Alternatives to Docwelo

Compare Docwelo alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Docwelo in 2025. Compare features, ratings, user reviews, pricing, and more from Docwelo competitors and alternatives in order to make an informed decision for your business.

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    onPhase

    onPhase

    onPhase

    onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction. AP Automation and Vendor Payments Solutions: Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.
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    ONLYOFFICE Docs

    ONLYOFFICE Docs

    Ascensio System SIA

    ONLYOFFICE is an open-source project that offers cloud-based and self-hosted solutions for business of all sizes. The key product is ONLYOFFICE Docs, a secure office suite that seamlessly integrates into the most popular platforms, e.g. Odoo, Alfresco, Confluence, Pipedrive, Redmine, SuiteCRM and more. When integrated, ONLYOFFICE Docs provides the users of your business app with editors for documents, spreadsheets, presentations, forms, PDFs and diagrams. The ONLYOFFICE suite makes it possible to collaborate on office files in real time. The built-in AI assistant is compatible with ChatGPT, DeepSeek, Mistral and other AI providers to ensure a flawless editing experience. You can use Docs within ONLYOFFICE DocSpace, a room-based document collaboration platform that allows you to create dedicated spaces where you can assign access permissions and collaborate with your teammates. With DocSpace, you can store, share and co-edit office files, and even interact with third parties.
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    Expedience Software

    Expedience Software

    Expedience Software

    EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required.
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    FileInvite

    FileInvite

    FileInvite

    Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
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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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    PrizmDoc

    PrizmDoc

    Accusoft

    Through a collection of UI components and content manipulation APIs, PrizmDoc provides customizable document processing to help developers deliver in-browser document creation, editing, and collaboration functionality, to enhance their software applications. Our functionality integrates on the client and server side smoothly, creating a seamless experience for both you and your users. Render and display dozens of file types, from Adobe PDFs and Microsoft Office files to CAD and DICOM formats, in a browser without the need to download or open native applications. Designed for seamless integration with your application, our zero footprint HTML5 viewer is fully customizable, from quick integrations with minimal configuration to complete programmatic control using our extensive JavaScript API.
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    Contra

    Contra

    Lexzur

    Contra is an Agile Contract Lifecycle Management (CLM) and Document Automation Software designed to facilitate and speed up the generation and execution of all contracts. With Contra, any department, in any company, in any industry, can seamlessly draft, edit, redline, and collaborate on contracts, including; auto-generating legal documents from templates, designing approval centres, working with external collaborators and advisors, and even e-signing, tracking, and storing in a central searchable repository. Contra integrates seamlessly with all your favourite apps, including Google Suite, MS Word, Webex, Teams, DocuSign, Dropbox Outlook, and so many more. It’s also available in multiple languages, operating systems, and devices. Contra is made by App4Legal so it also integrates off-the-shelf with its Core Legal Management software, its Self-Serve Client Portal & its External Advisors Portal.
    Starting Price: $11 per user per month
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    FlowShare

    FlowShare

    miraminds GmbH

    FlowShare® documents every step you take in any software, then delivers a branded process manual you can use to train your staff. FlowShare is a one-of-a-kind documentation tool that runs in the background, automatically documenting every action you take, creating step-by-step guides for your staff to train themselves on complex tasks and processes. It's fast, gets your documentation done in just hours, instead of days or weeks, works with any type of software on Windows and saves time and money training staff. You get easy to distribute accurate information with all of your guides looking great - no matter who creates them! FlowShare AI-Powered assistant provides 24/7 instant help, ready to guide your end-users through troubleshooting and problem-solving independently and enhances your team's ability to adapt and grow with your tech stack. FlowShare Portal provides a Central Knwoledge Hub, making the solutions and step-by-step guides readily accessible.
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    Starting Price: €39/month/user
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    DocNexus

    DocNexus

    DocNexus

    DocNexus is an AI-powered writing platform for B2B professionals creating complex technical, legal, and business documents. Our unique conversational AI guides you through the writing process. Instead of facing a blank page, the AI asks targeted questions to understand your goals, gather essential information, and structure your content logically. This interactive method ensures every document is perfectly aligned with your objectives from the start, saving hours of initial planning and rework. Key Benefits: Save Time: Reduce document creation time by up to 80%. Improve Quality: Build structured, coherent, and fact-checked documents with an AI evaluation based on hundreds of quality checkpoints. Leverage Your Knowledge: Import existing Word/PDF files to create a secure knowledge base. The AI reuses this information to ensure consistency and accuracy. Ideal for: RFP Responses & Proposals Technical Specifications & Documentation Audit & Compliance Reports
    Starting Price: $29/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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    Legito

