Compare & Choose: Discover the Best Document Generation App on AppExchange

While Salesforce excels in enterprise capabilities, it doesn’t provide comprehensive native document automation. That gap has led to a thriving ecosystem of third-party tools, but not all are created equal. Functionality, ease of use, integration depth, pricing, and long-term scalability vary widely across the options available.

In this blog, we’ll explore five leading Salesforce document generation tools, diving into how they work, their strengths, pricing considerations, and why some stand out as the preferred choice for many Salesforce teams.

Choosing the right document generation app on Salesforce AppExchange can significantly impact productivity, accuracy, and user adoption. While many tools promise automation, they differ widely in setup complexity, template limits, support quality, and real-world usability.

The comparison below shows how the top Salesforce document generation apps compare on pricing, support, flexibility, and actual fit, so you can quickly find the right solution.

Conga Composer, Enterprise-Strength with Deep Customization

Conga Composer is one of the oldest and most powerful Salesforce document automation tools in the Salesforce ecosystem. It’s often the first tool large enterprises evaluate when their documents are complex, heavily conditional, or part of contract lifecycle workflows.

Conga doesn’t just generate documents. It can:

• Pull data from multiple Salesforce objects
• Include related lists and deep joins
• Apply advanced logic and formatting
• Output dynamic proposals and multi-section contracts

It’s designed to handle big, complicated templates, but that power comes with cost.

Key Features

• Advanced composite document logic
• Support for Word, PDF, Excel, and multi-section outputs
• Batch generation and automated delivery
• Deep integration with Conga’s broader suite (CLM, CPQ, Billing)

Best For

• Large enterprises with very complex document rules
• Organizations with formal Contract Lifecycle Management needs
• Processes tied deeply into CPQ and multi-step approvals

Many organizations eventually choose Conga because it can handle nearly anything, but they also recognize it takes time and skill to configure and maintain. Unlike simpler tools, Conga isn’t something an admin can always just pick up and tweak confidently.

DocuSign Gen for Salesforce, Document + Signature Workflows

DocuSign Gen is another document automation tool that comes from one of the most trusted names in electronic signatures, DocuSign. While other tools focus on document creation logic, DocuSign Gen focuses on creating Salesforce documents that are ready to be signed and automating that part of the process, too.

Key Features

• Salesforce data merge into DocuSign-ready templates
• Conditional content support
• Batch document generation
• Easy delivery for signature

User Experience

Gen is straightforward if your primary need is contract generation and signing. It’s not as robust for broader document automation (like reports, statements, Excel outputs, or multi-section proposals), it’s centered on the generation-plus-signature flow.

Best For

• Businesses whose main document flow is contract creation + signing
• Organizations already invested in DocuSign for compliance and audit trails

People who use DocuSign Gen appreciate the smooth transition from generation to signature. But in organizations where documents serve many purposes beyond contracts, teams often pair Gen with another automation tool to cover non-signature use cases.

Formstack Documents, No-Code, Fast Setup, Broad Output Options

Formstack Documents takes a “no code from day one” approach. It does not try to hide complexity, but it does aim to let business users create and automate document workflows with drag-and-drop simplicity.

Key Features

• Drag-and-drop document creation with conditional logic
• High flexibility in output formats
• No technical setup required for basic flows

User Experience

Admins can build and modify documents quickly. Formstack is designed for teams that don’t have a development backlog or a large admin bench.

However, its automation logic can be less deep or granular than tools built specifically for Salesforce object logic, so very complex templates or rules may require workarounds.

Best For

• Mid-market companies with straightforward workflows
• Teams with limited technical resources
• Organizations that prioritize ease and speed over deep complexity

Formstack Documents is an option for teams that have tried other tools and got lost in configuration screens. It’s not always the deepest tool under the hood, but it’s fast, straightforward, and gets work done without a ton of overhead.

Docomotion, Flexible Live Editing Meets Salesforce Logic

Docomotion sits somewhere between automation and live, last-minute editing. It integrates with Salesforce Flow and allows interactive document creation where users can edit fields at the moment of generation.

This is especially useful when a document template is mostly consistent but still needs personalized touches that can’t be fully automated.

Key Features

• Drag-and-drop template builder
• Salesforce Flow automation support
• Multi-format output

User Experience

Docomotion’s Live Editor is its standout feature. Instead of generating a document and then asking users to download and edit locally, users can adjust certain values just before finalizing output. This strikes a balance between automation and flexibility.

Best For

• Organizations that need interactive editing
• Teams that generate semi-structured documents requiring last-minute changes

Docomotion doesn’t try to be everything. It accepts that sometimes automation needs a human in the loop, and it makes that interaction smooth. For teams that regularly tweak docs right before sending, that can be attractive, but it means a bit more manual involvement than fully automated workflows.

Which Is the Best Document Generation Tool?

There’s no single tool that fits every organization perfectly. The “best” choice often isn’t about checking off features; it’s about how a solution fits real-world needs. In most Salesforce implementations, what matters most is:

• How quickly teams can adopt and start using the tool
• How reliably do documents behave in production
• How much ongoing maintenance is required
• How well the tool reflects actual business logic, not just template merging

This is where Docs Made Easy stands out. It consistently delivers reliability, ease of use, and predictable automation, the three qualities that make a document solution truly effective.

It’s especially valuable for teams who:

• Don’t have a large development or admin team
• Prefer not to build and maintain complex merge logic
• Need documents that follow real business rules, rather than just dumping raw data
• Want automated workflows, approvals, and batch generation that just works

Features like quick document merge, bulk document generation, seamless document collection, and robust workflow automation, backed by a support team that’s ready to help, make Docs Made Easy a tool that truly supports teams, not just processes.

Final Thoughts

Document generation is no longer an afterthought. It is central to how companies operate, including contracts, quotes, agreements, invoices, financial statements, proposals, onboarding packets, compliance packages, and more.

Choosing the right tool means understanding not just what it can do today, but how it changes your daily work tomorrow.

• Docs Made Easy gives most teams an immediate, predictable, and scalable solution.
• Conga Composer is powerful but requires investment.
• DocuSign Gen for Salesforce excels where signing is the heart of the workflow.
• Formstack Documents is easy and no-code friendly.
• Docomotion balances automation with live interaction.

For many Salesforce teams that want reliability without constant maintenance, ease without compromise, and automation that feels native, Docs Made Easy often ends up being the most sensible long-term choice. For organizations using Salesforce that want seamless automation without complexity, the Docs Made Easy comparison highlights its long-term value.