Top 5 Document Generation apps of Salesforce
Salesforce Appexchange offers many document generation apps for your Salesforce org. But which one to choose? Let us help you out!
We offer you the top 5 Salesforce document generation apps that can simplify your document generation and streamline the process.
Without further ado, let’s jump right in!
1. Conga
Delight your customers and simplify every part of your business with the Conga Composer. Conga’s flexible solutions enable you to generate multiple documents like quotes, proposals, contracts, work orders, invoices, accounts, and plans in any format of your choice. It automates the tedious process of document generation and allows you to create beautiful and accurate digital documents in word, excel PowerPoint, HTML, and pdf format. It provides you with actionable insights and allows you to focus on what matters the most. It is compatible with Sales and Service Cloud, Portals, Communities, Platform, Salesforce1 & Lightning.
2. S-Docs
Empower your business with 100% native document generation tools for Salesforce. S-Docs is the only native document generation and e-signature solution of Salesforce and is lightning fast, secure, easy to use. It is easy to connect with your existing system seamlessly, improves your efficiency, automates tedious work, and reduces errors. It enables you to create accurate and sophisticated documents. This intelligent document generation app is not only simple, smart, and secured, but gives you the security and reliability automation required for document generation.
3. Nintex
Famous for being the only no-code document generation solution of Salesforce, Nintex Drawloop DocGen® has been rated as one of the best document generation apps on Salesforce Exchange. It has been used by thousands of users from leading organizations and has radically changed the way how work gets done. It can generate millions of critical documents such as contracts, invoices, order forms, proposals, quotes, reports, account plans, and more in just a few clicks. It provides you with a drag-and-drop designer interface that has replaced the manual document creation tasks with automated solutions.
4. Formstack
Known to be the best and easiest way to automate your document generation, Formstack can simply quotes, generate reports, automate contracts, streamlines proposals, and can do so much more for you. It streamlines the process of professional-looking documents generations and gives you multiple file types at your disposal like word doc, PowerPoint presentation, pdf document, and excel spreadsheet. You can integrate your Salesforce data into Formstack documents seamlessly and generate contracts, quotes, receipts, invoices, contracts, and more. All you need to do is upload/ create documents in Formstack, integrate it with Salesforce objects, and create a mission-critical document in a click.
5. DocuSign
Make document generation, document management, and document automation easy for you with DocuSign Gen for Salesforce. It lets you create professional-looking documents in just a few clicks without leaving the Salesforce user interface. It streamlines the document generation process with online forms and pre-approved templates and offers you tagging and searching functionalities to search the document you are looking for. DocuSign improves your team’s efficiency, reduces errors, and delivers maximum visibility with advanced workflows.
Outsource Salesforce can help you integrate all the above or other document generation apps with your Salesforce org using best Salesforce Pricing. Do let us know! 🙂