DocGen Guide 128 tools · prices checked 20 Oct 2026 Find my tool
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Document generation for Salesforce: 32 tools

Salesforce stores what a document needs as objects and their children: an Opportunity with its products, an Account with its contacts, a custom object with its related lists. This page counts 32 tools that generate documents from Salesforce data. Salesforce has a native option. Salesforce Document Generation builds files from records with Word and PowerPoint templates through OmniStudio, and it is licensed with the Industries clouds.

Only Plumsail Documents reaches Salesforce through Zapier, Make or n8n; the other 31 connect directly. S-Docs and PDF Butler run natively in Salesforce with batch generation and e-sign, the Nintex product for Salesforce was formerly Drawloop, and FormAssembly includes 600 documents a year on its Collect plan. Generation starts from a button on the record, a Flow or Apex code. Word is the most common template editor, used by 16 tools, with visual builders at 15. Eight listings are proposal or e-sign suites. The first three in the list are the editor’s picks Conga Composer and Formstack Documents, whose Salesforce edition is priced on request, then CloudFiles on review count. PandaDoc’s Salesforce add-on starts on its Business plan.

Of the 32, 17 publish no price, including Conga Composer, S-Docs, Nintex and PDF Butler. Published prices run from $10 per user a month at Docomotion, which sets a $3,000 yearly minimum, to $270 a month for Oneflow’s Business plan, as checked 20 Oct 2026. Nutrient Documents for Salesforce installs free in the org with a watermark.

Tools
32
With USD price
15, from $10
Free tier
6
Direct / via Zapier
31 / 1
Native option
Document Generation
Checked
20 Oct 2026
  1. 01
    Conga Composer Editor's pick conga.com

    Enterprise Salesforce document generation.

    Outputs PDF, DOCX, XLSX, PPTX, HTML, email Template Word Also reads API G2 4.4 (849)
    Not published
  2. 02
    Formstack Documents Editor's pick formstack.com

    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 Also reads HubSpot, Airtable, built-in forms, API +2 G2 4.5 (148)
    $250 / mo
  3. 03
    CloudFiles cloudfiles.io

    Document generation plus document sharing and tracking inside Salesforce and HubSpot.

    Outputs PDF, DOCX Template Word Also reads HubSpot G2 4.5 (221)
    Not published
  4. 04
    S-Docs sdocs.com

    Salesforce-native document generation with e-sign and batch.

    Outputs PDF, DOCX, XLSX, PPTX, e-sign documents Template Visual builder Also reads HubSpot G2 4.7 (127)
    On request
  5. 05
    Fluent (Windward) windwardstudios.com

    Formerly Windward Studios, acquired by PDFTron (now Apryse).

    Outputs PDF, DOCX, XLSX, PPTX, HTML Template Word Also reads API, Excel G2 4.4 (77)
    On request
  6. 06
    Docomotion docomotion.com

    Starter 10/user/mo annual, currency selector not explicit.

    Outputs PDF, DOCX Template Word G2 4.6 (68)
    $10 / mo, cheapest here
  7. 07
    Matik matik.ai

    Data-driven decks for QBRs and renewals.

    Outputs Google Slides, PPTX, DOCX, Google Docs, XLSX, PDF, email, HTML Template Google Docs Also reads HubSpot, Google Sheets G2 4.8 (56)
    On request
  8. 08
    Fillout fillout.com

    Form builder with PDF generation on all plans incl.

    Outputs PDF, e-sign documents Template Visual builder Also reads built-in forms, Airtable, Notion, Google Sheets +1
    $15 / mo
  9. 09
    Documill documill.com

    EUR pricing: Generate EUR 20/user/mo.

    Outputs PDF, DOCX, PPTX, e-sign documents Template Visual builder
    $22 EUR 20/user, converted
  10. 10
    Templafy templafy.com

    AI document agents in Microsoft Office.

    Outputs PPTX, DOCX, PDF Template Word Also reads API
    $40 / mo
  11. 11
    Titan Document Studio titandxp.com

    Document Studio Starter from $150/mo.

    Outputs PDF, DOCX, XLSX, e-sign documents Template Visual builder
    $150 / mo
  12. 12
    Apsona apsona.com

    Doc and email merge in all bundles.

    Outputs PDF, DOCX, email Template Word
    $125 / mo
12 of 32 shown Show the other 20Hide the other 20
  1. 13
    Storydoc storydoc.com

    Interactive decks and proposals.

    Outputs HTML, PDF Template Visual builder Also reads HubSpot
    $19.80 / mo
  2. 14
    Slideform slideform.co

    Reports from BI and app data into Slides, PPTX and Docs.

    Outputs Google Slides, PPTX, Google Docs, DOCX, PDF, XLSX, email Template Google Docs Also reads HubSpot, Google Sheets, Excel, Airtable
    Not published
  3. 15
    Contractbook contractbook.com

    Centralize $399/mo annual, currency labels mixed.

    Outputs PDF, e-sign documents Template Visual builder Also reads HubSpot, Pipedrive, Zapier/Make/n8n, API
    Not published free tier
  4. 16
    Experlogix Document Automation experlogix.com

    Also Dynamics 365, SugarCRM, Power Platform.

    Outputs PDF, DOCX, XLSX, email, e-sign documents Template Word Also reads API
    On request
  5. 17
    FormAssembly formassembly.com

    Salesforce-centric forms.

    Outputs PDF, e-sign documents Also reads built-in forms, HubSpot
    On request
  6. 18
    Juro juro.com

    Contract automation and CLM.

