Drowning in repetitive document tasks?
Manually creating proposals, contracts, and reports is a major time sink, often leading to costly errors and inconsistencies across your various documents.
The real problem is when your team is bogged down by tedious copy-paste work, it keeps them from focusing on strategic growth initiatives.
This cycle of manual updates and verifications doesn’t just frustrate employees; it creates serious operational bottlenecks that slow your entire company down and hinder growth.
The right software can fix this by helping you automate document creation entirely, freeing up your team and ensuring accuracy with every single file.
In this article, I’m going to break down the best document generation software to help you transform your workflows and reclaim valuable time.
You’ll find tools that integrate with your current systems, like your CRM, to boost both your team’s efficiency and your document professionalism.
Let’s dive in.
Quick Summary:
| # | Software | Rating | Best For |
|---|---|---|---|
| 1 | DocuSign → | Growth-focused SMBs | |
| 2 | PandaDoc → | SMBs and mid-sized firms | |
| 3 | Formstack → | Organizations using Salesforce | |
| 4 | Templafy → | Growth SMBs and mid-sized firms | |
| 5 | Conga → | Operations & IT leaders |
1. DocuSign
Tired of manual document chaos?
DocuSign’s Intelligent Agreement Management (IAM) simplifies agreement creation and management. This means you can automate workflows and reclaim valuable time.
You can transform your agreement processes and eliminate tedious tasks.
Here’s how you do it.
DocuSign IAM Core helps you automate agreement workflows without any coding. This allows you to easily connect agreement data across your existing business systems.
Furthermore, with capabilities like DocuSign eSignature, you can send, sign, and track documents from anywhere, on almost any device. This accelerates agreement finalization through collaborative commenting and shared templates, delivering documents through channels your signers already use, like SMS or WhatsApp. Additionally, DocuSign Maestro allows you to build custom, automated workflows for various agreement processes, enhancing efficiency across your organization.
Say goodbye to endless paperwork.
Key features:
- Intelligent Agreement Management (IAM): Automate agreement workflows, manage and analyze documents with AI, and connect agreement data across existing systems.
- eSignature: Send, sign, and track documents from any device, finalizing agreements faster with collaborative commenting and multi-channel delivery.
- Contract Lifecycle Management (CLM): Accelerate cycle times, maximize agreement value, and reduce contractual risks by streamlining sales contracts.
DocuSign features, pricing, & alternatives →
Verdict: DocuSign stands out as a leading contender for best document generation software, especially for growth-focused SMBs. Its powerful AI-powered agreement management, eSignature capabilities, and robust integrations with systems like Salesforce can help you streamline workflows and reduce manual errors, as shown by companies like Flowserve achieving 40% faster legal reviews.
2. PandaDoc
Tired of fragmented document workflows and manual errors?
PandaDoc empowers you to automate document creation with customizable templates and workflow automations, reducing manual tasks.
This means you can easily generate custom agreements tailored to your audience, streamlining your workflow and eliminating repetitive tasks.
Ready to transform your document processes?
PandaDoc provides a complete agreement management solution, covering creation, signature, and payment, helping your teams get more done, faster.
You can leverage features like smart content to adapt documents to recipient requirements, and CPQ for generating accurate, tailored quotes every time.
Additionally, you get features like Deal Rooms for collaboration, and robust eSignature capabilities with secure electronic signatures, including setting signing order, identity verification, and even notarization, all while tracking document activity with audit trails and analytics.
The result: impressive documents, faster closings.
Key features:
- Automated document creation: Generate custom agreements with a drag-and-drop editor and smart content that adapts to recipient requirements, reducing manual effort.
- Comprehensive agreement management: Manage documents from creation through eSignature to payment, streamlining workflows and accelerating deal closures with integrated payment gateways.
- Robust security and tracking: Benefit from E-SIGN, UETA, HIPAA compliance, SOC 2 certification, and audit trails to monitor user activity and document performance.
