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Best Salesforce CRM Document Generation Software

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

Highest Performer:
Best Contender:
Most Niche:
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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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25 Listings in Salesforce CRM Document Generation Available
(826)4.4 out of 5
Optimized for quick response
4th Easiest To Use in Salesforce CRM Document Generation software
View top Consulting Services for Conga Composer
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Automatically generate error-free, on-brand documents using the best document creation software—anywhere, anytime. Conga Composer is a robust document generation solution that enables businesses to cr

    Users
    • Salesforce Administrator
    • Business Analyst
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 47% Mid-Market
    • 27% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Conga Composer 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
    78
    Document Management
    63
    Time-saving
    59
    Features
    55
    Integrations
    53
    Cons
    Learning Curve
    45
    Poor Customer Support
    23
    Steep Learning Curve
    23
    Difficulty
    21
    Time-Consuming
    20
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Conga Composer features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.8
    8.2
    Ease of Use
    Average: 8.7
    8.0
    Ease of Admin
    Average: 8.0
    8.7
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Conga
    Company Website
    Year Founded
    2006
    HQ Location
    Broomfield, CO
    Twitter
    @CongaHQ
    11,303 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,770 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Automatically generate error-free, on-brand documents using the best document creation software—anywhere, anytime. Conga Composer is a robust document generation solution that enables businesses to cr

Users
  • Salesforce Administrator
  • Business Analyst
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 47% Mid-Market
  • 27% Enterprise
Conga Composer 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
78
Document Management
63
Time-saving
59
Features
55
Integrations
53
Cons
Learning Curve
45
Poor Customer Support
23
Steep Learning Curve
23
Difficulty
21
Time-Consuming
20
Conga Composer features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.8
8.2
Ease of Use
Average: 8.7
8.0
Ease of Admin
Average: 8.0
8.7
Quality of Support
Average: 8.7
Seller Details
Seller
Conga
Company Website
Year Founded
2006
HQ Location
Broomfield, CO
Twitter
@CongaHQ
11,303 Twitter followers
LinkedIn® Page
www.linkedin.com
1,770 employees on LinkedIn®
(727)4.7 out of 5
Optimized for quick response
1st Easiest To Use in Salesforce CRM Document Generation software
View top Consulting Services for DealHub.io
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DealHub is a comprehensive quote-to-revenue solution designed to assist sales organizations in managing their pricing strategies and deal processes seamlessly. With its no-code architecture, DealHub c

    Users
    • Sales Operations Manager
    • Revenue Operations Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 66% Mid-Market
    • 22% Small-Business
    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.
    • DealHub.io is a sales tool with an intuitive interface and seamless integration capabilities, designed to streamline the deal management process and improve workflow through customizable templates and automation features.
    • Reviewers appreciate the platform's user-friendly interface, robust features, and seamless integration with other sales tools, which have greatly streamlined their deal management process and improved their workflow.
    • Users experienced a steep learning curve for new users, with some finding the platform's advanced features too complex and the customization process limited.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DealHub.io 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
    Customer Support
    133
    Ease of Use
    109
    Integrations
    95
    Efficiency
    85
    Time-saving
    83
    Cons
    Learning Curve
    38
    Limited Customization
    36
    Missing Features
    36
    Steep Learning Curve
    28
    Access Limitations
    25
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DealHub.io features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.8
    9.0
    Ease of Use
    Average: 8.7
    8.5
    Ease of Admin
    Average: 8.0
    9.7
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2014
    HQ Location
    Austin, Texas
    Twitter
    @DealHubIO
    3,955 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    241 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DealHub is a comprehensive quote-to-revenue solution designed to assist sales organizations in managing their pricing strategies and deal processes seamlessly. With its no-code architecture, DealHub c

