Alternatives to Crove
Compare Crove alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Crove in 2026. Compare features, ratings, user reviews, pricing, and more from Crove competitors and alternatives in order to make an informed decision for your business.
-
1
DocuGenerate
DocuGenerate
Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading the template, the merge tags are automatically detected based on the template content. Create personalized experiences for your business using our REST API. Generate in bulk thousands of PDF documents like invoices, letters, contracts, agreements, certificates, and more. Simply call the generate document API endpoint with your data and in a few seconds a document will be generated from the specified template, ready for use in your own application or workflow.Starting Price: $19 per month -
2
TemplatesGo
TemplatesGo
No more printing, scanning, or emailing paperwork back and forth. Convert documents into easy-fill forms for faster completion and deal closure. With TemplatesGo’s easy-to-use solution, from entering client data to completing your proposals, agreements, contracts, or any documents, you now can do it within minutes. Our user-friendly platform makes creating a fillable form from your document a breeze. Anyone can effortlessly complete and access generated documents, without the hassle of printing, scanning, or managing files like PDF, Word, or Mac Pages. Easily complete forms and swiftly review documents with our technology. Speed up document processing for accurate, error-free results in both format and content. Reuse and update the form as needed for ultimate convenience. -
3
DocParrot
DocParrot
DocParrot is a document automation tool that helps you stop manually filling out the same contracts, proposals, and forms repeatedly. Instead of doing find-and-replace through lengthy documents and risking errors, you build a template once by dragging fields wherever you need them—right in the middle of sentences, between paragraphs, anywhere. No coding needed! When you're ready to create a document, those fields turn into a simple form you fill out, and the tool generates a completed Word doc in seconds with everything replaced perfectly throughout. You can save client information to auto-fill details even faster, store all your generated documents in one place with 250GB of space, and keep your whole team working from the same updated templates. It's built for people who deal with repetitive documents and want to cut the busywork without learning complicated software or touching any code.Starting Price: $49/month -
4
The PDF Maker
Closer Innovation Labs Corporation
If you're looking to auto-generate contracts, invoices, certificates, or client-facing documents from your CRM or form data, The PDF Maker is exactly what you need. It connects with platforms like HubSpot, Salesforce, Google Sheets, and Airtable to pull information and turn it into ready-to-send documents. You can map fields, apply conditions, and use templates to build documents at scale—without manual work. For developers, our API makes it easy to add PDF generation directly into your workflows and tools. This is ideal for sales, HR, operations, and admin teams that deal with repetitive paperwork and want a faster, more accurate process. The PDF Maker improves productivity, reduces errors, and ensures consistency across documents.Starting Price: $24.99/month -
5
Conga Composer
Conga
With Composer, quickly generate error-free digital documents for any need. Automate your templated documents to guarantee they’ll always be beautiful and built with the right data. Spin up accurate, consistent documents for any business need while you get rid of process roadblocks and errors that slow down business. With Composer, build fully customized, personalized documents in a snap, whatever your industry, your role, or your use case. Eliminate manual document tasks and reduce errors for better customer communications. Once you’ve created your documents, we help you automate processes around them. Tie together automated reports and batch sends for quick, streamlined workflows. With the Conga Batch add-on, consolidate, schedule, and deliver the documents you create with Composer. Choose how you want to launch and send, whether automatically or on-demand, and even do so for multiple documents at once. -
6
SimplyDocs
Rise & Inspire Techlabs
SimplyDocs is a web-based software platform which allows you to simplify your document generation process. Document Simplification starts here. SimplyDocs is a web-based software platform which helps you to create and manage web forms, generate filled documents & publish the documents for almost everything. Create Forms & Document, Templates. API Integration For Document Generation. API Integration To Get Form Submissions. Publish Elegant Documents. Use Your Own AWS S3 Storage. Design forms/templates with unlimited variables to capture data. Forms can be easily designed by doing a drag & drop of form elements. Map forms with templates for document generation or use them independently. Publish multi-page elegant documents about everything from manuals to faqs. Shareable URL with complete index. Save offline for anytime access. Publish/Unpublish them based upon your requirement or export them as PDF.Starting Price: $6 per user, per month -
7
DoxFlowy
DoxFlowy
