# Best Document Generation Software - 2026 Reviews & Pricing > Find the best Document Generation Software for your organization. Compare top Document Generation Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/ca/document-generation --- [Home](https://www.softwareadvice.com/) / Document Generation Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Document Generation Software of 2026 Updated July 18, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Related Software Filter products 239 results ### Compare Products Showing 1 - 25 of 239 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Sponsored**: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Mitratech HotDocs 4.08 [(59)](https://www.softwareadvice.com/document-control/hotdocs-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary HotDocs is the premier document automation solution designed for businesses of any size or type, empowering users to convert frequently used documents and forms into ready-to-use templates to automate customer documentation. The solution offers on-premise, cloud-based and hybrid deployment options. HotDocs offers end-to-end document control that allows document authors to control the data entered within the template and apply rules to populate data fields and generate documents. Authors can manage both internal compliance and external regulations while designing document templates to ensure that the documents are created and populated in accordance with required standards. HotDocs is utilized in banking, legal, financial and government institutes. It integrates with different business applications such as CRM, governance, risk and compliance management and more. Users can reach out to the support team through phone and email and access documentation and video tutorials available online.... [Read more](https://www.softwareadvice.com/document-control/hotdocs-profile/) ### Best rated features: Customizable Fields 5.0 Templates 5.0 Electronic Signature 5.0 File Recovery 5.0 ### Worst rated features: Version Control 1.0 Compliance Tracking 1.0 Document Generation 3.0 File Sharing 3.0 [See all features](https://www.softwareadvice.com/document-control/hotdocs-profile/#key-features) ### Product: BrandOffice 4.79 [(19)](https://www.softwareadvice.com/document-generation/brandoffice-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary BrandOffice, developed by BrandQuantum is a cloud-based software that integrates with Microsoft Office and empowers every employee in the business to automatically create branded documents, presentations and reports, ensuring the brand remains relevant as it evolves.... [Read more](https://www.softwareadvice.com/document-generation/brandoffice-profile/) ### Best rated features: Document Storage 5.0 Offline Access 5.0 Forms Management 5.0 Customizable Fields 5.0 [See all features](https://www.softwareadvice.com/document-generation/brandoffice-profile/#key-features) ### BrandOffice Monthly $10.00/month Consistent documents, presentations and spreadsheets Manage brand standards and brand tools Brand resources for content governance and compliance Word, Excel and PPT templates PPT Slide libraries Content inserts Cloud-based administration and full analytics... [Read more](https://www.softwareadvice.com/document-generation/brandoffice-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/document-generation/brandoffice-profile/#pricing-and-plans) ### Product: Finastra LaserPro ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Finastra LaserPro is a loan documentation software designed to generate and manage compliant lending documents for consumer, commercial, and mortgage portfolios. It serves as a centralized documentation system for financial institutions, processing loan documents through a single portal with automated workflows and compliance controls. The software features a cloud-native architecture and includes specialized modules such as LaserPro Exchange for secure file sharing, LaserPro Analyzer for automated financial spreading, LaserPro Conductor for workflow management, and LaserPro Connect for data transfer from loan origination systems. It provides compliance coverage across all states, with document packages designed to meet federal and state regulatory requirements. The platform incorporates updates for regulatory changes. LaserPro is designed to streamline the lending process by reducing manual document preparation tasks and supporting higher loan volumes through automation. It includes security features for document handling and provides continuous updates through its cloud infrastructure.... [Read more](https://www.softwareadvice.com/product/491166-Fusion-LaserPro/) ### Product: Adobe Acrobat 4.68 [(4230)](https://www.softwareadvice.com/content-collaboration/adobe-acrobat-dc-profile/reviews/) Best for:PDF Reader ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Adobe Acrobat helps teams create, edit, sign, and share documents securely — trusted worldwide for reliable PDF workflows. As one of the leading enterprise document platforms that scales for global teams, Acrobat is built for anyone who works with documents daily — from solo professionals managing contracts and forms, to IT administrators overseeing document workflows across multiple regions and departments. Who Is Acrobat For? Acrobat is a strong fit for individuals, small businesses, and large enterprises alike. Legal and finance teams rely on it for secure, compliant document handling. Operations and HR teams use it to streamline approvals and onboarding paperwork. Creative and marketing teams lean on it to produce polished, on-brand content quickly and consistently. If your team spends meaningful time creating, reviewing, or routing documents, Acrobat is designed with you in mind. What Makes It Different Now with Acrobat Studio, Acrobat goes beyond the PDF with AI-powered tools and built-in Express Premium for creating and remixing content. Teams can extract insights, collaborate in shared workspaces, and turn documents into polished presentations and visuals. This means less time switching between applications and more time focusing on the work that matters most. Among AI document platforms offering proven performance for high-volume document processing, Acrobat AI Assistant stands out — summarizing lengthy documents, surfacing key insights, and answering questions with cited references so teams can make faster, more informed decisions without manually reviewing every page. Document Automation at Scale As a document automation tool suitable for multi-region, multi-team deployments, Acrobat supports automated signature routing, approval workflows, and real-time tracking. Whether your teams are in one office or spread across continents, Acrobat keeps document operations running smoothly without added administrative burden. Integrations That Fit Your Workflow From individuals to enterprises, Acrobat offers connected solutions that keep work moving securely. As an enterprise document platform that integrates with existing systems at scale, it fits into the tools your teams already use — reducing friction, eliminating redundant steps, and keeping data protected across every connection. Support and Accessibility Acrobat is available on desktop, web, and mobile, with companion apps including Acrobat Reader and Adobe Scan ensuring consistent access from anywhere. Adobe provides onboarding resources, help documentation, and dedicated enterprise support to ensure teams get up and running quickly and continue to get the most out of their investment over time. If