5 Best Document Generation Apps on Salesforce AppExchange

1. Docs Made Easy

An extremely popular app on AppExchange, Docs Made Easy, is a straightforward tool that creates professional documents by using Salesforce data within a few clicks or from external sources.

Known for its simplicity and immediacy, Docs Made Easy offers merge & preview, real-time data population functionality, and document generation in a variety of formats such as PDF, Word, and Excel. Plus, the app is free for all users. However, if you need customization, you can reach out to their dedicated support team at affordable prices.

2. Conga Composer

Conga Composer is a popular document generation app that helps you to create customized documents, presentations, and reports on Salesforce. With Conga Composer, you can generate documents in various formats, including PDF, Word, Excel, PowerPoint, HTML, and email. 

You can also automate your document generation process with Conga Composer by scheduling document generation jobs or using Conga’s Batch feature. It is a paid app with prices Starting at $20 USD/user/month. However, discounts are available for nonprofits.

3. DocuSign Gen for Salesforce

Yet another popular app, DocuSign Gen for Salesforce allows you to create, customize, and send documents for signature on Salesforce. It helps accelerates sales cycles by automating the generation of customized sales documents with a few clicks from Salesforce. 

Mainly dedicated to automating the generation of agreements from Salesforce, the pricing starts from $20 USD/user/month.

4. Formstack Documents

Formstack Documents is a document generation app that allows you to generate customized documents, reports, and presentations on Salesforce.

You can also automate your document generation process by creating workflows that trigger document generation based on specific events or conditions in Salesforce. Pricing starts at $92 USD/company/month with lucrative discounts for nonprofits.

5. Nintex Drawloop Document Generation

A powerful document generation app, Nintex Drawloop Document Generation helps you create, manage, and automate document processes on Salesforce. 

Apart from creating documents in a variety of formats, you can also automate your document generation process by using Nintex’s advanced workflow features, which enable you to create multi-step workflows that can automate even the most complex document generation processes.