DoxFlowy is an AI-powered, no-code document automation platform designed to streamline the creation of professional and compliant documents across various business functions, including HR, legal, operations, and finance. It enables users to automate document workflows through dynamic templates, intuitive data collection forms, and robust integrations with existing tools. Users can upload existing documents, create new ones from scratch, or utilize a library of templates vetted by legal professionals. The platform automatically generates customizable questionnaires mapped to these templates, facilitating error-free document creation based on user inputs. DoxFlowy supports electronic signatures, providing a simple and intuitive signing process that is legally binding and compliant, complete with a built-in tamper-proof audit trail. The platform integrates with major CRMs, marketing applications, HR tools, and more, allowing for seamless automation of the entire document lifecycle.Starting Price: $499 per month -
8
EDocGen
EDocGen
Document generation platform for creation of PDF, HTML, JPG and Word documents from wide range of data-sources including Databases, Enterprise Applications, XML, Excel, JSON data. Supports all modes of document generation including on-demand, bulk, and interactive. Business users can use the existing templates as-is after adding tags. The system employs a tag notation, with separate tags for text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic elements. In the native editors, users can add tags to their templates. They can also include if-else conditions, loops, and calculations in the template. A central repository of all approved business templates for better compliance and brand governance. Only authorized personnel can upload and delete templates. The system auto-generates fillable forms from templates. Filling of these dynamic form fields by internal or external users creates filled-in documents in the desired format.Starting Price: $6 per month -
9
Windward Hub
Windward Studios, Inc.
Hub is our newest product, comprised of two components: Designer and Hub Platform. Hub allows you to design stunning templates and output data-rich documents. You just need to signup once for our document automation solution to enjoy easy template management, scheduling future reports, and generate documents on-demand. Windward Hub is the comprehensive, hosted solution you need to generate, manage, and share all of your documents and reports with the click of a button. Windward provides streamlined production of contracts, proposals, sales collateral, and much more. Output accurate and error-free documents every time with our dynamic document generation solution. Windward Hub centralizes your template creation process. No more emailing files back and forth or messy versioning workarounds. In the Windward Hub portal, you can view up to date versions of your document templates: one location for managing templates across the entire document automation process means more time savings. -
10
Documati
Documati
Documati is a high volume document generation software that integrates with any CRM or ERP. Leverage our scalable REST API from Zapier, RPA platforms, no-code and low-code platforms or your custom build applications. Open your CRM in Chrome browser, choose a document template and simply click the button. You just generated a Word, PDF or PowerPoint document filled with the data from your CRM. Look how a tedious routine turns into a 1-minute activity. Connect to any CRM without starting a costly CRM integration project. Generate 100s of documents in 1 minute by merging data into the template. Just connect your CRM system and click the button. The last thing is to look while Documati fill out your document. -
11
DocSpring
DocSpring
Makes it easy for programmers to fill out and generate PDFs. We provide a visual PDF template editor and PDF filling API. Fill out PDFs with an API request. DocSpring makes it easy for developers to fill out PDF forms. Upload a PDF template, we’ll automatically import fields if your PDF has a fillable form. Set up your fields, use our visual template editor to drag-and-drop your fields. Send an API request, send a POST request to generate a PDF with a few lines of code. Drag-and-drop your fields in DocSpring's visual PDF template editor, then set your fields types, conditions, and how you want to display the data. Ensure the data you send in your API requests matches the fields in your PDF templates. Never accidentally delete a field or send the wrong data. We support a wide range of field types, so you can fill out and sign any type of form. Fields include barcode, QR code, image, signature, and many more. We can generate web-based forms from the fields in your PDF template.Starting Price: $49 per month -
12
Portant
Portant
Portant is like a mixture of Docusign and Zapier. We make it easy to build powerful document workflows with the tools you actually use. The simplest way to automate business-critical documents. Automate contract eSigning. Select a Google Doc agreement template, add an eSignature placeholder, and put your contract signing on auto-pilot. Generate batches of invoices. Select a Google Sheet of invoice data, add a Google Docs invoice template, and generate 10, 100, or even thousands of invoices at a time. Every time a Google Form is submitted an incident report PDF is automatically generated and shared via email. Google Forms to PDF. Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses. Portant can automatically generate documents any time someone responds to a form or any time a spreadsheet is updated. Portant is a document automation solution that integrates with the tools you already use, so you can get back to the important stuff.Starting Price: $42 per month -
