Best Salesforce Document Generation Apps
Comparing the 10 Best Document Generation Software for Salesforce
In the “digital economy” era, more organizations are opting for document building software.
Digital transformation has taken off, affecting practically every area of your business—including your documents.
As your organization progresses, good document generation software is a necessity.
With digital transformation evolving at such a rapid pace – there’s no way around it – your choices are limited, and your organization will only digitize more, especially since everyone is moving into the cloud.
Scanners – photocopiers are fast making their way to retirement.
Don’t waste another second searching for top Salesforce document generation software options – we’ve got you covered. Our comparisons below have everything you need to make an informed decision, so keep reading.
What is Salesforce Document Builder?
Document generation software makes creating, editing, customizing, and printing documents simple.
A document generation tool in Salesforce allows you to generate rich format documents by using Salesforce data to create PDF, DOC, or PPT documents based on templates you choose.
Salesforce document generation has made it easier to process almost any document, making it simple for the document to be attached directly to email from the interface. You can integrate your forms seamlessly and instantly generate documents from Salesforce.
Paperwork does not have to be on paper to be legally binding.
If you want those documents to be a little more enforceable, Salesforce will allow you to achieve document generation tasks without writing code and manual data entries!
Let’s add up the pros and cons of these Salesforce document generation tools.
So, let’s take a look at the pros and cons, Salesforce features, and more importantly the price.
Transform your document generation for Salesforce today!
Titan Docs for Salesforce Document Generation
First up, we have Titan Docs, making Salesforce document generation easy!
Why do Salesforce users, and developers love using Titan Docs?
Titan allows you to create and automate custom document templates directly from Salesforce using Titan’s simple, code-free document builder.
Now let’s look at Titan Docs in more detail to learn more about the #1 Salesforce document generation features below:
Pros
- Fully integrated with other Titan modules on the platform: forms, sign, web, survey, and flow, allowing you to customize an end-to-end process with clicks only within minutes.
- Supports full automation for generating documents from Salesforce using Salesforce Automation Tools: Flow, Process Builder, and Apex.
- Allows to save the documents also in external storage like Google Drive, OneDrive, SharePoint, etc
- Generate branded custom documents with live Salesforce data.
- Generate documents without external data communication.
- User-friendly template editing interface that allows even non-technical users to create powerful templates.
- To make right-to-left (RTL) language users feel more at home, Titan supports Arabic and Hebrew as end-user languages.
- Support for translations with our Auto Translate feature.
- Generate and access documents via your mobile device.
- Create stunning invoices, reports, contracts, quotes, and customer records within Salesforce.
- Create branded Word templates with data from multiple objects.
- Innovative MS Word add-in works directly from Word, Salesforce, and Titan Docs.
Cons
- No need to get stuck on the cons if there aren’t any.
Features for Salesforce
- Allow your user to interact with your data & fields seamlessly in Salesforce.
- Control document accessibility across user profiles.
- Use conditions to change the document content based on user input or Salesforce data.
- With Salesforce, you can combine multiple documents of different formats and push the merged document back to Salesforce as a related attachment or file.
- Sending your document back to Salesforce as a related attachment, file.
- Through Titan Docs’, add- in Word Composer, add a table to a document, pull the data from a Salesforce object or a Salesforce report, and display it in your preferred layout.
Price
- 6 months Free: Basic no-code document builder made for Salesforce.
- Teams: Advanced no-code document builder made for Salesforce teams, $12/month/user, billed annually or $17/month/user billed monthly.
- Business Pro: Enterprise-level document builder made for Salesforce teams, contact Titan directly for details.
Verdict
If you are looking to build custom contracts, proposals, and invoices directly from Salesforce in seconds, without a single line of code, look no further. Its seamless integration with Salesforce, and cost-effectiveness, make Titan Docs your best option.
DocuSign for Salesforce Document Generation
DocuSign Gen is a document generation tool that allows users to generate customized agreements and documents in Salesforce.
