Document Generation is a powerful tool and offers the Salesforce community a lot of possibilities. With this app, you can customize your documents in many ways. One of the essential advantages of document generation is that it’s compatible with almost every platform or software that allows export to pdf and other formats. Let’s continue analyzing some of the Salesforce Document Generation Apps available on AppExchange.
Document generation permits you to create documents (your own predefined or customized templates) in Salesforce by collecting the data from different standard and custom objects. Document generation apps provide several benefits, such as it saves time, taking less effort, and is easy to use, etc.
These are some examples used in the organization daily, and the documents are
Before getting into why this is required, let’s briefly discuss the challenges we may face if you don’t use the document generation app.
Let’s take an example to understand the importance of this app.
Suppose you are running an organization where you use large amounts of data to create documents daily; then, in this scenario, it will take a lot of assets and time, including human errors. On the other hand, If we use document generation tools, it automatically generates the customized template of the documents in less than a minute with less effort & error. You can also include the e-sign in the templates.
Let’s take another example we use in daily life for better understanding when we buy something from an online site or offline store. In this scenario. Document generation tools are used to generate the bill or invoice. Watch the video for the top five benefits of using Salesforce Document Generation Apps.
Many apps are present in AppExchange, but which one to choose? We will select the app keeping these points in mind:
Docomotion is a cloud-based document generator tool. You can generate attractive and personalized business documents quickly without coding knowledge. By clicking on a single button, you can send the email with the attached document to the customer.
It is compatible with Sales Cloud, Marketing Cloud, Service Cloud, Communities, Portals, Mobile, and Lightning.
5 out of 5
Docomotion provides all these plans mentioned in the below image. You can choose the program based on your business needs.
In Docomotion, there are some add-ons available. You can select if you need any specific features from the image below.
It also gives a 30 days trial for all plans.
Docomotion is a top-rated document generation app on Salesforce. A convenient, user-friendly Doc Gen app that required no coding skills whatsoever (not even SOQL). Docomotion includes various features and customization capabilities to meet multiple business needs. With some unique features - Docomotion stands out from the crowd: interactive capabilities, live editor, E-signature, mass generation, and more. It is an all-in-one solution that fits most the use cases.
“Here at Docomotion, we focus on simplifying the DocGen processes on Salesforce. Unlike other apps, our solution requires no coding skills – even for interactive capabilities.
We can support complex business cases and even enable enhancements during the generation process using a live editor with our robust design capabilities. We are most proud of our customer support, most mentioned in our AppExchange 5 stars reviews.”
- Eytan Riahi, the Marketing Director of Docomotion
Nintex DocGen is the document generator app that helps you make a fully customizable document template without knowing the coding knowledge within the salesforce or office 365 environment. Instead of using it, if you generate the document manually, there may be chances of human error, giving you legal problems. But by using this app, you or your company will avoid facing unnecessary legal issues. And You can make regularly accurate documents.
4.3 out of 5
Nintex pricing starts at 20$ per user/ month. If your organization has unlimited users, you have to request a quote based on the consumption you have paid for the service.
It also gives a 30 days trial for all services.
Nintex is one of the best lightweight apps and ideal for mid to large-cap enterprises. You can quickly populate customized templates by following some simple steps with salesforce data & also send it or add signatures automatically.
Formstack is a document generation app that provides several features to automate document creation within the Salesforce platform. It is a great solution to remove the manual processing or paper-based work & also reduce the human errors occurred during manual data entry. Using this app, you can easily create professional documents (like client agreements, budget proposals, loan applications) in several formats, such as word, excel, etc., without leaving the Salesforce platform.
Formstack doesn’t matter the size of your company, as companies of all sizes can use it, be it a startup or large enterprises
4.5 out of 5
Form rule is used to add conditional logic to your form. You can hide or show the fields or populate fields information using the rule.
Formstack provides these subscription-based plans mentioned in the below image. You can subscribe to the plan according to your needs.
It also gives the trial, which is of 14 days. But after the trial ends, you have to subscribe to the plan to use it.
Formstack is the simplest way to generate documents. With its simple drag-and-drop interface, you can also create mobile-friendly and responsive forms without any coding knowledge. It protects the document with Data encryption HIPAA compliance. If you want to download the document, it gives you a secure password to download the document.
