Alternatives to Docmo

Compare Docmo alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Docmo in 2026. Compare features, ratings, user reviews, pricing, and more from Docmo competitors and alternatives in order to make an informed decision for your business.

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    Docmosis

    Docmosis

    Docmosis Pty Ltd

    Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.
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    DocuGenerate

    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.
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    Starting Price: $19 per month
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    DocSales

    DocSales

    DocSales

    DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.
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    Starting Price: $29 / month
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    DraftOnce

    DraftOnce

    Blue Burro Technology, LLC

    DraftOnce is the only Contract Authoring tool designed to train users on your documents, your policies, your governance, and your processes while allowing even new users to produce correct, compliant documents. DraftOnce separates the contract preparer from the contract language. It allows users to answer questions about the purchase rather than worry about what clauses to pull from a library. And with each question as much or as little help as needed is right there. Even the best contracts people have told us that they can now produce a contract in less than 30 minutes, and before DraftOnce, it took them several days. Plus, reviewers can more rapidly proofread contracts, by first checking how the questions are answered, eliminating common bottlenecks. During setup, we capture your team’s expertise. The system provides users with as much guidance as they need so they learn while being fully productive.
    Starting Price: $69 per user per month
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    Fluent

    Fluent

    Apryse

    Fluent by Apryse (previously Windward Studios) is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required. The SDK and Microsoft Office plugin enable developers to meet reporting needs efficiently, while also empowering admins to design and populate data-driven documents from multiple data sources. Fluent offers unlimited formatting capabilities, catering to the diverse needs of multiple teams and end users. Set it and forget it. -Automate reporting with effortless template creation in Microsoft Office applications. -Free your backlog from internal reporting development with an automated solution for reporting and template creation. Empower your end users to independently manage and update their templates with ease. Create, Connect, and Manage Templates.
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    textBEAST SmartTemplates
    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
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    Gavel

    Gavel

    Gavel

    Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire. 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.
    Starting Price: $83 per month
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    empower

    empower

    empower GmbH

    The empower® Suite is a software suite integrated with Microsoft 365 that enables the easy, consistent, and efficient creation of presentations, documents, and emails. It consists of three modules that can be used individually or in combination: empower® Slide Generation combines AI, templates, automation, and corporate content to enable the creation of professional PowerPoint presentations in minutes instead of hours—without the need for manual formatting. empower® Chart Creation builds complex PowerPoint charts and reports with Excel integration and a consistent layout—typically 50% faster than standard PowerPoint. Existing charts from other charting tools can be imported with a single click and edited further. empower® Template Management provides up-to-date Office templates centrally and ensures their automatic use in Word, PowerPoint, Excel, and Outlook—helping teams produce brand-compliant and legally sound documents.
    Starting Price: $11.99/month/user
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    ADA Pro

    ADA Pro

    ADA Veracity

    Automate information management. Collect info and pictures on your mobile device. Fully edit a CASp report in the office. Save hours on formatting, typing and cutting and pasting. Report verbiage is CASp Compliant. Customize section verbiage, or use system defaults. Customize code verbiage or use verbiage directly from the building code. Download custom reports in DOCX or PDF format. Further edit your reports in Word or have final reports in PDF. Fumbling clipboards with stacks of pages while holding a digital camera or struggling to write notes on a windy day is a thing of the past. Follow the inspection process. Keep all your data organized, by location, by the site. Accounts are free to create. Pay as you go. Report formatting is done automatically. Fill out custom code and section verbiage for your own defaults. It'll save you hours of typing and re-typing. Enter timeline information once as a default for each issue.
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    Carizma First
    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
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    Doc2

    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
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    KUBRA iMail
    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.
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    SmartDocuments

    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.
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    EDocGen

    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
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    LAWLIFT

