DocGen Guide 128 tools · prices checked 20 Oct 2026 Find my tool
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Salesforce to PDF for reports: 10 document generation tools

For reports, we list 10 tools that turn Salesforce data into a PDF. The lowest paid starting price is $10 a month, from Docomotion. The first three in our order are Formstack Documents, S-Docs and Fluent (Windward).

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 delivered as PDF, templates are built in Word (6), a visual builder (3) and Google Docs (2). All 10 read Salesforce data without a Zapier, Make or n8n step in between. Of these, 1 has a free tier.

Besides PDF, these tools for reports also write DOCX (9), PPTX (6) and XLSX (4). 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.

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 NDAs (6), Salesforce to DOCX for reports (9), Salesforce to PPTX for reports (6).

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

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