DocGen Guide 128 tools · prices checked 20 Oct 2026 Find my tool
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Report generators for Salesforce

If you need a report built from Salesforce data, 10 tools here can make one. The first three in our order are Formstack Documents, S-Docs and Fluent (Windward). Of these, 1 has a free tier.

Tools
10
With USD price
5, from $10
Free tier
1
Direct / via Zapier
10 / 0
Checked
20 Oct 2026
  1. 01
    Formstack Documents Editor's pick formstack.com

    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
  2. 02
    S-Docs sdocs.com

    Salesforce-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
  3. 03
    Fluent (Windward) windwardstudios.com

    Formerly 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
  4. 04
    Docomotion docomotion.com

    Starter 10/user/mo annual, currency selector not explicit.

    Outputs PDF, DOCX Template Word G2 4.6 (68)
    $10 / mo, cheapest here
  5. 05
    Matik matik.ai

    Data-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
  6. 06
    Templafy templafy.com

    AI document agents in Microsoft Office.

    Outputs PPTX, DOCX, PDF Template Word Also reads API
    $40 / mo
  7. 07
    Apsona apsona.com

    Doc and email merge in all bundles.

    Outputs PDF, DOCX, email Template Word
    $125 / mo
  8. 08
    Storydoc storydoc.com

    Interactive decks and proposals.

    Outputs HTML, PDF Template Visual builder Also reads HubSpot
    $19.80 / mo
  9. 09
    Slideform slideform.co

    Reports 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, Airtable
    Not published
  10. 10
    PDF Butler pdfbutler.com

    Salesforce-native document generation, batch and e-sign.

    Outputs PDF, DOCX, e-sign documents Template Word
    Not published

What differs for Salesforce

For reports built from Salesforce data, the lowest paid starting price is $10 a month, from Docomotion. Published starting prices run from $10 to $250 a month, the top end from Formstack Documents. Salesforce Document Generation builds documents from records with Word and PowerPoint templates through OmniStudio, licensed with the Industries clouds.

These tools for reports most often write PDF (10), DOCX (9) and PPTX (6). All 10 read Salesforce data without a Zapier, Make or n8n step in between. Generation starts from a button on the record, a Flow or Apex code. Prices were checked on 20 Oct 2026.

Not sure which one fits? Answer three questions and get three tools back, scored by the rules on the methodology page.

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