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 scale (based on market share, vendor size, and social impact) 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, SpringCM Contract Management, and Nintex Document Generation for Salesforce
  • High Performers are highly rated by their users, but have not yet achieved the market share and scale 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.
G2 Crowd Grid® for Salesforce CRM Document Generation
Leaders
High Performers
Contenders
Niche
Conga composer
Springcm contract management
Octiv formerly tinderbox
Nintex document generation for salesforce
Market Presence
Satisfaction
Linked in no background

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