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Salesforce to PDF for invoices: 5 document generation tools

For invoices, we list 5 tools that turn Salesforce data into a PDF. The lowest paid starting price is $25 a month, from Plumsail Documents. The first three in our order are Conga Composer, S-Docs and Fluent (Windward).

Tools
5
With USD price
1, from $25
Free tier
0
Direct / via Zapier
4 / 1
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
    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
    Experlogix Document Automation experlogix.com

    Also Dynamics 365, SugarCRM, Power Platform.

    Outputs PDF, DOCX, XLSX, email, e-sign documents Template Word Also reads API
    On request
  5. 05
    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, cheapest here

What differs for Salesforce

For invoices delivered as PDF, templates are built in Word (4) and a visual builder (1). Among them, 1 needs Zapier, Make or n8n to read Salesforce data, so it sits after the tools with a direct connection. None of the 5 has a free tier.

Besides PDF, these tools for invoices also write DOCX (5), XLSX (5) and PPTX (4). Generation starts from a button on the record, a Flow or Apex code. Prices were checked on 20 Oct 2026.

Nearby pages

Broader list: Salesforce to PDF (32 tools).

Related lists: Salesforce to PDF for contracts (24 tools), Salesforce to PDF for proposals (20), Salesforce to PDF for quotes (16), Salesforce to PDF for reports (10), Salesforce to DOCX for invoices (5), Salesforce to XLSX for invoices (5).

How to generate PDFs from Salesforce: a step-by-step guide, updated 21 Oct 2026.

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