Invoice generators for Salesforce
If you need an invoice built from Salesforce data, 5 tools here can make one. The first three in our order are Conga Composer, S-Docs and Fluent (Windward). None of the 5 has a free tier.
- Tools
- 5
- With USD price
- 1, from $25
- Free tier
- 0
- Direct / via Zapier
- 4 / 1
- Checked
- 20 Oct 2026
- 01
Enterprise Salesforce document generation.
Outputs PDF, DOCX, XLSX, PPTX, HTML, email Template Word Also reads API G2 4.4 (849)Not published - 02
S-Docs sdocs.comSalesforce-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 - 03
Fluent (Windward) windwardstudios.comFormerly 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 - 04
Experlogix Document Automation experlogix.comAlso Dynamics 365, SugarCRM, Power Platform.
Outputs PDF, DOCX, XLSX, email, e-sign documents Template Word Also reads APIOn request - 05
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, cheapest here
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What differs for Salesforce
For invoices built from Salesforce data, the lowest paid starting price is $25 a month, from Plumsail Documents. Salesforce Document Generation builds documents from records with Word and PowerPoint templates through OmniStudio, licensed with the Industries clouds.
These tools for invoices most often write PDF (5), DOCX (5) and XLSX (5). Among them, 1 needs Zapier, Make or n8n to read Salesforce data, so it sits after the tools with a direct connection. Generation starts from a button on the record, a Flow or Apex code. Prices were checked on 20 Oct 2026.
Nearby pages
Broader list: Document generation for Salesforce (32 tools).
Related lists: Contract generators for Salesforce (24 tools), Proposal generators for Salesforce (20), Quote generators for Salesforce (16), Report generators for Salesforce (10), Invoice generators for JSON API (35), Invoice generators for Zapier, Make or n8n (21), Invoice generators for Airtable (13), Invoice generators for Google Sheets (8).
How to generate PDFs from Salesforce: a step-by-step guide, updated 21 Oct 2026.
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