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Salesforce to XLSX for proposals: 6 document generation tools

For proposals, we list 6 tools that turn Salesforce data into an Excel workbook. The lowest paid starting price is $25 a month, from Plumsail Documents. The first three in our order are Conga Composer, Matik and Titan Document Studio.

Tools
6
With USD price
2, from $25
Free tier
0
Direct / via Zapier
5 / 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
    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
  3. 03
    Titan Document Studio titandxp.com

    Document Studio Starter from $150/mo.

    Outputs PDF, DOCX, XLSX, e-sign documents Template Visual builder
    $150 / mo
  4. 04
    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
  5. 05
    Nintex DocGen for Salesforce nintex.com

    Formerly Drawloop. No public price; free trial offered.

    Outputs PDF, DOCX, XLSX, PPTX Template Word
    On request
  6. 06
    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 proposals delivered as XLSX, templates are built in Word (3), Google Docs (2) 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 6 has a free tier.

Besides XLSX, these tools for proposals also write PDF (6), DOCX (6) and PPTX (5). Generation starts from a button on the record, a Flow or Apex code. Published starting prices run from $25 to $150 a month, the top end from Titan Document Studio. Prices were checked on 20 Oct 2026.

Nearby pages

Broader list: Salesforce to XLSX (9 tools).

Related lists: Salesforce to XLSX for contracts (6 tools), Salesforce to XLSX for quotes (6), Salesforce to XLSX for invoices (5), Salesforce to PDF for proposals (20), Salesforce to DOCX for proposals (14), Salesforce to e-sign documents for proposals (10), Salesforce to PPTX for proposals (9).

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

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