    Legito

    Legito

    Document Automation & Contract Assembly; Smart Workflows, Approvals, & Document Management; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box functionality has you ready to automate documents that almost draft themselves. Over 140,000 users in 50 countries from top tier law firms and companies use Legito to manage documents, including LexisNexis, Price Waterhouse Coopers, Skoda Auto, and Societe Generale Group.
    Starting Price: $55 per user per month
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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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    AI Document Suite

    AI Document Suite

    AI Doc Suite

    AI Document Suite is a next-generation AI-powered workspace for creating, generating, editing, and converting documents, slides, spreadsheets, images, and audio-video files — all in one browser-based suite. Powered by Free Document Maker FDMAIGTP, it delivers intelligent document generation, smart PDF editing, AI writing assistance, and instant file conversion with zero sign-up or watermark. Smarter AI Tools for Every Workflow: – AI Writer + Editor: Write, rewrite, and refine instantly with fdmGTP’s intelligent engine. – AI PDF Generator: Convert text prompts into styled, downloadable PDFs. – AI Report Generator: Produce reports, proposals, and summaries with context-aware AI. – Smart AI Excel Generator: Build spreadsheets and formulas automatically. – AI PowerPoint, Audio, Video, and Image Generators: Create presentations, voiceovers, visuals, and clips directly in your browser.
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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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    Clicksign

    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
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    DocParrot

    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
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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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    DocsDNA

    DocsDNA

    DocsDNA

    DocsDNA is an AI-driven document management platform that transforms complex documents into real-time, actionable insights. Leveraging advanced natural language processing techniques, DocsDNA automates the classification and archiving of documents, reducing manual workload and minimizing human errors. Its intelligent information extraction capabilities enable the accurate processing of complex documents such as invoices and legal contracts, enhancing data accuracy and facilitating informed decision-making. It supports multilingual document processing, making it suitable for global businesses dealing with documents in various languages. DocsDNA also emphasizes security, employing advanced encryption and secure cloud-based interfaces to protect documents against external threats while facilitating efficient remote access. Regular security audits are conducted to identify and address potential vulnerabilities, ensuring that user data remains safe and secure.
    Starting Price: $15 per month
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    Doco

    Doco

    McCarren

    Doco is an AI-native writing assistant built directly into Microsoft Word, designed for professionals who create structured, document-heavy content. Key Features: Reference any file or folder from your desktop, OneDrive, or SharePoint—then use custom projects and workflows to generate high-quality text, tables, or slides effortlessly. Doco’s Smart Library and adaptive drafting engine surface the right context and insert results with formatting intact—no cleanup needed. Built for proposal writers, legal teams, educators, and policy analysts. Doco’s Enterprise-ready features include SOC 2 Type II compliance, SSO/SAML, and a dedicated SLA. With Doco, teams gain speed, consistency, and compliance—making everyday documents extraordinary.
    Starting Price: $12/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.
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    AdminTech

    AdminTech

    AdminTech

    AdminTech is an online platform that simplifies the process of creating legal documents for small and medium-sized businesses. All legal agreements are created by professional lawyers and can be tailored to the specific business requirements. As for now, there are over 1,000 valid document templates, and this amount continues to grow. No need for tedious meetings with law firms. You can just come to the AdminTech platform, choose the needed contract template, and use prompts to guide you on the data required for each field. Tailor your documents to your business requirements, save agreements as drafts, and make changes once they are needed – all the features are available right there for you. Create any type of document with AdminTech and don’t worry about its legal validity!
    Starting Price: €20
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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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    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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    PocketLaw

