# Best Salesforce CRM Document Generation Software - Page 3

*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 (21 reviews) | Salesforce-native contract generation and e-signing | "[Fast, Easy Document Signing with Multiple Signatures](https://www.g2.com/survey_responses/docusign-gen-review-12670403)" |
| 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 (1,241 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 (Jun 2026)
- **Average Rating**: 4.45/5 (↑0.02 vs May 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: June 25, 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%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%3D3&secure%5Btoken%5D=55a3badaa2062ece04138e39ba9626edf494193181e286feb3b4c0ecaae42276&secure%5Burl%5D=https%3A%2F%2Fconga.com%2Fworkflow-automation-software%2Fdigital-document-management&secure%5Burl_type%5D=paid_promos)

---


## 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.

##### 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.

#### 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 large teams managing complex template logic, the most effective software is the kind that supports many document variations while reducing the need for manual edits.

- [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