What You Should Know About Salesforce CRM Document Generation Software ### **Salesforce CRM Document Generation Software FAQs** #### Most Popular FAQs ##### Which Salesforce CRM Document Generation Software has the best reviews? The best-reviewed tools in this category combine strong document automation with easier day-to-day use and a smoother Salesforce workflow. - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - Best for teams that need highly customizable Salesforce-driven proposals, invoices, and sales documents. - [S-Docs](https://www.g2.com/products/s-docs/reviews) - A strong choice for Salesforce-native document generation with solid automation and less overhead than broader suites. - [GetAccept](https://www.g2.com/products/getaccept/reviews) - Well-suited for teams that want document generation tied closely to proposals, buyer engagement, and e-signature workflows. - [XfilesPro](https://www.g2.com/products/xfilespro/reviews) - A good fit for smaller Salesforce teams that want document output and file automation with a simpler user experience. ##### What are the top AppExchange apps for document generation and contract management in Salesforce CRM? The top AppExchange apps for document generation and contract management are built to run natively inside Salesforce, generating proposals, contracts, and invoices directly from live record data. Based on G2 reviews, sales operations managers and Salesforce admins evaluate these tools by comparing template flexibility, approval workflow automation, and Salesforce integration depth. - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) — Best for teams that need highly configurable document generation across complex Salesforce workflows. - [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews?) — Best when document generation connects directly into contract lifecycle management and approval governance. - [S-Docs](https://www.g2.com/products/s-docs/reviews) — A Salesforce-native choice with strong automation and a smaller footprint than broader CLM platforms. ##### How does Salesforce CRM work? Salesforce CRM centralizes customer, prospect, pipeline, and account data in one system so sales, service, and revenue teams can track relationships and move work forward from a single record. In a document generation workflow, that means a team can pull data from opportunities, accounts, contacts, quotes, or custom objects and use it to generate proposals, contracts, invoices, onboarding documents, or internal paperwork without rebuilding those documents manually each time. ##### What’s the best way to handle document generation in Salesforce CRM without it being super expensive? The best low-cost approach is to choose a tool that covers your core templates well, stays close to Salesforce, and does not force you into a broader platform before you actually need it. - [S-Docs](https://www.g2.com/products/s-docs/reviews) - Best for teams that want Salesforce-native document generation without paying for a larger contract lifecycle stack. - [DocuSign Gen](https://www.g2.com/products/docusign-gen/reviews)- A practical option for simpler generation and send workflows, especially when ease of use matters more than deep customization. - [Formstack for Salesforce](https://www.g2.com/products/formstack-for-salesforce/reviews)- Useful for businesses that need straightforward document and form automation without a highly technical setup. - [Docs Made Easy](https://www.g2.com/products/docs-made-easy/reviews) - A lightweight choice for teams focused on simple Salesforce document creation rather than enterprise process design. ##### Which companies in the Salesforce document generation space are known for the best customer support? The strongest support reputations in this category come from vendors that help teams troubleshoot template logic, implementation details, and Salesforce-specific workflow issues quickly. - [S-Docs](https://www.g2.com/products/s-docs/reviews) - Often a strong fit for teams that want responsive help on Salesforce-native document generation and automation. - [DocuSign Gen](https://www.g2.com/products/docusign-gen/reviews) - Best for organizations that value a simpler product experience backed by familiar support channels. - [XfilesPro](https://www.g2.com/products/xfilespro/reviews) - A good option for smaller teams that want a more manageable support and setup experience. - [DocXpert](https://www.g2.com/products/docxpert/reviews) - A niche option for teams that care most about guided setup and hands-on support with templated document output. ##### What are the benefits of document generation applications in Salesforce CRM? The biggest benefit of document generation in Salesforce CRM is that it turns customer and deal data into consistent, ready-to-send documents without making teams recreate the same work every time. In practice, that means faster proposal creation, fewer manual errors, better template consistency, easier approvals, cleaner handoffs between teams, and a more scalable process for documents like quotes, contracts, renewals, and onboarding materials. ##### Which Salesforce CRM document generation software has the strongest compliance and audit features? When comparing document generation software CRM compliance audit features, the key criteria are audit trails, version control, approval tracking, and how well each tool handles regulated or contract-heavy workflows. Based on G2 reviews, these platforms lead: - [DocuSign CLM](https://www.g2.com/products/docusign-clm/reviews) — Creates a traceable record of every document generation, approval, and signature event, built for legal and operations teams