13
Invoices Center
Invoices Center
Tired of buying bulky invoice, quote and receipt booklets? Invoices Center offers everything you need in one digital space! Generate, send, and track all your invoices, quotes, receipts, remittances and deposit slips seamlessly — without the paper, clutter, or hassle. Perfect for businesses and freelancers ready to streamline their processes! Over 15+ templates tailored to fit our customers business needs!Starting Price: $5 per month -
14
Lawyaw
Lawyaw
Affordable legal document automation software that puts time back in your day. Cut your routine legal drafting by 80% with auto-filling court forms and convert your Microsoft Word-based documents into easy-to-populate online templates. The average law firm spends 20% of available hours on routine drafting. Generating sets of documents simultaneously with Lawyaw saves time and avoids costly errors. Easily search, select, and fill thousands of official state court and immigration forms in our cloud-based platform. No software installation is required. Save time and complete your filings faster using our built-in federally compliant eSign tool. Our mission is to increase convenient access to legal services using technology. Lawyaw is a technology company built by humans working together. We provide affordable, no-code document automation solutions for solo, small- and mid-sized legal practices that can help streamline information gathering and document assembly.Starting Price: $70 per month -
15
ExactDocs
Solentive Systems
Intelligent Document Automation, Generation and Template Management. With ExactDocs you can centralize and control all of your document templates and use them to generate perfectly compliant and accurate documents every time. It is easy to use and is the perfect companion for your Microsoft productivity tools such as SharePoint, OneDrive, Dynamics 365 and Word. It is also easy to integrate with other third party systems and by coupling with Microsoft Power Automate and/or the InRule Decisions Platform, ExactDocs can generate documents based on complex rule sets and workflows. Using ExactDocs means you’ll never send out incorrect documents again. That means no more proposals with the wrong amounts or customer name, no more incorrect terms and conditions in your agreements and no more out-dated company policies in your employment contracts. You can also control your brand by always providing the most up-to-date versions of your brand identity.Starting Price: $9.95 per user per month -
16
DocsCloud
DocsCloud
DocsCloud helps professionals & businesses generate filled documents on a real-time basis, create web forms to collect information, create and manage agreements, secure sharing of documents & extract text from documents or images. DocsCloud is an all-in-one platform for creating, managing and sharing the documents that your business relies on every day. Form Builder provides a quick & easy interface to create flexible forms. Embed them anywhere or the user directly. DocTemplate strives to make the process of creating business documents easy. Fillable PDF module helps you manage and share your fillable PDFs with clients easily. DocExtractor allows you to extract the data from documents & images effortlessly. Plug it anywhere in your process. Create or upload documents and get them digitally signed from multiple parties (signees). Host documents and share them securely within the organization or with an external audience.Starting Price: $15 per month -
17
LAWLIFT
LAWLIFT
Automate your documents with ease. Do you still draft every document manually? Design and use your own document automation templates instead. No coding skills required. Generate documents blazingly fast Once you've experienced the magic of document automation, you might never look back. Stop spending hours on drafts. Create even the most complex documents within minutes. It's as easy as answering a questionnaire and watching your document being created in real time. You're always in control. Make content available to anyone you want Use our publications feature to give clients, team members or whole departments self-service access to automated document templates. Leverage pre-defined scopes of action to reduce bottlenecks and the risk of human error. Design smart templates without writing a single line of code It's all about ease of use. Our clean no-code editor enables everyone to create complex document template logic right away. You can even build bilingual templates -
18
SmartDocuments
SmartDocuments
SmartDocuments document creation and automation software enables businesses to create documents and manage templates with minimal effort. Always send or store your documents with the correct corporate identity. Create your own standard templates and manage them with ease. No more copy & pasting Word documents. Automate document by inserting external data into documents. No coding needed to create the template, just drag & Drop. Easy to use always remains important to us, whatever additional feature we build. Reduce risks when creating documents. Invest in smart templates for full compliancy. Create perfect legal documents using our central system for document creation and template management. Decrease the amount of time you spend on compiling personnel documents immensely. Create personalized and automatized documents such as employment contracts easily and quickly using smart templates. -
