# Best Salesforce CRM Document Generation Software

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

**Total Products under this Category:** 35

### Category Stats (Aug 2026)

- **Average Rating:** 4.45/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** DealHub AI (+0.09%) - Among all products in this category, DealHub AI recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Salesforce CRM Document Generation Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 7,000+ Authentic Reviews
- 35+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Salesforce CRM Document Generation Software
 ![G2 Grid® for Salesforce CRM Document Generation Software plotting products by satisfaction and market presence](https://www.g2.com/categories/salesforce-crm-document-generation/grids.png?focus%5B%5D=274&focus%5B%5D=146865&focus%5B%5D=19019&focus%5B%5D=535&focus%5B%5D=108935&focus%5B%5D=15159&focus%5B%5D=16016&focus%5B%5D=42896)

Highlighted products: Conga Composer, CloudFiles, DealHub AI, Docusign CLM, Docusign Gen, Conga CLM, GetAccept, and S-Docs.

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

**Sponsored**

### SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1119&secure%5Bchosen_at%5D=2026-08-01T22%3A35%3A10Z&secure%5Bdisplayable_resource_id%5D=1119&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1119&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&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%3Fopen_modal_url%3D%252Fproducts%252Fconga-conga-clm%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fsalesforce-crm-document-generation%2526source%253Dcategory&secure%5Btoken%5D=b2f982f266341806dbe39761497f193c03f96d53738a8fc113e54f9598fdfc8a&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2025%2F01%2Fcc18428e-ee7e-0010-bca6-c68f7e60039b.html%3Fcampaigncode%3DCRM-YD25-CEX-407334%26source%3DSALES-click-campaign-G2&secure%5Burl_type%5D=custom_url)

### [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:** 847

#### 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: 8.8/10)

#### Who Is the Company Behind Conga Composer?

- **Seller:** [Conga](https://www.g2.com/sellers/conga)
- **Company Website:** conga.com
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,116 employees on LinkedIn®
- **Phone:** (303) 465-1616

#### Who Uses This Product?

- **Who Uses This:** Salesforce Administrator, Business Analyst
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 47% Medium, 28% Large

#### What Do G2 Reviewers Say About Conga Composer?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **bulk API and integration capabilities** of Conga Composer, enhancing document generation efficiency and performance.
- Users value the **bulk document generation** feature of Conga Composer, enhancing efficiency and performance for complex use cases.
- Users find Conga Composer to be **easy to use** , simplifying document customization and integration with other tools.
- Users value the **time-saving automation** of Conga Composer, simplifying document creation and delivery processes significantly.
- Users value the **seamless integrations** with Salesforce, enhancing efficiency and reducing errors in document creation.

##### Cons

- Users find the **learning curve steep and frustrating** , complicating setup and issue resolution within Conga Composer.
- Users find the **steep learning curve** of Conga Composer challenging, especially with complex formatting and data mapping.
- Users find the **difficulty in learning and navigation** frustrating, affecting efficient use of Conga Composer.
- Users find the **time-consuming setup and performance** challenges of Conga Composer frustrating, especially with large documents.
- Users find the **complex setup** of Conga Composer burdensome, leading to ongoing issues and delayed resolutions.

#### What Are Recent G2 Reviews of Conga Composer?

**["Seamless Salesforce Integration with Outstanding Support"](https://www.g2.com/survey_responses/conga-composer-review-13109142)**

**Rating:** 5.0/5.0 stars

_— Verified User in Online Media_

[Read full review](https://www.g2.com/survey_responses/conga-composer-review-13109142)