PandaDoc features, pricing, & alternatives →
Verdict: PandaDoc stands out as the best document generation software for SMBs and mid-sized firms due to its integrated suite of features, including CPQ, eSignatures, and robust CRM integrations, which help automate workflows and reduce manual errors, as seen with Nomad’s 20% reduction in customer acquisition costs.
3. Formstack
Are fragmented workflows causing operational headaches for you?
You’re looking for robust document generation, and Formstack provides an easy-to-use, no-code online form builder and document automation. This means you can create professional, dynamic documents easily.
Formstack helps you simplify how your team builds digital forms and automates processes, reducing IT dependency while saving you time. This empowers you to digitize essential tasks, automate workflows, and fix processes.
Here’s how to transform your document tasks.
Formstack empowers your organization by consolidating forms, documents, eSignatures, and workflows into a single platform. This solution helps you save money and reduce tech sprawl, ensuring your business runs more efficiently.
Formstack offers robust document generation capabilities for all your business needs, from proposals and contracts to invoices, with native integration for Salesforce. You can turn captured data into actionable insights instantly.
Additionally, Formstack allows you to collect digital signatures easily and securely, enhancing efficiency and reducing outdated processes. It streamlines employee onboarding, lead generation, and customer surveys, prioritizing data integrity by minimizing manual entry errors.
The result is powerful forms and workflows with no hassle.
Key features:
- Automate revenue-generating documents: Transform data into professional, dynamic documents designed to impress your end customers and accelerate your business processes.
- Seamless Salesforce integration: Securely collect and manage data directly within your Salesforce organization for proposals, contracts, and invoices.
- Consolidate business tools: Unify your forms, documents, eSignatures, and workflows into a single, user-friendly platform, reducing tech sprawl and amplifying savings.
Formstack features, pricing, & alternatives →
Verdict: If you are seeking the best document generation software to automate workflows and reduce manual errors, Formstack offers a comprehensive, no-code solution. It helps over 32,000+ organizations digitize crucial operations and integrate with systems like Salesforce, saving users up to 30+ hours a month on document generation alone.
4. Templafy
Tired of manual document tasks wasting your team’s time?
Templafy’s AI-powered platform tackles this by automating document creation and template management.
This means you can say goodbye to fragmented processes and eliminate the hassle and risk from your documents, freeing up your team for higher-value activities.
It’s time for automation.
Templafy solves common pain points by simplifying workflows directly within tools like Microsoft Office, Google Workspace, and Salesforce. Here’s how it works: it provides instant access to business knowledge, allowing your team to create accurate and on-brand documents effortlessly.
Your sales team can save 92% of time creating proposals, and IT can eliminate 95% of their content management involvement after deployment, ensuring rapid ROI. Additionally, Templafy helps your marketing team protect brand reputation by ensuring over 79,000 employees use company-approved templates showcasing your visual identity. The result is consistently on-brand, high-quality documents generated faster.
Do more business with less work.
Key features:
- AI-powered document generation: Automate proposal creation and other documents, helping sales teams save significant time and focus on winning more deals.
- Automated template and brand management: Ensure all documents are consistently on-brand and compliant, protecting your company’s reputation with centralized control.
- Seamless integration with business systems: Access Templafy directly within Microsoft Office, Google Workspace, and Salesforce for instant, efficient document workflows.
Templafy features, pricing, & alternatives →
Verdict: Templafy stands out as a strong contender for the best document generation software, especially for growth-focused SMBs and mid-sized firms. It addresses key challenges like manual errors and lack of integration, offering solutions that lead to significant time savings—like the $1.65 million saved by BDO on document creation in one year.
5. Conga
Tired of manual document chaos?
Conga’s Document Automation solutions, Composer and Sign, create streamlined, on-brand documents while reducing errors and saving time. This means you can easily generate professional-looking documents and collect signatures efficiently from any device, anywhere.
You can standardize document creation and manage contracts to ensure compliance and mitigate legal risks. Your current processes become efficient.