19
airSlate WorkFlow
airSlate
airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.Starting Price: $19 per month -
20
Documill Dynamo
Documill
Automate & standardize workflows of quotes, contracts, proposals and more! Documill Dynamo is an easy-to-use document generation app for Salesforce. It allows users to create documents with one click, without leaving Salesforce. Deploy quickly and smoothly: choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag and drop interface. No coding skills required. Personalize your document workflows to fit your needs with pre-defined options. Ensure top quality for all kinds of documents and layouts: enable production of multiple language versions with nested tables and related images. Fully control users' editing rights for each section and procedure. Enable intuitive Salesforce experience: Documill Dynamo’s browser-first approach empowers users to accomplish all their tasks without leaving Salesforce. Eliminate the need to jump between applications for top productivity. -
21
Clicksign
Clicksign
Electronic signature with legal validity. Security, trust and ease to send, approve and sign electronic documents for your company. Electronic document step by step. Simplify your processes. Sending documents Forget the paper! Upload your PDF or .docx document (Word) and list the signatories' emails to collect their signatures 100% digitally. Electronic signature. Each signer receives a unique link to sign the document. The subscription can be made by computer, cell phone or tablet. Simple and practical. Manage documents. Upon completion, the document is securely encrypted in your account. Save or export - you decide! No digital certificate required Just sign and go. Commercial contracts. Loans Account opening. General documents. Insurance proposals. School enrollment. API for integrations Integrate electronic signature into your systems using Clicksign's REST API and automate your signature processes.Starting Price: $39 per month -
22
Document.do
Cloufi Technologies
Are you looking for easy-to-use Salesforce Documents generating applications? Fully integrated with Document Generation Software, Document.do this application can create rich PDFs or Salesforce Docs files within minutes. Let’s hear about its top features! Top Benefits of Using Salesforce CRM Document Generation Software: 1. Pre-Designed templates 2. Editorial Capabilities 3. Easy Integration with Google Chrome 4. Automated Several Document-Related Tasks 5. Generate Report Documents 6. Quick Sharing On Cloufi’s, Document.Do is the best Document Generation Software available online, offering a quick and effective onboarding solution with its responsive process builder and document editor. You Can generate essential business documents, i.e. invoices, contracts, reports, and agreements. -
23
billmywork
Indasil Solutions
Invoice your customers in seconds, send emails with attachments. Generate invoices from entered time and get paid faster. Faster billing means quicker payments. Accept payments online. Create professional estimates quickly. Re-use existing template and get your clients approval, streamline your workflow. Convert estimates to invoices in a single click. Capture receipts and upload using your mobile device or desktop PC. Categorize expenses into custom categories unique to your business. Generate reports at tax season, save time. Accept payments online using credit cards. Multiple payment gateways supported, pick one. Track payments offline, and email receipts to your clients. Track time accurately using multiple views and timers. Timesheets and approval option available for client or administrator. Setup reminders for missed timesheets. Auto populated timesheets for quick entry.Starting Price: $7 per month -
24
Doc2
Doc2
Create contracts from your existing templates using smart forms. Then delight your clients and teams with professional eSigning. Our technology allows you to create the same documents you currently do in a fraction of the time. Detailed audit logs and eSigning certificates. Impress clients with consistently branded documents, emails, and eSigning pages. Easily manage all of your templates in one place. Access all of your templates and documents from anywhere, on any device. What's not to love? Ensure your team always use the latest template, eradicating out-of-date template risks. Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up. Our experts will set up your templates for you. Exceed client expectations with professional documents in seconds. Ensure compliance with accurate, branded, onboarding documents. Close deals quickly and compliantly with branded engagement documents.Starting Price: $55.42 per month -
25
Invoice Candy
Invoice Candy
Invoice Candy is a free platform that allows users to generate, download, and send invoices, estimates, and receipts for free! Currently our app supports 13 languages, 18 currencies, and allows for users to apply specific tax rules to their invoices. We offer many invoice templates to choose from. To send an invoice, all you need to do is add the name and email of your recipient, and you can easily download or send the invoice directly. Collecting payment is also easy! Users can pay you instantly through Stripe and PayPal. Limited support also available with Venmo, Cashapp, or Zelle. Add the option for tips by upgrading to a paid plan.Starting Price: $0/month/user -