that need controlled, auditable workflows. - [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews?) — Automates audit trails, change tracking, and compliance enforcement across the contract lifecycle, with reviewers citing it specifically for regulated environments. - [S-Docs](https://www.g2.com/products/s-docs/reviews) — Processes all data natively within Salesforce with no external dependencies, supporting data residency and security compliance requirements. ##### How do document generation tools integrated with CRM compare on features and cost? Comparing document generation tools integrated with CRM on features and cost comes down to integration depth, supported document types, setup complexity, and where pricing scales. Based on G2 reviews: - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) — Deepest Salesforce integration and broadest format support, though reviewers note costs increase as complexity and usage scale. - [S-Docs](https://www.g2.com/products/s-docs/reviews) — Native Salesforce app with flat annual pricing, making it a strong cost-efficiency option for teams that want tight integration without per-seat pricing surprises. - [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews?) — Best when integration extends into contract lifecycle management, with additional cost for AI features requiring the separate Conga Platform. - [DocuSign CLM](https://www.g2.com/products/docusign-clm/reviews) — Strong fit when contract control and auditability matter more than lowest cost. ##### What are the highest-rated Salesforce CRM document generation platforms for financial services enterprises? Financial services enterprises need document-generation tools built for compliance-heavy documents —such as insurance certificates, loan agreements, and policy contracts—with audit trails and accurate Salesforce data. Based on G2 reviews, these platforms are most frequently cited by financial services and regulated-industry users: - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) — Used for insurance document generation and loan agreements, with conditional logic that tailors content based on client and deal data from Salesforce. - [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews?) — Used for policy issuance and regulated contract management, with reviewers describing real-time API integration pulling contract data continuously. - [S-Docs](https://www.g2.com/products/s-docs/reviews) — Cited for compliance paperwork, regulatory forms, and insurance certificates, processed entirely within Salesforce with no external data transfer. #### Small Business FAQs ##### What is the most affordable Salesforce CRM Document Generation Software for SMBs? [SMBs](https://www.g2.com/categories/salesforce-crm-document-generation/small-business) get the most value from tools that are simple to deploy and built around core document generation, without the overhead of a full enterprise platform. - [XfilesPro](https://www.g2.com/products/xfilespro/reviews) - Best for SMBs that want strong usability and document automation without a heavy implementation burden. - [DocuSign Gen](https://www.g2.com/products/docusign-gen/reviews) - A smart fit for small teams that want simple generation and sending workflows with low friction. - [Formstack for Salesforce](https://www.g2.com/products/formstack-for-salesforce/reviews) - Useful for SMBs that need document creation plus forms and workflow support in a familiar package. - [Documill Dynamo](https://www.g2.com/products/documill-dynamo/reviews) - A practical choice for teams that want Salesforce document automation without stepping immediately into full CLM complexity. ##### What is the best Salesforce CRM Document Generation Software for startups? Startups tend to benefit most from tools that let small teams produce polished customer-facing documents fast, without adding extra administrative burden. - [GetAccept](https://www.g2.com/products/getaccept/reviews) - Best for startups that want proposals, engagement tracking, chat, and close workflows in one sales motion. - [XfilesPro](https://www.g2.com/products/xfilespro/reviews) - A good choice for startups that want straightforward Salesforce document automation with less operational drag. - [DocuSign Gen](https://www.g2.com/products/docusign-gen/reviews) - Ideal for founders and small sales teams that prioritize simplicity and speed to value. - [Mambo Merge](https://www.g2.com/products/mambo-merge/reviews) - A lightweight option for startups that need basic Salesforce document generation without a large platform commitment. ##### Which Salesforce CRM Document Generation Software is the most user-friendly for startups? The most user-friendly startup tools tend to be the ones that let teams build, send, and reuse documents without wrestling with too much template logic or admin setup. - [XfilesPro](https://www.g2.com/products/xfilespro/reviews) - Best for startups that want a smoother learning curve and fast day-to-day document use. - [GetAccept](https://www.g2.com/products/getaccept/reviews) - Strong for sales-led startups that want document workflows tied to buyer interaction and simple execution. - [DocuSign Gen](https://www.g2.com/products/docusign-gen/reviews) - A natural pick for small teams that want minimal complexity and fast adoption. - [Formstack for Salesforce](https://www.g2.com/products/formstack-for-salesforce/reviews) - Helpful for teams that value easier workflows over deep customization. ##### Which Salesforce document generation software is best for small sales teams sending proposals? For small sales teams, the best document generation tools are the ones that make proposals