DocGen Guide 128 tools · prices checked 20 Oct 2026 Find my tool
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Salesforce to XLSX: 9 document generation tools

We list 9 tools that turn Salesforce data into an Excel workbook. Our order puts Conga Composer, S-Docs and Fluent (Windward) at the top. Paid plans start at $25 a month with Plumsail Documents.

Tools
9
With USD price
2, from $25
Free tier
0
Direct / via Zapier
8 / 1
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
    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
  3. 03
    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
  4. 04
    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
  5. 05
    Titan Document Studio titandxp.com

    Document Studio Starter from $150/mo.

    Outputs PDF, DOCX, XLSX, e-sign documents Template Visual builder
    $150 / mo
  6. 06
    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
  7. 07
    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
  8. 08
    Nintex DocGen for Salesforce nintex.com

    Formerly Drawloop. No public price; free trial offered.

    Outputs PDF, DOCX, XLSX, PPTX Template Word
    On request
  9. 09
    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, cheapest here

What differs for Salesforce

Each one maps Salesforce fields into a template and saves an Excel workbook; 5 of the 9 build that template in Word. 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.

None of the 9 has a free tier. Published starting prices run from $25 to $150 a month, the top end from Titan Document Studio. When the output is an Excel workbook, the most common use cases are quotes (6), proposals (6) and contracts (6). Prices were checked on 20 Oct 2026.

Nearby pages

Broader list: Document generation for Salesforce (32 tools).

By document type: Salesforce to XLSX for quotes (6 tools), Salesforce to XLSX for proposals (6), Salesforce to XLSX for contracts (6), Salesforce to XLSX for invoices (5).

Related lists: Salesforce to PDF (32 tools), Salesforce to DOCX (22), Salesforce to e-sign documents (20), Salesforce to PPTX (11), JSON API to XLSX (10), Google Sheets to XLSX (6), HubSpot to XLSX (5), Zapier, Make or n8n to XLSX (5).

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

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