The Best 31 Document Generation Software Solutions of 2024 You Need To Try! 

Document generation software has become a crucial tool, transforming the way organizations create, handle, and collaborate on documents.

In this article, we will be discussing the important features of document generation software.

We will also be taking a closer look at some notable examples of document management solutions and suggest top choices for creating general documents.

Read on to find your perfect document generation tool!

• 31 best document generation software
• What is document generation software?
• What is an example of document management software?
• What is the best software to create general documents? 

Our top picks:

• PandaDoc
• HotDocs
• Clio
• CARET
• MyCase
• Google Docs
• Zoho Docs
• Knack
• Windward Studios

31 best document generation software

PandaDoc

PandaDoc establishes itself as a comprehensive document generation and management solution, placing a prominent emphasis on facilitating efficient eSignatures. The platform provides an intuitive and collaborative environment for users to create, share, and track documents throughout their entire lifecycle. Key features include an extensive template and content library, ensuring standardized and efficient document creation. 

PandaDoc sets itself apart by incorporating advanced analytics and tracking tools, allowing businesses to gain valuable insights into document performance. With robust eSignature capabilities, comprehensive content management, and performance analytics, PandaDoc stands as the optimal choice for businesses seeking an all-encompassing solution for their document management needs.

Key features:

• Advanced eSignature functionality
• Collaborative document creation and sharing
• Extensive template and content library
• Analytics and tracking tools for document performance insights

Pros:

• Powerful eSignature capabilities streamline approval processes
• Comprehensive content management ensures consistency
• Advanced analytics offer valuable insights into document performance

Cons:

• Learning curve for utilizing some advanced features
• Pricing may be on the higher side for smaller businesses

• Best for: Businesses requiring a feature-rich solution with a focus on eSignatures and in-depth document management capabilities.
• Ease of use rating: 4/5
• Support rating: 4/5

DocuWare

DocuWare stands as a robust document generation and workflow automation solution, excelling in complex document management tasks. Its feature-rich platform offers advanced workflow automation, facilitating seamless document processes and enhancing overall efficiency. 

A standout characteristic is its strong integration capability with third-party applications, providing businesses with a comprehensive solution for optimizing document-related workflows. While the initial setup may pose a challenge for some users, DocuWare’s versatility and integration capabilities make it an ideal choice for organizations seeking sophisticated document automation.

Key features:

• Advanced workflow automation
• Document indexing and retrieval
• Seamless integration with third-party applications

Pros:

• Robust workflow automation
• Comprehensive document indexing
• Seamless integration with various applications

Cons:

• Learning curve for complex workflows
• Pricing may be prohibitive for smaller businesses

Best for: Organizations seeking integrated document management and workflow automation.

Ease of use rating: 3.5/5

Support rating: 4/5

Windward Studios

Windward Studios distinguishes itself with powerful document automation and reporting tools, offering unparalleled flexibility in template design and integration capabilities. Tailored for diverse industries, Windward Studios’ standout features cater to complex reporting needs, setting it apart in the document generation landscape. While initial setup may be intricate, its versatility and integration capabilities make it an ideal choice for businesses seeking a sophisticated document automation solution.

Key features:

• Automated document generation
• Template design flexibility
• Integration with various data sources

Pros:

• Versatile template design options
• Broad integration capabilities
• Strong support for complex reporting

Cons:

• Initial setup and template creation may be intricate
• Limited collaborative features

Best for: Businesses requiring advanced document automation and reporting.

Ease of use rating: 3.5/5

Support rating: 3.5/5

HotDocs

HotDocs stands out as a specialist in document automation, providing users with a robust platform for creating customized templates efficiently. The software focuses on streamlining document generation workflows, offering a high degree of flexibility to cater to diverse business needs. 

Noteworthy features include the creation of automated document templates, customizable workflow processes, and seamless integration with existing systems. While there might be a learning curve for template creation, HotDocs excels in providing a powerful solution for businesses seeking consistency in document creation while accommodating complex workflows and integration requirements.

Key features:

• Document automation templates
• Customizable workflow processes
• Integration with existing systems

Pros:

• Powerful document template creation
• Streamlined document generation workflows
• Integration flexibility

Cons:

• Learning curve for template creation
• Interface may appear dated to some users

Best for: Organizations needing tailored document templates for efficiency.