    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
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    Xara Cloud
    Create content that speaks to your audience. A complete toolkit that reflects your ideas with visual results. No design skills required. Business owners, managers, and employees alike produce tons of content all day for sales and marketing, attracting new partners, and securing new investors. However, most people use basic tools, don’t have years of design experience, or are just frankly intimidated by design. Xara Cloud automates the application of critical brand elements such as logo, colors and fonts. All content produced by the team is on-brand without hundreds of hours of revision and constant input from designers. Let anyone express themselves without risk of damaging your brand.
    Starting Price: $12.99/ Month
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    DoxFlowy

    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
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    Josef

    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.
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    Innodox

    Innodox

    Innodox

    Improve the quality of your customer relationships with communications that are based on automated document creation! Cost-efficient generation of customized, business-critical documents and contents via any digital or traditional channel. You can prepare and edit templates on an online platform in a simple way with drag & drop tools and immediate preview option. No IT expertise is required! Change to digital operations! Manage all company contents in a standardized manner, automate document processing! Make work at your business more efficient, transparent and traceable! Sorting and managing business documents, version tracking, commenting, digital signing. Task automation, assigning contents to tasks, management of process exceptions, approvals. Put the basics in place for digital working. Automate the capturing and classification of incoming documents along with data extraction and forwarding to dedicated systems!
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    Crove

    Crove

    Crove

    Say goodbye to manual and error-prone template editing. Simply create your repetitive word documents as intelligent templates in Crove and automate your documentation workflow without writing any code. Error-free Contracts & Agreements with automation in no time. Generate employee documents by filling out form or integrating Crove. Create purchase and sales orders by filling out Crove form with ease. Share links with buyer and seller to generate property documents. Generate Invoices & receipts by integrating with your current system. Send out personalized marketing materials to prospects with ease. Generate personalized documents by defining your template in Crove. Send out certificates, fee receipts by integrating Crove with your system. Generate personalized documents by defining your template in Crove. Send out certificates, fee receipts by integrating Crove with your system.
    Starting Price: $19 per month
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    DocOrigin

    DocOrigin

    Eclipse Corporation

    DocOrigin is the solution for generating professional, dynamic, high-fidelity business documents. Whether you need to produce large volumes of invoices or statements, or a single customer letter, DocOrigin can handle your requirements quickly, easily, and affordably. You can leverage the data stored in legacy, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and other line-of-business applications to provide customers, suppliers, and employees with documents that contain the right information, in the preferred output formats, delivered to the desired devices. Integrates easily with existing legacy applications and processes. Dynamic HTML documents for both presentation and data collection. Repurpose unused space in transactional documents for custom content. Generate a single document on demand or continuous batch generation. Intuitive template creation with DocOrigin Design.
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    Docusign Document Generation
    Leverage templates to generate custom, accurate and professional-looking agreements in seconds, adding flexibility, speed and compliance to your agreement process. Create and update agreement templates easily, without sacrificing the ability to include complex logic. Generate custom agreements in a matter of seconds giving your reps more time to spend with customers. Streamline how data is captured and ensure accuracy with data-driven agreement preparation tools.
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    officeatwork

    officeatwork

    officeatwork

    officeatwork is a suite of Microsoft 365-integrated apps designed to streamline branded communication by simplifying template management, content insertion, brand governance, and email signature automation across Word, PowerPoint, Excel, Teams, and SharePoint. It offers features like centralized template libraries (ensuring users always start with the most up-to-date “right” template), dynamic templates that auto-populate user or department-specific data, branded styling enforcement, image/content choosers linked to corporate asset libraries, email signature management, and slide/content reuse tools, all accessible where users already work. The platform is built with security and governance in mind; it uses delegated permissions so customer data remains in their own Microsoft 365 tenant, no customer data is stored externally, and it aligns with Microsoft security and compliance frameworks. For IT teams, it provides centralized deployment, automated updates, and usage-based licensing.
    Starting Price: $13 per month
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    primedocs

