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Best Salesforce CRM Document Generation Software - Page 2

Julie Jung
JJ
Researched and written by Julie Jung

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

Best Salesforce CRM Document Generation Software At A Glance

Best for Small Businesses:
Best for Mid-Market:
Best for Enterprise:
Highest User Satisfaction:
Best Free Software:
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Best for Enterprise:
Highest User Satisfaction:
Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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22 Listings in Salesforce CRM Document Generation Available
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    What if your end user only had to fill out the same information once? If Salesforce is at the center of how your organization operates, you can build more efficient, streamlined processes with Formsta

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 57% Mid-Market
    • 24% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Formstack for Salesforce Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Customer Support
    5
    Integrations
    5
    Easy Integration
    3
    Easy Integrations
    3
    Cons
    Form Issues
    4
    Insufficient Tutorials
    2
    Learning Curve
    2
    Missing Features
    2
    Poor Customer Support
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Formstack for Salesforce features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 8.8
    8.3
    Ease of Use
    Average: 8.8
    8.2
    Ease of Admin
    Average: 8.1
    8.1
    Quality of Support
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2006
    HQ Location
    Fishers, IN
    Twitter
    @Formstack
    6,610 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    231 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

What if your end user only had to fill out the same information once? If Salesforce is at the center of how your organization operates, you can build more efficient, streamlined processes with Formsta

Users
No information available
Industries
No information available
Market Segment
  • 57% Mid-Market
  • 24% Enterprise
Formstack for Salesforce Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Customer Support
5
Integrations
5
Easy Integration
3
Easy Integrations
3
Cons
Form Issues
4
Insufficient Tutorials
2
Learning Curve
2
Missing Features
2
Poor Customer Support
2
Formstack for Salesforce features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 8.8
8.3
Ease of Use
Average: 8.8
8.2
Ease of Admin
Average: 8.1
8.1
Quality of Support
Average: 8.8
Seller Details
Company Website
Year Founded
2006
HQ Location
Fishers, IN
Twitter
@Formstack
6,610 Twitter followers
LinkedIn® Page
www.linkedin.com
231 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mambo Merge is a 100% native solution to generate professional DOCX, XLSX, PPTX and PDF files out of Salesforce. No more cutting and pasting, no more re-formatting, and no more clicking back and forth

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 80% Mid-Market
    • 20% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Mambo Merge features and usability ratings that predict user satisfaction
    7.5
    Has the product been a good partner in doing business?
    Average: 8.8
    8.1
    Ease of Use
    Average: 8.8
    7.5
    Ease of Admin
    Average: 8.1
    8.1
    Quality of Support
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2006
    HQ Location
    Los Angeles, CA
    Twitter
    @mkpartners
    527 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    33 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mambo Merge is a 100% native solution to generate professional DOCX, XLSX, PPTX and PDF files out of Salesforce. No more cutting and pasting, no more re-formatting, and no more clicking back and forth

Users
No information available
Industries
No information available
Market Segment
  • 80% Mid-Market
  • 20% Small-Business
Mambo Merge features and usability ratings that predict user satisfaction
7.5
Has the product been a good partner in doing business?
Average: 8.8
8.1
Ease of Use
Average: 8.8
7.5
Ease of Admin
Average: 8.1
8.1
Quality of Support
Average: 8.8
Seller Details
Year Founded
2006
HQ Location
Los Angeles, CA
Twitter
@mkpartners
527 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Create & E-Sign proposals, quotes, contracts, reports and more with a click. Automate corporate document creation and delivery in seconds with the FASTEST solution on the Salesforce AppExchange. 

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 62% Mid-Market
    • 24% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • PDF Butler Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3
    Easy Editing
    2
    E-Signatures
    2
    Features
    2
    Salesforce Integration
    2
    Cons
    Poor Interface
    3
    Expensive
    2
    Lack of Integrations
    1
    Limited Mobile Access
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • PDF Butler features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.8
    8.7
    Ease of Use
    Average: 8.8
    9.2
    Ease of Admin
    Average: 8.1
    7.9
    Quality of Support
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2017
    HQ Location
    Kapellen, Antwerp
    LinkedIn® Page
    www.linkedin.com
    36 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Create & E-Sign proposals, quotes, contracts, reports and more with a click. Automate corporate document creation and delivery in seconds with the FASTEST solution on the Salesforce AppExchange. 

Users
No information available
Industries
No information available
Market Segment
  • 62% Mid-Market
  • 24% Small-Business
PDF Butler Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3
Easy Editing
2
E-Signatures
2
Features
2
Salesforce Integration
2
Cons
Poor Interface
3
Expensive
2
Lack of Integrations
1
Limited Mobile Access
1
PDF Butler features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.8
8.7
Ease of Use
Average: 8.8
9.2
Ease of Admin
Average: 8.1
7.9
Quality of Support
Average: 8.8
Seller Details
Year Founded
2017
HQ Location
Kapellen, Antwerp
LinkedIn® Page
www.linkedin.com
36 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Automate the creation & workflows of quotes, contracts, proposals and more! Documill Dynamo is an easy-to-use Salesforce app that allows users to generate documents with a click, right within Sale

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 43% Mid-Market
    • 43% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Documill Dynamo features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.4
    Ease of Use
    Average: 8.8
    0.0
    No information available
    9.2
    Quality of Support
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Documill
    Year Founded
    1997
    HQ Location
    Espoo, FI
    Twitter
    @documillltd
    1,693 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Automate the creation & workflows of quotes, contracts, proposals and more! Documill Dynamo is an easy-to-use Salesforce app that allows users to generate documents with a click, right within Sale