Ease of use rating: 3.5/5

Support rating: 3.5/5

Clio

Clio stands out as a comprehensive legal practice management software with integrated document automation capabilities. Tailored for legal professionals, Clio streamlines workflow processes by automating the creation of legal documents and facilitating efficient document management. While its feature set is robust, users may need time to fully explore and leverage all functionalities.

Key features:

• Legal practice management
• Document automation for legal professionals
• Efficient document management

Pros:

• Comprehensive legal practice management
• Streamlined document creation and management
• Integration with legal workflows

Cons:

• Learning curve for fully utilizing all features
• Pricing may be on the higher side for solo practitioners

Best for: Legal professionals and law firms requiring comprehensive practice management and document automation.

Ease of use rating: 3.5/5

Support rating: 4/5

CARET (Zola Suite)

Zola Suite offers a comprehensive solution by combining legal practice management with robust document automation features. Aimed at legal professionals, this platform streamlines workflow processes by automating document creation and management. Zola Suite stands out for its user-friendly interface, making it accessible for legal professionals looking to enhance their document-related tasks.

Key features:

• Legal practice management
• Document automation features
• User-friendly interface

Pros:

• Comprehensive legal practice management
• Efficient document creation and management
• User-friendly interface

Cons:

• Learning curve for fully utilizing all features
• Pricing may be on the higher side for solo practitioners

Best for: Legal professionals and law firms seeking a user-friendly platform for practice management and document automation.

Ease of use rating: 4/5

Support rating: 4/5

MyCase

MyCase is a legal practice management software with integrated document automation features, designed to streamline workflow processes for legal professionals. Offering an array of tools for efficient case management, MyCase includes document automation to simplify the creation and management of legal documents. The platform stands out for its user-friendly interface, making it accessible for legal professionals seeking effective document-related solutions. However, users may need some time to explore the full range of features available.

Key features:

• Legal practice management
• Document automation for legal professionals
• User-friendly interface

Pros:

• Efficient case and document management
• User-friendly interface
• Integration with legal workflows

Cons:

• Learning curve for fully utilizing all features
• Pricing may be on the higher side for solo practitioners

Best for: Legal professionals and law firms seeking a user-friendly practice management solution with integrated document automation.

Ease of use rating: 4/5

Support rating: 4/5

Smokeball

Smokeball is tailored for small law firms, providing legal document automation and management features within an integrated platform. The software streamlines document creation and management processes, aiming to enhance overall efficiency for legal professionals. Smokeball’s user-friendly interface contributes to accessibility, while its focus on automation helps small law firms handle various legal document tasks. Users may find it particularly beneficial for improving workflow processes in smaller legal practices.

Key features:

• Legal document automation for small law firms
• Integrated practice management
• User-friendly interface

Pros:

• Streamlines document creation and management
• Tailored for small law firms
• User-friendly interface

Cons:

• May not be as suitable for larger legal practices
• Learning curve for fully utilizing all features

Best for: Small law firms seeking an integrated solution for legal practice management and document automation.

Ease of use rating: 4/5

Support rating: 4/5

Google Docs

Google Docs stands out as a collaborative document creation and editing tool, providing users with the flexibility of cloud-based document management. Offering a wide array of templates and real-time collaboration features, Google Docs simplifies the document creation process for individuals and businesses alike. As a free and widely accessible solution, it excels in providing a seamless experience for users requiring collaborative document generation.

Key features:

• Collaborative document creation and editing
• Cloud-based document management
• Real-time collaboration features

Pros:

• Free and widely accessible
• Extensive template library
• Real-time collaboration capabilities

Cons:

• Offline functionality may require additional setup
• Limited advanced features compared to premium alternatives

Best for: Individuals and businesses seeking a free and collaborative document creation solution.

Ease of use rating: 4.5/5

Support Rating: 4/5

LibreOffice

LibreOffice is a robust, open-source office suite offering a powerful word processor for free document generation. With a suite of applications, including Writer for word processing, LibreOffice provides users with a comprehensive and free alternative to commercial office software. Its feature-rich environment and support for various document formats make it an excellent choice for individuals and businesses looking for open-source document creation tools.

