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Top Options for Salesforce Document Generation

10 min read

A comparison of the 10 Best Salesforce Document Generation Tools

In the era of the “digital economy” more organizations are opting for document generation software.

Digital transformation has taken off and it affects practically every area of your business—including your documents.

As your organization progresses, good document generation software is a necessity.

With digital transformation evolving at such a rapid pace. There’s no way around it – your choices are limited and your organization is only going to digitize more and more—especially since everyone is moving into the cloud.

Scanners – photocopiers are fast making their way to retirement.

Don’t waste another second searching for top options for Salesforce document generation tools – we’ve got you covered. Our comparisons below, have everything you need to make an informed decision, so, keep on reading.

What is Salesforce Document Generation?

Document generation software makes it simple to create, edit, customize, and print documents.

A document generation tool in Salesforce allows you to generate rich format documents by using data from Salesforce to create PDF or HTML documents based on templates you choose.

Salesforce document generation has made it easier to process almost any type of document, making it simple for the document to be attached directly to email from the interface. You can integrate your forms seamlessly and instantly generate documents from Salesforce.

Paperwork doesn’t have to be done on paper to be legally binding, if you want those documents to be a little more enforceable, Salesforce will allow you to achieve document generation tasks without writing any code and no manual data entries!

Let’s add up the pros and cons

So, let’s take a look at the pros and cons, Salesforce features, and more importantly the price.

Transform your document generation today!

DocuSign

DocuSign is one of the oldest electronic signature apps available, and getting started with them is pretty straightforward: sign up for a free trial, and it immediately prompts you to upload your document or contract, prepare it for signatures, and send it to recipients to be signed.

Pros

Tagging system which shows recipients where signatures are required on the document.
Templates are re-useable so that they can be personalized to add branding to your documents.
Multiple and sequential recipients allow you to target multiple clients at the same time.
Security and authentication are one of the strengths of DocuSign’s platform.

Cons

DocuSign’s free plan allows you to send only 3 documents per month, should you require more features you would have to upgrade the plan which is more expensive compared to similar options available on the market.
Customer reviews advise that customer and technical support is practically nonexistent.
DocuSign Salesforce Integration is a Salesforce-integrated eSignature service.
You can speed up the deal cycles with easily configurable agreements with DocuSign Gen for Salesforce.
However, to use integrations, connectors, and API, DocuSign users would need to purchase the most expensive business plan called Advanced Solutions.

Features for Salesforce

DocuSign Salesforce Integration is a Salesforce-integrated eSignature service.
Speed up the deal cycles with easily configurable agreements with DocuSign Gen for Salesforce.
However, to use integrations, connectors, and API, DocuSign users would need to purchase the most expensive business plan called Advanced Solutions.

Price

The personal plan costs $10/user/month ($120 annually). Under it, only 1 user and 5 signature requests per month are allowed.
The standard plan is $25/user/month or $300 annually.
The Business Pro plan costs $40/per user/month or $480 annually.

Verdict

Even after DocuSign Salesforce Integration, syncing data can be time-consuming. DocuSign doesn’t include the electronic signature functionality. If you want to add signature fields to documents, you’ll need to buy DocuSign eSignature.

Alternative to DocuSign Gen

Conga Composer is a document editor for Salesforce, the most popular customer relationship management (CRM) solution on the market. Conga Composer is a document generation tool that helps you not only generate the data but also allows you to build and automate the process as required.

Pros

Conga Composer’s support team is available 24 hours a day, 7 days a week to assist customers with the software’s numerous capabilities.
Conga Composer is mostly useful for combining data from numerous documents.
Congo Composer lets you add any of the existing templates to a solution or build a new one with the help of the Conga Template Builder.

Cons

Customers find that they have difficulty keeping a track of their documents as there is no central repository for storing them, resulting in a lack of visibility of document status.
When one wants to copy and paste from another document source or a template into a new document this results in delays.

Features for Salesforce

With Conga Composer, easily create beautiful and accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce.
An issue that Salesforce users face is that you have to copy and paste information from Salesforce into documents like contracts, proposals, and invoices.

Price

Starting at $20 USD per user per month. Packaged option for up to 10 users.
At the time of review, further pricing plans were not made available – according to their website pricing is built as per user requirements.