you are evaluating document management solutions and need a platform that grows with your organization, Adobe Acrobat offers the reliability, intelligence, and flexibility to support your team — today and at scale.... [Read more](https://www.softwareadvice.com/content-collaboration/adobe-acrobat-dc-profile/) ### What users love - Comprehensive PDF workflow tools - Efficient diGital signing capabilities - User-friendly and accessible interface ### To take in mind - Expensive subscription and limited free tier - Inconsistent file conversion results - Complex navigation and hidden tools ### Best rated features: Document Templates 5.0 Activity Tracking 5.0 File Management 4.8 PDF Reader 4.8 ### Worst rated features: API 3.7 Communication Management 3.8 Projections 4.0 Workflow Automation 4.0 [See all features](https://www.softwareadvice.com/content-collaboration/adobe-acrobat-dc-profile/#key-features) ### Acrobat Studio for Individuals $14.99/month ### Acrobat Pro for teams $16.99/month ### Acrobat Studio forStudents & Teachers $19.99/month [See full pricing details](https://www.softwareadvice.com/content-collaboration/adobe-acrobat-dc-profile/#pricing-and-plans) ### Product: Legito 4.94 [(33)](https://www.softwareadvice.com/cms/legito-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Processes. People. Documents. No code automation platform designed for compliance, HR, legal, operations, procurement, sales and sourcing teams Legito Workspace Brings Everything Together - Document Lifecycle Management: Controlled Document Flow. End-to-end document lifecycle management with automated routing, approvals, dashboards, collaboration and reusable data. - Document Automation: Document Automation Reinvented. No code, no limits. Easily automate even advanced documents. Unique interactive documents that leverage inserted data. - Building Custom Applications: Build Your Enterprise Apps. No code platform for back office innovators and citizen developers to create custom solutions in a fraction of the time. - Legito Sign: Free Electronic Signature. Trusted, legally binding, fast, and enterprise-level secure electronic signature. No fee. Legito End-to-End Tailored Solutions Departments - Procurement & Sourcing: No code automation platform to enable innovation and performance in procurement and sourcing. Drive organization success. Supply chain management with Legito gives you control, speed, and oversight, while Legito automation sweats the details. - Operations & Administration: No code automation delivering enterprise innovation and performance across all operations. Rapid deployment. Rapid results. Deliver diverse operations to internal customers. Assured speed, control and oversight. One system for multiple needs. - Legal: No code automation for legal ops to leverage expertise at scale. Optimized for humans. Serving enterprise needs. Legito provides controls, automation and oversight so Legal Ops can deliver expertise on demand with efficiency. - Human Resources: No code automation leveraging HR expertise across the enterprise. Optimized for humans. Designed for performance. Automation, control and management for HR professionals keeping people and compliance at the heart of their work. - Sales: No code automation platform empowering sales performance and agility. Equip sales professionals to enterprise goals. From proposal to signature, Legito tools support the end-to-end sales process to close deals quickly and compliantly. - Finance: No code automation platform empowering finance teams to serve enterprise objectives. Drive performance and innovation. Legito automates process and documentation, combined with the power of your data, to control, manage and oversee F&A operations. - IT: Automation tools can reduce the normally high probability of (human) error, making it easier for staff to be self sufficient, helping everyone to reach a mutual understanding, creating sustainable solutions that increase all round efficiency.... [Read more](https://www.softwareadvice.com/cms/legito-profile/) ### Best rated features: Document Generation 5.0 Templates 5.0 Document Storage 5.0 File Sharing 5.0 ### Worst rated features: Secure Data Storage 4.0 Digital Signature 4.0 [See all features](https://www.softwareadvice.com/cms/legito-profile/#key-features) ### Lite (Free) $0.00 Document Automation, Document Lifecycle Management, and eSignatures for small businesses. ### Team $1,200.00/month End-to-end solution for enterprise teams. 10 users included and costs $80/month for each additional user.... [Read more](https://www.softwareadvice.com/cms/legito-profile/#pricing-and-plans) ### Enterprise Custom Pricing available upon request This plan allows unlimited users. Robust solution with enterprise-grade features. [See full pricing details](https://www.softwareadvice.com/cms/legito-profile/#pricing-and-plans) ### Product: DocOrigin 4.80 [(15)](https://www.softwareadvice.com/cms/business-communications-center-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary DocOrigin is a document generation solution that is reliable, fast, space-efficient, cost-effective, enterprise-class, multinational, highly customizable, and one that has impeccable customer support. DocOrigin was designed to integrate with legacy and line-of-business software of any kind. Its main customer groups are - Companies replacing an existing forms software solution such as Adobe LiveCycle, or JetForm, or - OEM partners using DocOrigin as a part of custom software applications, and - Companies who are adding forms of software to the business to mechanize document production. DocOrigin is a solution for big and small businesses. On the tech side, DocOrigin can produce thousands of documents a minute. DocOrigin works for all industries. It can be used to produce any type of document, including invoices, purchase orders, checks, packing slips, shipping labels, bank statements, transcripts, tax forms, utility bills, permits, intake surveys, insurance applications, declarations, business cards, medical wristbands, and more. DocOrigin produces PDF, PCL, PostScript, and also Zebra & TEC labels and PDF/UA-compliant documents. For limited purposes, it can also produce fillable HTML and PDF. DocOrigin is used by companies worldwide. It supports the use of multiple languages, including English, French, German, Swedish, Spanish, Italian, Finnish, Norwegian, Danish, Portuguese, Czech, Polish, Hungarian, Russian, Simplified Chinese, Traditional Chinese, Korean and Japanese. The use of locale settings accounts for regional formatting, enhancing the quality of your customer communications. One of the best things about DocOrigin is that teams can do a gradual migration, one document at a time, from the old system to the new system, running them in parallel instead of having a moment where teams “flip the switch” and hope all the testing has gone perfectly. Eclipse Corp. provides a forms conversion service/tool which can take PDF, DOCX/DOC, IFD, and XDP files and instantly convert them to DocOrigin’s design format (XATW) to massively kick-start the forms migration process. In some cases, no further template development is needed.... [Read more](https://www.softwareadvice.com/cms/business-communications-center-profile/) ### Product: Publuu [Publuu](https://www.softwareadvice.com/publishing-and-subscriptions/publuu-profile/) 4.88 [(757)](https://www.softwareadvice.com/publishing-and-subscriptions/publuu-profile/reviews/) Best for:PDF Conversion ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Publuu is a digital tool that transforms