    PocketLaw

    PocketLaw

    Pocketlaw offers a suite of easy-to-use tools to streamline your legal processes and drive efficiency, reduce costs, and achieve better results faster. Do everything from contract drafting and automation, and collaborating with colleagues, to eSigning, secure tracking and storage, and task management. By unifying contract management and automating key legal tasks, Pocketlaw helps companies optimize their legal processes so teams have more time to focus on strategic initiatives while maintaining control and quality. Work faster and minimize human error through automation. With our self-serve tools, your team can create a contract in minutes. Automate your company contracts and playbooks or leverage one of the 400+ ready-to-use templates covering multiple jurisdictions. E-signed documents from anywhere, on any device with Pocketlaw. With advanced e-signing, signing orders, and reminders you can get your documents signed securely, and in a fully compliant way anywhere in the world.
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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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    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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    Avodocs

    Avodocs

    Avodocs

    Free legal documents for startups Don’t let legal matters distract you from building your company Give Avodocs a try and you’ll have one less headache to deal with. GDPR Policy. This is your way to compliance with GDPR. Privacy policy If you are starting your SaaS company or building an app, you can count on AXDRAFT to create a privacy policy for you in compliance with GDPR and California data privacy laws. Terms of Use If you are starting your SaaS company or building an app, you can count on AXDRAFT to create Terms of Service for you. You tailor it to the needs and processes of your business by answering simple questions. NDA for startups Pretty much whatever you do and wherever you go, you must sign an NDA. Everyone is so secretive. You can be secretive about your startup too. AXDRAFT can help you draft a tailored NDA in minutes. Memorandum of Understanding It’s often practical to establish a baseline understanding before enrolling in a serious project with a potential
    Starting Price: $9.99 per user, per month
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    Docmo

    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
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    LegalDocs

    LegalDocs

    LegalDocs

    LegalDocs is changing the way individuals and businesses manage legal paperwork. Our mission is simple: make legal processes more accessible, affordable, and hassle-free. From bills of sale and lease agreements to NDAs and more, we offer a wide range of ready-to-use, customizable legal documents designed to save you time and money. Whether you're a small business owner, freelancer, landlord, or just someone looking to handle legal matters independently, LegalDocs gives you the tools to do it confidently—no legal expertise required. Just choose your document, fill in the details, and download a professionally crafted, legally binding form in minutes. Built on simplicity, transparency, and user-first design, LegalDocs is made for real people navigating real-life legal needs. From starting a business to securing a lease, we make legal work smart, straightforward, and stress-free. No jargon. No hidden fees. Just legal made effortless.
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    Avvoka

    Avvoka

    Avvoka

    Avvoka is a document automation, negotiation and analytics tool designed to help law firms, in-house legal teams and businesses (of all sizes) draft documents, negotiate them, and leverage data insights from that process to draft better documents, and get to “yes” faster. Unlike legacy tools, with Avvoka you can rapidly build automated versions of your most complex documents using our intuitive automation builder. This means no more tricky coding within Word documents. Our customers reach agreement fast by collaborating on documents with colleagues in real-time and negotiating with counterparties via the Avvoka online platform. Avvoka also has a range of sophisticated reporting tools that allow businesses to monitor push-back against their standard contract clauses, track key commercial terms and compare individual negotiator performance.
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    DocuCollab

    DocuCollab

    DocuCollab

    DocuCollab is a robust software, where contracts, proposals, quotes, and other official documents can be monitored and managed effectively. Collaborate with the team, vendors, and customers in real-time. Enhance your team productivity and minimize clerical errors. Manage your sensitive documents prudently. With DocuCollab, ensuring the security of the official/personal information is easier. Link your CRM, ERP, and HRM software with DocuCollab for a highly-efficient integrated platform. Analytics and reporting made simpler with DocuCollab. Negotiate on terms and conditions with the agile software. DocuCollab facilitates an easy and effective negotiation channel through track changes and comments. Create folders and assign levels of security with DocuCollab. Organize all the documents pertaining to a contract/proposal in a simple yet effective manner. DocuCollab is designed to suit businesses of all ranges across industry verticals.
    Starting Price: $19 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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    Documill Dynamo
    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.
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    LaizyDoc