Verdict

You can say that if you are looking for a document generation solution that integrates seamlessly with Salesforce, Conga Composer is your go-to, however, it has a complex setup and is on the pricier end. If you or your team lack technical knowledge, Conga Composer might not be the best choice.

Alternatives to Conga Composer

Use Formstack Documents to transform data into beautifully designed documents you can send anywhere. Easy document generation from start to finish.

Pros

Formstack can be integrated with various cloud-hosted storage platforms.
The technical support team is available to troubleshoot any issues.
Organize your files with useful tags, which allows you to quickly find the information you are looking for.

Cons

Several users felt that Formstack documents were somewhat expensive for the ordinary features that they come with.
The templates are limited.

Features for Salesforce

Build rules directly in your templates. Route data to multiple documents, add conditional logic and send completed files to third-party apps.
Get started with a pre-built template, build a document in our document builder, or upload your own Word, PowerPoint, Excel, or PDF document.

Price

$92 for the Starter package.
$184 for the Advanced Features.
$367 for the Pro.
The enterprise package is customized as per your requirements.

Verdict

Should you require additional features like electronic signatures, recipient tracking, and templates, you will likely benefit from another application.

Alternative to Formstack Doc

S-Docs allows you to generate, email, and e-sign your documents in Salesforce, since it is built natively on the Salesforce Platform, S-Docs assists you in streamlining your document workflow challenges without compromising data security.

Pros

Data never leaves the Salesforce Platform.
Multi-Language Support.
Automate the entire process without any code using Salesforce workflow or Process Builder.

Cons

S-Docs supports at least 500 records for mass merge (batch processing). The upper limit is driven by Salesforce limits and is dependent on your template’s design.
If images outside of Salesforce are used in the S-Docs template directly, or through a merged image field, you must whitelist the URL domain to avoid broken image icons in the PDF.
Fillable PDFs and password-protected PDFs are not supported.

Features for Salesforce

Merge any data from within Salesforce into the necessary documents as required.
Seamlessly integrate E-Signature functionality into your documents.
Query fields and related lists from any Salesforce object.

Price

Starter package – $1500 for 1-10 users and $3000 for 11-24 users.
$20 per user for the Unlimited Edition.
$40 per user for the S-Docs & S-Sign Bundle.

Verdict

The ultimate feature is that it is built for Salesforce – but there will be some feature limitations that make you reconsider your decision for choosing S Docs.

Alternative to S Docs

Wow, that is a mouthful. This doc gen tool suits the needs of small and medium-sized businesses that need an uncomplicated doc gen tool. It allows users to create documents easily by providing features such as templates, data insertion, and support for multiple formats (PDF files, Word, Excel, PowerPoint, etc.)

Pros

Helps standardize and automate your workflows using a friendly no-code platform.
Easy to troubleshoot, with easy-to-understand error messages in the logic.
Good customer and tech support.

Cons

On the downside, because of the per-user pricing structure, the cost can get quite high for what is essentially a spruced-up editor.
Not so user-friendly.

Features for Salesforce

Works behind the scenes to automatically populate Word, PowerPoint, Excel, and PDF templates with data from Salesforce.

Price

Free Plan with limited functionalities.
$20/month per user.

Verdict

A good option if you are looking for an easy to use to document generation tool.

Alternative to Nintex

PandaDoc is distinct since it goes beyond just being an eSignature tool offering a more comprehensive contract management solution as well. On top of PandaDoc’s eSignature capabilities, users can create documents, set up approval workflows, and make internal comments on contracts.

Pros

Custom branding allows businesses to add customization to documents.
Offers 400+ templates for customers to use.
Offers a rich media document editor, which can support business teams throughout the contract process, not just at signing.

Cons

Formatting issues – some styling and formatting can be lost or distorted during the import and export processes.
Some advanced features are lacking, including natural language with questions and answers, conditional logic, custom table views, and external negotiation tools.
More importantly, the Contract metadata isn’t captured, making it problematic to search within contracts for critical information.
Customers have access to 24/7 customer support, but no dedicated customer success manager.

Features for Salesforce

Digital Signature.
Process/Workflow automation.
Easy Integration.