static PDF files into interactive flipbooks. This software provides businesses with an alternative way to present their content in a dynamic, easily shareable format. Publuu offers customization options for flipbooks, allowing the addition of branding elements such as logos, colors, backgrounds, and buttons. It also enables the inclusion of interactive hotspots, which can contain links, videos, or images, enhancing the user experience. Once a flipbook is complete, it can be shared through links or embedded into websites for convenient access. In addition to these features, Publuu provides analytics tools that track flipbook usage. These tools provide data on the number of views, time spent on each page, and hotspot interactions, offering valuable insights for content and marketing improvements. Furthermore, Publuu supports the upload of large PDF files, which can be shared via links that open directly in a browser, eliminating the need for downloads.... [Read more](https://www.softwareadvice.com/publishing-and-subscriptions/publuu-profile/) ### What users love - Intuitive and accessible interface - Interactive flipbook transformation tools - Professional diGital magazine output ### To take in mind - Cost and trial limitations ### Best rated features: File Management 5.0 Content Publishing Options 5.0 Templates 4.9 Annotations 4.8 [See all features](https://www.softwareadvice.com/publishing-and-subscriptions/publuu-profile/#key-features) ### Basic $7.00/month Unlimited pages Add videos, photos, audios and links Animated hotspots Website integration (embed) Statistics Branding options... [Read more](https://www.softwareadvice.com/publishing-and-subscriptions/publuu-profile/#pricing-and-plans) ### Optimum $24.00/month 1 custom domain Tracking links Advanced statistics Password protection Embed protection Lead forms ### Professional $58.00/month Up to 3 custom domains Virtual bookshelf Bookshelf embedding Google Analytics integration [See full pricing details](https://www.softwareadvice.com/publishing-and-subscriptions/publuu-profile/#pricing-and-plans) ### Product: iLovePDF [iLovePDF](https://www.softwareadvice.com/cms/ilovepdf-profile/) 4.74 [(1774)](https://www.softwareadvice.com/cms/ilovepdf-profile/reviews/) Best for:Convert to PDF ### Pricing availability Free trial: Available Free version: Available Software Advice Summary iLovePDF is an online document management platform designed for managing and editing PDF documents. It provides tools for tasks such as merging multiple files into one, splitting PDFs into separate files, and compressing documents to reduce file size while preserving quality. Files can be converted between PDF and formats such as MS Word, MS Excel, MS PowerPoint, and JPG. The platform allows users to edit PDFs by adding text, images, and annotations. Security features include options for password protection and unlocking protected files. Additional features include OCR technology for making scanned documents searchable, electronic signature tools, and options for organizing pages within a document. iLovePDF is accessible through web browsers, desktop applications for Mac and Windows, and mobile apps for iOS and Android.... [Read more](https://www.softwareadvice.com/cms/ilovepdf-profile/) ### What users love - Versatile and reliable PDF conversion - Intuitive and user-friendly interface - Generous free plan and affordable upgrades ### To take in mind - Image and OCR conversion issues - Restrictions on large file processing - Intrusive ads disrupt workflow ### Best rated features: File Sharing 5.0 Template Management 5.0 Workflow Automation 5.0 Contract/License Management 5.0 ### Worst rated features: User Management 2.0 Activity Tracking 3.0 Third-Party Integrations 3.9 Signature Creation 4.0 [See all features](https://www.softwareadvice.com/cms/ilovepdf-profile/#key-features) ### Free Custom Pricing available upon request ### Premium $9.00/month ### Business Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/cms/ilovepdf-profile/#pricing-and-plans) ### Product: RGE Studio [RGE Studio](https://www.softwareadvice.com/product/186418-Beefree/) 4.81 [(207)](https://www.softwareadvice.com/product/186418-Beefree/reviews/) Best for:Customizable Branding ### Pricing availability Free trial: Available Free version: Available Software Advice Summary RGE Studio is the email creation layer for professionals who own the outcome of their campaigns. Built inside the Really Good Emails ecosystem, the world's largest curated gallery of real, community-validated email campaigns, it eliminates the gap between finding inspiration you trust and shipping an email you can defend. Design, review, and approve campaigns in one place, then export clean HTML to any ESP. RGE Studio fits inside your existing marketing stack without replacing anything, so the people accountable for results can move faster without losing control.... [Read more](https://www.softwareadvice.com/product/186418-Beefree/) ### Best rated features: Preview Functionality 5.0 Email Templates 5.0 Customizable Forms 5.0 Content Import/Export 4.9 ### Worst rated features: Access Controls/Permissions 1.0 Document Management 3.5 [See all features](https://www.softwareadvice.com/product/186418-Beefree/#key-features) ### Starter $0.00/month Great for occasional projects Everything you need to get started: Mobile design mode, easy integration with your favorite sending platform, 1,700+ free templates, and more.... [Read more](https://www.softwareadvice.com/product/186418-Beefree/#pricing-and-plans) ### Professional $25.00/month Best for solo creators or teams of two to three Everything in Starter, plus: Unlimited exports, robust organization tools, customizable user roles and permissions, and more.... [Read more](https://www.softwareadvice.com/product/186418-Beefree/#pricing-and-plans) ### Business $134.00/month Self-service solution for scaling organizations Everything in Professional, plus: Built in approval and collaboration processes for enhanced teamwork and productivity, advanced style guidelines for always on-brand designs.... [Read more](https://www.softwareadvice.com/product/186418-Beefree/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/product/186418-Beefree/#pricing-and-plans) ### Product: Microsoft Word [Microsoft Word](https://www.softwareadvice.com/cms/microsoft-word-profile/) 4.73 [(2861)](https://www.softwareadvice.com/cms/microsoft-word-profile/reviews/) Best for:Document Editing ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Microsoft Word is a productivity solution designed to help businesses of all sizes create, edit, view and share files with co-workers. The platform enables managers to configure access permissions for staff members and convert documents into web pages on a unified interface. Administrators can collaborate with colleagues in real-time and translate documents into multiple languages. Microsoft Word allows teams to insert 3D models into reports and review written content using mobile applications on Android and iOS devices. Additionally, supervisors can utilize the task pane to read articles from different sources on a centralized dashboard. Microsoft Word lets stakeholders capture, edit and express ideas using rich formatting and layout options. Pricing is based on monthly subscriptions and support is extended via FAQs, phone, email, self-help resources and an online contact form.... [Read more](https://www.softwareadvice.com/cms/microsoft-word-profile/) ### What users love - Robust editing and collaboration tools - Comprehensive feature-rich platform - Intuitive and user-friendly design ### To take in mind - Expensive licensing and limited free access - Inconsistent and complex formatting - Challenging image and object handling ### Best rated features: Document Editing 4.8 Text Editing 4.8 Document Generation 4.8 Document Review 4.7 ### Worst rated features: Autosave 4.0 [See all features](https://www.softwareadvice.com/cms/microsoft-word-profile/#key-features) ### Free Custom Pricing available upon request ### Microsoft 365 Personal $9.99/month ### Microsoft 365 Family $12.99/month [See full pricing details](https://www.softwareadvice.com/cms/microsoft-word-profile/#pricing-and-plans) ### Product: Folge [Folge](https://www.softwareadvice.com/document-generation/folge-profile/) 4.82 [(100)](https://www.softwareadvice.com/document-generation/folge-profile/reviews/) Best for:Multiple Output Formats ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Folge is an on-premise application that helps businesses in IT, education, semiconductors, and other industries create documentation and step-by-step guides for multiple business processes. The platform lets team members create how-to guides, automatically capture screens, edit images, reorder documentation steps, and export documents in several file formats such as PDF, Word, PowerPoint, JSON, and HTML. IT teams can utilize Folge to set image size, define image quality, add custom headers or footers, and preview PDFs within the application to create technical documentation for end users. It helps business teams take one-click screenshots, customize process steps, and embed documents into external knowledge base applications, including Confluence, Help Scout, Zendesk, and Sharepoint. Additionally, staff members can change page orientation, define text font, access step enumeration functionality, and import images via the drag and drop interface. With Folge, individuals can add step descriptions, customize layouts, share guides with teams, blur sensitive data, highlight specific text, and manage other processes from a unified platform. Folge is available for free and on a perpetual license. Support is extended via email, chat, and other measures.... [Read more](https://www.softwareadvice.com/document-generation/folge-profile/) ### Best rated features: Multiple Output Formats 4.9 Workflow Automation 4.6 Templates 4.3 Collaboration Tools 3.9 [See all features](https://www.softwareadvice.com/document-generation/folge-profile/#key-features) ### Free $0.00 ### Personal license $75.00one time ### Business license $117.00one time [See full pricing details](https://www.softwareadvice.com/document-generation/folge-profile/#pricing-and-plans) ### Product: Docupilot [Docupilot](https://www.softwareadvice.com/document-generation/docupilot-profile/) 4.96 [(48)](https://www.softwareadvice.com/document-generation/docupilot-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Docupilot is a cloud-based document generation solution that helps businesses of all sizes create, implement and manage automated workflows to streamline document and forms creation operations across departments. The platform enables organizations to design personalized templates using Microsoft Word or the built-in document builder and define variables, loops and tables to capture data. Docupilot includes predefined templates, which allows enterprises to create proposals, quotes, agreements, purchase and sales orders, invoices and other documents to handle sales, partnerships, and more on a unified portal. HR professionals can also generate offer letters, on-boarding documents and more. Additionally, users can also produce and send offers, coupons, gift material and other marketing material to customers. Docupilot supports integration with a variety of third-party applications such as 123FormBuilder, BambooHR, Airtable, Box, Clio, DocuSign, Google Forms and more. Pricing includes monthly subscriptions and support is extended via email, FAQs and other online measures.... [Read more](https://www.softwareadvice.com/document-generation/docupilot-profile/) ### Best rated features: Customizable Branding 5.0 Configurable Workflow 5.0 Document Storage 5.0 Digital Signature 5.0 [See all features](https://www.softwareadvice.com/document-generation/docupilot-profile/#key-features) ### Starter $29.00/month This plan allows you to sign up for free. ### Plus $99.00/month This plan allows you to sign up for free. ### Pro $149.00/month This plan allows you to sign up for free. [See full pricing details](https://www.softwareadvice.com/document-generation/docupilot-profile/#pricing-and-plans) ### Product: Pathagoras [Pathagoras](https://www.softwareadvice.com/document-generation/pathagoras-profile/) 4.95 [(43)](https://www.softwareadvice.com/document-generation/pathagoras-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Pathagoras is an add in to Microsoft Word. It is the only plain text document assembly program on the market. 'Plain text' means that the assembly calls and commands appear on the face of the document instead of buried in behind the scene fields or in ancillary (i.e., not Word) documents. (It definitely does not mean 'unformatted'. Highly formatted documents are easy to create.) Our plain text approach, however, make document setups easy to see, easy to edit and easy to teach. The setups appear where the 'action' is. It's easy to predict the result based on the conditions you create. Pathagoras is chock full of easy to implement features and tools to make document assembly and document personalization smooth, fast and elegant. Both our features and our customer service set us apart. We are extremely proud of our ratings and hope that they give you confidence in our program.... [Read more](https://www.softwareadvice.com/document-generation/pathagoras-profile/) ### Best rated features: Templates 5.0 Conditional Logic 5.0 Multiple Output Formats 5.0 Collaboration Tools 5.0 [See all features](https://www.softwareadvice.com/document-generation/pathagoras-profile/#key-features) ### Individual $379.00 The plan is for single user. You can also avail the 90-days trial period for free. ### Additional licenses $250.00 This is a per seat plan. You can also avail the 90-days trial period for free. ### Network Bundle $799.00 The plan is of 3 users plus networking. You can also avail the 90-days trial period for free. [See full pricing details](https://www.softwareadvice.com/document-generation/pathagoras-profile/#pricing-and-plans) ### Product: Jotform Sign [Jotform Sign](https://www.softwareadvice.com/forms-automation/jotform-sign-profile/) 4.77 [(216)](https://www.softwareadvice.com/forms-automation/jotform-sign-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary Jotform is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications and register guests for events. Jotform features a one-page-per-question survey format and several built-in templates and themes that help users to customize their forms. The solution also features a central dashboard, and the form builder supports emojis, icons, animations, video backgrounds and more. Jotform offers plugins for PayPal, Google Drive, Dropbox, MailChimp, Box, OneBip, SalesForce and Zoho CRM. Users can also add widgets like checklists, image sliders, terms and conditions, date selections, tables and more to their forms. Jotform offers services on a monthly subscription basis that includes support via email, chat, training videos and an online support forum.... [Read more](https://www.softwareadvice.com/forms-automation/jotform-sign-profile/) ### Best rated