**["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)

### [CloudFiles](https://www.g2.com/products/cloudfiles-cloudfiles/reviews)

CloudFiles is an all-in-one document operations platform for Salesforce and HubSpot that helps organizations manage, generate, process, share, and automate documents directly from their CRM. Built for document-intensive business processes, CloudFiles combines document management, AI-powered document processing, document generation, secure sharing, external storage integrations, and workflow automation into a single platform. Organizations use CloudFiles to connect Salesforce and HubSpot with SharePoint, Google Drive, OneDrive, Dropbox, Amazon S3, and other enterprise storage platforms while maintaining structured document organization, centralized visibility, and secure access across teams. With CloudFiles, teams can: • Manage files and folders directly inside Salesforce and HubSpot • Automate document generation for agreements, proposals, onboarding forms, financial documents, and client communications • Extract and process data from documents using AI • Build secure datarooms and external document-sharing workflows • Automate document-heavy processes like client onboarding, loan processing, document verification, intake forms, and operational workflows • Configure CRM-native automations using flows, widgets, and custom actions CloudFiles helps organizations reduce manual work, centralize document operations, streamline document-heavy workflows, and improve productivity without leaving Salesforce or HubSpot. CloudFiles supports enterprise security and compliance requirements with SOC 2, HIPAA, GDPR, and ISO 27001 aligned practices. Data residency is supported across the US, EU, UK, and AU, while files remain securely stored within customers’ external storage platforms and are never used to train AI models. Trusted by teams across financial services, healthcare, insurance, legal, real estate, technology, and professional services, CloudFiles enables businesses to modernize document workflows with enterprise-grade security, flexible storage integrations, and AI-powered automation.

**Average Rating:** 4.5/5.0

**Total Reviews:** 225

#### How Do G2 Users Rate CloudFiles?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.8/10)
- **Ease of Use:** 9.1/10 (Category avg: 8.7/10)
- **Ease of Admin:** 9.0/10 (Category avg: 8.2/10)
- **Quality of Support:** 8.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind CloudFiles?

- **Seller:** [CloudFiles](https://www.g2.com/sellers/cloudfiles)
- **Year Founded:** 2021
- **HQ Location:** Fremont, US
- **Twitter:** @cloudfilesapp  
54 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8bfbbf3387292962463e8383f1d57c30f8d32d4d686bfc27da7274fd19fc0747&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcloudfilesapp%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 44% Small, 29% Medium

#### What Do G2 Reviewers Say About CloudFiles?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of CloudFiles, highlighting its simple setup and seamless file sharing experience.
- Users value the **security of their files** with CloudFiles, trusting it for safe and compliant storage solutions.
- Users value the **efficient data storage** of CloudFiles, enjoying seamless access and smooth integration across multiple cloud services.
- Users appreciate the **easy access** to their files from anywhere with an internet connection, enhancing convenience and mobility.
- Users love the **easy setup** of CloudFiles, enabling quick and hassle-free initial configuration for effective file management.

##### Cons

- Users frequently experience **slow loading times** with CloudFiles, impacting their efficiency and workflow significantly.
- Users find the **training required** for CloudFiles challenging, especially for new members navigating its many features.
- Users feel that **limited customization** restricts their ability to organize files effectively for complex projects.
- Users experience **slow performance** with CloudFiles, encountering lag and delays during file management and processing.

#### What Are Recent G2 Reviews of CloudFiles?

**["Reliable, Easy-to-Use File Sharing with Smooth Team Sync"](https://www.g2.com/survey_responses/cloudfiles-review-12878023)**

**Rating:** 4.5/5.0 stars

_— Sumisha J._

[Read full review](https://www.g2.com/survey_responses/cloudfiles-review-12878023)

**["Managing Educational Files and Cloud Documents Became More Organized and Structured"](https://www.g2.com/survey_responses/cloudfiles-review-12855565)**

**Rating:** 5.0/5.0 stars

_— Ishan S._

[Read full review](https://www.g2.com/survey_responses/cloudfiles-review-12855565)

#### What Are G2 Users Discussing About CloudFiles?

- [What is CloudFiles used for?](https://www.g2.com/discussions/what-is-cloudfiles-used-for)

### [DealHub AI](https://www.g2.com/products/dealhub-ai/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:** 842

#### How Do G2 Users Rate DealHub AI?

- **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:** 8.6/10 (Category avg: 8.2/10)
- **Quality of Support:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind DealHub AI?

- **Seller:** [DealHub.io](https://www.g2.com/sellers/dealhub-io)
- **Company Website:** dealhub.ai
- **Year Founded:** 2014
- **HQ Location:** Austin, Texas
- **Twitter:** @DealHubIO  
3,887 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93d6d19c2b3723cc62da51286f61aa477c293e52e8253874347bdbd0dec5194a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealhubio%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 23% Small

#### What Do G2 Reviewers Say About DealHub AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **exceptional customer support** from DealHub, highlighting responsiveness and helpful assistance in addressing needs.
- Users find DealHub AI's **ease of use** invaluable, enabling quick adoption and daily utilization across teams.
- Users appreciate the **time-saving capabilities** of DealHub AI, allowing for efficient proposal management and streamlined processes.
- Users value the **efficiency** of DealHub AI, which significantly streamlines processes and saves time during implementation.
- Users highly value the **seamless integrations** of DealHub AI, enabling effective management across various platforms.