Users
  • Sales Operations Manager
  • Revenue Operations Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 66% Mid-Market
  • 22% Small-Business
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.
  • DealHub.io is a sales tool with an intuitive interface and seamless integration capabilities, designed to streamline the deal management process and improve workflow through customizable templates and automation features.
  • Reviewers appreciate the platform's user-friendly interface, robust features, and seamless integration with other sales tools, which have greatly streamlined their deal management process and improved their workflow.
  • Users experienced a steep learning curve for new users, with some finding the platform's advanced features too complex and the customization process limited.
DealHub.io 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
Customer Support
133
Ease of Use
109
Integrations
95
Efficiency
85
Time-saving
83
Cons
Learning Curve
38
Limited Customization
36
Missing Features
36
Steep Learning Curve
28
Access Limitations
25
DealHub.io features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.8
9.0
Ease of Use
Average: 8.7
8.5
Ease of Admin
Average: 8.0
9.7
Quality of Support
Average: 8.7
Seller Details
Company Website
Year Founded
2014
HQ Location
Austin, Texas
Twitter
@DealHubIO
3,955 Twitter followers
LinkedIn® Page
www.linkedin.com
241 employees on LinkedIn®

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(309)4.2 out of 5
Optimized for quick response
5th Easiest To Use in Salesforce CRM Document Generation software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    While eSignature has changed the way that many organizations execute a contract, the lifecycle before and after signature is often managed through manual processes, spreadsheets, and emails—slowing th

    Users
    • General Counsel
    • Account Executive
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 52% Mid-Market
    • 36% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Docusign CLM 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
    62
    Document Management
    26
    Signature Management
    24
    Digital Signatures
    23
    E-Signatures
    16
    Cons
    Limited Customization
    8
    Missing Features
    8
    E-Signature Issues
    6
    Learning Curve
    6
    Expensive
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Docusign CLM features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 8.8
    8.4
    Ease of Use
    Average: 8.7
    8.0
    Ease of Admin
    Average: 8.0
    8.4
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Docusign
    Company Website
    Year Founded
    2003
    HQ Location
    San Francisco, CA
    Twitter
    @Docusign
    152,752 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7,816 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

While eSignature has changed the way that many organizations execute a contract, the lifecycle before and after signature is often managed through manual processes, spreadsheets, and emails—slowing th

Users
  • General Counsel
  • Account Executive
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 52% Mid-Market
  • 36% Enterprise
Docusign CLM 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
62
Document Management
26
Signature Management
24
Digital Signatures
23
E-Signatures
16
Cons
Limited Customization
8
Missing Features
8
E-Signature Issues
6
Learning Curve
6
Expensive
5
Docusign CLM features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 8.8
8.4
Ease of Use
Average: 8.7
8.0
Ease of Admin
Average: 8.0
8.4
Quality of Support
Average: 8.7
Seller Details
Seller
Docusign
Company Website
Year Founded
2003
HQ Location
San Francisco, CA
Twitter
@Docusign
152,752 Twitter followers
LinkedIn® Page
www.linkedin.com
7,816 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Let your reps generate agreements from any standard or custom object without leaving the Salesforce user interface.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 44% Mid-Market
    • 31% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Docusign Gen features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 8.8
    9.3
    Ease of Use
    Average: 8.7
    9.7
    Ease of Admin
    Average: 8.0
    9.4
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Docusign
    Year Founded
    2003
    HQ Location
    San Francisco, CA
    Twitter
    @Docusign
    152,752 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    7,816 employees on LinkedIn®
    Ownership
    NASDAQ: DOCU
Product Description
How are these determined?Information
This description is provided by the seller.

Let your reps generate agreements from any standard or custom object without leaving the Salesforce user interface.