Here’s how you can transform your document tasks.
Conga’s Advantage Platform unifies Revenue & Commerce, Contract Lifecycle Management (CLM), and Document Automation. This powerful integration ensures every document is accurate, compliant, secure, and on-brand, all with uncompromising performance. You can merge data from any CRM, ERP, or platform, eliminating data silos and boosting collaboration across departments. This comprehensive approach helps you automate everything, leveraging AI-assisted decisions to eliminate mundane tasks.
Plus, Conga’s Composer generates error-free, on-brand documents, while Conga Sign enables affordable, enterprise-grade eSignatures. This connected suite accelerates growth by linking teams and streamlining processes like quote creation and billing, ultimately leading to significant reductions in administrative work and faster renewal cycles.
Reclaim your time, automate your tasks.
Key features:
- Generate On-Brand Documents: Create streamlined, professional, and error-free documents with Conga Composer, ensuring brand alignment and reducing manual mistakes.
- Enterprise-Grade eSignatures: Unlock powerful and affordable enterprise-grade eSignature capabilities with Conga Sign, enabling secure document signing from any device.
- Seamless CRM/ERP Integration: Merge data from any CRM, ERP, or platform of your choice, integrating processes and boosting collaboration across various departments and systems.
Conga features, pricing, & alternatives →
Verdict: Conga is ideal for operations managers and IT leads seeking the best document generation software to automate workflows and enhance accuracy. Its unified platform and integration capabilities with CRM and ERP systems ensure streamlined, compliant, and on-brand document creation, leading to significant time savings and a reported 80% reduction in paperwork.
6. GetAccept
Tired of fragmented document workflows and manual errors?
GetAccept offers a comprehensive platform to close deals faster, from proposals to signed contracts.
This means you can easily create branded proposals, manage secure contracts, and get e-signatures, all within a single digital sales room.
Here’s how to transform your sales process.
GetAccept streamlines your document generation by allowing you to easily build, edit, and send personalized proposals using ready-made templates. It also provides secure, globally compliant e-signatures to make signing quick and easy for your buyers.
You can track every move in real time and gain insights into who is engaging with your proposals, empowering you to take action at the right moment. Additionally, it offers robust contract management for secure storage and tracking, along with sales content management to ensure your team always delivers the right content at the right time.
This platform connects seamlessly with your existing CRM, like Salesforce or HubSpot, and offers over 500 integrations, helping you minimize admin tasks and focus on revenue-generating activities.
Transform your tasks and reclaim valuable time.
If you’re focused on streamlining your sales process, understanding the best demo automation software can significantly enhance your efforts.
Key features:
- Proposals & Quotes: Create and send branded, trackable proposals and quotes in seconds, tailored to each buyer for increased engagement and win rates.
- Contract Management & E-signatures: Centralize contract storage, manage document status, set renewal reminders, and secure quick, compliant electronic signatures.
- CRM Integrations & Analytics: Supercharge your CRM with real-time deal activity tracking and robust integrations like Salesforce and HubSpot, improving efficiency and insight.
GetAccept features, pricing, & alternatives →
Verdict: GetAccept is a strong contender for the best document generation software, especially for sales-focused SMBs and mid-sized firms. Its comprehensive features, including proposals, e-signatures, and CRM integrations, help you automate workflows, reduce manual errors, and notably improve your win rates by up to 100%, based on customer success stories.
7. Docupilot
Tired of manual, repetitive document creation?
Docupilot addresses this by enabling you to bulk create documents with little to zero effort.
This means you can say goodbye to manually changing client details; you can use existing documents and simply insert placeholders like your client’s name and address to personalize each one.
Streamline your entire document workflow.
Docupilot allows you to automate tedious document creation, saving you an hour per document so you can focus on business growth. You can also automatically integrate data from your CRM, HR, forms, and online databases, which eliminates redundant data entry.