Key features:

• Free and open-source office suite
• Powerful word processor (Writer)
• Support for various document formats

Pros:

• Completely free and open-source
• Comprehensive suite of office applications
• Robust word processing capabilities

Cons:

• Interface may differ from commercial alternatives
• Learning curve for users accustomed to other office suites

Best for: Individuals and businesses seeking a free, open-source alternative to commercial office software.

Ease of use rating: 4/5

Support rating: 3.5/5

Zoho Docs

Zoho Docs offers free document creation and collaboration tools in the cloud, providing users with an accessible platform for efficient document management. With a focus on collaboration, Zoho Docs allows users to create, edit, and share documents seamlessly. Its cloud-based nature ensures accessibility from various devices, making it suitable for individuals and small businesses requiring collaborative document generation without the need for extensive software installations.

Key features:

• Free document creation and collaboration tools
• Cloud-based document management
• Collaboration features for seamless teamwork

Pros:

• Free and accessible from various devices
• Real-time collaboration capabilities
• Intuitive document creation and editing tools

Cons:

• Limited advanced features compared to premium alternatives
• May require a stable internet connection for optimal use

Best for: Individuals and small businesses seeking a free and cloud-based collaborative document creation solution.

Ease of use rating: 4/5

Support rating: 3.5/5

Intelligent Impact

Intelligent Impact specializes in automated document generation for impact reports and proposals, offering a comprehensive solution for organizations focused on social impact. The platform streamlines the creation of impactful documents, enhancing efficiency and consistency in reporting. Intelligent Impact stands out for its dedication to simplifying the complex process of generating reports, making it an ideal choice for organizations prioritizing streamlined impact reporting.

Key features:

• Automated document generation for impact reports and proposals
• Streamlined creation of impactful documents
• Dedicated to simplifying the reporting process

Pros:

• Specialized in impact report and proposal generation
• Enhances efficiency and consistency in reporting
• Tailored for organizations prioritizing streamlined impact reporting

Cons:

• May have a learning curve for users unfamiliar with impact reporting
• Feature set may be specialized for specific industries

Best for: Organizations prioritizing streamlined and impactful document generation for impact reports and proposals.

Ease of use rating: 4/5

Support Rating: 3.5/5

XaitPorter

XaitPorter combines collaboration and automated document generation for complex documents, providing a robust platform for businesses dealing with intricate content creation. With a focus on facilitating teamwork, XaitPorter streamlines the collaborative process of generating complex documents. While its advanced features contribute to efficient document creation, users may encounter a learning curve when exploring the platform’s full capabilities.

Key features:

• Collaboration and automated document generation
• Streamlined creation of complex documents
• Team-focused approach to content creation

Pros:

• Facilitates teamwork in document generation
• Efficient creation of complex documents
• Advanced features for enhanced content creation

Cons:

• Learning curve for users exploring advanced capabilities
• May be more suitable for larger-scale document generation projects

Best for: Businesses dealing with complex document creation and collaboration on a larger scale.

Ease of use ratingg: 3.5/5

Support rating: 4/5

Confluence by Atlassian

Confluence by Atlassian is a collaborative platform that includes features for creating and automating documents. It excels in facilitating team collaboration in document creation, allowing users to work together seamlessly. With automation features, Confluence streamlines the process of document creation and ensures consistency. While its primary strength lies in collaboration, users may find it beneficial for creating a variety of documents within a team environment.

Key features:

• Collaborative document creation
• Automation features for streamlined processes
• Team-focused environment

Pros:

• Excellent for team collaboration
• Automation for streamlined document creation
• Versatile for creating various types of documents

Cons:

• May have a learning curve for new users
• Feature set may be extensive for simple document needs

Best for: Teams and organizations prioritizing collaboration in document creation.

Ease of use rating: 4/5

Support rating: 4/5

Knack

Knack is a no-code platform that excels in creating custom databases, and it includes document generation features. Aimed at businesses looking to customize their data management and document creation processes without coding, Knack offers a user-friendly environment. While it may not be as extensive in document generation as specialized tools, Knack provides a balance between customizable databases and document creation.

