Top Salesforce Document Generation Apps

Are Manual Documents Slowing You Down? Transform Your Workflow Today!

Imagine your sales team spends hours each day manually creating quotes, contracts, or invoices. Not only is this process time-consuming, but it also increases the risk of errors that could delay deals or damage customer trust. With Salesforce document generation tools, businesses can automate the creation of these essential documents. This not only saves valuable time but also minimizes mistakes and ensures that every document is accurate, professional, and perfectly aligned with your branding.

Document generation in Salesforce allows teams to create polished, accurate documents directly within the CRM. Whether it’s generating quotes for potential customers or detailed contracts for new partnerships, these tools eliminate the need for manual formatting and data entry. For instance, a company using Salesforce CRM document generation software can deliver professional, error-free proposals in minutes, improving efficiency and leaving a positive impression on clients.

The Salesforce document generation apps featured in this list were carefully chosen based on user reviews, ratings, and functionality. We focused on tools that seamlessly integrate with Salesforce, provide advanced customization, and simplify workflows. These apps are ideal for generating everything from sales proposals to internal reports. For businesses looking to further enhance their Salesforce experience, consider exploring Salesforce document generation providers. 

If you’re ready to transform how your business handles documents, let’s explore the first app on the list.

1. Document Generation for Salesforce | Doc Gen for Salesforce by Titan

Overview:

Titan’s Salesforce document generation tools redefine efficiency and flexibility in creating, managing, and automating documents. As a 5-star rated app, Titan caters to a wide array of business needs, from generating contracts and proposals to processing invoices and reports, all without requiring a single line of code. The app supports seamless real-time Salesforce integration, ensuring your documents are accurate, personalized, and up-to-date. Its multi-format compatibility (PDF, DOCX, HTML, PNG) makes it versatile and user-friendly for organizations of all sizes.

Key Features:

• Multi-Format Document Generation: Create, merge, and convert files into formats like PDF for finalized contracts, DOCX for editable proposals, HTML for web-based content, and PNG for graphical elements.
• Dynamic Salesforce Integration: Use real-time data from Salesforce objects to populate documents instantly. Whether working with standard or custom objects, data is pulled dynamically to ensure accuracy.
• E-Signature Integration: Legally binding digital signatures can be added directly to documents, simplifying the approval process. Titan complies with 21 CFR Part 11 standards, making it suitable for regulated industries.
• Barcode and QR Code Integration: Embed barcodes and QR codes in documents for applications like payment processing, invoicing, and order tracking. These codes can be linked dynamically to Salesforce data, streamlining workflows.
• Limitless Object Access: Work with any number of Salesforce objects, enabling data-rich documents tailored to specific needs. Titan supports creating, updating, and deleting Salesforce records directly from the documents generated.
• Custom Storage Solutions: Address Salesforce storage limitations by integrating with third-party services like Google Drive, Box, Dropbox, and OneDrive.

Benefits for Teams:

• Improved Productivity: Automate manual tasks like generating quotes or contracts, freeing up time for more strategic activities. Learn how to create custom quote templates in Salesforce.
• Error-Free Data Handling: Real-time Salesforce integration ensures data accuracy, eliminating discrepancies in customer-facing documents.
• Enhanced Scalability: Titan’s robust capabilities adapt to businesses of all sizes, from startups to enterprises handling complex workflows.
• Personalized Customer Interactions: Dynamic document generation allows businesses to create tailored proposals and contracts that align with client needs.

Pricing: Titan starts at a paid plan with discounts available for nonprofits. Custom pricing depends on specific business needs.

Rating: 5.0 (7+ reviews) ⭐⭐⭐⭐⭐
Link: Explore Document Generation for Salesforce by Titan on AppExchange.

2. Qwilr | Generate Beautiful Proposals, Quotes & Docs as Webpages You Sign & Track

Overview:

Qwilr is a cutting-edge document generation tool Salesforce users rely on to create engaging, interactive, and personalized proposals, quotes, and sales documents directly within Salesforce. This Salesforce document generation app transforms traditional documents into responsive web pages that are easy to share, track, and finalize. Designed for efficiency and interactivity, Qwilr empowers sales teams to close deals faster by streamlining document creation and enhancing buyer engagement. 