Users
No information available
Industries
No information available
Market Segment
  • 44% Mid-Market
  • 31% Small-Business
Docusign Gen features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 8.8
9.3
Ease of Use
Average: 8.7
9.7
Ease of Admin
Average: 8.0
9.4
Quality of Support
Average: 8.7
Seller Details
Seller
Docusign
Year Founded
2003
HQ Location
San Francisco, CA
Twitter
@Docusign
152,752 Twitter followers
LinkedIn® Page
www.linkedin.com
7,816 employees on LinkedIn®
Ownership
NASDAQ: DOCU
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DocXpert is a Salesforce app that allows you to create custom documents in docx and PDF formats with dynamic tables, images, and text blocks in just a few clicks. With DocXpert, all employees work wit

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 44% Small-Business
    • 30% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DocXpert features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.8
    9.1
    Ease of Use
    Average: 8.7
    6.7
    Ease of Admin
    Average: 8.0
    8.4
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2001
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DocXpert is a Salesforce app that allows you to create custom documents in docx and PDF formats with dynamic tables, images, and text blocks in just a few clicks. With DocXpert, all employees work wit

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 44% Small-Business
  • 30% Enterprise
DocXpert features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.8
9.1
Ease of Use
Average: 8.7
6.7
Ease of Admin
Average: 8.0
8.4
Quality of Support
Average: 8.7
Seller Details
Year Founded
2001
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
(1,311)4.2 out of 5
Optimized for quick response
8th Easiest To Use in Salesforce CRM Document Generation software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Nintex helps companies unlock the power of endless possibilities. Today more than 8,000 public and private sector organizations across 90 countries turn to the Nintex platform to automate how work get

    Users
    • Business Analyst
    • Salesforce Administrator
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 48% Enterprise
    • 40% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Nintex 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
    33
    Automation
    15
    Customization
    14
    Workflow Management
    14
    Easy Setup
    13
    Cons
    Limited Features
    13
    Performance Issues
    10
    Learning Curve
    9
    Expensive
    8
    Slow Performance
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Nintex features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 8.8
    8.3
    Ease of Use
    Average: 8.7
    8.0
    Ease of Admin
    Average: 8.0
    8.1
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Nintex
    Company Website
    Year Founded
    2006
    HQ Location
    Bellevue, WA
    Twitter
    @Nintex
    8,083 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,234 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Nintex helps companies unlock the power of endless possibilities. Today more than 8,000 public and private sector organizations across 90 countries turn to the Nintex platform to automate how work get

Users
  • Business Analyst
  • Salesforce Administrator
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 48% Enterprise
  • 40% Mid-Market
Nintex 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
33
Automation
15
Customization
14
Workflow Management
14
Easy Setup
13
Cons
Limited Features
13
Performance Issues
10
Learning Curve
9
Expensive
8
Slow Performance
8
Nintex features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 8.8
8.3
Ease of Use
Average: 8.7
8.0
Ease of Admin
Average: 8.0
8.1
Quality of Support
Average: 8.7
Seller Details
Seller
Nintex
Company Website
Year Founded
2006
HQ Location
Bellevue, WA
Twitter
@Nintex
8,083 Twitter followers
LinkedIn® Page
www.linkedin.com
1,234 employees on LinkedIn®
(153)4.5 out of 5
6th Easiest To Use in Salesforce CRM Document Generation software
Save to My Lists
Entry Level Price:$110 per month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Formstack Documents is the only document generation solution you need to save time, put a stop to manual entry, and streamline your paperwork process. With Formstack Documents, you can upload, merge,

    Users
    • Owner
    Industries
    • Computer Software
    • Non-Profit Organization Management
    Market Segment
    • 58% Small-Business
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Formstack Documents 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
    32
    Easy Integrations
    15
    Integrations
    14
    Time-Saving
    13
    Automations
    8
    Cons
    Difficulty
    7
    Technical Issues
    7
    Expensive
    5
    Difficult Editing
    4
    Inadequate Notifications
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Formstack Documents features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 8.8
    8.2
    Ease of Use
    Average: 8.7
    8.5
    Ease of Admin
    Average: 8.0
    8.8
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2006
    HQ Location
    Fishers, IN
    Twitter
    @Formstack
    6,583 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.