You can easily create custom-themed templates for proposals and quotes, providing only the dynamic content needed. Additionally, you can generate contracts and agreements on the fly, dramatically reducing turnaround time after a sale. This flexibility extends to HR documents like offer letters and onboarding papers, all by linking to your favorite HR management applications.
The result is a fast, secure, and accurate document generation tool that automates your document-based workflow, including personalized marketing materials, invoices, and even real estate contracts.
While we’re discussing automating business processes, understanding how a manufacturing execution system can optimize production is also crucial for overall efficiency.
Key features:
- Bulk document creation: Generate numerous personalized documents like contracts, invoices, and HR forms with minimal effort, leveraging intelligent templates and data to save significant time.
- Seamless system integrations: Connect Docupilot with over 70 popular applications including CRMs, HR platforms, and online databases like Zapier and Salesforce to automate data flow and eliminate manual entry.
- Built-in eSignatures & secure workflows: Sign documents instantly and securely online, while protecting confidential information with password protection and eliminating human error from automated processes.
Docupilot features, pricing, & alternatives →
Verdict: Docupilot offers an intuitive, flexible, and affordable solution for operations managers and IT leads seeking the best document generation software. It transforms fragmented processes into efficient, automated workflows, delivering significant time savings and ensuring accuracy through features like bulk creation, robust integrations, and built-in eSignatures.
8. Docmosis
Tired of manual document handling and errors?
Docmosis offers a template-based solution for fast, reliable, and scalable document generation, reducing your team’s manual effort.
This means you can transform fragmented processes into automated workflows, addressing your pain points by generating custom PDF and Word documents with ease.
Discover how your business can benefit.
Docmosis empowers you to create personalized letters, invoices, proposals, contracts, statements, and reports, streamlining your operations. You can integrate it with custom-built software or popular third-party apps, ensuring it fits right into your existing systems.
The software lets you create templates using Microsoft Word or LibreOffice Writer, adding plain-text placeholders for dynamic content, conditional elements, and repeating data. Plus, you can inject text, images, and tables, perform calculations, format data, and choose from multiple output formats like PDF, DOCX, ODT, or TXT. This versatile tool helps your team deliver document changes faster, independent of the application, freeing up resources for higher-value tasks.
The result is improved accuracy and efficiency.
Beyond document efficiency, optimizing your communication infrastructure with best enterprise phone systems can further enhance business productivity.
Key features:
- Template-based approach: Create custom PDF and Word documents using Microsoft Word or LibreOffice Writer, allowing anyone to change content and layout easily.
- Flexible integration: Integrate Docmosis with your custom-built software applications or popular third-party platforms via a simple REST API or by embedding.
- Versatile document creation: Generate personalized letters, invoices, contracts, and more, with capabilities for conditional content, repeating data, images, and various output formats.
Docmosis features, pricing, & alternatives →
Verdict: Docmosis stands out as a strong contender for the best document generation software, especially for operations managers and IT leads aiming to automate workflows. Its flexible hosting options, ease of template creation, and robust integration capabilities make it ideal for transforming manual processes and improving accuracy, crucial for any growth-focused SMB.
Conclusion
Manual document creation is a roadblock.
Choosing the right tool from a sea of options feels overwhelming. Fragmented systems only make it worse, creating serious bottlenecks that slow your entire business down.
Worse yet, manual work invites errors. Verizon reports that human error is a factor in 82% of data breaches. That’s a massive compliance risk you can’t afford to ignore in your document workflows.
Here’s how I’d fix this.
From my experience, DocuSign is the clear winner for SMBs. It directly tackles the challenge of automating workflows and eliminating time-consuming, error-prone tasks.
What I appreciate is its Intelligent Agreement Management, which streamlines everything from creation to eSignature. Adopting the best document generation software like DocuSign ensures accuracy, as companies like Flowserve saw 40% faster legal reviews.
For those streamlining their operations, my analysis of best small business ERP software provides valuable perspectives.
I recommend you start a free trial of DocuSign. See for yourself how it can transform your document processes and reclaim valuable time.
Your team will thank you for it.