##### Cons

- Users find the **learning curve challenging** , particularly when managing complex proposals and integrations on DealHub AI.
- Users express frustration over **limited customization options** in DealHub AI, affecting their ability to tailor the system fully.
- Users experience a **steep learning curve** with DealHub AI, making initial implementation challenging before achieving ease of use.
- Users find the **missing self-service options** frustrating, impacting customization and prolonging the implementation process.
- Users face **integration issues** that complicate management, leading to slower processes and potential errors in updates.

#### What Are Recent G2 Reviews of DealHub AI?

**["Clean dealroom user experience, with class leading onboarding covering a technically clunky product"](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)**

**Rating:** 4.0/5.0 stars

_— Thomas C._

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13169218)

**["Great User Experience and a Smooth Quote-Building Flow"](https://www.g2.com/survey_responses/dealhub-ai-review-13183520)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/dealhub-ai-review-13183520)

#### What Are G2 Users Discussing About DealHub AI?

- [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)

### [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:** 485

#### 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: 8.8/10)

#### Who Is the Company Behind Docusign CLM?

- **Seller:** [Docusign](https://www.g2.com/sellers/docusign)
- **Company Website:** www.docusign.com
- **Year Founded:** 2003
- **HQ Location:** San Francisco, CA
- **Twitter:** @Docusign  
143,953 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=47c6ffb4431b870f946014cdd3eb3b566edf58c232a508119b04d79a6428f5cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F19022%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 29% Large

#### What Do G2 Reviewers Say About Docusign CLM?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of DocuSign CLM, making it accessible even for non-tech-savvy individuals.
- Users love the **easy digital signature conversion** and quick document turnaround, streamlining their workflow effectively.
- Users appreciate the **seamless and user-friendly e-signature process** of DocuSign CLM, which enhances contract management efficiency.
- Users value the **end-to-end automated workflow** in DocuSign CLM for its speed and organization in document management.
- Users appreciate the **ease of use** of Docusign CLM, finding it hassle-free and quick to learn.

##### Cons

- Users find Docusign CLM **expensive** , noting high costs and additional charges for bulk sending limitations.
- Users struggle with a **steep learning curve** , requiring substantial support to effectively navigate DocuSign CLM's complexities.
- Users face **signature issues** with DocuSign CLM, leading to confusion and difficulties in document accessibility and signing.
- Users find the **setup process complex** , requiring significant time and support for effective onboarding.
- Users find the initial **learning curve challenging** , but the app becomes intuitive once familiar with its features.

#### 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

### [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: 8.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=47c6ffb4431b870f946014cdd3eb3b566edf58c232a508119b04d79a6428f5cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F19022%2F&secure%5Burl_type%5D=linkedin_company_website)  
8,433 employees on LinkedIn®
- **Ownership:** NASDAQ: DOCU

#### Who Uses This Product?

- **Company Size:** 41% Small, 41% Medium

#### 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)

### [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. The CLM market is highly fragmented. Sell-side specialists excel at revenue contracting but lack procurement depth. Buy-side vendors focus on supplier agreements but fall short on full lifecycle management. Enterprise generalists try to cover both but struggle with poor integrations and fragmented data models. Procurement suites offer only basic, bundled CLM capabilities with limited automation. Conga CLM is built to do what none of these do alone: support Legal, Procurement, and Sales in a single, unified platform — across both buy-side and sell-side contracts. Conga CLM is flexible enough to support any team, scalable from a simple repository to enterprise-wide automation, and extensible through API-first integrations with Salesforce, SAP, Oracle, Coupa, and Ariba. With 10+ years of implementation expertise and responsible AI built in at every tier, Conga CLM is the platform that grows with your business.

**Average Rating:** 4.3/5.0

**Total Reviews:** 597

#### 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: 8.8/10)

#### Who Is the Company Behind Conga CLM?

- **Seller:** [Conga](https://www.g2.com/sellers/conga)
- **Company Website:** conga.com
- **Year Founded:** 2006
- **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7394444244195361ceb6e2c02dab0bcbd6dc18af653f4d3d5966325dbbbf9629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconga%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,116 employees on LinkedIn®
- **Phone:** (303) 465-1616

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Salesforce Administrator
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 41% Medium, 39% Large

#### 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 enhances their daily contract management and workflows significantly.
- Users appreciate the **flexible configuration and powerful features** of Conga CLM for efficient contract management.
- Users value Conga CLM for its **efficient automation** of the contract lifecycle, significantly saving time and reducing manual tasks.
- Users value Conga CLM's **automation of the entire contract lifecycle** , enhancing visibility and reducing manual labor.
- Users appreciate the **seamless Salesforce integration** of Conga CLM, enhancing contract tracking and management efficiency.