Formstack Documents is the only document generation solution you need to save time, put a stop to manual entry, and streamline your paperwork process. With Formstack Documents, you can upload, merge,

Users
  • Owner
Industries
  • Computer Software
  • Non-Profit Organization Management
Market Segment
  • 58% Small-Business
  • 33% Mid-Market
Formstack Documents 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
32
Easy Integrations
15
Integrations
14
Time-Saving
13
Automations
8
Cons
Difficulty
7
Technical Issues
7
Expensive
5
Difficult Editing
4
Inadequate Notifications
4
Formstack Documents features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.8
8.2
Ease of Use
Average: 8.7
8.5
Ease of Admin
Average: 8.0
8.8
Quality of Support
Average: 8.7
Seller Details
Company Website
Year Founded
2006
HQ Location
Fishers, IN
Twitter
@Formstack
6,583 Twitter followers
LinkedIn® Page
www.linkedin.com
231 employees on LinkedIn®
(31)4.1 out of 5
7th Easiest To Use in Salesforce CRM Document Generation software
Save to My Lists
  • 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
    • Non-Profit Organization Management
    Market Segment
    • 52% Mid-Market
    • 29% Small-Business
  • 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
    12
    Time Saving
    10
    Customer Support
    8
    Integrations
    8
    Easy Integration
    6
    Cons
    Form Issues
    9
    Learning Curve
    7
    Interface Usability
    4
    Poor Customer Support
    4
    Poor Design
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Formstack for Salesforce features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 8.8
    7.9
    Ease of Use
    Average: 8.7
    7.7
    Ease of Admin
    Average: 8.0
    8.2
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2006
    HQ Location
    Fishers, IN
    Twitter
    @Formstack
    6,583 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
  • Non-Profit Organization Management
Market Segment
  • 52% Mid-Market
  • 29% Small-Business
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
12
Time Saving
10
Customer Support
8
Integrations
8
Easy Integration
6
Cons
Form Issues
9
Learning Curve
7
Interface Usability
4
Poor Customer Support
4
Poor Design
4
Formstack for Salesforce features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 8.8
7.9
Ease of Use
Average: 8.7
7.7
Ease of Admin
Average: 8.0
8.2
Quality of Support
Average: 8.7
Seller Details
Company Website
Year Founded
2006
HQ Location
Fishers, IN
Twitter
@Formstack
6,583 Twitter followers
LinkedIn® Page
www.linkedin.com
231 employees on LinkedIn®
(106)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in Salesforce CRM Document Generation software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    S-Docs is a document operations platform designed to help users streamline their document creation and signing processes. This solution caters to a wide range of organizations, from small businesses t

    Users
    No information available
    Industries
    • Non-Profit Organization Management
    • Information Technology and Services
    Market Segment
    • 50% Small-Business
    • 37% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • S-Docs 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
    4
    Simple
    3
    Customer Support
    2
    Ease of Creation
    2
    Easy Implementation
    2
    Cons
    Document Management
    2
    Template Limitations
    2
    Complex Features
    1
    Complex Process
    1
    Insufficient Training
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • S-Docs features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.8
    9.1
    Ease of Use
    Average: 8.7
    9.2
    Ease of Admin
    Average: 8.0
    9.4
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    S-Docs
    Company Website
    Year Founded
    2010
    HQ Location
    New York, NY
    Twitter
    @Sdocs
    233 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    49 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

S-Docs is a document operations platform designed to help users streamline their document creation and signing processes. This solution caters to a wide range of organizations, from small businesses t

Users
No information available
Industries
  • Non-Profit Organization Management
  • Information Technology and Services
Market Segment
  • 50% Small-Business
  • 37% Mid-Market
S-Docs 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
4
Simple
3
Customer Support
2
Ease of Creation
2
Easy Implementation
2
Cons
Document Management
2
Template Limitations
2
Complex Features
1
Complex Process
1
Insufficient Training
1
S-Docs features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.8
9.1
Ease of Use
Average: 8.7
9.2
Ease of Admin
Average: 8.0
9.4
Quality of Support
Average: 8.7
Seller Details
Seller
S-Docs
Company Website
Year Founded
2010
HQ Location
New York, NY
Twitter
@Sdocs
233 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Creation of rich quotes, contracts, order forms, purchase orders, invoices, or any other documents, based on your customer Salesforce data. Amend document templates on your own, and enrich them with i