Users
No information available
Industries
No information available
Market Segment
  • 43% Mid-Market
  • 43% Small-Business
Documill Dynamo features and usability ratings that predict user satisfaction
0.0
No information available
9.4
Ease of Use
Average: 8.8
0.0
No information available
9.2
Quality of Support
Average: 8.8
Seller Details
Seller
Documill
Year Founded
1997
HQ Location
Espoo, FI
Twitter
@documillltd
1,693 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Automate document generation at scale with the most popular Salesforce Document generation App on Salesforce AppExchange, Docs Made Easy. Helps you to generate Invoices, Reports, Quotes, PDFs, Word,

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Small-Business
    • 25% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Docs Made Easy features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.8
    8.8
    Ease of Use
    Average: 8.8
    6.7
    Ease of Admin
    Average: 8.1
    8.3
    Quality of Support
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    Milwaukee, Wisconsin
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Automate document generation at scale with the most popular Salesforce Document generation App on Salesforce AppExchange, Docs Made Easy. Helps you to generate Invoices, Reports, Quotes, PDFs, Word,

Users
No information available
Industries
No information available
Market Segment
  • 50% Small-Business
  • 25% Enterprise
Docs Made Easy features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.8
8.8
Ease of Use
Average: 8.8
6.7
Ease of Admin
Average: 8.1
8.3
Quality of Support
Average: 8.8
Seller Details
Year Founded
2015
HQ Location
Milwaukee, Wisconsin
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Salesforce + Excel = Valorx Fusion* Valorx Fusion is a Salesforce and Excel/Google sheets data connector that enables seamless two-way data synchronization between Salesforce and Spreadsheets. Wo

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Valorx Fusion Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3
    Data Accuracy
    2
    Data Integration
    2
    Integrations
    2
    Accuracy of Information
    1
    Cons
    Connection Issues
    1
    Difficult Setup
    1
    Expensive
    1
    Integration Issues
    1
    Time-Consuming
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Valorx Fusion features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.4
    Ease of Use
    Average: 8.8
    0.0
    No information available
    9.4
    Quality of Support
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Valorx
    Year Founded
    2019
    HQ Location
    Pleasanton, US
    Twitter
    @ValorxTweets
    22 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    68 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Salesforce + Excel = Valorx Fusion* Valorx Fusion is a Salesforce and Excel/Google sheets data connector that enables seamless two-way data synchronization between Salesforce and Spreadsheets. Wo

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Valorx Fusion Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3
Data Accuracy
2
Data Integration
2
Integrations
2
Accuracy of Information
1
Cons
Connection Issues
1
Difficult Setup
1
Expensive
1
Integration Issues
1
Time-Consuming
1
Valorx Fusion features and usability ratings that predict user satisfaction
0.0
No information available
9.4
Ease of Use
Average: 8.8
0.0
No information available
9.4
Quality of Support
Average: 8.8
Seller Details
Seller
Valorx
Year Founded
2019
HQ Location
Pleasanton, US
Twitter
@ValorxTweets
22 Twitter followers
LinkedIn® Page
www.linkedin.com
68 employees on LinkedIn®
(937)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to sign

    Users
    • Sales Manager
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Small-Business
    • 39% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • GetAccept is a tool designed to streamline the contract creation and management process, providing a centralized hub for all contract-related documents and communications.
    • Reviewers frequently mention the user-friendly interface, the ability to create and customize contracts easily, the seamless integration with other platforms like Salesforce and Hubspot, and the positive impact on their sales process.
    • Reviewers mentioned some limitations such as the need for more intuitive features, occasional difficulties in editing contracts, and the desire for more flexibility in moving content.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • GetAccept Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    128
    Customer Support
    75
    Helpful
    54
    Features
    44
    Document Management
    42
    Cons
    Missing Features
    19
    Signature Issues
    13
    Integration Issues
    12
    Limited Customization
    12
    Limited Features
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • GetAccept features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 8.8
    8.9
    Ease of Use
    Average: 8.8
    8.7
    Ease of Admin
    Average: 8.1
    9.3
    Quality of Support
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    Palo Alto, CA
    Twitter
    @getaccept
    1,490 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    175 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to sign

Users
  • Sales Manager
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Small-Business
  • 39% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • GetAccept is a tool designed to streamline the contract creation and management process, providing a centralized hub for all contract-related documents and communications.
  • Reviewers frequently mention the user-friendly interface, the ability to create and customize contracts easily, the seamless integration with other platforms like Salesforce and Hubspot, and the positive impact on their sales process.
  • Reviewers mentioned some limitations such as the need for more intuitive features, occasional difficulties in editing contracts, and the desire for more flexibility in moving content.
GetAccept Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
128
Customer Support
75
Helpful
54
Features
44
Document Management
42
Cons
Missing Features
19
Signature Issues
13
Integration Issues
12
Limited Customization
12
Limited Features
12
GetAccept features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 8.8
8.9
Ease of Use
Average: 8.8
8.7
Ease of Admin
Average: 8.1
9.3
Quality of Support
Average: 8.8
Seller Details
Company Website
Year Founded
2015
HQ Location
Palo Alto, CA
Twitter
@getaccept
1,490 Twitter followers
LinkedIn® Page
www.linkedin.com
175 employees on LinkedIn®