Document generation for proposals
When the job is proposals, 34 tools in this guide list it as a use case. The most common data sources are Salesforce (20), HubSpot (17) and Zapier, Make or n8n (12). Our order puts Conga Composer, Formstack Documents and Documint at the top.
- Tools
- 34
- With USD price
- 24, from $10
- Free tier
- 9
- Editor's picks
- 6
- Checked
- 20 Oct 2026
- 01
Enterprise Salesforce document generation.
Outputs PDF, DOCX, XLSX, PPTX, HTML, email Template Word Reads Salesforce, API G2 4.4 (849)Not published - 02
Formerly WebMerge. Only in Suite plan, $250/mo paid annually, 250 deliveries/mo.
Outputs PDF, DOCX, PPTX, e-sign documents Template Word, PDF form, Visual builder Reads Salesforce, HubSpot, Airtable, built-in forms +3 G2 4.5 (148)$250 / mo - 03
Silver $39/mo billed annually.
Outputs PDF, e-sign documents Template Visual builder Reads Airtable, HubSpot, Coda, API +1 G2 4.7 (9)$39 / mo - 04
Professional $19/mo yearly, $29 monthly.
Outputs PDF, Google Docs, email Template Google Docs, Word, PDF form Reads Airtable, Notion, Google Sheets, Google Forms +3$19 / mo - 05
Starter $29/mo, 100 docs.
Outputs PDF, DOCX, PPTX, XLSX, e-sign documents Template Word, Visual builder Reads Airtable, Zapier/Make/n8n, API, built-in forms$29 / mo - 06
CloudFiles cloudfiles.ioDocument generation plus document sharing and tracking inside Salesforce and HubSpot.
Outputs PDF, DOCX Template Word Reads Salesforce, HubSpot G2 4.5 (221)Not published - 07
Docomotion docomotion.comStarter 10/user/mo annual, currency selector not explicit.
Outputs PDF, DOCX Template Word Reads Salesforce G2 4.6 (68)$10 / mo, cheapest here - 08
DocuGen docugen.iomonday.com document generation app.
Outputs DOCX, XLSX, PDF, e-sign documents Template Word Reads monday.com, HubSpot G2 4.8 (62)$25 / mo - 09
Matik matik.aiData-driven decks for QBRs and renewals.
Outputs Google Slides, PPTX, DOCX, Google Docs, XLSX, PDF, email, HTML Template Google Docs Reads Salesforce, HubSpot, Google Sheets G2 4.8 (56)On request - 10
PDF Maker (BustBrain Labs) thepdfmaker.comEssential $15/mo shown (crossed-out $19).
Outputs PDF, Google Docs, DOCX, email Reads Airtable, Notion, Google Sheets, Google Forms +2 Capterra 4.9 (18)$15 / mo - 11
Folder plan 200 docs/mo. Price $25/mo annual ($29 monthly) per Formester review; store page did not render amounts.
Outputs PDF, DOCX, XLSX, PPTX Template Word Reads Airtable, Google Sheets, Google Forms, Typeform +6$25 / mo - 12 Portant portant.co
Pro $42/mo billed annually.
Outputs Google Docs, Google Slides, DOCX, PPTX, PDF, e-sign documents Template Google Docs, Word Reads HubSpot, Google Sheets, Google Forms, Typeform +2$42 / mo
12 of 34 shown Show the other 22Hide the other 22
- 13
SourceToDocs sourcetodocs.comData to Google Slides and Docs.
Outputs Google Slides, Google Docs, PDF, PPTX, DOCX, HTML Template Google Docs Reads Airtable, Google Sheets, CSV, API$19 / mo - 14
Documill documill.comEUR pricing: Generate EUR 20/user/mo.
Outputs PDF, DOCX, PPTX, e-sign documents Template Visual builder Reads Salesforce$22 EUR 20/user, converted - 15
Templafy templafy.comAI document agents in Microsoft Office.
Outputs PPTX, DOCX, PDF Template Word Reads Salesforce, API$40 / mo - 16 Titan Document Studio titandxp.com
Document Studio Starter from $150/mo.
Outputs PDF, DOCX, XLSX, e-sign documents Template Visual builder Reads Salesforce$150 / mo - 17
DoxFlowy doxflowy.comCore $20/user/mo annual per Capterra.