Key features:

• No-code platform for custom databases
• Document generation capabilities
• User-friendly environment

Pros:

• Customizable databases without coding
• User-friendly interface
• Balances data management and document creation

Cons:

• Document generation features may be basic compared to specialized tools
• Learning curve for users new to no-code platforms

Best for: Businesses seeking a no-code platform for custom databases with integrated document generation.

Ease of use rating: 4/5

Support Rating: 3.5/5

Juro

Juro specializes in contract lifecycle management and offers automated document creation features. Aimed at streamlining the contract creation and management process, Juro provides a user-friendly platform for businesses. With its focus on contracts, the platform ensures accuracy and compliance while facilitating efficient collaboration. While its primary strength lies in contract management, users may find it beneficial for automating other document types within a business context.

Key features:

• Contract lifecycle management
• Automated document creation features
• User-friendly platform

Pros:

• Streamlines contract creation and management
• User-friendly interface
• Ensures accuracy and compliance in contract-related documents

Cons:

• Feature set may be specialized for contracts
• Learning curve for users exploring advanced capabilities

Best for: Businesses seeking an efficient solution for contract lifecycle management with automated document creation.

Ease of use rating: 4/5

Support rating: ⅘

Quotient

Quotient is a document automation tool focused on creating and managing quotes. Tailored for businesses involved in quoting processes, Quotient streamlines the generation and management of quotes, ensuring accuracy and efficiency. While it may be more specialized in its use case, Quotient provides a user-friendly environment for businesses aiming to optimize their quoting processes.

Key features:

• Document automation for creating and managing quotes
• Streamlined quoting processes
• User-friendly platform

Pros:

• Focuses on efficient quote generation and management
• User-friendly interface
• Ensures accuracy in quoting processes

Cons:

• Feature set may be specialized for quoting processes
• Learning curve for users exploring advanced capabilities

Best for: Businesses involved in quoting processes seeking a specialized document automation tool.

Ease of use rating: 4/5

Support rating: 3.5/5

Dox42

Dox42 offers document generation for Microsoft SharePoint and Office 365, providing a powerful solution for businesses leveraging these platforms. The platform allows users to generate dynamic documents directly from SharePoint, streamlining document creation and management. While it may have a learning curve for users unfamiliar with SharePoint, dox42 stands out as a valuable tool for businesses seeking efficient document generation within the Microsoft ecosystem.

Key features:

• Document generation for Microsoft SharePoint and Office 365
• Dynamic document creation from SharePoint
• Integration with Microsoft ecosystem

Pros:

• Efficient document generation within Microsoft SharePoint
• Dynamic document creation capabilities
• Integration with Office 365 for seamless collaboration

Cons:

• Learning curve for users unfamiliar with SharePoint
• May be more suitable for businesses heavily invested in Microsoft platforms

Best for: Businesses utilizing Microsoft SharePoint and Office 365 seeking efficient document generation.

Ease of use rating: 3.5/5

Support rating: 4/5

Ecrion

Ecrion offers a comprehensive customer communication and document automation platform, catering to businesses with diverse document generation needs. Known for its versatility, Ecrion provides a user-friendly environment for creating, managing, and distributing documents. While it may have a learning curve for users new to advanced document automation, Ecrion stands out as a robust solution for businesses prioritizing versatile and efficient document generation.

Key features:

• Customer communication and document automation platform
• Versatility in document creation and management
• User-friendly environment

Pros:

• Comprehensive solution for diverse document generation needs
• User-friendly interface
• Versatile document creation and distribution capabilities

Cons:

• Learning curve for users new to advanced document automation
• Pricing may be on the higher side for smaller businesses

Best for: Businesses with diverse document generation needs seeking a versatile and comprehensive solution.

Ease of use rating: 4/5

Support rating: 3.5/5

Conga

Conga is a document generation and contract management solution within the Salesforce ecosystem. Tailored for businesses utilizing Salesforce, Conga streamlines the creation and management of documents, contracts, and proposals. The platform excels in its integration capabilities with Salesforce, ensuring a seamless workflow for businesses heavily invested in the Salesforce ecosystem. While its primary strength lies in Salesforce integration, users may find it beneficial for efficient document generation and management.