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 64% Mid-Market
    • 18% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Maven Documents features and usability ratings that predict user satisfaction
    6.7
    Has the product been a good partner in doing business?
    Average: 8.8
    8.9
    Ease of Use
    Average: 8.7
    6.7
    Ease of Admin
    Average: 8.0
    8.5
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2016
    HQ Location
    Zagreb, HR
    LinkedIn® Page
    www.linkedin.com
    32 employees on LinkedIn®
    Ownership
    NYSE: CRM
Product Description
How are these determined?Information
This description is provided by the seller.

Creation of rich quotes, contracts, order forms, purchase orders, invoices, or any other documents, based on your customer Salesforce data. Amend document templates on your own, and enrich them with i

Users
No information available
Industries
No information available
Market Segment
  • 64% Mid-Market
  • 18% Small-Business
Maven Documents features and usability ratings that predict user satisfaction
6.7
Has the product been a good partner in doing business?
Average: 8.8
8.9
Ease of Use
Average: 8.7
6.7
Ease of Admin
Average: 8.0
8.5
Quality of Support
Average: 8.7
Seller Details
Year Founded
2016
HQ Location
Zagreb, HR
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®
Ownership
NYSE: CRM
(68)4.6 out of 5
9th Easiest To Use in Salesforce CRM Document Generation software
Save to My Lists
Entry Level Price:$10.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Docomotion makes it easier to generate documents on Salesforce automatically. We have made it our mission to become the top-rated document generation app on Salesforce, a position we proudly hold than

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 44% Mid-Market
    • 41% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Docomotion 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
    7
    Easy Integrations
    6
    Salesforce Integration
    6
    Customer Support
    5
    Customization
    4
    Cons
    Bug Issues
    1
    Complex Process
    1
    Design Issues
    1
    Difficult Customization
    1
    Form Design
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Docomotion features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 8.8
    8.6
    Ease of Use
    Average: 8.7
    8.3
    Ease of Admin
    Average: 8.0
    8.9
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2014
    HQ Location
    Netanya, IL
    Twitter
    @docomotion
    89 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    18 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Docomotion makes it easier to generate documents on Salesforce automatically. We have made it our mission to become the top-rated document generation app on Salesforce, a position we proudly hold than

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 44% Mid-Market
  • 41% Small-Business
Docomotion 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
7
Easy Integrations
6
Salesforce Integration
6
Customer Support
5
Customization
4
Cons
Bug Issues
1
Complex Process
1
Design Issues
1
Difficult Customization
1
Form Design
1
Docomotion features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 8.8
8.6
Ease of Use
Average: 8.7
8.3
Ease of Admin
Average: 8.0
8.9
Quality of Support
Average: 8.7
Seller Details
Year Founded
2014
HQ Location
Netanya, IL
Twitter
@docomotion
89 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
(83)4.4 out of 5
Optimized for quick response
2nd Easiest To Use in Salesforce CRM Document Generation software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office pl

    Users
    No information available
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 52% Mid-Market
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Fluent by Apryse 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
    4
    Easy Integrations
    3
    Customer Support
    2
    Easy Creation
    2
    Features
    2
    Cons
    Bug Issues
    1
    Expensive
    1
    Formatting Issues
    1
    Inadequate Notifications
    1
    Learning Curve
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fluent by Apryse features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 8.8
    8.4
    Ease of Use
    Average: 8.7
    8.9
    Ease of Admin
    Average: 8.0
    9.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Apryse
    Company Website
    Year Founded
    1998
    HQ Location
    Denver, CO
    Twitter
    @aprysesolutions
    357 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    408 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office pl