Key Features:

• Personalized Proposals in Minutes:
  Generate customized proposals, quotes, and sales documents directly from Salesforce in less than two minutes. Use Salesforce data to autofill critical details about leads or opportunities, reducing manual input.
• Interactive and Responsive Web Pages:
  Convert static documents into dynamic web pages, enhancing buyer engagement with interactive elements like pricing calculators, videos, forms, and calendars. These web pages are fully responsive, ensuring a seamless viewing experience on any device.
• Integrated E-Signatures and Payment Options:
  Allow buyers to sign and pay instantly within the document. The legally binding electronic signatures and embedded payment options accelerate the approval process and improve conversion rates.
• Real-Time Notifications and Analytics:
  Receive instant notifications when buyers view or interact with your proposals. Qwilr tracks engagement, showing which sections were viewed and clicked, helping sales reps tailor their follow-ups effectively.
• Template Library for Quick Setup:
  Qwilr includes a library of pre-designed templates, enabling teams to create polished documents instantly. This feature is ideal for organizations looking to scale their document generation processes.

Benefits for Teams:

• Enhanced Buyer Engagement:
  Interactive features such as dynamic pricing calculators and embedded videos captivate buyers, making it easier to upsell or cross-sell additional products and services.
• Streamlined Workflow:
  Sales teams can generate proposals and contracts directly within Salesforce, reducing the time spent switching between tools. For instance, a software company can use Qwilr to create detailed pricing proposals with upsell options and track buyer engagement in real time.
• Improved Conversion Rates:
  By enabling instant e-signature and payment options, Qwilr eliminates unnecessary delays in the sales process, allowing deals to close faster.
• Data-Driven Insights:
  Analytics provide visibility into buyer behavior, helping teams identify decision-makers, track engagement levels, and prioritize follow-ups.

Pricing: Qwilr starts at $59 USD/user/month for the Enterprise Annual Plan, with a 5-user minimum. Discounts are available for nonprofits.

Rating: 5.0 (3+ reviews) ⭐⭐⭐⭐⭐
Link: Explore Qwilr on AppExchange.

3. WebViewer for Salesforce by Apryse | Document Viewer and Editor

Overview:

WebViewer for Salesforce is a powerful Salesforce document generation tool that enables users to view, annotate, edit, merge, and redact PDFs, MS Office files, and images directly within Salesforce. This Salesforce document generation app prioritizes security by processing files client-side, ensuring sensitive information remains protected. Designed for seamless collaboration, WebViewer enhances workflows for teams needing to work on contracts, reports, or other critical documents.

Key Features:

• Comprehensive Document Editing:
  Users can edit PDFs and DOCX files, annotate text, highlight sections, and make real-time comments for effective collaboration.
• E-Signatures and Forms:
  Streamline processes by securely signing contracts and filling out forms directly within Salesforce, enabling faster deal closures.
• True Redaction:
  Permanently remove sensitive content while leaving the rest of the document intact, ensuring compliance and safe document distribution.
• File Manipulation:
  Easily rotate, reorder, crop, split, merge, and delete pages within documents to create a professional and polished final product.
• Real-Time Collaboration:
  Team members can work together in real-time, exchanging annotations and comments, ensuring everyone stays on the same page.
• Multi-Format Support:
  View and annotate Microsoft Office files, convert them to PDFs, and edit DOCX files directly in Salesforce.

Benefits for Teams:

• Enhanced Collaboration:
  Real-time annotations and messaging make it easy for teams to work together on important documents, reducing delays caused by back-and-forth emails.
• Streamlined Workflow:
  Organizations can manage contracts, expense reports, and other documents within Salesforce, eliminating the need to switch between platforms.
• Improved Security:
  The tool processes files client-side, ensuring that sensitive data remains secure and never leaves the Salesforce environment.
• Efficient Document Handling:
  With features like redaction and multi-format support, users can easily manage large volumes of documents while maintaining accuracy and compliance.

Pricing: WebViewer for Salesforce starts at $15 USD/user/month, with discounts available for nonprofits. A free 90-day trial is also offered.

Rating: 5.0 (1+ reviews) ⭐⭐⭐⭐⭐
Link: Explore WebViewer for Salesforce on AppExchange.

4. CERTUS by SICPA SA

Overview:

CERTUS is a Salesforce document generation app that focuses on the independent and lifelong verification of credentials and value documents. Designed for institutions like universities, government bodies, and international organizations, CERTUS leverages blockchain technology to secure both digital and paper-based certificates. This document generation tool Salesforce ensures privacy preservation and tamper-proof verification, making it an essential solution for safeguarding sensitive data.