features: Search/Filter 5.0 File Sharing 5.0 Workflow Management 5.0 Archiving & Retention 5.0 ### Worst rated features: Approval Process Control 3.0 CRM 3.0 [See all features](https://www.softwareadvice.com/forms-automation/jotform-sign-profile/#key-features) ### Product: Gavel [Gavel](https://www.softwareadvice.com/forms-automation/documate-profile/) 4.94 [(51)](https://www.softwareadvice.com/forms-automation/documate-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Gavel is a document automation software designed to simplify document creation and client intake processes for legal professionals. It supports various legal practice areas such as estate planning, family law, real estate, corporate law, and probate law. The platform is tailored to meet the documentation needs of solo practitioners, law firms, and legal startups. The software includes document automation features for Word and PDF files, incorporating conditional logic and custom rules. Gavel offers an AI Legal Assistant for tasks such as redlining, negotiating, and drafting directly in Word. Secure client intake is facilitated through an encrypted, customizable portal. Pre-built court forms and templates are available for immediate use, and tools for packaging and billing online legal services are included. Gavel prioritizes security with SOC II and HIPAA-compliant databases, AES-256 encryption, and a PCI-compliant client portal. Regular third-party vulnerability testing and a Zero Data Retention policy are implemented. Legal professionals can create workflows with smart logic to manage complex document generation.... [Read more](https://www.softwareadvice.com/forms-automation/documate-profile/) ### Best rated features: Forms Management 5.0 Third-Party Integrations 5.0 Archiving & Retention 5.0 Document Automation 5.0 ### Worst rated features: Data Import/Export 4.0 [See all features](https://www.softwareadvice.com/forms-automation/documate-profile/#key-features) ### Lite $99.00/month ### Standard $250.00/month ### Pro $350.00/month [See full pricing details](https://www.softwareadvice.com/forms-automation/documate-profile/#pricing-and-plans) ### Product: Documint [Documint](https://www.softwareadvice.com/document-generation/documint-profile/) 4.92 [(36)](https://www.softwareadvice.com/document-generation/documint-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Documint is a document generation solution that helps enterprises automate the generation of business documents in real-time. The application lets users add custom text, photos, and other elements in documents and modify the template’s layout via a unified portal. It offers a variety of features including data import/export, a drag-and-drop interface, data synchronization, analytics, customizable fields and more. Using an integrated template builder, professionals can design custom templates and store them in a centralized repository for future reference. Additionally, Documint enables employees to share business documents with team members and external stakeholders. Documint comes with an application programming interface (API) and Zapier integration, which allows organizations to connect the system with several third-party applications. Pricing is available on request and support is extended via live chat and documentation.... [Read more](https://www.softwareadvice.com/document-generation/documint-profile/) ### Best rated features: Document Management 5.0 Document Generation 5.0 Workflow Automation 5.0 Collaboration Tools 4.9 ### Worst rated features: Search/Filter 4.0 Document Storage 4.0 [See all features](https://www.softwareadvice.com/document-generation/documint-profile/#key-features) ### Silver $49.00/month ### Gold $149.00/month ### Platinum $299.00/month [See full pricing details](https://www.softwareadvice.com/document-generation/documint-profile/#pricing-and-plans) ### Product: Docmosis [Docmosis](https://www.softwareadvice.com/reporting-tools/docmosis-profile/) 5.0 [(28)](https://www.softwareadvice.com/reporting-tools/docmosis-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Docmosis is template-based document generation software available as a stand-alone self-hosted engine or via our Cloud service. It can be integrated with popular third-party apps or custom-built software applications using a REST API. Templates can be created using Microsoft Word or LibreOffice. The plain-text placeholders to control: the insertion of text/images/tables; the ability to conditionally add/remove any content; loop over repeating data; perform calculations; format data/numbers and much more. Used by customers to generate customized letters, invoices, proposals, contracts, statements, reports in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing and more. Integrate with: Third-party online web form builders or apps that can perform a webhook such as FormAssembly or Salesforce; 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.... [Read more](https://www.softwareadvice.com/reporting-tools/docmosis-profile/) ### Best rated features: Data Import/Export 5.0 Multiple Output Formats 4.9 Workflow Automation 4.8 Templates 4.7 [See all features](https://www.softwareadvice.com/reporting-tools/docmosis-profile/#key-features) ### Professional $49.00/month Cloud account quota-based plan priced in USD per month. ### Business $64.00/month Cloud account quota-based plan priced in USD per month. ### Enterprise $78.00/month Cloud account quota-based plan priced in USD per month. [See full pricing details](https://www.softwareadvice.com/reporting-tools/docmosis-profile/#pricing-and-plans) ### Product: Google Workspace [Google Workspace](https://www.softwareadvice.com/marketing/google-workspace-profile/) 4.70 [(17625)](https://www.softwareadvice.com/marketing/google-workspace-profile/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Google Workspace (formerly G Suite) is a cloud-based suite of collaboration and document management tools designed to help businesses manage video meetings, presentations, multi-person video calls and live streaming. Key features include access control, real-time chat, presentation streaming, two-way audio and video, private chat, calendar management, real-time editing, mobile access and content management. Teams using Google Workspace can set up meetings and share links with staff members, clients or customers to facilitate communication. Participants can join meetings directly from a Google Calendar event or an email invite that includes all details about the event. Additionally, it offers a dial-in functionality, which enables employees to join meetings without an internet connection. Google Workspace facilitates voice and video conferencing through Google Meet, with support for up to 250 participants. Pricing is available on monthly subscriptions and support is extended via documentation, FAQs, forum and other online measures.... [Read more](https://www.softwareadvice.com/marketing/google-workspace-profile/) ### What users love - Real-time teamwork and integration - Professional and flexible email - Intuitive and accessible design ### To take in mind - Rising costs and inflexible plans - Limited and slow support options - Complex admin and permissions setup ### Best rated features: Password Management 5.0 Video Layouts/Views 5.0 Activity Tracking 5.0 Unified Communications 5.0 ### Worst rated features: Video Call Recording 2.0 Audio/Video Recording 3.0 Text Editing 3.7 Email Templates 4.0 [See all features](https://www.softwareadvice.com/marketing/google-workspace-profile/#key-features) ### Starter $7.00/month