Outputs PDF, e-sign documents Template Visual builder Reads API, built-in forms$20 / mo - 18
Storydoc storydoc.comInteractive decks and proposals.
Outputs HTML, PDF Template Visual builder Reads HubSpot, Salesforce$19.80 / mo - 19
Plus AI plusai.comAI slides in Google Slides and PowerPoint.
Outputs Google Slides, PPTX Template Visual builder$10 / mo - 20
Slideform slideform.coReports from BI and app data into Slides, PPTX and Docs.
Outputs Google Slides, PPTX, Google Docs, DOCX, PDF, XLSX, email Template Google Docs Reads HubSpot, Salesforce, Google Sheets, Excel +1Not published - 21
Gamma gamma.appAI presentations. Exports PPTX, PDF, Google Slides on Free.
Outputs PPTX, PDF, Google Slides Template Visual builder Reads HubSpot, APINot published free tier - 22
Nintex DocGen for Salesforce nintex.comFormerly Drawloop. No public price; free trial offered.
Outputs PDF, DOCX, XLSX, PPTX Template Word Reads SalesforceOn request - 23
Pipedrive Smart Docs pipedrive.comNative Pipedrive add-on/feature.
Outputs PDF, e-sign documents, Google Docs, DOCX Template Google Docs, Word Reads PipedriveNot published - 24 ActiveDocs activedocs.com
Word-based enterprise document generation.
Outputs DOCX, PDF, e-sign documents Template Word Reads APIOn request - 25
PDF Butler pdfbutler.comSalesforce-native document generation, batch and e-sign.
Outputs PDF, DOCX, e-sign documents Template Word Reads SalesforceNot published - 26 Salesforce Document Generation help.salesforce.com
Native OmniStudio document generation with Word and PowerPoint templates.
Outputs DOCX, PPTX, PDF Template Word Reads SalesforceOn request - 27
Adjacent proposal and e-sign suite.
Outputs PDF, e-sign documents, DOCX Template Visual builder Reads HubSpot, Salesforce, Pipedrive, Zapier/Make/n8n +1 G2 4.7 (3324)$19 / mo - 28
GetAccept getaccept.comAdjacent digital sales room and e-sign. eSign $25/user/mo.
Outputs PDF, e-sign documents Template Visual builder Reads Salesforce, HubSpot, Pipedrive G2 4.6 (1253)$25 / mo - 29
Qwilr qwilr.comAdjacent. Interactive web proposals.
Outputs HTML, PDF, e-sign documents Template Visual builder Reads HubSpot, Salesforce G2 4.6 (918)$35 / mo - 30
Better Proposals betterproposals.ioAdjacent proposal suite. Starter $13/user/mo (billing basis unclear, table shows $19).
Outputs HTML, PDF, e-sign documents Template Visual builder Reads HubSpot, Salesforce, Pipedrive, Zoho +1$13 / mo - 31
Oneflow oneflow.comAdjacent contract platform.
Outputs PDF, e-sign documents, HTML Template Visual builder Reads Salesforce, HubSpot, Pipedrive, Zapier/Make/n8n$270 EUR 250, converted - 32 Prospero goprospero.com
Adjacent proposal tool for freelancers.
Outputs PDF, e-sign documents Template Visual builder Reads QuickBooks, Xero, monday.com, Zapier/Make/n8n$19 / mo - 33
Proposify proposify.comAdjacent proposal suite. Build $35/user/mo annual, $49 monthly.
Outputs PDF, e-sign documents Template Visual builder Reads Salesforce, HubSpot, Zapier/Make/n8n$35 / mo - 34
Pitch pitch.comPresentation tool with live data embeds.
Outputs PDF, PPTX Template Visual builder Reads Google Sheets, HubSpot$11 EUR 10, converted
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What differs for proposals
These tools for proposals most often write PDF (33), DOCX (21) and e-sign documents (18). Templates are built in a visual builder (17), Word (15) and Google Docs (6).
Paid plans start at $10 a month with Docomotion. You can try 9 of them on a free tier. The last 8 are proposal or e-sign products, listed after the rest. Prices were checked on 20 Oct 2026.
Nearby pages
Related lists: Document generation for contracts (74 tools), Document generation for reports (59), Document generation for invoices (53), Document generation for letters (30), Document generation for certificates (28), Document generation for quotes (26), Document generation for NDAs (14), Document generation for onboarding packs (12).
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