Key features:

• Document generation and contract management within Salesforce
• Integration with Salesforce ecosystem
• Streamlined creation and management of documents, contracts, and proposals

Pros:

• Seamless integration with Salesforce
• Efficient document creation and management within the Salesforce environment
• Automation of contract and proposal processes

Cons:

• Learning curve for users new to Salesforce
• Feature set may be extensive for simple document needs

Best for: Businesses heavily invested in the Salesforce ecosystem seeking seamless document generation and contract management.

Ease of use rating: 4/5

Support rating: 4/5

Nintex DocGen for Salesforce

Nintex DocGen for Salesforce is an automated document generation tool designed specifically for users within the Salesforce platform. With a focus on efficiency, Nintex DocGen streamlines the creation and distribution of documents, reports, and proposals directly from Salesforce data. While its integration with Salesforce is a standout feature, users may find it particularly beneficial for automating document processes within their Salesforce workflows.

Key features:

• Automated document generation for Salesforce users
• Streamlined creation and distribution of documents, reports, and proposals
• Integration with Salesforce data

Pros:

• Seamless integration with Salesforce
• Efficient document creation directly from Salesforce data
• Automation of document processes within Salesforce workflows

Cons:

• Learning curve for users new to Salesforce
• May be more suitable for businesses heavily invested in Salesforce

Best for: Salesforce users seeking an automated solution for document generation and distribution within the Salesforce platform.

Ease of use rating: 4/5

Support rating: 4/5

Kofax Power PDF

Kofax Power PDF is a robust software solution for creating, editing, and managing PDF documents. Designed for efficiency and flexibility, Power PDF provides users with a comprehensive set of tools for working with PDF files. From document creation to advanced editing features, this software is suitable for businesses and individuals alike. While it may have a learning curve for users new to advanced PDF editing, its extensive feature set makes it a powerful tool for those seeking professional-grade PDF management.

Key features:

• PDF creation, editing, and management
• Advanced features for comprehensive PDF editing
• Flexible tools for working with PDF files

Pros:

• Comprehensive set of tools for PDF creation and editing
• Flexibility in working with PDF files
• Suitable for both businesses and individuals

Cons:

• Learning curve for users new to advanced PDF editing
• May have more features than necessary for simple PDF tasks

Best for: Businesses and individuals requiring a powerful solution for creating, editing, and managing PDF documents.

Ease of use rating: 3.5/5

Support rating: 4/5

Woodpecker

Woodpecker is a document automation tool with a focus on workflow management. Tailored for businesses aiming to streamline document processes and collaboration, Woodpecker offers features for document creation, approval workflows, and version control. Its emphasis on efficient workflow management makes it suitable for teams and organizations seeking to optimize their document-related tasks. While users may find it beneficial for workflow-centric document processes, a learning curve may be present for those unfamiliar with advanced document automation tools.

Key features:

• Document automation with a focus on workflow management
• Features for document creation, approval workflows, and version control
• Streamlined collaboration tools

Pros:

• Efficient workflow management for document processes
• Features for document creation and collaboration
• Emphasis on version control for document revisions

Cons:

• Learning curve for users unfamiliar with advanced document automation tools
• May have more features than necessary for simpler document tasks

Best for: Teams and organizations seeking a document automation tool with a focus on workflow management and collaboration.

Ease of use rating 3.5/5

Support rating: 3.5/5

Pathagoras

Pathagoras offers document assembly and automation features specifically designed for Microsoft Word users. Tailored for legal professionals, businesses, and individuals, Pathagoras simplifies the document creation process by providing a user-friendly environment within Microsoft Word. Its emphasis on document assembly makes it an efficient tool for creating personalized documents with ease. While it may be more specialized for Microsoft Word users, its intuitive features make it accessible for a wide range of users.

Key features:

• Document assembly and automation for Microsoft Word
• User-friendly environment within Microsoft Word
• Emphasis on creating personalized documents

Pros:

• Simplifies document assembly within Microsoft Word
• User-friendly interface
• Efficient tool for creating personalized documents

Cons:

• Learning curve for users new to document assembly tools
• May be more specialized for Microsoft Word users

Best for: Legal professionals, businesses, and individuals seeking document assembly and automation within Microsoft Word.