Key Features:

• Universal and Independent Verification: CERTUS enables quick, reliable verification of documents that remain valid for a lifetime. Its blockchain-protected digital seals prevent tampering or forgery.
• Dual Document Formats: The app supports both paper-based and digital certificates, making it versatile for organizations transitioning between traditional and digital document workflows.
• Privacy Preservation: CERTUS does not store sensitive data on any platform. Instead, it uses secure digital seals that are safeguarded on the blockchain, ensuring privacy and data security.
• Advanced QR Code Technology: Secure QR codes are embedded in documents to provide instant verification, whether offline or online.
• Comprehensive Security: CERTUS ensures the legitimacy of credentials through advanced mathematical proofs and immutable blockchain storage, safeguarding the integrity of issued documents.
• Wide Application: Ideal for certificates, diplomas, contracts, and other critical documents that require lifelong validation and universal authentication.

Benefits for Teams:

• Unmatched Security: CERTUS guarantees tamper-proof document security, ensuring that critical credentials remain protected from fraud or duplication.
• Simplified Verification: Organizations can enable one-click document verification for recipients, reducing administrative overhead and streamlining processes.
• Compliance and Privacy: By avoiding the storage of sensitive data, CERTUS supports compliance with stringent privacy laws like GDPR.
• Versatility Across Industries: From universities issuing diplomas to sports organizations providing certifications, CERTUS adapts to a range of document verification needs.

Pricing: CERTUS charges $1 USD per document issued as a one-time payment. Custom pricing is available for organizations generating a higher volume of documents annually.

Rating: Not yet rated ⭐⭐⭐⭐⭐

Link: Explore CERTUS on AppExchange

5. Vlocity Insurance: Digital Insurance Platform by Vlocity, A Salesforce Company

Overview:

Vlocity Insurance is a comprehensive digital insurance platform built natively on Salesforce. Designed for insurance providers, brokers, and agents, this app offers a seamless solution for managing the entire policy lifecycle, from quoting and policy administration to claims management. With a 4.77-star rating, Vlocity combines agile tools and dynamic document generation Salesforce features to support modern insurance needs.

Key Features:

• Policy Lifecycle Management:
  Automate and manage processes for quoting, underwriting, policy issuance, renewals, and claims adjudication. This ensures streamlined operations across all aspects of the policy lifecycle.
• Dynamic Document Generation:
  Create contracts, proposals, and other key documents directly from Salesforce using customizable templates. This Salesforce document generation tool ensures accurate, branded documentation.
• Advanced Quoting and Rating:
  Configure product quoting and rating with drag-and-drop tools, providing flexibility for different insurance products and services.
• Omnichannel Support:
  Provide policyholders with guided self-service through portals and mobile apps while enabling brokers and agents to access real-time data for efficient customer service.
• Integration-Ready Platform:
  Vlocity Insurance integrates seamlessly with Salesforce Financial Services Cloud, third-party systems, and cutting-edge technologies like AI and IoT for enhanced functionality.
• Billing and Payments:
  Simplify billing and payment processes, enabling smooth financial management for insurers and policyholders alike.

Benefits for Teams:

• Increased Efficiency:
  Automate repetitive tasks like document generation and policy updates, allowing agents to focus on building customer relationships. For example, agents can use Salesforce doc gen features to create proposals directly from the app, reducing manual errors.
• Enhanced Customer Experience:
  Use dynamic forms and omnichannel support to provide personalized customer journeys, from onboarding to claims resolution. Policyholders can file claims or check their policy status online, improving satisfaction and loyalty.
• Scalable Solutions:
  Vlocity supports a variety of insurance lines, including life, property, and specialty insurance. This makes it adaptable for companies looking to expand their offerings without needing separate systems.
• Data-Driven Decisions:
  Leverage built-in analytics and intelligent product recommendations to optimize policy offerings and claims processes, ensuring data-backed decisions.

Pricing: Vlocity Insurance starts at $60 USD/user/month, with a free trial available for 30 days. Contact Vlocity Sales for additional product module pricing details.

Rating: 4.77 (13+ reviews) ⭐⭐⭐⭐⭐
Link: Explore Vlocity Insurance on AppExchange.

6. Maven Documents for Salesforce | Document Generation | Generate Documents Easy

Overview:

Maven Documents is a high-performance Salesforce document generation tool designed for enterprises seeking to optimize their document creation processes within Salesforce. This Salesforce CRM document generation software is perfect for complex use cases, offering dynamic document generation, collaboration features, and seamless integration with popular platforms like Microsoft and Google.