26
Macro
Macro
In Macro, you can click on any defined term, section, chapter, clause, and more for instant context. Compare files, consolidate edits from multiple Word and PDF files into one version, generate blacklines in bulk, and compare to templates. Generate files from templates; create one or many documents at a time from a spreadsheet. Combine PDF and Word documents. Free with Macro for Windows and Mac. From an IT and support perspective, Macro is most similar to the desktop versions of Adobe Acrobat and Microsoft Word, with additional enhanced features for financial and legal workflows. This IT documentation proceeds chronologically. Click on any defined term, highlighted in blue, for a popup of the definition as provided within the document, including nested popups that can be used ad nauseum to unravel your document fully.Starting Price: $49 per user per month -
27
Josef
Josef
Documents are at the heart of what we do as legal professionals. With Josef, you can easily automate the production of any legal document. Just upload your templates, apply the logic, and share the bot with colleagues or clients. Stop wasting time producing the same documents and contracts over and over. Keep information and documents organized and available in a central location. Standardise low-risk documents and reduce input errors. Reduce turnaround times by allowing your clients to self-serve. Build one bot that can generate multiple legal documents from one interaction. Upload your template documents easily, keeping the original format and styling. -
28
Invoice Maker by Saldo Apps
Saldo Apps
What is Invoice Maker by Saldo Apps? Invoice Maker is a comprehensive solution for creating invoices, estimates, reports, receiving payments, and running a business. Thanks to it, you can create forms, fill out templates, send paperwork to clients, and accept payments wherever you are. It's the perfect tool for freelancers, independent contractors, and self-employed. It can help you streamline the tedious paperwork to focus on what really matters - providing your customers with first-class service. Main Invoice Maker functions: - convenient generator for creating invoices and estimates; - ready-made templates with all the necessary fields; - compatibility with major platforms; - vast opportunities for template customization; - popular payment methods; - free invoice generator; - 3-days trial period. By using Invoice Maker, you can save time on paperwork and other routine tasks, which in turn keeps you professionally organized and productive.Starting Price: $9.99 per month -
29
KUBRA iMail
KUBRA
KUBRA iMail™ lets you compose and design business-critical documents that maximize the impact of each customer engagement. Web-based tools help you create and design documents such as letters and notifications. Then, our state-of-the-art facilities across North America turn those document templates as well as bills, statements, and invoices into personalized paper documents and mail them to your customers. KUBRA iMail includes web-based tools for creating and managing document templates that include personalized information and targeted marketing messages on the document, on the envelope, or as a separate insert. Our DoxsDirect™ document composition software securely imports your customer profile or billing files, provides data extraction and mapping, and uses pre-defined business rules to compose documents with customer-specific messages and data-driven charts, graphics, and calculations. -
30
CraftMyPDF
CraftMyPDF
CraftMyPDF allows you to generate pixel-perfect PDF documents from pre-defined templates and JSON data. CraftMyPDF's advanced drag & drop editor lets you design PDF templates within minutes in any browser. Our PDF generation API supports Zapier, Integromat & REST API integration. CraftMyPDF has high-quality fonts you can utilize, made even more powerful by our font selector that allows you to instantly view, select, and use hundreds of fonts for your reports or PDFs. -
31
IACT
APPBOX
Online small business solution that integrates accounting, payroll, appointment booking and POS invoicing system. Access your business information anytime, anywhere. Create sales & purchase invoice, different types of journal posting, easy to use bank reconciliation, easy navigation to view all related entries, fixed assets, approval on the go, view income statement and balance sheet on the fly API to link e-Commerce store to your system for Invoice generation, easy recon between NETS/CC and POS receipts, snap a picture of receipt and submit expense claim, online booking & package purchase, flat rate of Credit card fee at 3.6% + 0.50 per transation. No additional payout feeAllow you to book appointments, print receipt and perform daily settlement. Allow customers to buy packages and utilise later. Create payslip for your staff. Send commission and payslip to all recipients. Export csv file and upload payroll to bank.Starting Price: $40 per user per month -
32
Docomotion
Docomotion