Ease of use rating: 4/5

Support rating: 4/5

Formstack Documents

Formstack Documents is a document automation tool that focuses on automating the generation of documents from form data. Aimed at businesses and organizations utilizing forms, this platform streamlines the creation of documents based on the information collected. With integration capabilities, Formstack Documents ensures that the data collected from forms is efficiently utilized for document generation. While it may have a learning curve for users new to document automation, its emphasis on form-driven document creation makes it a valuable tool for specific use cases.

Key features:

• Document automation based on form data
• Integration capabilities with form platforms
• Streamlined creation of documents from collected data

Pros:

• Efficient utilization of form data for document generation
• Integration with form platforms for seamless data transfer
• Tailored for businesses and organizations utilizing forms

Cons:

• Learning curve for users new to document automation
• Feature set may be more specialized for form-driven document creation

Best for: Businesses and organizations relying on forms and seeking automation for document creation based on form data.

Ease of use rating: 3.5/5

Support rating: 3.5/5

PDFelement

PDFelement is a versatile PDF editing software that includes features for document creation. Tailored for businesses and individuals dealing with PDF documents, PDFelement offers a user-friendly interface for creating, editing, and managing PDFs. Its comprehensive set of tools covers various aspects of PDF document management. While it may have a learning curve for users new to advanced PDF editing, its versatile features make it a valuable tool for those seeking a complete solution for PDF document tasks.

Key features:

• PDF creation, editing, and management
• User-friendly interface for various PDF tasks
• Comprehensive set of tools for PDF document management

Pros:

• Versatile PDF editing and creation capabilities
• User-friendly interface for various PDF tasks
• Suitable for both businesses and individuals

Cons:

• Learning curve for users new to advanced PDF editing
• May have more features than necessary for simple PDF tasks

Best for: Businesses and individuals seeking a versatile solution for PDF document creation, editing, and management.

Ease of use rating 4/5

Support rating: 4/5

Ascend Software – SmartTouch AP

Ascend Software – SmartTouch AP is a document automation tool focused on accounts payable processes. Tailored for businesses handling accounts payable tasks, this platform streamlines document creation and management within the context of AP workflows. With its integration capabilities and emphasis on efficiency, SmartTouch AP ensures accuracy and consistency in AP-related documents. While it may have a learning curve for users new to AP automation, its specialized features make it a valuable tool for businesses optimizing their accounts payable processes.

Key features:

• Document automation for accounts payable processes
• Integration capabilities with AP workflows
• Streamlined creation and management of AP-related documents

Pros:

• Focuses on efficiency within accounts payable processes
• Integration with AP workflows for seamless document automation
• Ensures accuracy and consistency in AP-related documents

Cons:

• Learning curve for users new to AP automation
• Feature set may be more specialized for accounts payable tasks

Best for: Businesses focusing on optimizing accounts payable processes through efficient document automation.

Ease of use rating: 3.5/5

Support rating: 4/5

PandaDoc

PandaDoc is a comprehensive document generation and management solution with a strong focus on eSignatures. Ideal for businesses and individuals requiring a robust platform for creating, editing, and electronically signing documents, PandaDoc streamlines the entire document lifecycle. Its advanced eSignature functionality ensures secure and efficient approval processes, making it a top choice for those seeking a complete document solution with an emphasis on digital signatures.

Key features:

• Comprehensive document generation and management
• Strong emphasis on eSignatures
• Advanced eSignature functionality

Pros:

• Robust platform for creating, editing, and signing documents
• Secure and efficient eSignature capabilities streamline approval processes
• Comprehensive document lifecycle management

Cons:

• Learning curve for users new to advanced document management tools
• Advanced features may be more than needed for simple document tasks

Best for: Businesses and individuals requiring a complete document solution with a strong focus on eSignatures.

Ease of use rating: 3.5/5

Support rating: 4/5

DocuWare

DocuWare offers document management and workflow automation, including powerful document generation features. Tailored for businesses with diverse document needs, DocuWare provides a centralized platform for creating, organizing, and automating documents. Its robust workflow automation ensures seamless collaboration, making it suitable for organizations looking to enhance efficiency in document-related processes.

Key features:

• Document management and workflow automation
• Powerful document generation features
• Centralized platform for creating and organizing documents

Pros:

• Comprehensive solution for document management and workflow automation
• Robust features for document generation
• Streamlined collaboration through workflow automation

Cons:

• Learning curve for users new to advanced document management systems
• Feature set may be more extensive than needed for simple document tasks

Best for: Businesses seeking a centralized platform for document management, workflow automation, and powerful document generation.

