Top Options for Salesforce Document Generation: Brought to you by Titan

Hema Singh

Resourceful scribe with big ideas, and a passion for groundbreaking Salesforce experiences

Updated: Sep 5th, 2023

A comparison of the 10 Best Salesforce Document Generation Tools

In the “digital economy” era, more organizations are opting for document generation 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 tools 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 Generation?

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 tools.

So, let’s take a look at the pros and cons, Salesforce features, and more importantly the price.

Transform your document generation today!

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 geared towards contract creation, 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.

Conga Composer for Salesforce Document Generation

Conga Composer is a document generation app that is installed within the Salesforce platform. It is a document generation tool 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.

Formstack Documents 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 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 document builder, 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.

S-Docs for Salesforce Document Generation

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 requirement.

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 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.”

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. It 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.

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.

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.

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.

Titan Docs for Salesforce Document Generation

Salesforce document generation made easy!

Why do Salesforce users, and developers love using Titan?

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.

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.

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