Works with Salesforce
Reads data from Salesforce to build documents. 32 tools hold it in this build. Badges are recomputed from the records on every build.
Holders
- 01
Enterprise Salesforce document generation.
Outputs PDF, DOCX, XLSX, PPTX, HTML, email Template Word Also reads API G2 4.4 (849)Not published - 02
Formerly WebMerge. Only in Suite plan, $250/mo paid annually, 250 deliveries/mo.
Outputs PDF, DOCX, PPTX, e-sign documents Template Word, PDF form, Visual builder Also reads HubSpot, Airtable, built-in forms, API +2 G2 4.5 (148)$250 / mo - 03
CloudFiles cloudfiles.ioDocument generation plus document sharing and tracking inside Salesforce and HubSpot.
Outputs PDF, DOCX Template Word Also reads HubSpot G2 4.5 (221)Not published - 04
S-Docs sdocs.comSalesforce-native document generation with e-sign and batch.
Outputs PDF, DOCX, XLSX, PPTX, e-sign documents Template Visual builder Also reads HubSpot G2 4.7 (127)On request - 05
Fluent (Windward) windwardstudios.comFormerly Windward Studios, acquired by PDFTron (now Apryse).
Outputs PDF, DOCX, XLSX, PPTX, HTML Template Word Also reads API, Excel G2 4.4 (77)On request - 06
Docomotion docomotion.comStarter 10/user/mo annual, currency selector not explicit.
Outputs PDF, DOCX Template Word G2 4.6 (68)$10 / mo, cheapest here - 07
Matik matik.aiData-driven decks for QBRs and renewals.
Outputs Google Slides, PPTX, DOCX, Google Docs, XLSX, PDF, email, HTML Template Google Docs Also reads HubSpot, Google Sheets G2 4.8 (56)On request - 08 Fillout fillout.com
Form builder with PDF generation on all plans incl.
Outputs PDF, e-sign documents Template Visual builder Also reads built-in forms, Airtable, Notion, Google Sheets +1$15 / mo - 09
Documill documill.comEUR pricing: Generate EUR 20/user/mo.
Outputs PDF, DOCX, PPTX, e-sign documents Template Visual builder$22 EUR 20/user, converted - 10
Templafy templafy.comAI document agents in Microsoft Office.
Outputs PPTX, DOCX, PDF Template Word Also reads API$40 / mo - 11 Titan Document Studio titandxp.com
Document Studio Starter from $150/mo.
Outputs PDF, DOCX, XLSX, e-sign documents Template Visual builder$150 / mo - 12
$125 / mo
12 of 32 shown Show the other 20Hide the other 20
- 13
Storydoc storydoc.comInteractive decks and proposals.
Outputs HTML, PDF Template Visual builder Also reads HubSpot$19.80 / mo - 14
Slideform slideform.coReports from BI and app data into Slides, PPTX and Docs.
Outputs Google Slides, PPTX, Google Docs, DOCX, PDF, XLSX, email Template Google Docs Also reads HubSpot, Google Sheets, Excel, AirtableNot published - 15
Contractbook contractbook.comCentralize $399/mo annual, currency labels mixed.
Outputs PDF, e-sign documents Template Visual builder Also reads HubSpot, Pipedrive, Zapier/Make/n8n, APINot published free tier - 16
Experlogix Document Automation experlogix.comAlso Dynamics 365, SugarCRM, Power Platform.
Outputs PDF, DOCX, XLSX, email, e-sign documents Template Word Also reads APIOn request - 17
FormAssembly formassembly.comSalesforce-centric forms.
Outputs PDF, e-sign documents Also reads built-in forms, HubSpotOn request - 18
Juro juro.comContract automation and CLM.
Outputs PDF, e-sign documents Template Visual builder Also reads HubSpot, built-in formsOn request - 19
Nintex DocGen for Salesforce nintex.comFormerly Drawloop. No public price; free trial offered.
Outputs PDF, DOCX, XLSX, PPTX Template WordOn request - 20
SpotDraft spotdraft.comAI CLM with template-based contract generation.
Outputs PDF, DOCX, e-sign documents Template Word Also reads HubSpotOn request - 21
Nutrient Documents for Salesforce nutrient.ioFree watermarked version installs in org.
Outputs PDF, DOCX, e-sign documents Template Word, Visual builderOn request free tier - 22
PDF Butler pdfbutler.comSalesforce-native document generation, batch and e-sign.
Outputs PDF, DOCX, e-sign documents Template WordNot published - 23
Native OmniStudio document generation with Word and PowerPoint templates.
Outputs DOCX, PPTX, PDF Template WordOn request - 24
Folder plan 200 docs/mo. Price $25/mo annual ($29 monthly) per Formester review; store page did not render amounts.
Outputs PDF, DOCX, XLSX, PPTX Template Word Also reads Airtable, Google Sheets, Google Forms, Typeform +5$25 / mo - 25
Adjacent proposal and e-sign suite.
Outputs PDF, e-sign documents, DOCX Template Visual builder Also reads HubSpot, Pipedrive, Zapier/Make/n8n, API G2 4.7 (3324)$19 / mo - 26
GetAccept getaccept.comAdjacent digital sales room and e-sign. eSign $25/user/mo.
Outputs PDF, e-sign documents Template Visual builder Also reads HubSpot, Pipedrive G2 4.6 (1253)$25 / mo - 27
Qwilr qwilr.comAdjacent. Interactive web proposals.
Outputs HTML, PDF, e-sign documents Template Visual builder Also reads HubSpot G2 4.6 (918)$35 / mo - 28
DocuSign Gen docusign.comAdjacent e-sign suite. Requires DocuSign eSignature plan.
Outputs DOCX, PDF, e-sign documents Template Word G2 4.5 (22)Not published - 29
Better Proposals betterproposals.ioAdjacent proposal suite. Starter $13/user/mo (billing basis unclear, table shows $19).
Outputs HTML, PDF, e-sign documents Template Visual builder Also reads HubSpot, Pipedrive, Zoho, Zapier/Make/n8n$13 / mo - 30
Oneflow oneflow.comAdjacent contract platform.
Outputs PDF, e-sign documents, HTML Template Visual builder Also reads HubSpot, Pipedrive, Zapier/Make/n8n$270 EUR 250, converted - 31
Proposify proposify.comAdjacent proposal suite. Build $35/user/mo annual, $49 monthly.
Outputs PDF, e-sign documents Template Visual builder Also reads HubSpot, Zapier/Make/n8n$35 / mo - 32 Ironclad ironcladapp.com
Adjacent CLM with contract generation.
Outputs DOCX, PDF, e-sign documents Template WordOn request
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