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Salesforce to DOCX for proposals: 14 document generation tools

For proposals, we list 14 tools that turn Salesforce data into a Word document. The lowest paid starting price is $10 a month, from Docomotion. The first three in our order are Conga Composer, Formstack Documents and CloudFiles.

Tools
14
With USD price
7, from $10
Free tier
2
Direct / via Zapier
13 / 1
Native option
Document Generation
Checked
20 Oct 2026
  1. 01
    Conga Composer Editor's pick conga.com

    Enterprise Salesforce document generation.

    Outputs PDF, DOCX, XLSX, PPTX, HTML, email Template Word Also reads API G2 4.4 (849)
    Not published
  2. 02
    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
  3. 03
    CloudFiles cloudfiles.io

    Document generation plus document sharing and tracking inside Salesforce and HubSpot.

    Outputs PDF, DOCX Template Word Also reads HubSpot G2 4.5 (221)
    Not published
  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
    Documill documill.com

    EUR pricing: Generate EUR 20/user/mo.

    Outputs PDF, DOCX, PPTX, e-sign documents Template Visual builder
    $22 EUR 20/user, converted
  7. 07
    Templafy templafy.com

    AI document agents in Microsoft Office.

    Outputs PPTX, DOCX, PDF Template Word Also reads API
    $40 / mo
  8. 08
    Titan Document Studio titandxp.com

    Document Studio Starter from $150/mo.

    Outputs PDF, DOCX, XLSX, e-sign documents Template Visual builder
    $150 / 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
    Nintex DocGen for Salesforce nintex.com

    Formerly Drawloop. No public price; free trial offered.

    Outputs PDF, DOCX, XLSX, PPTX Template Word
    On request
  11. 11
    PDF Butler pdfbutler.com

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

    Outputs PDF, DOCX, e-sign documents Template Word
    Not published
  12. 12
    Salesforce Document Generation Native help.salesforce.com

    Native OmniStudio document generation with Word and PowerPoint templates.

    Outputs DOCX, PPTX, PDF Template Word
    On request
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  1. 13
    Plumsail Documents via Zapier plumsail.com

    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
  2. 14
    PandaDoc Editor's pick pandadoc.com

    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

What differs for Salesforce

For proposals delivered as DOCX, templates are built in Word (9), a visual builder (4) and Google Docs (2). Among them, 1 needs Zapier, Make or n8n to read Salesforce data, so it sits after the tools with a direct connection. Of these, 2 have a free tier.

Besides DOCX, these tools for proposals also write PDF (14), PPTX (9) and XLSX (6). Generation starts from a button on the record, a Flow or Apex code. Published starting prices run from $10 to $250 a month, the top end from Formstack Documents. Prices were checked on 20 Oct 2026.

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