According to their website, “DocuSign Gen for Salesforce is part of the DocuSign Agreement Cloud for Salesforce, a suite of applications and integrations that automate how agreements are prepared, signed, acted on, and managed—all within Salesforce.”
DocuSign Gen is more a contract generation tool, so Word and PDF outputs are the only options.
Pros
- You can quickly generate contracts to be sent through DocuSign, with the option to connect with DocuSign Negotiate to enhance the contract lifecycle management experience.
- Integrate with DocuSign eSignature, making the approval and signing process a simple and easy experience.
- Generated documents are editable: sales teams, legal reviewers, and customers can review documents in PDF, Word, or DocuSign agreement formats.
Cons
- DocuSign Gen for Salesforce requires a paid DocuSign subscription – you have to add DocuSign Negotiate to cover the entire contract lifecycle.
- Templates can be created either in a Cloud Editor or with Word templates.
- Not a good fit for generating non-contract documents. Error in the template deployment and all progress is lost.
Features for Salesforce
- Automatically include content and clauses based on business rules or Salesforce data fields.
- The installation and setup effort for DocuSign Gen for Salesforce is minimal.
- Work and stay in Salesforce when generating agreements.
- Speed up deal cycles with easily configurable agreements with DocuSign Gen.
- However, DocuSign for Salesforce connector is required.
Price
- According to online data, their pricing plan starts at 20 USD per user per month.
- DocuSign Negotiate for Salesforce does not come with a Gen purchase. The two products work together but are sold separately.
- For further details, you would have to Contact Sales.
Verdict
Even after DocuSign Gen Salesforce Integration, syncing data can be time-consuming. DocuSign Gen doesn’t include the electronic signature functionality. If you want to add signature fields to documents, you’ll need the DocuSign eSignature feature, which is sold separately.
Conga Composer for Salesforce Document Generation
Conga Composer is a document generation app that is installed within the Salesforce platform. It is a Salesforce document generator that helps you not only generate the data but also allows you to build and automate the process as required.
Pros
- Conga Composer’s support team is available 24 hours a day, seven days a week to assist customers with the software’s numerous capabilities.
- Conga Composer is mostly useful for combining data from numerous documents.
- Congo Composer lets you add any of the existing templates to a solution or build a new one with the help of the Conga Template Builder.
Cons
- Building a template with Conga Template Builder is very difficult as you must create SOQL (Salesforce Object Query Language) queries in Salesforce and then copy-paste them into the template SOQL – mind-boggling to those who are not tech-savvy.
- Customers have difficulty keeping track of their documents as there is no central repository for storing them, resulting in a lack of visibility of document status.
- It is difficult to budget since pricing is not found on their website.
- A limited number of objects can be brought into a single template.
- Nested sections are not supported.
- Reviewers have had issues with translations within the template.
Features for Salesforce
- With Conga Composer, easily create beautiful and accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce.
- An issue that Salesforce users face is that you have to copy and paste information from Salesforce into documents like contracts, proposals, and invoices.
Price
- Starting at USD 20 per user per month. Packaged option for up to 10 users.
- At the time of review, further pricing plans were not made available – according to their website, pricing is built as per user requirements.
Verdict
If you are looking for a document generation solutions that integrate seamlessly with Salesforce, Conga Composer is your go-to; however, it has a complex setup with many limitations on the template builder. Conga Composer might not be the best choice if you or your team lack technical knowledge.
Formstack Document Builder Software for Salesforce Document Generation
Use Formstack Documents to transform data into beautifully designed documents you can send anywhere —easy document generation from start to finish.
A significant disadvantage is that ever since Formstack’s merger with WebMerger, many users have found that their interface is inconsistent with all their products, hence not providing a unified experience.
Pros
- Formstack can be integrated with various cloud-hosted storage platforms.
- The technical support team is available to troubleshoot any issues.