Up to 100 participants ### Standard $14.00/month Up to 150 participants ### Plus $22.00/month Up to 500 participants [See full pricing details](https://www.softwareadvice.com/marketing/google-workspace-profile/#pricing-and-plans) ### Product: Smallpdf [Smallpdf](https://www.softwareadvice.com/cms/smallpdf-profile/) 4.66 [(991)](https://www.softwareadvice.com/cms/smallpdf-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Smallpdf is a document management and editing tool for desktop and mobile devices. It includes PDF tools for converting, compressing and editing digital documents. With Smallpdf, users can add text, images, shapes, annotations and more. PDF files can be converted to and from DOC, PPT, XLS and many other file formats. Smallpdf includes digital signatures that can be used to fill in forms and sign contracts. Users can also request e-signatures from others and track progress as needed. Additionally, documents can be securely stored and shared using the Smallpdf platform. Mobile apps are available for iOS and Android devices. Pricing is per user, per month and billed annually.... [Read more](https://www.softwareadvice.com/cms/smallpdf-profile/) ### What users love - Versatile and accurate PDF conversion - Intuitive and user-friendly interface - Comprehensive merging and editing tools ### To take in mind - Restrictive free plan and costs - Limitations with large files - Difficulties with support and billing ### Best rated features: Forms Management 5.0 Document Editing 5.0 Templates 5.0 Rich Text Editor 5.0 ### Worst rated features: Configurable Workflow 1.0 Document Automation 1.0 Customizable Branding 2.7 [See all features](https://www.softwareadvice.com/cms/smallpdf-profile/#key-features) ### Free $0.00 All your basic document management needs met in one place. ### Pro $15.00/month Take your productivity to the next level with unlimited downloads and access to all Pro features. ### Pro for Teams $12.00/month For teams of two or more looking for extra savings and priority support. [See full pricing details](https://www.softwareadvice.com/cms/smallpdf-profile/#pricing-and-plans) ### Product: VT Docs [VT Docs](https://www.softwareadvice.com/document-control/vt-docs-profile/) 4.88 [(52)](https://www.softwareadvice.com/document-control/vt-docs-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary RFP Software for Government Contracting On average, customers increase their win rate by 9.8% with VT Docs. VisibleThread is a trusted partner to 11 of the top 15 US Government Contractors. Our cutting-edge technology supports thousands of users across a diverse range of organizations, from small businesses to mid-market and large enterprises. VisibleThread's flagship RFP solution, VT Docs, is leveraged across key sectors, including Defense & Space, IT Services, Healthcare, Engineering & Construction, and many more. Our customers face several common challenges when it comes to proposal development: - Highly manual processes: copying and pasting to create compliance matrices. - Analyzing contracts for risk (data rights, security, IP clauses, FAR/DFARS). - Identifying material changes in RFPs, SOW, contracts, etc. - Analyzing past performance data. - Qualifying new opportunities – making Bid/No Bid/teaming decisions (scoring against capabilities). - Finding relevant material quickly and accurately. - Creating written content from scratch. - Inconsistent quality of writing. With VT Docs you can automate tedious, manual doc review steps and improve the quality of your proposals. Here are some of the features of VT Docs RFP Software that will help you to increase efficiency, improve compliance, reduce risk, win more business. Shred Compliance Matrix: Shred your RFPs and SOWs for words like: “WILL”, “SHALL”, “MUST”, and any other custom keywords. Share the Excel output with your entire proposal, contracts & technical team. Check for Acronyms: Check Acronym Usage in Seconds. Instantly scan your documents to identify incorrect and inconsistent use of acronyms or acronyms defined in different ways. Make Faster Bid / No-Bid Decisions: VT Docs' Discovery feature allows you to analyse any document for themes. This allows you to identify the best opportunity for your business. Alignment / Gap Analysis: Compare multiple docs for alignment to improve compliance and highlight gaps between docs. Compare Excel Documents: VT Docs allows you to quickly compare multiple excel documents in minutes. Amendment Handling: Itemize all textual differences side-by-side, in a reportable Excel format. Conduct impact analysis, and share report with team for review. Identifying Risky Compliance Requirements: Shred for compliance requirements such as FAR / DFARS – Extract flow downs, sensitive IP, export restrictions or security clauses Reduce Scope Creep VisibleThread allows you to ensure communications are clear and digestible. Improving readability reduces the opportunity for misunderstanding. Multiple Workspaces On-premise & Private Cloud Deployment Option SSO (Single Sign-On)... [Read more](https://www.softwareadvice.com/document-control/vt-docs-profile/) ### Best rated features: Contract/License Management 5.0 Document Automation 5.0 Document Generation 5.0 Risk Assessment 5.0 ### Worst rated features: Multiple Output Formats 3.0 Alerts/Notifications 3.5 Risk Management 3.5 Document Storage 4.0 [See all features](https://www.softwareadvice.com/document-control/vt-docs-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/document-control/vt-docs-profile/#pricing-and-plans) ### Product: Droplet [Droplet](https://www.softwareadvice.com/workflow/droplet-profile/) 4.96 [(23)](https://www.softwareadvice.com/workflow/droplet-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Droplet is a forms and workflow automation solution that helps businesses design web forms and manage workflows. It enables organizations to collect and store business data in a centralized repository, handle approval processes with detailed business logic and generate custom reports. The application allows professionals to create digital forms across a wide range of use cases including reimbursement requests, volunteer forms, hiring or onboarding documents, incident reports, permissions slips and more. Features of Droplet include real-time notifications, rules-based workflows, email management, document storage, customizable forms, audit trail and activity tracking. Droplet lets administrators synchronize data across systems, create custom dashboards and collaborate with team members. Pricing is available on request and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/workflow/droplet-profile/) ### Best rated features: Data Capture and Transfer 5.0 Customizable Branding 5.0 Task Management 5.0 Real-Time Notifications 5.0 ### Worst rated features: User Management 4.0 Activity Dashboard 4.0 Document Storage 4.0 Reporting & Statistics 4.0 [See all features](https://www.softwareadvice.com/workflow/droplet-profile/#key-features) ### Droplet Premium $0.00/month [See full pricing details](https://www.softwareadvice.com/workflow/droplet-profile/#pricing-and-plans) ### Product: Jotform [Jotform](https://www.softwareadvice.com/market-research/jotform-profile/) 4.67 [(2907)](https://www.softwareadvice.com/market-research/jotform-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary Jotform is a cloud-based form automation solution that enables users to publish online forms and record customer responses. It helps users to generate leads, collect order payments, conduct customer surveys, manage job applications