##### Cons

- Users find the **steep learning curve** of Conga CLM challenging, particularly due to complex configurations and lack of documentation.
- Users find the **learning curve steep** , noting difficulties with documentation, implementation, and cumbersome setup processes.
- Users experience **slow performance** with Conga CLM, especially during bulk operations and when handling large amounts of data.
- Users find that the **time-consuming implementation** process can hinder efficiency, especially during critical periods.
- Users find the **complex setup** of Conga CLM frustrating, as it hinders effective management and user experience.

#### 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)

**["Flexible Templates and Seamless Salesforce Integration with Helpful Support"](https://www.g2.com/survey_responses/conga-clm-review-13138020)**

**Rating:** 4.5/5.0 stars

_— Eric C._

[Read full review](https://www.g2.com/survey_responses/conga-clm-review-13138020)

#### 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)

### [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:** 1,252

#### 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: 8.8/10)

#### Who Is the Company Behind GetAccept?

- **Seller:** [GetAccept Inc.](https://www.g2.com/sellers/getaccept-inc)
- **Company Website:** www.getaccept.com
- **Year Founded:** 2015
- **HQ Location:** Palo Alto, CA
- **Twitter:** @getaccept  
1,433 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6727d6b862761e7dd8a49f4f49ee33491cdac2784341b003b2227fed536056c0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10154116%2F&secure%5Burl_type%5D=linkedin_company_website)  
156 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, 43% Medium

#### What Do G2 Reviewers Say About GetAccept?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of GetAccept, highlighting its supportive environment and user-friendly setup.
- Users value the **great customer support** from GetAccept, consistently highlighting its responsiveness and helpfulness.
- Users find GetAccept to be **intuitive and easy to edit** , making document management seamless for everyone.
- Users value the **great customer service** from GetAccept, which enhances their overall experience and satisfaction.
- Users appreciate the **time-saving features** of GetAccept, benefiting from centralized accessibility and efficient automation.

##### Cons

- Users feel the lack of **dark mode** is an eyestrain issue and struggle with visual representation of multiple signees.
- Users find **limited customization** with GetAccept, leading to frustrations and complex processes due to inflexible templates.
- Users experience **poor integration** issues with GetAccept, often facing troubleshooting and error messages that hinder usability.
- Users find **template issues** in GetAccept frustrating, as they complicate contract management and increase internal friction.
- Users find the **difficult editing** experience in GetAccept limits their ability to make necessary adjustments efficiently.

#### 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)

### [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: 8.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bf0bd8a15700e4885dd10fd85138d994268ea4d8a49a4bc30efdaf5738b49bee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10407092%2F&secure%5Burl_type%5D=linkedin_company_website)  
55 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, 40% Medium

#### What Do G2 Reviewers Say About S-Docs?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of S-Docs, enjoying quick document generation and seamless integration with Salesforce.
- Users appreciate the **excellent customer support** provided by S-Docs, ensuring timely assistance with any issues encountered.
- Users value the **seamless integration** of S-Docs with Salesforce, enhancing document generation and e-signature efficiency.
- Users appreciate the **seamless Salesforce integration** of S-Docs, enhancing efficiency and security in document generation.
- Users value the **ease of creating templates** with S-Docs, benefiting from its seamless integration and fast performance.

##### Cons

- Users find the **learning curve steep** , as advanced features can be complex and require technical support.
- Users find S-Docs **not intuitive** , with a challenging template editor that demands technical skills and isn't user-friendly.
- Users find that **automation setup is complex** and troubleshooting often necessitates technical support, limiting customization options.
- Users find S-Docs to be **too expensive** , especially after recent pricing changes affecting smaller teams.
- Users find **formatting issues** in S-Docs challenging, especially with limited customization and problematic DOCX output.