- Organize your files with useful tags, which allows you to quickly find the information you are looking for.
Cons
- The templates are limited.
- The design of the templates could be more interchangeable.
- Formatting the look of the forms themselves was a bit of a pain sometimes, with limited options available in the interface.
- Integration with other Formstack products – some users cannot access all the different products within Formstack without constant errors. As users of Formstack Forms, Documents & Sign, the ability to switch between the products and utilize the data from the others is highly lacking.
- The effectiveness of integrations functionality varies.
- Several users felt that Formstack documents in Salesforce were somewhat expensive for the standard features that they come with and that the integration between Forms and Documents needs to be more seamless.
- Pricing for add-ons is unclear.
*as per online customer reviews
Features for Salesforce
- Build rules directly in your templates. Route data to multiple documents, add conditional logic and send completed files to third-party apps.
- Get started with a pre-built template, build a document in our dynamic document builder for Salesforce, or upload your own Word, PowerPoint, Excel, or PDF document.
Price
- $92 for the Starter package.
- $184 for the Advanced Features.
- $367 for the Pro.
- The enterprise package is customized as per your requirements.
Verdict
You will likely benefit from another application if you require additional features like electronic signatures, recipient tracking, and templates.
S-Docs: Salesforce Document Builder
S-Docs allows you to generate, email, and e-sign your documents in Salesforce since it is built natively on the Salesforce Platform.
They provide a free version for users who want to give it a test run. Still, if you require specific features in your system for your particular business needs, they will charge customization costs, depending on your needs and feature requirements. But this could be considered the best free document creation software for Salesforce.
Pros
- Data never leaves the Salesforce Platform.
- Multi-Language Support.
- Automate the entire process without any code using Salesforce workflow or Process Builder.
Cons
- S-Docs supports at least 500 records for mass merge (batch processing). The upper limit is driven by Salesforce limits and depends on your template’s design.
- You must pay extra for in-person training, though some vendors offer web-based solutions as part of the package. Costs are not limited to end-user training, video/self, group, department, and super-users training.
- If images outside of Salesforce are used in the S-Docs template directly or through a merged image field, you must whitelist the URL domain to avoid broken image icons in the PDF.
- Fillable PDFs and password-protected PDFs are not supported.
Features for Salesforce
- The free version of S-Docs Salesforce comes without any restrictions on the number of Salesforce users; however, they only allow you to create two templates.
- Merge any data from within Salesforce into the necessary documents as required.
- Seamlessly integrate E-Signature functionality into your documents.
- Query fields and related lists from any Salesforce object.
- To be 100% integrated into Salesforce – S-Docs requires the Unlimited Edition (UE), Enterprise Edition (EE), Performance Edition, or Developer Edition (DE). It is not compatible with Professional Edition (PE) or Salesforce Essentials.
Price
- Starter package – $1500 for 1-10 users and $3000 for 11-24 users.
- $20 per user for the Unlimited Edition.
- $40 per user for the S-Docs & S-Sign Bundle.
- On top of the total cost of licenses, you need to add the cost of training, customization, data migration, and other “hidden cost.”
Verdict
The ultimate feature is that it is built for Salesforce, and that is it. S-Docs is lovely to have, but if you are looking for a doc gen tool with features that have no limitations, you most definitely will reconsider your decision to choose S Docs.
Nintex for Salesforce Document Generation
Wow, that is a mouthful. This doc gen tool suits the needs of small and medium-sized businesses that need an uncomplicated doc gen tool. Nintex allows users to create documents easily by providing features such as templates, data insertion, and support for multiple formats (PDF files, Word, Excel, PowerPoint, etc.).
Pros
- It helps standardize and automate your workflows using a friendly no-code platform.
- Easy to troubleshoot, with easy-to-understand error messages in the logic.
- They do have good customer and tech support.