    LaizyDoc

    LaizyDoc

    LaizyDoc: The Ultimate AI Tool for Generating Business Strategy Documents Fast Transform ideas into polished business documents instantly. Transform your business ideas into polished documents with LaizyDoc's AI technology. Perfect for creating lean canvas, YC-style pitch decks, and developer-ready PRDs. Save weeks of work with automated document generation. LaizyDoc is the ultimate AI document generator that transforms how professionals create business documentation. Our platform specializes in three critical document types: lean canvas for early-stage validation, YC-style pitch decks for accelerator readiness, and comprehensive PRDs for developer handoff. The simple three-step process involves selecting your objective, inputting key business details, and receiving polished documents within minutes. Perfect for startup founders creating comprehensive strategies, product managers generating sprint-ready documentation, and consultants delivering client presentations.
    Starting Price: $8/month
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    Lawyaw

    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
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    Rohirrim

    Rohirrim

    Rohirrim

    More than just creating marketing copy or a poem written by a pirate. Domain-aware generative AI securely leverages your proprietary enterprise data to create unique, deeply technical content written in your company’s voice. For example, Rohan creates contextually relevant original content for proposals, grants, white papers, and more – generated using the proprietary, historical data captured from within your enterprise. Create robust drafts in hours or days based on your company’s own data, leaving you the time and space to focus on quality. Automatically generate detailed, cited technical content that answer RFP queries. Instantly synthesize highly technical information relevant to grant applications. Perform instantaneous deep dives of internal data to improve submissions.
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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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    Template Studio

    Template Studio

    Novaplex Business Solutions

    Each of our products can be bought separately, or as a combined solution, to meet all your document creation, presentation, spreadsheet, printing, and document styling needs. Talk to us to see how we can help your business save valuable time and money whilst also improving your green credentials. All software is Office 365, Office 2013, 2016 and 2019, compatible. Available in 32 and 64 bit versions.
    Starting Price: $8/month/per user
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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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    BrandOffice

    BrandOffice

    BrandQuantum

    BrandOffice®, developed by BrandQuantum is a software solution that seamlessly integrates with Microsoft Office to empower every employee in the organization to automatically create consistently branded documents, PowerPoint presentations and Excel reports and ensures the brand remains relevant as it evolves. BrandOffice® houses your brand documentation standards across Microsoft Word, Excel and PowerPoint. Standardise your colour palette, fonts an document style sets. Include standards such as page settings, margins, fonts, bullets, chart sets, table sets and more. Create consistently branded documents, PowerPoint presentations, tables and charts. Evolve your documentation dynamically as your brand evolves. Cater for geographic differences in brand standards such as language and format settings.
    Starting Price: $4 per user per month
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    Xpertdoc

    Xpertdoc

    Xpertdoc Technologies Inc.

    Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems.
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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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    Nintex DocGen
    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.
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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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    Web2Docx

    Web2Docx

    Web2Docx

    Web2Docx is a developer-friendly, SDK-first API service that converts live HTML into high-quality PDF, DOCX, and image files. Built for speed, reliability, and flexibility, Web2Docx makes it easy to automate document and image generation for your web apps, SaaS platforms, or internal tools. Whether you’re generating invoices, reports, resumes, or visual previews, Web2Docx helps you turn web content into downloadable documents with just a few lines of code. Supports custom headers, footers, styling, and more. Key Features: Convert raw HTML or URLs to PDF, DOCX, and images Lightweight, fast, and scalable Easy SDK integration for JavaScript/Node.js Ideal for SaaS apps, developers, and automation workflows Get started in minutes and scale document generation effortlessly.
    Starting Price: $29/month
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    airSlate WorkFlow
    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
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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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    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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    Mambo Merge

    Mambo Merge

    Mambo Merge

    Mambo Merge is a 100% native solution to generate professional docx files out of Salesforce. No more cutting and pasting, no more re-formatting, and no more clicking back and forth between apps - just push the button and download your finished file. Mambo Merge makes it easy to transform even your existing Word docs for Salesforce generation, so you can keep the look and feel that works for your business, but save time when it comes to creating them. Perfect for invoices, quotes, contracts, work orders, purchase orders, and more! And again, unlike other solutions, with Mambo Merge your data never leaves Salesforce, so you never have to worry about who has access along the way. Easy-to-understand merge fields require no code, no advanced technical knowledge, and make document generation easy for all users. An existing .docx template can be converted into a mambo merge template within minutes.
    Starting Price: $10 per user per month