Document generation for sales teams
This list holds the 21 tools that name sales teams among their buyers. Matik, Portant and Templafy come first in our order. Plus AI has the cheapest paid plan here, at $10 a month.
- Tools
- 21
- With USD price
- 13, from $10
- Free tier
- 8
- Editor's picks
- 1
- Checked
- 20 Oct 2026
- 01
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 - 02 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 - 03
Templafy templafy.comAI document agents in Microsoft Office.
Outputs PPTX, DOCX, PDF Template Word Reads Salesforce, API$40 / mo - 04
DoxFlowy doxflowy.comCore $20/user/mo annual per Capterra.
Outputs PDF, e-sign documents Template Visual builder Reads API, built-in forms$20 / mo - 05
Storydoc storydoc.comInteractive decks and proposals.
Outputs HTML, PDF Template Visual builder Reads HubSpot, Salesforce$19.80 / mo - 06
Plus AI plusai.comAI slides in Google Slides and PowerPoint.
Outputs Google Slides, PPTX Template Visual builder$10 / mo, cheapest here - 07
Contractbook contractbook.comCentralize $399/mo annual, currency labels mixed.
Outputs PDF, e-sign documents Template Visual builder Reads HubSpot, Salesforce, Pipedrive, Zapier/Make/n8n +1Not published free tier - 08
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 - 09
Pipedrive Smart Docs pipedrive.comNative Pipedrive add-on/feature.
Outputs PDF, e-sign documents, Google Docs, DOCX Template Google Docs, Word Reads PipedriveNot published - 10 ActiveDocs activedocs.com
Word-based enterprise document generation.
Outputs DOCX, PDF, e-sign documents Template Word Reads APIOn request - 11
HubSpot Quotes hubspot.comNative HubSpot quotes with e-sign and payments.
Outputs HTML, PDF, e-sign documents Template Visual builder Reads HubSpotNot published - 12
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
12 of 21 shown Show the other 9Hide the other 9
- 13
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 - 14
Qwilr qwilr.comAdjacent. Interactive web proposals.
Outputs HTML, PDF, e-sign documents Template Visual builder Reads HubSpot, Salesforce G2 4.6 (918)$35 / mo - 15
DocuSign Gen docusign.comAdjacent e-sign suite. Requires DocuSign eSignature plan.
Outputs DOCX, PDF, e-sign documents Template Word Reads Salesforce G2 4.5 (22)Not published - 16
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 - 17
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 - 18
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 - 19
Pitch pitch.comPresentation tool with live data embeds.
Outputs PDF, PPTX Template Visual builder Reads Google Sheets, HubSpot$11 EUR 10, converted - 20 SignWell signwell.com
Adjacent e-sign with template API, 25 free API docs/mo.
Outputs PDF, e-sign documents Template PDF form Reads API, Zapier/Make/n8n$10 / mo - 21
BoloSign boloforms.comE-sign and PDF automation by BoloForms.
Outputs PDF, e-sign documents Template PDF form Reads HubSpot, Google FormsNot published
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What differs for sales teams
The most common data sources are HubSpot (14), Salesforce (11) and JSON API (7). The most common outputs are PDF (20), e-sign documents (15) and DOCX (7). They are used most for proposals (16), contracts (12) and quotes (10).
A free plan is available on 8 of the 21. Templates are built in a visual builder (13), Word (5) and Google Docs (3). Prices were checked on 20 Oct 2026.
Nearby pages
Related lists: Document generation for no-code ops teams (46 tools), Document generation for developers (43), Document generation for legal teams (18), Document generation for Salesforce admins (15), Document generation for agencies (9), Document generation for HubSpot admins (6).
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