#### What Are Recent G2 Reviews of S-Docs?

**["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)

**["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)

### [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: 8.8/10)

#### Who Is the Company Behind Nintex?

- **Seller:** [Nintex](https://www.g2.com/sellers/nintex)
- **Company Website:** www.nintex.com
- **Year Founded:** 2006
- **HQ Location:** Bellevue, WA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=423950581ab5fd35e7883f210e3d986c7af587acccdd1584f19be80d90c3593b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F258303%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Large, 40% Medium

#### What Do G2 Reviewers Say About Nintex?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Nintex to be **easy to use** , facilitating quick upskilling and efficient workflow automation for everyone.
- Users value the **ease of automation** with Nintex, facilitating streamlined workflows and reducing manual workload effectively.
- Users praise the **intuitive workflow management** of Nintex, enabling seamless implementation and reliable automation.
- Users praise the **easy setup** of Nintex, facilitating quick implementation of features without any issues.
- Users value the **versatility** of Nintex, enabling both simple and complex workflow automation with ease and flexibility.

##### Cons

- Users note the **limited features** of Nintex for data tasks, impacting speed and customization flexibility.
- Users experience a **learning curve** with Skuid, finding it challenging to master its advanced features and capabilities.
- Users find Nintex to be **expensive** , especially for smaller teams, which can hinder overall adoption and usage.
- Users find **complexity** in understanding advanced features and managing workflows, which may hinder their productivity and experience.
- Users express concern over **limited customization** options in Nintex, which can hinder advanced workflow design and flexibility.

#### 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)

### [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: 8.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b099a4b4eb2f9770db72b9edfb73a98ef447a128bf127720f9c3191a9debd094&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fh%26w-consult-gmbh%2F&secure%5Burl_type%5D=linkedin_company_website)  
33 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Are Recent G2 Reviews of DocXpert?

**["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)

### [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: 8.8/10)

#### Who Is the Company Behind Formstack Documents?

- **Seller:** [Formstack, LLC](https://www.g2.com/sellers/formstack-llc)
- **Company Website:** www.Formstack.com
- **Year Founded:** 2006
- **HQ Location:** Fishers, IN
- **Twitter:** @Formstack  
6,392 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=73566ad4146730f4a81afe1954d3d426ff0aa8351319b97894bd52e4a071a53d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F294140%2F&secure%5Burl_type%5D=linkedin_company_website)  
223 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Computer Software, Non-Profit Organization Management
- **Company Size:** 59% Small, 33% Medium

#### What Do G2 Reviewers Say About Formstack Documents?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **seamless integrations** of Formstack Documents, enhancing productivity and simplifying document generation workflows.
- Users value the **automation features** of Formstack Documents, significantly enhancing efficiency and saving time during document generation.
- Users find the **ease of use** of Formstack Documents to be exceptional, greatly enhancing their documentation processes.
- Users value the **easy integrations** of Formstack Documents, enhancing workflows and streamlining document generation across platforms.
- Users appreciate the **time-saving automation** of Formstack Documents, significantly enhancing productivity and streamlining workflows.

##### Cons

- Users find the **learning curve challenging** initially, especially with complex document merges and limited support available.
- Users find **bug issues** occasionally arise, but they are typically easy to resolve with the new builder.
- Users find the **interface not intuitive** , making the template building process feel uneven despite its customization potential.
- Users find the **poor documentation** frustrating, as it lacks comprehensive guidance for complex scenarios.
- Users find the **initial setup can be tricky** , yet Formstack Documents proves reliable once configured properly.

#### 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)

### [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: 8.8/10)

#### Who Is the Company Behind Formstack for Salesforce?

- **Seller:** [Formstack, LLC](https://www.g2.com/sellers/formstack-llc)
- **Company Website:** www.Formstack.com
- **Year Founded:** 2006
- **HQ Location:** Fishers, IN
- **Twitter:** @Formstack  
6,392 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=73566ad4146730f4a81afe1954d3d426ff0aa8351319b97894bd52e4a071a53d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F294140%2F&secure%5Burl_type%5D=linkedin_company_website)  
223 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management, Information Technology and Services
- **Company Size:** 46% Medium, 30% Small

#### What Do G2 Reviewers Say About Formstack for Salesforce?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **time-saving integration** of Formstack with Salesforce, streamlining data collection effortlessly.
- Users find the **ease of use** of Formstack for Salesforce essential for efficient data collection and management.
- Users praise the **easy integration** with Salesforce, simplifying field mapping and enhancing data collection efficiency.
- Users appreciate the **seamless Salesforce integration** of Formstack, enhancing data flow and form-building efficiency.
- Users commend the **responsive customer support** of Formstack for Salesforce, enhancing their overall user experience.