Meet the document generation app that provides a 5-star experience for everyone involved. Drastically improving both your business efficiency and your workday. Simplifying every aspect of the document generation process, from design to sign. Generate, automate and interact on one platform. No add-ons or multiple apps are needed. We put our customers' needs above all else, doing our best to resolve any request within hours. Forget about manually performing repetitive tasks, wasting precious time, and exposing yourself to human errors, inconsistencies, and lost documents. Focus on things that really matter, like engaging with your customers, creating sales opportunities, or extending your coffee break. Easily set up one-click actions to generate any type of document from any type of data, or use Salesforce’s inherent automation tools such as Process Builder and Visual Flow to intuitively integrate personalized documents into your business processes. Either way, you won’t need any programStarting Price: $10 per month -
33
Gendoc
Gendoc
Automatically generate beautiful PDF documents from templates for Sales (proposals, invoices), Marketing (whitepapers, presentations, …), and more (such as custom reports) with Gendoc. Integrate PDF generation direct in your product, in your CRM, or in your IT stack and create beautiful PDF documents for all of your customers thanks to our powerful HTML to PDF conversion API. Create templates,Starting Price: $0.10 per document generated -
34
Docs Made Easy
Docs Made Easy
Docs Made Easy is a robust Salesforce document generation tool designed to streamline your document management processes. Whether you're creating contracts, invoices, or reports, Docs Made Easy simplifies the entire workflow with its intuitive interface and powerful automation features. With customizable templates, seamless Salesforce integration, and secure document storage, it ensures your team can generate accurate and professional documents quickly and efficiently. Elevate your productivity and reduce manual tasks with Docs Made Easy, your go-to solution for effortless document generation.Starting Price: $0 -
35
Plumsail Documents
Plumsail
Plumsail Documents is a document automation tool that dynamically generates documents like Word, Excel, PowerPoint, or PDFs from templates using data from your favorite apps. Plumsail Documents has a rich set of direct integrations with cloud storage, e-signature solutions, and others. It can be integrated with any of your services in Power Automate or Zapier. These are challenges Plumsail Documents helps to solve: - data collection - document creation - e-signature collection - automated document delivery - integration and sync with services such as CRM, ERP, databases - and more!Starting Price: $29 per month -
36
Kernel
Kernel
Kernel is the simplest way to create and automate your invoices. It’s the only invoicing tool you will ever need. Our software automates the invoicing of small business owners in developing countries. It just takes one minute, to create official invoices quickly in a simple and intuitive interface. Don’t do it manually and automate the creation and sending of your recurring invoices. Keep an eye on your cash, track your receivables with our simple reports, and get paid on time. Everything you will ever need for online invoicing. Manage clients, automate invoices, and view reports. Create and download professional invoices in seconds with our free online Invoice generator. Use our free downloadable and printable official invoice and receipt templates. Choose from Word, Excel, and other formats. Not everyone who needs accounting is an accountant. Therefore, using our tools does not require any financial education.Starting Price: $3 per month -
37
Checkbox
Checkbox
Subject matter experts can quickly and easily automate the processes they know best by building apps using drag and drop, without the need for coding or technical skills. Use a single platform to build and flexibly deploy apps which automate processes from end-to-end across departments enterprise-wide. Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature. Automate end-to-end user journeys including approvals, scheduled tasks and reminders. Design complex rules and decision-tree logic, including calculations and weighted scores. Capture the information you need from users or systems and conduct triage using smart forms. Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface. The Checkbox platform can be used to build a range of bespoke automation solutions. Discover the most popular use cases and app templates amongst our customers. -
38
altaFlow
altaFlow
altaFlow is a document-first, no-code automation platform designed to streamline and govern document-driven business workflows by combining document generation, smart forms, eSignatures, and workflow automation into a single system. It enables organizations to transform static documents into intelligent, self-operating workflows that connect people, data, and systems across tools like CRM and ERP platforms. Users can build custom workflows through a drag-and-drop interface, allowing processes such as contract generation, approvals, quoting, onboarding, and invoicing to be automated without coding. It includes dynamic document generation that pulls data directly from connected systems to ensure accuracy, as well as web-based forms that capture information and trigger workflows instantly upon submission. It also features automation bots that validate data, send reminders, and move documents between systems, eliminating manual handoffs and reducing delays. -