Cons
- On the downside, because of the per-user pricing structure, the cost can get quite high for what is essentially a spruced-up editor.
- Not so user-friendly.
Features for Salesforce
- Works behind the scenes to automatically populate Word, PowerPoint, Excel, and PDF templates with data from Salesforce.
Price
- Free Plan with limited functionalities.
- $20/month per user.
Verdict
A good option if you are looking for an easy to use to document generation tool.
PandaDoc for Salesforce Document Generation
PandaDoc is distinct since it goes beyond just being an eSignature tool offering a more comprehensive contract management solution. On top of PandaDoc’s eSignature capabilities, users can create documents, set up approval workflows, and make internal comments on contracts.
Pros
- Custom branding allows businesses to add customization to documents.
- Offers 400+ templates for customers to use.
- Offers a rich media document editor, which can support business teams throughout the contract process, not just at signing.
Cons
- Formatting issues – some styling and formatting can be lost or distorted during the import and export processes.
- Some advanced features are lacking, including natural language with questions and answers, conditional logic, custom table views, and external negotiation tools.
- More importantly, the Contract metadata isn’t captured, making it problematic to search within contracts for critical information.
- Customers have access to 24/7 customer support, but no dedicated customer success manager.
Features for Salesforce
- Digital Signature.
- Process/Workflow automation.
- Easy Integration.
Price
- Free for e-signatures only.
- $19/user/month for the Essentials plan with templates or the built-in editor.
- $49/user/month for the Business plan to have integrations and document workflows from creation to e-signature.
Verdict
So, in our biased opinion, PandaDoc is just another black and white signing service, nothing too fancy to rave about.
PDF Butler for Salesforce Document Generation
PDF Butler is an e-doc building site that provides a user with requirement-specific tools to generate documents as per their business requirements.
Pros
- PDF Butler makes everything very smooth by allowing people to design in MS Word.
- Re-usable templates (static + dynamic).
- Repeatable table headers are spread over several pages automatically.
Cons
- Erase feature – when one tries to erase letters, it does not work 100%.
Salesforce Features
- As a Salesforce document generation tool, it has a Go Live feature by which you can edit your document as per the language requirements of your customers.
Pricing
- $14rs per month.
Verdict
Document generation with PDF Butler is straightforward – with documents in Word, then uploaded with the logic configured in PDF Butler, and there you have it – all done.
Appitek Weaver for Salesforce Document Generation
Appitek Weaver is a document generation tool that makes it easy for you to create and manage your documents all in one place.
Pros
- Pulls any data from Salesforce into your custom designs.
- Create complex merge fields easily.
- Weaver’s component system, allows you to create components that can be reused across all your templates.
Cons
- Weaver is free to use for 30 days, after which you will be put automatically on the free tier, but should you require additional features, you would have chosen the Unlimited Plan, which is not cost-effective if you are paying £15 per user per month.
- Microsoft Excel and PowerPoint are not available.
- Their word processor is limited and doesn’t have all the design options which Microsoft Word has.
Features for Salesforce
- There is a built-in drag-and-drop template designer, no more alignment issues in Microsoft Word, and their version control means you can easily manage all your template versions from within Salesforce.
- It is important to note that data is stored on the S-Docs platform and not directly in Salesforce.
- One of the issues in Salesforce is that you can’t always be sure where a user lands when they log in, as they’ll go to where they last stopped working. Because of this, things on your Homepage or in Chatter might get missed — and urgent alerts or notices could get lost.
Price
- Free – £0 per user per month.
- Premium – £10 per user per month.
- Unlimited – £15 per user per month.
Verdict
The company aims to help make the job easier, by making it simple for you to design and manage your documents efficiently – but can they keep up with their competitors?
What’s Next for your Salesforce Solutions?
So, where do you go from here?
Deciding which document generation software is best for your business is no easy task, but we have the solution for you!
Schedule a demo today to see how Titan Docs can automate your document generation in Salesforce.
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
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