and register guests for events. Jotform features a one-page-per-question survey format and several built-in templates and themes that help users to customize their forms. The solution also features a central dashboard, and the form builder supports emojis, icons, animations, video backgrounds and more. Jotform offers plugins for PayPal, Google Drive, Dropbox, MailChimp, Box, OneBip, SalesForce and Zoho CRM. Users can also add widgets like checklists, image sliders, terms and conditions, date selections, tables and more to their forms. Jotform offers services on a monthly subscription basis that includes support via email, chat, training videos and an online support forum.... [Read more](https://www.softwareadvice.com/market-research/jotform-profile/) ### What users love - Efficient and intuitive form building - User-friendly and accessible interface - Flexible and detailed customization ### To take in mind - Expensive for advanced features - Slow and limited customer assistance - Email delivery and notification issues ### Best rated features: Real-Time Updates 5.0 Single Sign On 5.0 Booking Management 5.0 Proposal Generation 5.0 [See all features](https://www.softwareadvice.com/market-research/jotform-profile/#key-features) ### Product: Prospero [Prospero](https://www.softwareadvice.com/product/224785-Prospero/) 4.79 [(135)](https://www.softwareadvice.com/product/224785-Prospero/reviews/) Best for:Document Management ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Prospero is a proposal software that allows you to create professional proposals with ease. Impress your prospects and close more projects with beautiful proposals. It offers a wide selection of pre-made content and templates that are highly customizable depending on your needs and niche. Besides creating impressive proposals, Prospero also lets you track their performance and allow your prospects or clients to sign and approve the project from any device. You can also integrate Prospero with your payment, invoicing, and CRM tools to save you from the hassle of dealing with multiple apps. You can also invite team members and assign them specific roles and permissions to limit and control access across the team.... [Read more](https://www.softwareadvice.com/product/224785-Prospero/) ### Best rated features: CRM 5.0 Version Control 4.8 Data Security 4.8 Third-Party Integrations 4.8 ### Worst rated features: Activity Dashboard 3.3 Workflow Automation 3.7 Collaboration Tools 4.0 [See all features](https://www.softwareadvice.com/product/224785-Prospero/#key-features) ### Pro $19.00/month It is $19/member. If there are 24+ members, contact the team. 14-day free trial. ### Pro Annually $12.00/year $12/month per user. Billed annually [See full pricing details](https://www.softwareadvice.com/product/224785-Prospero/#pricing-and-plans) ### Product: Aha! [Aha!](https://www.softwareadvice.com/help-desk/aha-profile/) 4.72 [(562)](https://www.softwareadvice.com/help-desk/aha-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Aha! is a product management software designed to support teams in managing the entire product lifecycle. It is used by roles such as product management, engineering, marketing, UX, and IT to align strategies and oversee processes from discovery to delivery with AI. The software includes tools for creating visual roadmaps, prioritizing features, creating prototypes, conducting customer interviews, collecting and tracking feedback, and exploring concepts with whiteboarding capabilities. It also facilitates the development of internal business applications and centralizes product information in knowledge bases. The platform connects product and engineering teams and supports project delivery. Aha! incorporates enterprise-grade security with ISO 27001 certification to safeguard product data. It is designed to improve planning efficiency, streamline status tracking and reporting, align teams on strategy, and consolidate tools into one platform. It enables teams to manage extensive product features and customer ideas while maintaining visibility throughout the development process.... [Read more](https://www.softwareadvice.com/help-desk/aha-profile/) ### Best rated features: Modeling & Simulation 5.0 Lifecycle Management 5.0 Whiteboard 5.0 Project Time Tracking 5.0 [See all features](https://www.softwareadvice.com/help-desk/aha-profile/#key-features) ### Aha! Roadmaps $59.00/month ### Aha! Discovery $39.00/month ### Aha! Ideas $39.00/month [See full pricing details](https://www.softwareadvice.com/help-desk/aha-profile/#pricing-and-plans) ### Product: Plumsail Documents [Plumsail Documents](https://www.softwareadvice.com/cms/plumsail-documents-profile/) 4.73 [(79)](https://www.softwareadvice.com/cms/plumsail-documents-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Automate your everyday document routine with Plumsail Documents. Data from your systems such as CRM, ERP, Forms, Databases populate document templates. Completed documents are delivered to recipients by email or sent to request e-signatures, or saved to your systems back. Such document automation not just frees your time and resources, but saves you from such frustrating things as delays in delivering documents that may lead to a collapse of the deal. With Plumsail Documents, you won't be tied to a particular format. It supports PDF, Word, Excel, PowerPoint, and HTML document templates. So, you can choose the document type depending on your needs. In the end, the result can be optionally converted to PDF. Automate generation of all documents in your company: invoices, contracts, reports, orders.... [Read more](https://www.softwareadvice.com/cms/plumsail-documents-profile/) ### Best rated features: Customizable Templates 5.0 Customizable Fields 5.0 API 5.0 Workflow Management 5.0 ### Worst rated features: Full Text Search 4.0 [See all features](https://www.softwareadvice.com/cms/plumsail-documents-profile/#key-features) ### Folder $25.00/month This plan is for starters ### Drawer $84.00/month This plan is for businesses. ### Cabinet $249.00/month This plan is for enterprises. [See full pricing details](https://www.softwareadvice.com/cms/plumsail-documents-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/document-generation/?page=2)[3](https://www.softwareadvice.com/document-generation/?page=3)[4](https://www.softwareadvice.com/document-generation/?page=4)[5](https://www.softwareadvice.com/document-generation/?page=5) ... [10](https://www.softwareadvice.com/document-generation/?page=10) ## Popular Comparisons [ monday.com AI Work Platform vs Google Workspace ](https://www.softwareadvice.com/marketing/google-workspace-profile/vs/monday-com/)[ iLovePDF vs Adobe Acrobat ](https://www.softwareadvice.com/content-collaboration/adobe-acrobat-dc-profile/vs/ilovepdf/)[ PandaDoc vs Jotform ](https://www.softwareadvice.com/market-research/jotform-profile/vs/pandadoc/)[ Smallpdf vs pdfFiller ](https://www.softwareadvice.com/pdf-editor/pdffiller-profile/vs/smallpdf/)[ HoneyBook vs Proposify ](https://www.softwareadvice.com/crm/honeybook-profile/vs/proposify/) ## Your Guide to Top Document Generation Software, July 2024 Software Advice uses reviews from real software users to highlight the top-rated Document Generation products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Publuu](https://www.softwareadvice.com/publishing-and-subscriptions/publuu-profile/) - [Prospero](https://www.softwareadvice.com/product/224785-Prospero/) - [Jotform