Salesforce document generation is key to efficiently closing business deals, where users need to quickly generate quotes, proposals and other documents right from their CRM.
While native Salesforce document generation tools partially cover these needs with Salesforce CPQ and Quotes and Orders functions, they often leave users with static, non-dynamic documents that lack customization options and design flexibility.
In order to fill these gaps, powerful Salesforce document generation tools such as Ascendix Composer, Conga Composer, Nintex Drawloop, Formstack and others have sprung up, incorporating powerful features such as dynamic content, customizable templates and seamless integration with Salesforce data.
With this in mind, we created a list of Salesforce document generation tools that companies leveraging Salesforce CRM can implement.
Ascendix Composer is a flexible Salesforce CRM document generation software designed to streamline the creation of documents across a variety of industries. It allows users to generate documents such as reports, contracts, proposals, and more by pulling data directly from Salesforce records across multiple objects, both standard and custom. This ensures that documents are accurate, up-to-date, and ready to be shared quickly.
Though Composer was initially developed with real estate professionals in mind, it soon evolved into an industry agnostic Salesforce document generation tool with wide-ranging functionality and unlimited customization capabilities. Whether you need to create polished reports, sales proposals, or complex data-driven documents, Ascendix Composer is adaptable to your specific requirements. The company offers free demos and consultations.
| Feature | Description | Benefits |
| Seamless Integration with Salesforce | Direct integration with Salesforce, pulling data from both custom and standard objects. | Ensures real-time, accurate information is used in document creation. |
| Searching/filtering interface for intuitive selection of data | Easy data filtering and refining for creation of highly personalized publication templates with precision. | Makes the publication process smoother and more efficient. |
| Multi-Industry Document Generation | Suitable for generating a variety of document types across industries. | Industry-agnostic solution that can be tailored to the needs of different businesses. |
| Automated Document Creation | Automatically generates documents such as contracts, invoices, and reports using Salesforce data. | Eliminates manual data entry, saving time and reducing the risk of errors. |
| Customizable Templates | Users can create and modify templates to fit branding and specific document needs. | Maintains design consistency and allows reusable templates across different documents. |
| Automated Data Merging | Automatically pulls data from Salesforce, inserting it into templates. | Reduces manual effort and ensures documents are always populated with accurate data. |
| Output Formats | Generate documents in various formats such as PDF, Word, and Excel. | Offers flexibility in document sharing and collaboration across internal teams and clients. |
Conga Composer is known for its versatility and ease of use across multiple industries.
With Conga Composer, users can quickly pull data from Salesforce records and automate the document creation process, reducing manual tasks and ensuring consistency across all documents. The tool is ideal for companies that want flexibility in how they generate and format their documents while maintaining full control over the content.
| Feature | Description |
| Multi-Industry Document Generation | Suitable for generating a variety of document types across industries, from legal contracts to financial reports. |
| Data Integration with Salesforce | Pulls data from Salesforce, ensuring consistency across documents. |
| Customizable Templates | Offers a wide range of pre-built templates that can be customized. |
| Output Formats | Generate documents in formats such as PDF, Word, Excel, and PowerPoint. |
| Advanced Reporting and Analytics | Integrated with Salesforce for generating reports based on custom criteria. |
Nintex Drawloop is designed for businesses that require large-scale, enterprise-level document generation, e-signatures and automated workflows.
| Feature | Description |
| Large-Scale Document Creation | Reduces the burden on teams and ensures that all documents are created based on the latest Salesforce data. |
| E-Signature Integration | Once a document is generated, it can be routed for electronic signature directly from Salesforce. |
| Compliance and Audit Trails | Every step of the document creation and approval process is tracked. |
Formstack Documents is well-suited for organizations that handle large amounts of structured data and need to generate customized documents at scale. Unlike more general-purpose tools, It excels at taking data from various sources, such as Salesforce, online forms, or internal databases.
If any issues with Formstack occur, the vendor provides a list of trusted partners like Ascendix Technologies, that can consult and navigate users through the process.
| Feature | Description |
| Data-Driven Document Creation | Formstack pulls data from various sources, including Salesforce, CRM systems, and online forms, to create documents that are dynamically populated with relevant information. |
| Flexible Document Templates | Users can create and customize templates for various types of documents, ensuring that branding and layout remain consistent across the board. |
| Conditional Logic | With built-in conditional logic, Formstack Documents can automatically include or exclude sections of a document based on the data being used. |
| Integration with E-Signature Tools | Formstack integrates with platforms like DocuSign and HelloSign, enabling fully automated workflows from document generation to signing and submission. |
| Multi-Source Data Integration | The tool supports integration with over 100 apps, including popular platforms like Salesforce, Google Sheets, and payment processors. |
What sets DocuSign Gen apart is its seamless integration with DocuSign’s industry-leading e-signature technology, allowing users to automate not just the creation of critical business documents but also their signing and approval.
For companies that regularly deal with contracts, sales agreements, or other legally binding documents, this tool simplifies workflows, enhances compliance, and accelerates deal closures.
| Feature | Description |
| Integration With E-signature Platform | Allows users to send documents for electronic signature without leaving Salesforce. |
| Customizable Workflow Rule | Automates document routing, e.g, a contract can be automatically sent for signature as soon as an opportunity is marked as "Closed Won" in Salesforce. |
| Audit Trails and Compliance Tracking | Provides visibility into every step of the document process. From creation to signing, each action is logged and stored. |
Save your time on research. Contact our team to get an expert consultation regrading the most suitable document generation tool for your business.