fast to create, easy to personalize, and simple to send. - [GetAccept](https://www.g2.com/products/getaccept/reviews) - Best for proposal-driven sales teams that want engagement visibility and follow-up cues. - [Conga Composer](https://www.g2.com/products/conga-composer/reviews)  - A strong fit when proposal formatting, pricing details, and template flexibility matter most. - [DocuSign Gen](https://www.g2.com/products/docusign-gen/reviews) - Good for teams that want a simpler send-and-sign motion tied to generated documents. ##### What should an SMB look for in Salesforce CRM document generation software? SMBs should look for software that automates their core documents well, fits their Salesforce setup, and does not create more admin work than it removes. The most important things to evaluate are template flexibility, ease of setup, support quality, how well the product handles approvals or signatures, and whether the product still feels manageable when your team adds more use cases later. #### Enterprise FAQs ##### What is best-rated Salesforce CRM Document Generation Software for tech enterprises? [Tech enterprises](https://www.g2.com/categories/salesforce-crm-document-generation/enterprise) typically favor tools that support sophisticated template management, a wide range of document workflows, and more advanced Salesforce requirements across teams. - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - Best for enterprises that need highly configurable document generation across sophisticated Salesforce workflows. - [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews?)- A strong choice for enterprises that want document generation tied to contract lifecycle management and governance. - [S-Docs](https://www.g2.com/products/s-docs/reviews) - Well-suited for enterprises that want strong Salesforce-native automation without as much platform sprawl. - **DocuSign** [CLM](https://www.g2.com/products/docusign-clm/reviews) - A fit for organizations that want document generation aligned with broader contract and approval processes. ##### What is the most reliable Salesforce CRM Document Generation Software tool for enterprises? For enterprise reliability, the strongest tools are the ones that can consistently generate accurate documents from Salesforce data while supporting complex approvals, renewals, and downstream workflows. - **DocuSign** [CLM](https://www.g2.com/products/docusign-clm/reviews) - Useful when legal, sales, and operations all need document workflows to stay controlled and auditable. - [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews?) - Ideal for enterprises that need reliability across document generation and contract lifecycle orchestration. - [S-Docs](https://www.g2.com/products/s-docs/reviews) - A dependable choice for teams that prefer a more Salesforce-native operating model. - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - Best when reliability means repeatable document output across many Salesforce use cases. ##### What is the best-reviewed Salesforce CRM Document Generation Software for enterprise app integration? The strongest enterprise integration solutions work well within Salesforce while also connecting smoothly to the broader systems that support quoting, contracts, approvals, and e-signature workflows. - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - Best for enterprises that want document generation tightly connected to Salesforce records and downstream document actions. - [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews?) - A strong fit when integration needs extend into legal operations, contract workflows, and process governance. - **DocuSign** [CLM](https://www.g2.com/products/docusign-clm/reviews) - Well-suited for enterprises that need contract workflows to connect with signature, approval, and compliance systems. - [DealHub.io](https://www.g2.com/products/dealhub-io/reviews) - A good option for revenue teams that want document generation linked more directly to quoting and deal desk workflows. ##### Which Salesforce document generation software is best for contract-heavy enterprises? For contract-heavy enterprises, the best fit is usually a platform that can generate documents accurately while also supporting approval chains, version control, and lifecycle visibility. - [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews?) - Best for organizations that need document generation as part of a full contract lifecycle process. - **DocuSign** [CLM](https://www.g2.com/products/docusign-clm/reviews) - A strong choice for enterprises that want contracting, approvals, and signatures in a coordinated workflow. - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - Useful when contract generation needs are complex but still closely tied to Salesforce record logic. ##### Which Salesforce CRM Document Generation Software is best for large teams with complex template requirements? For document generation CRM platforms supporting business operations across growing teams with complex needs, the most effective software handles many document variations while reducing manual edits as the team scales. Here is a selection of tools: - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - Best for organizations that need highly customized templates and dynamic Salesforce data pulls. - [S-Docs](https://www.g2.com/products/s-docs/reviews) - A strong option for teams that want advanced document automation with a more Salesforce-native feel. - [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews?) - A good fit when complex templates are part of broader enterprise contract operations. Last updated on April 23, 2026