Ease of use rating: 3.5/5

Support rating: 4/5

Windward Studios

Windward Studios specializes in powerful document automation and reporting tools, offering a versatile solution for businesses with complex document generation needs. With a focus on automating document creation and providing advanced reporting capabilities, Windward Studios stands out for its flexibility. Users can create templates for various documents, ensuring dynamic and data-driven content. While it may have a learning curve for users new to advanced document automation, its robust features make it a valuable asset for businesses seeking versatile and dynamic document solutions.

Key features:

• Powerful document automation and reporting tools
• Versatile solution for complex document generation
• Template creation for dynamic and data-driven content

Pros:

• Flexibility in automating document creation
• Advanced reporting capabilities
• Suitable for businesses with diverse document generation needs

Cons:

• Learning curve for users new to advanced document automation
• Feature set may be extensive for simple document needs

Best for: Businesses with complex document generation needs seeking a versatile and dynamic document automation solution.

Ease of use ratingg: 3.5/5

Support rating: 4/5

Conga

Conga is a document generation and contract management tool within Salesforce. Tailored for businesses utilizing Salesforce, Conga provides a platform for creating, managing, and automating documents directly within the Salesforce environment. Its integration capabilities ensure seamless document processes while leveraging Salesforce data. While it may have a learning curve for users new to Salesforce-specific document tools, Conga stands out as an essential tool for businesses seeking efficient document generation and management within their Salesforce instance.

Key features:

• Document generation and contract management within Salesforce
• Platform for creating, managing, and automating documents within Salesforce
• Integration capabilities for leveraging Salesforce data in document processes

Pros:

• Essential tool for businesses utilizing Salesforce seeking efficient document processes
• Streamlined document creation, management, and automation within the familiar Salesforce environment
• Integration capabilities for utilizing Salesforce data in document generation and management

Cons:

• Learning curve for users new to Salesforce-specific document tools
• Feature set may be more extensive than needed for simple document tasks

Best for: Businesses utilizing Salesforce seeking an efficient solution for document generation and management within the Salesforce environment.

Ease of use rating: 3.5/5

Support rating: 4/5

What is document generation software?

Document generation software is a tool that lets you create a wide range of documents by merging text-based formats with data sources.

Its core features include the ability to seamlessly integrate with word processing tools, which enables the creation of various types of documents such as reports, contracts, invoices, and more.

This software can pull data from different sources like databases, spreadsheets, and CRM systems.

Industries that document generation software can truly enhance include:

• Finance
• Legal
• Healthcare
• Real estate
• Sales

Key functionalities typically included in this software are templates for standardized documents, customization options for company branding, and the ability to generate documents in multiple formats (e.g., PDF, Word, or HTML).

Additionally, it can also support collaboration features for multiple users to work on the same document, as well as version control to track changes and ensure document accuracy.

What is an example of document management software?

There are numerous examples of document management software available in the market, each with its own set of features and capabilities.

Some popular examples include:

• Microsoft SharePoint
• Google Workspace (formerly G Suite)
• Dropbox Business
• Evernote Business
• M-Files
• DocuWare
• LogicalDOC
• Alfresco
• Adobe Document Cloud

These software solutions offer various features catering to the diverse needs of businesses and organizations.

When selecting a document management software, it’s important to consider factors such as scalability, integration with existing systems, user interface, and security features.

What is the best software to create general documents?

We have already listed all the top document generation software.

That said, there are certain tools that are better than others.

In our experience, the best document generation software includes Microsoft Word, Google Docs, and Adobe Acrobat.

Microsoft Word offers:

• Unparalleled ease of use
• Extensive template customization options
• A wide range of format options
• Seamless integration with other Microsoft Office tools
• A free trial

Google Docs is another highly rated option, known for its collaborative features, template customization, and ease of use. It also offers various format options and can be accessed from any device with internet access.

Adobe Acrobat, while primarily known for managing PDFs , offers robust document generation features with customizable templates, various format options, and seamless integration with other Adobe products.

They all offer free trials or demos for evaluation, allowing users to experience their features and capabilities before making a commitment.