Key Features:

• Dynamic Document Creation:
  Generate accurate and professional documents, including quotes, contracts, orders, and invoices, directly from Salesforce data with ease.
• Customizable Templates:
  Build custom, code-free templates using a Query and Template builder. Enrich templates with tables, repeaters, images, QR codes, and more for a personalized touch.
• Cross-Platform Integration:
  Choose between Microsoft or Google processing engines for collaborative document editing in Docx or Google Docs formats.
• Compliance and Security:
  Ensure all generated documents meet compliance standards while maintaining data security.
• Template Management:
  Use the export/import functionality to move templates between sandbox and production environments effortlessly.
• Automation and API Integration:
  Automate document creation and related actions using Salesforce Flows, Apex, or REST API, streamlining workflows and reducing manual effort.
• Ready-to-Use Templates:
  Access a gallery of pre-built templates, saving time while ensuring professional-quality documents.

Benefits for Teams:

• Accelerated Sales Processes:
  By automating document creation, sales teams can reduce errors and save valuable time, enabling them to focus on closing deals faster.
• Streamlined Collaboration:
  Enable secure collaboration on documents through Microsoft or Google, allowing for seamless negotiations and efficient team workflows.
• Simplified Administration:
  Administrators can manage templates effortlessly, customize documents for unique business needs, and ensure smooth transitions between environments.

Pricing: Maven Documents offers a freemium plan, with paid options for increased usage and advanced features:

• Pro: $19 USD/user/month
• Enterprise: $34 USD/user/month
• Dedicated: $34 USD/user/month + additional options
  Free trials are available for 30 days.

Rating: 5.0 (21+ reviews) ⭐⭐⭐⭐⭐
Link: Explore Maven Documents for Salesforce on AppExchange.

7. Nintex DocGen® for Salesforce | No-code Document Generation by Nintex

Overview:

Nintex document generation for Salesforce is a top-tier solution among Salesforce document generation tools, designed to simplify the creation of professional documents without requiring any coding expertise. With a 4.87-star rating and widespread industry adoption, it stands out as one of the best Salesforce CRM document generation software options. Businesses can generate contracts, proposals, invoices, and other essential documents directly within Salesforce, making it an indispensable asset for organizations looking to streamline operations and improve productivity.

Key Features:

• Seamless Document Generation in Salesforce:
  Nintex transforms Salesforce data into polished, compliant documents with minimal effort. This document generation tool Salesforce integrates with Salesforce records, forms, and data to ensure documents are accurate and ready for distribution.
• Pre-Built Templates for Any Document:
  Users can access a library of templates for quotes, RFPs, invoices, and more. These pre-approved templates ensure compliance and eliminate the need for starting from scratch, enhancing the value of this Salesforce document generation app.
• Dynamic Conditional Text:
  Nintex supports conditional text snippets, allowing documents to include or exclude specific information based on Salesforce data. This feature is ideal for customizing contracts and ensuring compliance with local regulations.
• Support for Multiple Languages:
  The tool accommodates global businesses with support for English, German, French, and Spanish, solidifying its position as one of the best Salesforce document generation tools for international teams.
• Effortless Delivery Options:
  Users can deliver documents via email, eSign platforms, file transfer, or direct downloads. The flexibility in delivery ensures documents reach the right stakeholders efficiently, making Nintex ideal for Salesforce doc gen processes.
• Comprehensive Salesforce CPQ Integration:
  By integrating with Salesforce CPQ, Nintex simplifies the quote-to-cash process, enabling fast, accurate, and professional document generation tailored to individual customer needs.
• Data Security and Compliance:
  With pre-approved templates and advanced permission settings, Nintex ensures that sensitive data is secure and all documents comply with industry regulations.

Benefits for Teams:

• Increased Efficiency in Document Creation:
  Nintex enables users to generate documents like contracts, quotes, and invoices quickly, allowing sales and operations teams to save time and focus on higher-value tasks. Read more about Sales Salesforce apps. 
• Error-Free Documentation:
  Predefined templates and automation minimize errors in document creation, ensuring consistency and compliance across all generated files.
• Enhanced Collaboration Across Teams:
  With seamless Salesforce integration, Nintex allows multiple team members to collaborate on documents while maintaining secure access and version control.
• Streamlined Customer Experiences:
  Automating document workflows with Nintex ensures that key customer interactions, like contract renewals and quote approvals, are handled professionally and efficiently.
• Regulatory Compliance:
  By using pre-built templates and permissions, teams can confidently create documents that meet organizational and legal standards, making Nintex an essential tool for document generation in Salesforce.