39
PDF Butler
PDF Butler
Customers expect a personalized experience tailored to their needs and preferably in their language during each interaction with your company. With PDF Butler as your Salesforce document generation tool, you guarantee a fast and future-proof Go Live. Adding language preferences along the way is very easy with minimal configuration. Document generation challenges in Salesforce and products like CPQ, billing, sales cloud, and field service lightning will only increase. By avoiding long generation times and hard-to-maintain templates, you enable further personalization without jeopardizing the UX. Start with quick and simple templates with standard & custom objects and gradually expand with, for example, logos, dynamic pictures, translation of picklists via the translation workbench, data from external objects, QR or barcode, our roadmap is also determined by you. We offer a Salesforce document generation tool that includes speed, durable and scalable performance and excellent support. -
40
textBEAST SmartTemplates
ASBware
TextBEAST SmartTemplates is a clipboard and document assembly/automation application featuring user-defined variable text for intelligent templates. Just set up a template and add your selectable variable text for consistent and rapid customization of documents such as letters, communications, and contracts. You can create templates with variables that allow users to simply select the correct options each time a template is utilized. This process would normally require programming/coding but with SmartTemplates, it can be done using a simple graphical user interface. Variables with advanced features let you compose meaningful, grammatically correct sentences from the chosen options, saving time while producing professionally worded documents reliably and consistently.Starting Price: $59.95 -
41
TextPlan
TextPlan
Whether you call it document generation, document automation, document assembly, or document creation, we specialize in it! With TextPlan you can exploit your valuable document templates online, in your own website. Since it works online in your website, the data entry for your templates can be done by clients or prospects themselves. TextPlan is ideal to generate any type of document swift and error-free. TextPlan is often used for legal document generation and complicated document assembly. To create easy-to-use forms that are 'fool proof' TextPlan offers a powerful form configurator so you can optimize the automation and validation of the data entry. TextPlan offers various integration options for a smooth link to your processes and business model. You are always in control of how and when clients can use your templates or access the generated documents.Starting Price: $16 per user per month -
42
FinalBooks
Arihant Solutions
Customized Accounting Software for all your business needs. Manage your accounts wherever you go, with the FinalBooks Accounting mobile app. Access your account, manage your business, and stay organized anytime, anywhere on your computer, mobile or tablet. Create custom, professional invoices, sales receipts and estimates that you can send in minutes. With inventory tracking, you can instantly see your available stock and create accurate invoices faster. Send GST compliant invoices, generate financial reports, do tax calculations, and file your GST returns without any hassles. Work with your team across multiple devices and keep track of your business from anywhere. Stay on top of your finances with powerful accounting reports. Your financial documents are safe in the cloud, no matter what problems you have with your computer. If you need help, support is available with answers to your questions and information on running your business.Starting Price: $43.76 per year -
43
TypeFlow
TypeFlow.us
TypeFlow automates professional PDF generation from Airtable data using Google Docs templates. How it works: Create templates in Google Docs with variables ({{field_name}}), connect your Airtable base, map fields, and generate PDFs automatically - individually or in bulk (200+ documents). Key Features: - Dynamic line items (invoices, quotes, orders) - Conditional content sections - Image insertion from Airtable attachments - E-signature integration with status tracking - Bulk generation and API access - Airtable automation triggersStarting Price: $29/month -
44
Carizma First
Axicos
With Carizma First you can automatically create recurrent documents, such as contracts, rental agreements, quotations and invoices, quickly and efficiently, whether you are experienced or not. Carizma First automatically makes a risk assessment of the created document and initiates workflows for further review/approval where necessary, ensuring compliance and mitigation of risks while guaranteeing both precision and speed. Using a straightforward questionnaire, selection of the correct template and inclusion of all appropriate data and parameters is ensured. Documents are created automatically based on entries in the questionnaire and other data sources, e.g. SAP. Attachments can be uploaded via the questionnaire and integrated into the document to be generated. Carizma First automatically makes a risk assessment of the created document and initiates workflows for further review/approval where necessary.Starting Price: $400 one-time payment -