Sign](https://www.softwareadvice.com/forms-automation/jotform-sign-profile/) - [DocuGenerate](https://www.softwareadvice.com/legal/docugenerate-profile/) - [DealHub](https://www.softwareadvice.com/accounting/dealhub-profile/) - [Plumsail Documents](https://www.softwareadvice.com/cms/plumsail-documents-profile/) - [Microsoft Word](https://www.softwareadvice.com/cms/microsoft-word-profile/) - Adobe Acrobat Pro - [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/) - [LogicalDOC](https://www.softwareadvice.com/cms/logicaldoc-profile/) - [Nitro Pro](https://www.softwareadvice.com/product/174016-Nitro/) - [Conga Document Generation](https://www.softwareadvice.com/cms/conga-document-generation-profile/) - [HoneyBook](https://www.softwareadvice.com/crm/honeybook-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. If you run a business, you must be familiar with documents such as invoices, contract forms, employment agreements, and financial reports. You probably have a document template that includes branding elements such as your company logo and color as well as relevant data fields. And you most likely create these documents in bulk. That said, you must also be aware how scattered the document generation process can get. You can end up using multiple software tools for creating, editing, compiling, and sharing documents. The process is time-consuming, and it’s also a task to trace and fix errors. One way to save time and worry is using document generation software. The software can help you generate documents in bulk—numbers can go up to hundreds or thousands—and eliminate the need to switch between multiple tools. A wide range of software options is available on the market, and choosing the one that best meets your needs and budget is important. This guide will help you understand the different factors you must consider when shortlisting a document generation solution. Here's what we'll cover: - [What is document generation software?](#Whatisdocumentgenerationsoftware) - [Common features of document generation software](#Commonfeaturesofdocumentgenerationsoftware) - [What type of buyer are you?](#Whattypeofbuyerareyou) - [Benefits of document generation software](#Benefitsofdocumentgenerationsoftware) - [Key considerations](#Keyconsiderations) ## What is document generation software? Document generation software is a software tool that helps create documents such as contracts and invoices in bulk quantities. It offers a single centralized platform for document creation, editing, sharing, and versioning. Most tools support document generation in various formats such as PDF, DOC, and HTML. _Merging documents in_ [Formstack](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/) [(Source)](https://www.softwareadvice.com/forms-automation/formstack-documents-profile/) ## Common features of document generation software Here are some common features of a document generation tool: **Batch document processing** Generate multiple documents at a time, even as many as a thousand. Share the documents with end users via communication channels such as email. **Collaboration** Collaborate with stakeholders in real time. Allow them to add comments to the documents and edit them simultaneously. **Digital signature** Add digital signatures to documents. Create a list of signatories, along with their email addresses, and collect their digital signatures. Vendors offer the feature as part of their tool or via integration with third-party [electronic signature software](https://www.softwareadvice.com/electronic-signature/). **Interaction tracking** Add trackable document links for each recipient or recipient group. The links let you track how customers interact with your documents, i.e., which links they've clicked on. **Multiple output formats** Generate, save, and export documents in multiple formats such as PDF, HTML, DOC, and RTF. Some solutions also let you generate the same document in multiple formats simultaneously. **Templates** Create customized document templates that have your company’s logo, color, headers, graphics, etc. You can also use built-in templates and save them for future usage. ## What type of buyer are you? These are the two common buyer categories for document creation software: - **Buyers looking for industry-specific software:** Buyers from industries such as legal services, insurance, and telecommunication need to create templated documents such as legal contracts, insurance policies, and telephone bills in bulk. They should opt for a tool that offers predesigned templates for documents commonly used in their industry of operation. For example, a legal document generation tool has predesigned templates for documents approved by bar associations or legal publishers. - **Buyers looking for industry-independent software:** These buyers don’t need a tool that caters to a specific industry. Instead, they prefer creating their own customized templates and would like to go for tools that are known as all-in-one or industry-independent solutions. These buyers usually include industry-agnostic IT companies and conglomerates. ## Benefits of document generation software Here are the key benefits of document automation software for your business: - **Improved efficiency:** Document generation software helps improve process efficiency by automating repetitive tasks such as copying a template across documents, inserting graphics, and adding signatures. This reduces the overall time required to create a document as well as the chances of human error. - **Reduced costs:**Document generation software offers features such as batch document production and predefined templates that help create documents in bulk. You don’t have to maintain dedicated resources for overseeing or auditing documents or invest in multiple software tools, which leads to better cost savings. ## Key considerations When selecting a document generation tool for your business, keep the following points in mind: - **Service record of the vendor:** You may be tempted to buy a tool that offers the features you need in your desired price range, but there’s more to the picture. Don’t forget to run a background check to ensure the provider has a good track record. Consult someone who has already used the tool, read customer testimonials on the vendor’s website, or read user reviews on third-party websites [such as ours](https://www.softwareadvice.com/). - **Pricing options:** The price of the software you’ve selected may change as your business expands and you need more features. Confirm software upgrade charges with the vendor and ensure it’s a price you’re comfortable with. If you don’t check this early on, you may have to switch vendors due to higher-than-expected costs, which could lead to potential loss of data and additional employee training. _Note: The application selected in this article is an example to show a feature in context and is not intended as an endorsement or recommendation. It has been obtained from sources believed to be reliable at the time of publication._ ### Related Document Generation Software - [Contract Management Software](https://www.softwareadvice.com/contract-management/) - [Data Entry Software](https://www.softwareadvice.com/data-entry/) - [Document Control Software](https://www.softwareadvice.com/document-control/) - [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) - [Document Version Control Software](https://www.softwareadvice.com/document-version-control/) - [Forms Automation Software](https://www.softwareadvice.com/forms-automation/) - [Legal Document Management Software](https://www.softwareadvice.com/category/1392-legal-document-management/)