Users
No information available
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 52% Mid-Market
  • 34% Small-Business
Fluent by Apryse 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
4
Easy Integrations
3
Customer Support
2
Easy Creation
2
Features
2
Cons
Bug Issues
1
Expensive
1
Formatting Issues
1
Inadequate Notifications
1
Learning Curve
1
Fluent by Apryse features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 8.8
8.4
Ease of Use
Average: 8.7
8.9
Ease of Admin
Average: 8.0
9.0
Quality of Support
Average: 8.7
Seller Details
Seller
Apryse
Company Website
Year Founded
1998
HQ Location
Denver, CO
Twitter
@aprysesolutions
357 Twitter followers
LinkedIn® Page
www.linkedin.com
408 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Drive Connect provides Google Drive File Management & Document Generation for Salesforce users. It is the simplest way to link Google Drive files to Salesforce records & generate Google Docs f

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 48% Mid-Market
    • 36% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Drive Connect features and usability ratings that predict user satisfaction
    7.9
    Has the product been a good partner in doing business?
    Average: 8.8
    9.1
    Ease of Use
    Average: 8.7
    6.7
    Ease of Admin
    Average: 8.0
    9.0
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Appiphony
    Year Founded
    2009
    HQ Location
    Chicago, IL
    Twitter
    @Appiphony
    122 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    42 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Drive Connect provides Google Drive File Management & Document Generation for Salesforce users. It is the simplest way to link Google Drive files to Salesforce records & generate Google Docs f

Users
No information available
Industries
No information available
Market Segment
  • 48% Mid-Market
  • 36% Small-Business
Drive Connect features and usability ratings that predict user satisfaction
7.9
Has the product been a good partner in doing business?
Average: 8.8
9.1
Ease of Use
Average: 8.7
6.7
Ease of Admin
Average: 8.0
9.0
Quality of Support
Average: 8.7
Seller Details
Seller
Appiphony
Year Founded
2009
HQ Location
Chicago, IL
Twitter
@Appiphony
122 Twitter followers
LinkedIn® Page
www.linkedin.com
42 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Opero provides Salesforce apps that streamline your workflow. Opero Documents allows you to generate documents such as contracts, invoices, and quotes merging Salesforce data into your templates to ge

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 64% Mid-Market
    • 36% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Opero Documents features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.3
    Ease of Use
    Average: 8.7
    0.0
    No information available
    8.1
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Opero
    Year Founded
    2008
    HQ Location
    San Francisco, CA
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Opero provides Salesforce apps that streamline your workflow. Opero Documents allows you to generate documents such as contracts, invoices, and quotes merging Salesforce data into your templates to ge

Users
No information available
Industries
No information available
Market Segment
  • 64% Mid-Market
  • 36% Small-Business
Opero Documents features and usability ratings that predict user satisfaction
0.0
No information available
9.3
Ease of Use
Average: 8.7
0.0
No information available
8.1
Quality of Support
Average: 8.7
Seller Details
Seller
Opero
Year Founded
2008
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pulsar is a complete, end-to-end, enterprise grade, offline and mobile solution for the Salesforce platform. The mobile app enables secure access to Salesforce data, workflows, and user experience on

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Small-Business
    • 32% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Pulsar for Salesforce features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.8
    8.1
    Ease of Use
    Average: 8.7
    8.3
    Ease of Admin
    Average: 8.0
    7.7
    Quality of Support
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Luminix
    Year Founded
    2011
    HQ Location
    San Jose, CA
    Twitter
    @luminixinc
    113 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pulsar is a complete, end-to-end, enterprise grade, offline and mobile solution for the Salesforce platform. The mobile app enables secure access to Salesforce data, workflows, and user experience on

Users
No information available
Industries
No information available
Market Segment
  • 50% Small-Business
  • 32% Mid-Market
Pulsar for Salesforce features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.8
8.1
Ease of Use
Average: 8.7
8.3
Ease of Admin
Average: 8.0
7.7
Quality of Support
Average: 8.7
Seller Details
Seller
Luminix
Year Founded
2011
HQ Location
San Jose, CA
Twitter
@luminixinc
113 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®