45
Docmo
Docmo
Integrated governance means produced content is always current and correct. Automation that handles exceptions means your team can focus on high-value work. Prepare custom templates instantly. Populate: images, tables, charts, etc. Reactive workflows. Add inputs, questionnaires, calculations. Compose emails with attachments. Professional customizations, configuration. Noninvasive. No migration. Secure, HIPAA compliant. Docmo lives behind Excel and automates Word, Outlook, etc. So, users don't need to learn a new system. Turn hours of work into minutes. No more double-entry. Pull content from any app. Ensure current templates, legal verbiage, and data are used. Easily revise previously prepared documents. Documents produced with Docmo are professional, complete, current, and correct. Log templates generated, revisions, user volume, etc. Relevant content, templates, calculations, and verbiage are automatically chosen.Starting Price: $160 per hour -
46
Templater
New Generation Software
Templater is a library designed to generate documents from existing Office templates. This allows you to create beautiful reports in a fraction of time compared to other solutions. Templater unique minimal and stable interface allows trivial integration into third party apps without the need for custom coding. Designers and domain experts will be much more productive by leveraging Microsoft Office tools. Your product can get a distinguishing feature through customization of templates by application users. Templater Editor for Microsoft Office will seamlessly integrate into Office tools and provide rich and helpful editing experience. Tag listing can be managed by your application to expose insights into your domain with additional information such as explanations/descriptions and examples. Tag detection and analysis will validate document for various issues and suggest resolutions to them with useful explanations.Starting Price: 250EUR -
47
Nintex DocGen
Nintex
Don’t let the manual creation of critical documents like contracts, work orders, and invoices slow down your business. Equip teams with Nintex DocGen® to instantly build and share documents with just a few clicks from directly within Salesforce or Office 365. No more cutting and pasting, no more errors. Deliver precise and compliant documents the first time, every time. Unleash the power of your data wherever it resides to enhance efficiency and eliminate human errors. Improve compliance with pre-approved templates and language to create any combination of Word, Excel, PowerPoint, and PDF documents. Automate document routing to streamline reviews, simplify signing processes, and securely store documents. Getting started is a breeze. Nintex DocGen makes it easy to associate data from any source with document templates. Simply configure and tag the fields to be updated to insert dynamic data such details about the customer, product details, pricing information, and more. -
48
ActiveDocs
ActiveDocs
ActiveDocs is a global provider of document automation software. Our software helps large organizations with document generation and associated processes. To that end, we provide our customers with award-winning tools, resources, and training which together let them design and maintain their document automation solution internally. Template design is intuitive, taking place in Microsoft Word; this makes it non-codey! Business users can work on templates without involving IT developers. -
49
Expensify
Expensify
Track expenses, pay bills, generate invoices, collect payments, plan trips, and manage company credit cards. All of your preaccounting, in one app. Expense Management - Snap a photo of a receipt with SmartScan for easy expense reporting, approval, next-day reimbursement, and syncing with accounting software. Expensify Card - Get the best business credit card for even faster expense reporting making corporate card reconciliation and expenses a breeze, and it’s free. Bill Pay - Send your vendor bills to Expensify for automatic tracking, approval, and payment. Invoices - Create and send invoices, while collecting payments and syncing automatically to your accounting package. Travel - Book flights, hotels, and cars simply by chatting with Concierge, your personal trip planner. Personal Payments - Split bills, request payments, and chat with friends. Give it a go at Expensify.cash!Starting Price: $5.00/month/user -
50
GSTHero
GSTHero
You don't have to waste hours. All it takes is just minutes of your time, and you're ready to go. GSTHero automatically identifies minute data entry errors and help tax professionals to file GST returns at almost 100% accuracy. With over 100 validations GSTHero ensures no error slips forward in your GST filing process. Generate invoices individually as well as in bulk. Will work smoothly with your existing ERP. Save hours of your time for document signing. Safest and the simplest way to authorize documents. Auto-sign whenever you need it using templates. Suitable for small, medium & large businesses. Claim maximum ITC with advanced reconciliation. No more OTP issues. Download reconciliation reports in 1 click. Easily integrates with ERP and accounting software. Ensures data accuracy, safety & security. 100% online and cloud based. Automatically create responses to GST Notices. Artificial intelligence enabled tool. Identify every single risk and liability exposure for FY.
