Best Salesforce CRM Document Generation Software

Document generation applications that allows Salesforce CRM users to generate, customize, edit, and produce data driven documents can both increase efficiency and offer consistency to brand and corporate image. These applications generate documents to address many of the common Salesforce CRM document generation use cases, for Word, Excel®, PowerPoint®, PDF or HTML emails. Document generation applications should easily maintain brand consistency and offer conditional formatting. Documents created through these products range in functionality and can include proposals, legal documentation, presentations, quotes and contracts, among others.

To qualify for inclusion in the Document Creation category, a product must:

  • Enable to creation of text-based and graphically rich documents
  • Available within the Salesforce App Exchange
  • Allow documents to be saved and exported in multiple formats

Salesforce CRM Document Generation Software Grid® Overview

The best Salesforce CRM Document Generation Software products are determined by customer satisfaction (based on user reviews) and market presence (based on products’ scale, focus, and influence) and placed into four categories on the Grid®:
  • Products in the Leader quadrant are rated highly by G2 Crowd users and have substantial Market Presence scores. Leaders include: Conga Composer and Nintex Document Generation for Salesforce
  • High Performers are highly rated by their users, but have not yet achieved the Market Presence of the Leaders High Performers include: Octiv
  • Contenders have significant Market Presence and resources, but have received below average user Satisfaction ratings or have not yet received a sufficient number of reviews to validate the solution.
  • Niche solutions do not have the Market Presence of the Leaders. They may have been rated positively on customer Satisfaction, but have not yet received enough reviews to validate them. Niche products include: SpringCM Contract Management
G2 Crowd Grid® for Salesforce CRM Document Generation
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    Salesforce CRM Document Generation reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

    Conga Composer® enables Salesforce customers to customize, streamline and scale their document generation and reporting for unlimited use cases across all organizations and industries. Composer document generation makes it easy to create and deliver sophisticated documents, presentations and reports from Salesforce® by automatically populating richly-formatted templates with data from any standard or custom object.


    Nintex Document Generation for Salesforce, formerly referred to as Nintex Drawloop, simplifies document creation in Salesforce using the same data and documents you use today. This transforms documents into automated business processes that accelerate sales and business results, empowering employees to do more of what they do best. Document generation processes can be activated with the click of a button, by batch, or workflow, with users never having to leave the familiarity of Salesforce. Nintex Document Generation for Salesforce helps you accelerate sales and service, by enabling quick sales quotes, order forms, proposals, invoices, contracts, reports, account plans, business/pipeline reviews, forecasts, and account summaries.


    The Octiv platform allows customers to create, share, sign, store and analyze documents in the cloud at anytime, from any device. Octiv integrates data from CRM, CPQ, ERP and other systems to streamline workflows, save time and accelerate sales opportunities. Octiv provides seamless integration with leading technologies, including Salesforce, Microsoft Dynamics, DocuSign, Box, DropBox, Google, Salesforce CPQ and more. Learn more at Octiv.com or view the video below to learn more.


    SpringCM generates, automates, manages, and stores your documents and contracts, simplifying your business processes so you can close business faster. And make it easier for your customers to work with you. Because when your documents flow, work flows. SpringCM goes beyond Contract Management with a robust and scalable workflow engine that can automate even the most complex document processes. Standardize your business processes and increase visibility at every step. Key Features: Central Repository, Advanced Search & Find, Version Control, Clause Library, Collaboration with internal and external parties, Redlining, Simple & Advanced Workflows, Tagging, Mobile Access, Multi Platform integrations (including tight integration with Salesforce).


    HOW IT WORKS: It's simple! You will set up a document (or template) in WebMerge, integrate it with popular services to send your data to that document, and we’ll send you a merged copy. With our various document types you can create professional looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint, WebMerge supports it all. Once you're finished creating your merged document, you can choose from one of WebMerge's powerful delivery options, such as via email, saving it in the cloud, or sending it to another 3rd party.


    S-Docs is an add-on that generates quotes, contracts, invoices, reports and any other document directly on Salesforce.


    DealHub Sales Engagement & CPQ Platform is a unified solution that delivers consistent sales engagements at every step of the sales and prospecting processes, enabling sales and buyers to meet, engage and collaborate online on relevant, personalized and dynamic content, while gaining real-time insights on buyers’ engagement and disposition. DealHub operates natively within Salesforce.com CRM and offers: • Configure-Price-Quote (CPQ) • Document Generation • Contract Management and Redlining • E-signature • Real-time Engagement Analytics • Predictive Sales Playbooks • Interactive Content Sharing and Engagement DealHub.io is trusted by fastest-growing technology companies, including ThoughtSpot, SalesLoft, Sisense, Looker, Clicktale, Tipalti, Dynamic Yield, INFINIDAT, Kaminario and AlgoSec. DealHub CPQ is a built-in dynamic quote generator that enables sales to create quotes, contracts and sales collaterals at the touch of a button. Rule-based templates automatically customize documents and their contents based on region, language, customer profile, product and any other chosen parameters. DealHub CPQ lets you embed customized sizing, margin and ROI calculators directly into your guided selling process. These calculators, together with DealHub’s rule-based configurator, ensure your sales reps and channel partners deliver the right solutions at the optimal price points.


    Generate interactive quotes, invoices, service document & more with data dynamically merged from any object in Salesforce.


    Documill Dynamo allows creation of quality documents without leaving Salesforce. Automation deployment is simple and users can approve documents. Testing can be done through Dynamo.


    SmartCORR smart correspond solution allows you to work seamlessly within and leverage data from the Salesforce environment. All documentation can be created from pre-approved templates, expediting the draft process and taking your days of work down to minutes.


    Windward Studios' reporting and document generation software is designed to be integrated with virtually any application. The Windward solution consists of an easy-to-use free-form Report Designer and powerful Report Engine that connects your data and document templates for high-performance output. Enterprises and OEM Software publishers around the world choose Windward's solution to add best-in-class reporting and document generation capabilities to their applications—at a fraction of the cost of custom development. · Free-Form Design · Aggregate Multiple Data Sources in One Place · Runs on Existing Server Space · Embedded solution is easy to include in your existing platform · Outputs include: DOCX, RTF, PDF, HTML, XLSX, PPT or direct to print · Engines are available in Java, .NET and RESTful languages · Use our APIs with a variety of languages


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