    primedocs

    PrimeSoft

    primedocs is a template-management and document-creation platform fully integrated with Microsoft 365, designed to enable professional, brand-compliant documents and presentations with minimal effort. It automates and optimizes document creation to boost productivity and reduce costs, while ensuring that all teams work only with centrally-approved text modules for legal and content consistency. The platform enforces a 100% corporate design “at the click” across Word, Excel, PowerPoint, Outlook, Teams, and SharePoint, so logos, fonts, colours, layouts, and formatting adhere automatically to your brand guidelines. It offers seamless integration into your existing system landscape, importing selected data from third-party applications (CRM, ERP, DAM, DMS) for automatic insertion into documents, reducing manual entry and error risk. Data processing can take place locally within the user’s environment (on-premises or SaaS), ensuring full control over sensitive content.
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    Windward Hub

    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.
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    Genie AI

    Genie AI

    Genie AI

    Legal templates for your business, with guidance from top lawyers. Market-accepted contracts in under 15 mins from start to finish. Compare the key issues covered in each template and find one which covers your exact legal needs. Feel free to verify the qualifications and industry experience of the lawyer(s) who authored the template. Just enter a few key details using our step-by-step questionnaire with built-in guidance. You can also fully tailor the contract to your own specific requirements e.g. adding in clauses or definitions. Download, print, and sign by hand, or use an e-sign tool to digitally sign and send to the other side. Your version of this template is saved and stored securely for future use. Automatically draft contracts with guided questionnaires prebuilt by experienced lawyers. Automate drafting from your own templates by creating custom questionnaires. Automatically review legal contracts with our AI.
    Starting Price: $324.04 per month
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    TypeFlow

    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 triggers
    Starting Price: $29/month
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    ExactDocs

    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
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    Zetadocs Delivery
    Zetadocs Delivery enables users to email batches of documents from within Microsoft Dynamics 365 Business Central, helping your finance team produce and send documents such as orders, invoices and statements using templates that are ready to go, right out of the box. Zetadocs Delivery offers a central, searchable archive – all sent documents are stored in SharePoint, making them easily searchable for the entire organization and avoiding Business Central database bloat.
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    AdminTech

    AdminTech

    AdminTech

    AdminTech is a specialised Swiss LegalTech company dedicated to contract automation for Swiss SMEs and corporate legal teams. At the core of our platform is Amy, an AI Lawyer designed to replace static templates with a dynamic, conversational experience. Functioning as your 24/7 legal assistant, Amy guides you through a simple chat in English, German, or French, asking clear questions to prepare a tailored contract. By understanding your specific needs, she helps you create contracts that are legally secure and customised to your situation in just minutes. Our unique 'Human-in-the-Loop' model ensures that every document is grounded in the proven expertise of qualified Swiss lawyers. With a secure, centralised dashboard to manage your documents, AdminTech eliminates manual drafting errors and delivers professional legal protection at a fraction of the cost.
    Starting Price: CHF 99
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    ConformX

    ConformX

    First American Docutech

    With ConformX from First American Docutech, the power of a digital, dynamic loan document generation engine is at your fingertips. First American Docutech was the first to leverage truly dynamic documents. Instead of utilizing a static library of forms, ConformX, the engine that powers our entire solutions suite, is integrated with leading loan origination systems to enable lenders to produce data-driven documents that meet specific criteria. Every data field is imported, defaulted or automatically populated through rules-based intelligence and calculations. Now you can optimize document operations, virtually eliminate any additional data entry and errors, improve compliance, and enjoy the most seamless document experience possible. ConformX also provides documents in Spanish including the loan estimate, closing disclosure, uniform residential loan application, and more.
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    Ampler