PDF Butler stands out for its simplicity and powerful PDF generation capabilities, making it an ideal choice for teams that need reliable, consistent, and highly customizable PDF outputs.
Whether you’re generating invoices, contracts, reports, or customer communication, PDF Butler pulls relevant data directly from Salesforce records and presents it in a structured, professional PDF format.
| Feature | Description |
| Automated Document Generation | Automatically generates PDF documents directly from Salesforce records based on triggers or specific events (e.g., closing a deal). This ensures real-time, accurate data in every document. |
| Customizable Templates | Allows businesses to design branded, professional-looking templates that auto-populate with Salesforce data. These templates are tailored for a wide range of document needs, from invoices to contracts. |
| Conditional Logic Support | Enables complex logic to be embedded within documents, ensuring that different sections are displayed depending on the Salesforce data. Useful for tailoring documents to meet specific customer or case requirements. |
| E-Signature Integration | Integrates with DocuSign, Adobe Sign, and other e-signature platforms, allowing seamless automation from document generation to signature collection, speeding up approval processes and document workflows. |
| Batch Processing Capability | Supports the generation of multiple documents at once, making it ideal for businesses that need to process large volumes of documents, such as generating invoices for a large customer base. |
PandaDoc is a well-known for its robust sales enablement tools, allowing users to easily generate professional-looking proposals, quotes, and contracts using pre-configured templates. The platform’s real strength lies in its ability to track document activity, providing insights into customer engagement that can help sales teams close deals faster.
| Feature | Description |
| Sales-Centric Document Creation Tools | It offers a rich library of customizable templates simplifying the standardization of commonly used documents while pulling in live data from Salesforce. |
| Tracking of Customer Engagement | Provides real-time insights into how the recipient interacts with the document. |
| Dynamic Content | Allows users to adjust pricing, product details, or contract terms on the fly without needing to create a new document from scratch. |
Opero Documents is a flexible and highly customizable document generation tool designed to work seamlessly within the Salesforce environment. It caters to a wide range of document needs, allowing users to create anything from invoices to complex reports with minimal effort.
| Feature | Description |
| Highly Customizable Templates | Offers a drag-and-drop interface for designing templates, making it accessible for users without extensive technical expertise. Customization is ideal for varying industry standards. |
| Multi-Language and Multi-Currency Support | Supports multiple languages and currencies within the same template, simplifying document creation for global operations and eliminating the need for separate templates for different regions. |
| Automation Across Different Document Types | Automates the generation of various document types (quotes, contracts, invoices, reports) based on Salesforce events, enhancing efficiency and reducing errors. |
| Batch Processing for High-Volume Document Generation | Enables batch processing for generating large volumes of documents, ensuring consistency and speed for teams managing extensive operations. |
| Integration with Third-Party Tools | Integrates with e-signature platforms (like DocuSign and Adobe Sign) to create a fully automated workflow from document generation to signature collection and archiving. |
Jotform is an online form builder tool that combines form building with document automation. This tool is particularly beneficial for businesses looking to simplify their workflows by turning form submissions into polished documents without the need for extensive coding or design expertise.
| Feature | Description |
| Drag-and-Drop Form Builder | Users can choose from a variety of field types, including text fields, checkboxes, dropdowns, and file upload options. |
| Conditional Logic | Jotform enables users to implement conditional logic in their forms. For instance, based on a user’s previous answers, specific questions can be shown or hidden. |
| E-Signature Capabilities | Users can collect digital signatures directly on their forms, allowing for faster agreement and approval workflows. |
Docs Made Easy allows organizations create quotes, proposals, account plans, receipts, invoices directly from their Salesforce CRM.
| Feature | Description |
| Intuitive Document Creation Process | Docs Made Easy offers a user-friendly interface with drag-and-drop functionality, allowing users to create documents easily without advanced technical skills. |
| Dynamic Data Integration | Automatically pulls data from Salesforce, ensuring documents like sales proposals are populated with accurate client information, product specifications, and pricing. |
| Output Formats | Supports generation in formats like PDF, Word, and Excel, providing flexibility for sharing documents tailored to the audience or purpose. |
| Customizable Templates | Provides a library of templates for various document types, which can be modified to reflect branding elements such as logos and colors, ensuring a professional look. |
| Seamless E-Signature Capabilities | Integrates with e-signature platforms, allowing users to gather electronic signatures directly, streamlining the approval process for contracts and agreements. |
In the digital age, where efficiency and accuracy are paramount, integrating document automation tools into business workflows is no longer just a nice-to-have; it’s a necessity. By providing timely, accurate documents, businesses can foster trust and reliability, essential components in today’s competitive landscape.
If you’re looking for assistance in choosing the most suitable Salesforce document generation tool for your business, feel free to contact us. We’ve been in the tech market for 25+ years and empower our clients to leverage technology in order to work smarter, not harder.
Apart from expert consultation, we can conduct a demo of a ready-made tool for Salesforce document generation – Ascendix Composer. During the demo, you’ll experience firsthand how it can streamline the creation of tailored documents just in a few clicks.
Native Salesforce functionality (like Salesforce CPQ and Quotes and Orders functions) partially covers a quick generation of quotes, proposals and other documents right from CRM. Mostly, it often leaves users with static, non-dynamic documents that lack customization options and design flexibility.
For companies that use Salesforce CRM the best solution in this case is to implement a Salesforce-based solution with extended document generation functionality.
Kateryna creates engaging content about Salesforce consulting, Ascendix products, and CRM best practices for the commercial real estate industry and legal services. Her articles provide readers with relevant data, stats, business tricks and overviews of new industry trends and CRM updates.
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