Pricing: Nintex DocGen® for Salesforce starts at $50 USD/user/year. Custom pricing plans begin at $5,000 for 100 users. Nonprofits can access discounts, making it accessible for organizations of all sizes.

Rating: 4.87 (363+ reviews) ⭐⭐⭐⭐⭐
Link: Explore Nintex DocGen® for Salesforce on AppExchange.

8. Conga Composer Salesforce Connector | Document Generation for Anyone, Anywhere by Conga

Overview:

Conga Composer is one of the most versatile Salesforce document generation tools, offering comprehensive features for automating critical business documents like quotes, contracts, invoices, and customer communications. With its user-friendly interface and advanced customization options, Conga is widely recognized as one of the best Salesforce CRM document generation software. Trusted by industries like financial services and healthcare, it ensures that businesses can create, manage, and deliver consistent, professional documents with ease.

Key Features:

• Seamless Data Integration:
  Conga Composer allows users to merge data from Salesforce and other sources into pre-built or customized templates. This powerful document generation tool Salesforce can handle complex content, including tables, charts, and images, ensuring that all documents are accurate and visually appealing.
• Wide Range of Formats:
  Generate documents in popular formats such as Word, Excel, PowerPoint, PDF, and HTML. Whether you’re creating an invoice or a presentation, Conga Composer ensures high-quality outputs, making it a standout among Salesforce document generation apps.
• Batch Document Creation and Automation:
  With Conga Batch and Conga Trigger, users can create and send documents in bulk or set up automated triggers to generate documents without manual intervention. This feature optimizes efficiency and is perfect for scaling operations.
• Enhanced Branding and Standardization:
  Conga ensures all documents align with company branding and standards. Users can control templates, fonts, watermarks, and more to deliver polished, professional documents that enhance the organization’s image.
• CPQ Integration:
  Seamlessly integrate Conga Composer into CPQ processes to accelerate the quote-to-cash cycle. This feature makes it one of the leading options for Salesforce CPQ document generation.
• Versatile Use Cases:
  Conga supports a wide range of document needs, including quotes, contracts, proposals, invoices, work orders, reports, and more.

Benefits for Teams:

• Improved Efficiency and Accuracy:
  By automating the document creation process, Conga eliminates manual errors and speeds up workflows. For example, sales teams can quickly generate accurate quotes populated with real-time Salesforce data, reducing time-to-close.
• Customizable Templates for Every Need:
  Conga offers pre-built templates for standard documents while allowing extensive customization for unique business requirements. This flexibility makes it a top choice for organizations needing document generation in Salesforce.
• Better Collaboration Across Departments:
  The tool’s ability to integrate with various Salesforce clouds, such as Sales Cloud and Revenue Cloud, ensures seamless collaboration between teams.
• Enhanced Customer Experience:
  With features like white-labeling and personalized content, Conga Composer allows businesses to deliver tailored documents that resonate with clients, improving customer satisfaction and loyalty.
• Scalable for Growing Businesses:
  Whether you need to create a single contract or batch-process hundreds of invoices, Conga Composer adapts to your needs, making it a reliable choice for scaling operations.

Pricing: Conga Composer starts at $6 USD/user/month. The connector requires a separate purchase of the core Conga Composer solution, which includes onboarding and product configuration. A 60-day free trial is available for new users.

Rating: 4.75 (873+ reviews) ⭐⭐⭐⭐⭐

Link: Explore Conga Composer Salesforce Connector on AppExchange.

9. DocuSign Document Management: Streamlined Document Management by DocuSign, Inc.

Overview:

DocuSign Document Management simplifies document generation in Salesforce, offering seamless solutions for creating, managing, and automating documents directly within Salesforce. As one of the leading document generation tools Salesforce, it empowers businesses to generate critical documents with approved templates, track workflows, and manage approvals with ease. DocuSign, one of the Salesforce document management solutions, ensures organizations can maintain compliance, reduce manual errors, and boost productivity with advanced features and automation. 