##### Cons

- Users find the **learning curve challenging** , especially for advanced configurations, lacking sufficient documentation and support.
- Users find the **form issues** hinder usability, with a steep learning curve and outdated design complicating the experience.
- Users find the **interface usability challenging** , as it is often complex and lacks user-friendly features.
- Users find the **pricing to be prohibitive** , especially for smaller teams needing advanced features and support.
- Users find **limited customization** options frustrating, requiring reliance on developers for form design flexibility.

#### 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)

### [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: 8.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27dacf265550e33c71354b716ff0f38fd1ded8ad7bcbec06cfde8961ba0c3b3f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faprysesolutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
552 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 52% Medium, 34% Small

#### What Do G2 Reviewers Say About Fluent by Apryse?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation capabilities** of Fluent by Apryse, ensuring efficiency in both batch and ad hoc report generation.
- Users value the **easy integrations** of Fluent by Apryse, enhancing their report generation and overall workflow efficiency.
- Users appreciate the **efficient throughput** of Fluent by Apryse, ensuring reliable performance even with high volume demands.
- Users appreciate the **flexibility** of Fluent by Apryse, seamlessly integrating into various systems for diverse reporting needs.
- Users appreciate the **reliable integrations** of Fluent by Apryse, enhancing efficiency and flexibility in report generation.

#### What Are Recent G2 Reviews of Fluent by Apryse?

**["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)

**["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)

#### 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)

### [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: 8.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c584e083a4a144f1f25c37ae2cabebc286ad1bc1dd88b78f4c8bb7fc9ca4fca0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmatik-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Medium, 20% Large

#### What Do G2 Reviewers Say About Matik?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** in Matik, enhancing efficiency and communication through intuitive design.
- Users value the **time-saving capabilities** of Matik, greatly enhancing efficiency in creating presentations and reports.
- Users find Matik's **efficiency** transformative, streamlining processes and saving valuable time for critical tasks.
- Users find Matik to be **invaluable for saving time** , greatly enhancing efficiency in Customer Success operations.
- Users praise the **unmatched customer support** of Matik, highlighting their responsiveness and partnership in problem-solving.

##### Cons

- Users find the **search functionality inefficient** , making it difficult to locate and manage specific fields accurately.
- Users note several **limitations** with Matik, including control over templates and a challenging admin interface.
- Users find Matik's **limited customization** options hinder quick edits and add time to the presentation creation process.
- Users frequently experience **technical difficulties** with Matik due to glitchy features and a non-intuitive search tool.
- Users find the **admin issues** with Matik frustrating, particularly regarding shared resources and the interface's 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

### [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: 8.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=550edf17b18447d98e0bfa35108872cb4b9d74c8396dc0f9db0ec94cf480af17&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmkpartners%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
56 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 82% Medium, 18% Small

#### What Are Recent G2 Reviews of Mambo Merge?

**["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)

**["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)

#### 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)

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[Browse Salesforce CRM Document Generation Themes](/categories/salesforce-crm-document-generation/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated October 3, 2024

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 Tools at a Glance

| 

 | 

Salesforce-native data-merge document generation

 | 

User Review

"Seamless Salesforce Integration with Outstanding Support"

 |
| 

 | 

Salesforce-native guided CPQ with DealRoom proposals

 | 

User Review

"Clean dealroom user experience, with class leading onboarding covering a technically clunky product"

 |
| 

 | 

Salesforce-native contract lifecycle and e-signature workflows

 | 

User Review

"Centralized Contracts, Inbuilt approval Workflow"

 |
| 

 | 

Salesforce-native contract generation and e-signing

 | 

User Review

"Smooth Salesforce Integration, Helpful Collaboration, and Proactive Support"

 |
| 

 | 

Salesforce-native contract lifecycle automation

 | 

User Review

"Conga CLM: Simplifying Contract Creation, Execution, and Management"

 |
| 

 | 

Salesforce-native quote-to-signature deal rooms

 | 

User Review

"GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot"

 |
| 

 | 

100% native Salesforce document generation and e-signature

 | 

User Review

"Efficient and Cost-Effective with Simple Setup"

 |
| 

 | 

Salesforce-native merge-to-document package delivery

 | 

User Review

"Nintex - Best in Industry that provides Seamless SharePoint Integration That Speeds Up Workflow"

 |
| 

 | 

Salesforce-native automated document generation

 | 

User Review

"The best software for smart document management"

 |

* * *

Show More

* * *

## 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