    Outputs PDF, e-sign documents Template Visual builder Also reads HubSpot, built-in forms
    On request
  7. 19
    Nintex DocGen for Salesforce nintex.com

    Formerly Drawloop. No public price; free trial offered.

    Outputs PDF, DOCX, XLSX, PPTX Template Word
    On request
  8. 20
    SpotDraft spotdraft.com

    AI CLM with template-based contract generation.

    Outputs PDF, DOCX, e-sign documents Template Word Also reads HubSpot
    On request
  9. 21
    Nutrient Documents for Salesforce nutrient.io

    Free watermarked version installs in org.

    Outputs PDF, DOCX, e-sign documents Template Word, Visual builder
    On request free tier
  10. 22
    PDF Butler pdfbutler.com

    Salesforce-native document generation, batch and e-sign.

    Outputs PDF, DOCX, e-sign documents Template Word
    Not published
  11. 23
    Salesforce Document Generation Native help.salesforce.com

    Native OmniStudio document generation with Word and PowerPoint templates.

    Outputs DOCX, PPTX, PDF Template Word
    On request
  12. 24
    Plumsail Documents via Zapier plumsail.com

    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 Also reads Airtable, Google Sheets, Google Forms, Typeform +5
    $25 / mo
  13. 25
    PandaDoc Editor's pick pandadoc.com

    Adjacent proposal and e-sign suite.

    Outputs PDF, e-sign documents, DOCX Template Visual builder Also reads HubSpot, Pipedrive, Zapier/Make/n8n, API G2 4.7 (3324)
    $19 / mo
  14. 26
    GetAccept getaccept.com

    Adjacent digital sales room and e-sign. eSign $25/user/mo.

    Outputs PDF, e-sign documents Template Visual builder Also reads HubSpot, Pipedrive G2 4.6 (1253)
    $25 / mo
  15. 27
    Qwilr qwilr.com

    Adjacent. Interactive web proposals.

    Outputs HTML, PDF, e-sign documents Template Visual builder Also reads HubSpot G2 4.6 (918)
    $35 / mo
  16. 28
    DocuSign Gen docusign.com

    Adjacent e-sign suite. Requires DocuSign eSignature plan.

    Outputs DOCX, PDF, e-sign documents Template Word G2 4.5 (22)
    Not published
  17. 29
    Better Proposals betterproposals.io

    Adjacent proposal suite. Starter $13/user/mo (billing basis unclear, table shows $19).

    Outputs HTML, PDF, e-sign documents Template Visual builder Also reads HubSpot, Pipedrive, Zoho, Zapier/Make/n8n
    $13 / mo
  18. 30
    Oneflow oneflow.com

    Adjacent contract platform.

    Outputs PDF, e-sign documents, HTML Template Visual builder Also reads HubSpot, Pipedrive, Zapier/Make/n8n
    $270 EUR 250, converted
  19. 31
    Proposify proposify.com

    Adjacent proposal suite. Build $35/user/mo annual, $49 monthly.

    Outputs PDF, e-sign documents Template Visual builder Also reads HubSpot, Zapier/Make/n8n
    $35 / mo
  20. 32
    Ironclad ironcladapp.com

    Adjacent CLM with contract generation.

    Outputs DOCX, PDF, e-sign documents Template Word
    On request

Nearby pages

By output: PDF generators for Salesforce (32 tools), Salesforce to PDF (32), Salesforce to DOCX (22), Salesforce to e-sign documents (20), Salesforce to PPTX (11), Salesforce to XLSX (9), Salesforce to HTML (7), Salesforce to email (5).

By document type: Contract generators for Salesforce (24 tools), Proposal generators for Salesforce (20), Quote generators for Salesforce (16), Report generators for Salesforce (10), NDA generators for Salesforce (6), Invoice generators for Salesforce (5), Statement generators for Salesforce (4), Letter generators for Salesforce (4), Onboarding pack generators for Salesforce (4).

Related lists: Document generation APIs (64 tools), Document generation for Zapier, Make or n8n (34), Document generation for HubSpot (27), Document generation for built-in forms (27), Document generation for Airtable (21), Document generation for Google Sheets (20), Document generation for Excel (8), Document generation for Google Forms (8).

How to generate PDFs from Salesforce: a step-by-step guide, updated 21 Oct 2026.

How to generate slides from Salesforce: a step-by-step guide, updated 21 Oct 2026.

All tools, with filters for source, output, use case and price.

Questions about Salesforce

5 answered
How do I generate PDFs from Salesforce?
On this page, 32 tools can build a PDF from Salesforce data. Conga Composer, Formstack Documents and CloudFiles come first in our order. Salesforce Document Generation builds documents from records with Word and PowerPoint templates through OmniStudio, licensed with the Industries clouds.
Does Salesforce have a native option?
Salesforce Document Generation builds documents from records with Word and PowerPoint templates through OmniStudio, licensed with the Industries clouds. Salesforce Document Generation is listed on this page with the other 31 tools.
Can I add line items to a Salesforce document?
Our records do not track line item support yet, so check each tool before you buy. None of the 32 records mentions linked records in its notes.
How much does document generation for Salesforce cost?
Paid plans start at $10 a month with Docomotion. The highest published starting price here is $270 a month, from Oneflow. A free tier comes with 6 of them. No price is published for 17. Prices were checked on 20 Oct 2026.
Can generation run automatically from Salesforce?
Generation starts from a button on the record, a Flow or Apex code. Of the 32 tools, 8 connect to Zapier, Make or n8n.

Not sure which one fits? Answer three questions and get three tools back, scored by the rules on the methodology page.

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