Key Features:

• Streamlined Document Generation:
  Use pre-approved templates or online forms to quickly generate contracts, proposals, or invoices by pulling data directly from Salesforce. This ensures consistency and accuracy, making it a standout among Salesforce document generation tools.
• Robust Document Management:
  Store, tag, and search for documents in a secure, centralized repository. With Office 365 integration, users can edit documents directly in the browser or desktop, reducing the time spent switching between platforms.
• Automated Document Workflows:
  Automate review and approval processes by initiating workflows immediately after a document is created. This feature reduces bottlenecks and ensures tasks are completed efficiently.
• Version Control and Compliance:
  Maintain detailed histories of edits, views, and shares to meet compliance needs. Keep content current with expiration dates and reminders for document updates.
• Multi-Cloud Integration:
  Native compatibility with Sales Cloud, Service Cloud, and Community Cloud ensures DocuSign fits seamlessly into your existing Salesforce environment, enhancing overall workflow management.

Benefits for Teams:

• Increased Efficiency:
  Teams can quickly generate contracts or invoices from Salesforce doc gen templates, reducing manual entry and ensuring accuracy. For instance, a sales team can instantly create a proposal populated with real-time Salesforce data during a client meeting.
• Enhanced Collaboration:
  DocuSign allows users to track document edits, shares, and approvals, providing transparency across departments. This is particularly useful for teams managing compliance-heavy workflows, such as in healthcare or financial services.
• Simplified Document Handling:
  The drag-and-drop functionality, combined with automated workflows, eliminates repetitive admin tasks, enabling employees to focus on strategic goals.
• Improved Customer Experience:
  By integrating document automation with Salesforce, businesses can send timely, accurate, and professional documents, enhancing their reputation and building trust with clients.

Pricing: DocuSign offers two main plans: Professional edition at $30 USD/user/month and Enterprise edition at $80 USD/user/month. Discounts are available for nonprofits.

Rating: 4.88 (88+ reviews) ⭐⭐⭐⭐⭐
Link: Explore DocuSign Document Management on AppExchange.

10. Docomotion – Document Generation & Automation for Salesforce

Overview:

Docomotion is a leading document generation tool Salesforce users rely on for creating and automating professional-grade documents. Built with flexibility and simplicity in mind, this app empowers teams to produce dynamic, interactive documents like quotes, contracts, and invoices directly within Salesforce. With an impressive 4.97-star rating, it stands out for its user-friendly, no-code approach and robust features tailored to meet complex document-generation needs.

Key Features:

• Visual Template Editor:
  Docomotion enables users to create and edit templates with a Word-based interface. This no-code approach makes it accessible to non-programmers, ensuring professional and accurate document output for various use cases.
• Multi-Format Document Generation:
  Create documents in multiple formats, including PDF, Word, email body, and HTML5. This versatility makes it one of the best Salesforce document generation tools for businesses that require tailored output formats for client interactions.
• E-Signatures and Interactive Forms:
  Collect legally binding e-signatures and customer data directly through interactive forms. This feature allows seamless integration with Salesforce, enhancing the functionality of this Salesforce doc gen solution.
• Mass Document Automation:
  Automate the generation of documents for large-scale processes like campaign proposals, contract renewals, or bulk quotes. Using Salesforce tools such as Process Builder and Visual Flow, this Salesforce CPQ document generation app simplifies complex workflows.
• Real-Time Editing:
  The Live Editor feature allows teams to make last-minute changes to documents, ensuring accuracy and professionalism before sending them to clients.
• Localized and Customizable Formatting:
  Docomotion supports localization, including RTL languages, currency settings, and date formats. This makes it an ideal Salesforce document generation app for global businesses.
• Flexible Document Delivery Options:
  Share documents through email, Salesforce Notes and Attachments, or links. This flexibility supports a variety of business needs, from internal processes to client-facing interactions.

Benefits for Teams:

• Time Efficiency:
  Automate repetitive document creation tasks and free up time for higher-value activities. For example, a sales team can auto-generate proposals and contracts during client onboarding.
• Error Reduction:
  With pre-approved templates and real-time data from Salesforce, documents are accurate, compliant, and aligned with branding standards.
• Enhanced Collaboration:
  Teams can edit, share, and approve documents within Salesforce, fostering collaboration across departments like sales, finance, and customer service.
• Improved Customer Experience:
  Interactive forms and e-signature capabilities make it easy for clients to respond quickly, speeding up the sales cycle and enhancing satisfaction.