    Ampler

    Ampler

    Ampler is a next-generation productivity platform designed to enhance and customize the entire Microsoft Office suite. It provides an integrated ecosystem that includes advanced charting tools, content libraries, email signature management, and other efficiency features tailored for professional environments. Serving as an alternative to tools like think-cell and templafy, Ampler centralizes essential Office enhancements into one unified solution. The platform helps organizations standardize presentations, documents, spreadsheets, and communications according to internal branding and workflow practices. With dedicated tools for PowerPoint, Excel, Word, and Outlook, users can produce high-quality work with greater speed and fewer errors. Ampler integrates seamlessly with existing IT infrastructure, ensuring centralized management and long-term scalability. By eliminating repetitive tasks and Office inefficiencies, it enables professionals to focus on delivering higher-value work.
    Starting Price: 10 euro/month
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    Conga Composer
    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.
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    BigHand Document Creation
    BigHand Document Creation is a DMS-integrated legal document solution that simplifies Microsoft Word, PowerPoint, and Excel for streamlined legal document production. Standardized templates can be created without the need for complex code, and deployed firm-wide in a single click for consistency, branding and improved version control. Users can access key design features such as unlimited numbering, bullet points, styling, and more. The solution builds on familiar Microsoft environments, for increased adoption and minimal training. Ribbons are organized into intuitive workflow options, making it easy for users to work left to right without extensive training. Safely reuse content from other documents into branded templates and instantly apply firm-approved styling. Numbering, formatting, and sections are made easy with helpful tools to fix even the most difficult documents.
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    Optix

    Optix

    Mindwrap

    Optix flexible offerings include document management, workflow automation (business process management) and records management for multi-user organizations. With Optix, organizations are able to capture, store, route and secure content in virtually any format, while managing multiple revisions. With a footprint that spans the Fortune 500, federal, state, and local governments, and SMBs, Optix offers on-premises and hosted solutions that integrate with other business applications. Optix is the only complete document management system available for both Macintosh and Windows. Our drag-and-drop tools allow you to create beautiful, metadata-driven document management applications in minutes. With Optix, organizations have the power to magnify the value of one of their most critical assets, information. Optix lets organizations harness information in new ways to realize new efficiencies, reduce costs, streamline operations, meet regulatory demands, close new business, and exceed custo
    Starting Price: $360
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    SmoothDocs

    SmoothDocs

    Traxmaster Software

    Use a familiar drag-and-drop process to create document templates. A software wizard helps guide users through the document creation process. Easily customize documents to suit just about any situation. From legal documents to customer invoices, SmoothDocs is always up to the task. From the quick one-pager to exhaustive contracts, SmoothDocs can create just about any document your business needs. Create templates for your frequently used documents. Use those templates to realize huge time savings every time a new document is created. Easily construct customizable templates. Divide your text in to sections which can be added to a document in any order. Add custom fields which are updated each time a document is created. Create documents from your templates. Decide which sections to include in your document. Update fields with the text of your choice. Manually change any document text as you see fit.
    Starting Price: $29.95 one-time payment
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    Continia Document Output
    Continia Document Output is a time-saving digital file output management solution for Microsoft Dynamics 365 Business Central that automates and customizes outgoing document distribution. It enables users to set up email jobs that auto-detect and queue new reports for background delivery, personalize emails with merge fields, time-limited signatures, targeted templates based on recipient dimensions (such as customer type or language), and AI-powered translations, and integrate campaign content for seasonal greetings or promotions. Flexible PDF customization lets you apply background images, password protection, watermarks, digital signing, and PDF merging or embedding of headers, line attachments, and XML-based e-document components. The AL Extension Builder allows seamless integration of email, template design, and distribution features into any standard or custom module.
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    Distribion

    Distribion

    Distribion

    Our software reduces the complexity of managing your brand, delivering your content and executing your campaigns through your sales channels. Reduce the manual maintenance of personalizing collateral while increasing cross-channel campaign adoption and brand continuity. Strengthen uniform compliance through approved verbiage. When necessary, the platform dynamically pulls compliant language into many types of collateral. Eliminate the need to manage multiple vendor relationships with our software that supports open APIs. The platform integrates seamlessly with other third-party sales and marketing tools. Build fully customizable and personalized campaigns with corporate-approved assets. We help to empower producers and franchises through the dynamic customization of corporate collateral. We help get your content to market faster, control your brand consistency and reduce your collateral redundancy. Store collateral and make it accessible to all with the ability to tag, organize, etc.
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    Checkbox