Price

Free for e-signatures only.
$19/user/month for the Essentials plan with templates or the built-in editor.
$49/user/month for the Business plan to have integrations and document workflows from creation to e-signature.

Verdict

So, in our biased opinion, PandaDoc is just another black and white signing service, nothing too fancy to rave about.

Alternative to PandaDoc

PDF Butler is an e-doc building site that provides a user with requirement-specific tools to generate documents as per their business requirements.

Pros

PDF Butler makes everything very smooth by allowing people to design in MS Word.
Re-usable templates (static + dynamic).
Repeatable table headers are spread over several pages automatically.

Cons

Erase feature – when one tries to erase letters, it does not work 100%.

Salesforce Features

As a Salesforce document generation tool, it has a Go Live feature by which you can edit your document as per the language requirements of your customers.

Pricing

$14rs per month.

Verdict

Document generation with PDF Butler is straightforward – with documents in Word, then uploaded with the logic configured in PDF Butler, and there you have it – all done.

Alternatives to PDF Butler

Alternatives to PDF Butler

Appitek Weaver is a document generation tool that makes it easy for you to create and manage your documents all in one place.

Pros

Pulls any data from Salesforce into your custom designs.
Create complex merge fields easily.
Weaver’s component system, allows you to create components that can be reused across all your templates.

Cons

Weaver is free to use for 30 days after which you will be put automatically on the free tier, but should you require additional features, you would have chosen the Unlimited Plan, not cost-effective if you are paying £15 per user per month.

Features for Salesforce

There is a built-in drag-and-drop template designer, no more alignment issues in Microsoft Word, and their version control means you can easily manage all your template versions from within Salesforce.
One of the issues in Salesforce is that you can’t always be sure where a user lands when they log in, as they’ll go to where they were last stopped working. Because of this, things on your Homepage or in Chatter might get missed — and urgent alerts or notices could get lost.

Price

Free – £0 per user per month.
Premium – £10 per user per month.
Unlimited – £15 per user per month.

Verdict

The company aims to help make the job easier, by making it simple for you to design and manage your documents efficiently – but can they keep up with their competitors?

Alternative to Appitek Weaver

Salesforce document generation made easy!

Why do Salesforce users, and developers love using Titan?

Titan allows you to create and automate custom document templates directly from Salesforce using Titan’s simple, code-free document builder.

Now let’s look at Titan Doc in more detail.

Pros

Generate branded custom documents with live Salesforce data.
Generate documents without external data communication.
User-friendly template editing interface that allows even non-technical users to create powerful templates.
Generate and access documents via your mobile device.
Create stunning invoices, reports, contracts, quotes, and customer records within Salesforce.
Create branded Word templates with data from multiple objects.
Innovative MS Word add-in works directly from Word, Salesforce, and Titan Docs

Cons

No need to get stuck on the cons if there aren’t any.

Features for Salesforce

Allow your user to interact with your data & fields seamlessly in Salesforce.
Control document accessibility across user profiles.
Use conditions to change the document content based on user input or Salesforce data.
With Salesforce, you can combine multiple documents of different formats and push the merged document back to Salesforce as a related attachment or file.
Sending your document back to Salesforce as a related attachment, file.
Through Titan Docs’, add- in Word Composer, add a table to a document, pull the data from a Salesforce object or a Salesforce report, and display it in your preferred layout.

Price

6 months Free: Basic no-code document builder made for Salesforce.
Teams: Advanced no-code document builder made for Salesforce teams, $12/month/user, billed annually or $17/month/user billed monthly.
Business Pro: Enterprise-level document builder made for Salesforce teams, contact Titan directly for details.

Verdict

If you are looking to build custom contracts, proposals, and invoices directly from Salesforce in seconds — all without a single line of code, then look no further. Its seamless integration with Salesforce, and cost-effectiveness, make Titan Docs your best option.

Where to from here?

So, where do you go from here?

Deciding on which document generation software is best for your business is no easy task.

To see how Titan Docs can automate your document generation in Salesforce, schedule a demo today.

Contact us by visiting:

Titan Website: Powerful no-code digital experiences platform for salesforce

AppExchange: https://appexchange.salesforce.com/ap

LinkedIn: https://www.linkedin.com/company/form

Twitter: FormTitan

Facebook: Titan DXP

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