Pricing: Docomotion starts at $10 USD/user/month for the Starter plan. The Gold plan is priced at $20 USD/user/month, and the Platinum plan at $30 USD/user/month. Discounts are available for nonprofits and community users, with a minimum annual fee of $3,000.

Rating: 4.97 (415+ reviews) ⭐⭐⭐⭐⭐
Link: Explore Docomotion on AppExchange.

Wrapping Up on the  Top Salesforce Document Generation Apps

These Salesforce Document Generation Tools empower businesses to create professional, accurate, and on-brand documents directly within Salesforce. By utilizing these Salesforce Document Generation Apps, companies can automate tasks, minimize errors, and save valuable time. Among these tools, Titan Document Generation stands out as the best, offering unparalleled features and flexibility. Whether it’s generating contracts, invoices, or quotes, these tools integrate seamlessly with Salesforce to enhance productivity and streamline operations.

Recap of the Top Salesforce Document Generation Apps:

1. Titan Document Generation
   Titan Document Generation for Salesforce leads the list with its no-code solution, offering bi-directional Salesforce integration, support for multiple formats (PDF, DOCX, HTML, PNG), and robust customization features. This app excels in automating complex workflows and handling diverse document needs, making it the top choice among Salesforce document generation tools.
2. Qwilr
   Qwilr revolutionizes how businesses create proposals and quotes by offering responsive, web-based documents with interactive features like pricing calculators. This Salesforce document generation app ensures engaging client experiences while simplifying the sales process.
3. WebViewer for Salesforce by Apryse
   WebViewer brings powerful tools for editing, annotating, and redacting PDFs and MS Office files directly within Salesforce. It’s ideal for secure collaboration and managing complex document workflows.
4. CERTUS by SICPA SA
   CERTUS offers unparalleled document verification through blockchain technology. This app ensures the integrity and lifelong validity of credentials, making it a must-have for institutions managing sensitive documents.
5. Vlocity Insurance
   Designed for insurance providers, Salesforce Vlocity Document Generation offers dynamic tools for managing policies, quoting, and claims. Its seamless integration with Salesforce Financial Services Cloud makes it a perfect choice for automating insurance-related document workflows.
6. Maven Documents for Salesforce
   Maven Documents is a high-performance solution for enterprises with complex document workflows. Its customizable templates and dynamic content integration make it a standout Salesforce CRM document generation software.
7. Nintex DocGen® for Salesforce
   As a trusted tool for generating compliant documents like contracts and invoices, Nintex Document Generation for Salesforce stands out for its pre-built templates, dynamic conditional text, and seamless integration with Salesforce CPQ. Its advanced features make it one of the most reliable solutions for document generation in Salesforce.
8. Conga Composer Salesforce Connector
   Conga Document Generation Salesforce simplifies workflows by merging Salesforce data into professional templates for quotes, reports, and contracts. With robust CPQ integration and batch document creation, Conga is a vital tool for businesses looking to improve efficiency and collaboration.
9. DocuSign Document Management
   Combining e-signatures with robust document management capabilities, DocuSign Document Generation Salesforce ensures secure workflows and fast approvals. Its automation features make it an essential tool for managing compliance-heavy processes and improving customer experiences.
10. Docomotion Document Generation
    Known for its flexibility, Docomotion Document Generation provides multi-format document creation, interactive forms, and advanced automation capabilities. This app is a favorite among businesses seeking scalable solutions for Salesforce doc gen needs.

These Salesforce CRM Document Generation Apps provide essential tools for automating document creation, ensuring accuracy, and enhancing customer experiences. While all the tools in this list are highly effective, Titan Document Generation stands out as the very best option, offering unmatched flexibility and ease of use. From Salesforce CPQ Document Generation to tools available on the Document Generation Salesforce AppExchange, these apps transform how businesses handle documents, saving time and improving productivity. Explore these Salesforce Document Generation Tools today to find the perfect solution for your business needs!

Dorian Sabitov

Dorian is a 5X Certified Salesforce Developer and Administrator with a start in the IT world as a CRM Admin in 2020. Since diving into Salesforce in 2021 via Trailhead and Focus on Force, he has achieved a Ranger Rank, earned several Superbadges, and bagged certifications including the Salesforce Certified Administrator, Platform App Builder, Associate and Platform Developer I by 2023. In 2024 he also became Salesforce Certified AI Associate. Dorian is very keen on continuous learning, always looks for fresh ways to improve his knowledge. He enjoys running, boxing, kickboxing and reading diverse kinds of books in his free time.