    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.
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    Templater

    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.
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    Formsio

    Formsio

    Formsio

    Formsio is document automation software that helps paper-intensive industries streamline processes, significantly reduce time to complete paperwork, and improve overall customer experience. Formsio re-envisions paperwork starting as an HTML document that is dynamically generated in real time. This is a very important distinction that differentiates Formsio from competitors that wrap their solutions around a PDF or DOC file. Formsio helps industries that utilize template-based documents that require signatures, consume large data sets, often have calculation dependencies, and require bulk distribution to their customers, contractors, and employees. We see the most interest for our solutions within industries such as legal, lending, compliance, HR, real estate, and insurance. Easily create dynamic HTML forms and documents using our graphical designer. Our designer replaces static, inefficient, PDF files that create bottlenecks in signature workflows.
    Starting Price: $250 per month
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    dox42

    dox42

    dox42

    Unlock the full potential of your software systems with dox42—a powerful and user-friendly document generation solution that revolutionizes how you create and manage documents. Seamlessly integrating with industry-leading technologies such as Microsoft Word, Excel, PowerPoint, Dynamics 365, SharePoint, and many more, dox42 enables you to automate the creation of highly personalized documents, reports, and presentations. Effortlessly pull data from any source, ensuring your team can produce consistent, accurate, and professional content in a fraction of the time, enhancing productivity and operational efficiency across your organization.
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    ToolQuote

    ToolQuote

    JDL Technical Services

    ToolQuote is a mold quoting software that helps you efficiently put together your quotes quickly. ToolQuote is completely customizable to the way you quote tools currently. All quotes are added to a database and you will be able to search & compare similar tools you have done previously. A powerful graphic interface automatically creates a visualization of the tool layout in plan and side view. Steel sizes and material costs for all tool positions are automatically generated and calculated from the tool layout generated. A history of each quote can be displayed to give a fast and clear overview of revisions to quotes. Actual costs can be added to each tool for future comparison to new quote calculations. Selectable master profiles allows for unique component libraries to be created for exclusive inclusion into templates. All information can be exported into a .CSV file for mapping into your ERP system or custom Excel quote sheets.
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    SimplyDocs

    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
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    Docs Made Easy

    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.
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    Gendoc

    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
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    ActiveDocs

    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.
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    Watto

    Watto

    Watto

    Seamlessly integrate your data from multiple platforms & generate documents in a single click. Tired of struggling with requirements documents, executive pitches, or status updates? Let us help you write high-quality documents effortlessly, leaving you more time to focus on what truly matters. Use AI to generate documents that showcase your expertise without spending countless hours writing. Get easily started on your PRDs, GTM docs, and many more with our world-class templates. Our co-pilot features like rephrasing, shortening and many more will take you from a draft to a masterpiece every time. Write clear status updates or launch emails or that reply you've been meaning to write. Craft polished PRDs with AI reviews so that you can go from draft to approved in less time.
    Starting Price: $5 per month
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    Dagizmo

    Dagizmo

    Dagizmo

    Dagizmo allows homeowners, board members, community managers, tenants and even vendors to communicate and access their documents and tasks at their convenience. Now you can view all community information or even submit a request via your phone, tablet, laptop or computer, all you need is an internet connection! From viewing community announcements to paying your HOA dues, to submitting an architectural request, Dagizmo has all the tools you need. Learn more about our features by clicking on the icons below. By incorporating customizable violation types and pre-populated verbiages, you can now generate and/or update violation notices quickly and efficiently. Visible to board members and managers only, the BAI module allows board members to view, discuss and save matters requiring their input or approval.
    Starting Price: $1 per home per month
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    TemplatesGo

    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.