S-Doc is the document generation tool developed for the Salesforce platform. It allows you to generate, create or manage error-free documents within the Salesforce platform. You can design the custom template, including image & e-sign, and use 3rd parties e-sign options such as DocuSign, Adobe Sign, & many more.
S-doc stored the created documents in the Salesforce, but you can upload the document in 3rd party document storage apps like Google Drive, Amazon S3, etc.
4.7 out of 5
Compatibility: You can generate the document without 3rd party data access. It supports the Lightning experience, classic, and Mobile (you can develop or manage the document with mobile).
Mass merge: If you have to generate many documents, this feature comes into the picture. This feature allows you to develop a large number of documents with a few clicks. Creating documents for each record instead of using the Mass merge feature will take time and effort.
Batch Processing: Using this feature, When a particular field value from a standard or custom object is changed, it automatically creates a document and sends an email.
SOQL supported: This feature uses If you want to add the related list of the same object field value in the document or merge all the related list records. It also supports aggregate functions like COUNT and SUM in SOQL.
It doesn’t depend on the external servers, so it’s swift compared to non-native apps.
S-Doc provides all these plans mentioned in the below image. You can select the plan according to your requirement.
The free version of the s-doc is also available, but you can create only two templates in this.
S-Doc is one of the best native tools of Salesforce. You can’t avoid the s-doc, If you need a tool for document generation within Salesforce. It is a simple, fast, secure app to generate documents without transferring data outside the Salesforce platform. It helps you to automate and e-sign documents more easily & securely.
Conga Composer is a well-established 3rd party document generator app based on the cloud. It is a cloud-based document management solution that helps you to customize templates & also no need to worry about the attachment size. It allows you to automatically generate pixel-perfect rich documents (like Contract, Proposal, Quotes, etc.) in many different formats like doc, excel, pdf, PowerPoint, etc. You can use this tool by creating a button in Salesforce. Clicking on that button will redirect you to the conga composer tool, where we can manage or produce the documents with Salesforce standard or custom objects data.
4.9 out of 5, Rank - 1st
Suppose you have to create the document when the opportunity status changes; then, the trigger is the best choice to make the document in this scenario.
It starts from $ 20 per user/ per month. It also gives the trial, which is of 14 days. But after the trial ends, you have to buy it.
Conga Component is one of the most popular apps of salesforce appexchange and is ideal for small to mid-cap enterprises. You can generate the document effectively and quickly using pre-built templates in less than a minute. It is compatible with sales cloud, service cloud, lightning, communities, etc.
Companies can’t afford manual documentation in this modern era as it takes lots of money, energy, and, most importantly, power. But the biggest problem with this is that it can lead to company legal issues. So to avoid the issues and prevent time wastage, you can use the salesforce document generation apps. And You can use these document generator apps anywhere, whether you’re dealing with departments like Fiance, Legal, Health, etc.
Docomotion is a top-rated document generation app on Salesforce. A convenient, user-friendly Doc Gen app that required no coding skills whatsoever (not even SOQL). Docomotion includes various features and customization capabilities to meet multiple business needs. With some unique features - Docomotion stands out from the crowd: interactive capabilities, live editor, E-signature, mass generation, and more. It is an all-in-one solution that fits most the use cases.
Nintex DocGen is a user-friendly app. It fits into various use cases, and it is the best tool to operate in the salesforce environment. Nintex is only compatible with Lightning Experience. And the error handling is a bit tricky. SOQL is not supported, so the process is slow.
If you are a beginner and have no coding knowledge, FormStack is the right choice as it guides you through each generation step. You can quickly identify the error and solve it if you get any errors. Formstack is a bit costly, but it gives you 24/7 customer support.
If you want a 100% fully native document generation app. S-Docs provides you with more security and faster apps than other apps. But s-doc does not offer that much flexibility and features for table designing.
Conga Composer gives you the ability to generate the business documents (like the quote proposal). You can also insert the document’s Salesforce object data with a button click. You know that coding skill is not required, but you should have basic knowledge of SOQL. It provides some valuable add-ons such as Batch, which increases your productivity. But if you encounter any error in this app, it’s tough to identify and solve it.
| App Name | Docomotion | Nintex DocGen | FormStack | S-Doc | Conga Composer |
| Output Format | DocX, PDF, HTML and Email Body | PDF, Word, Excel, and PowerPoint | CSV, Excel, Word, PDF | PDF, HTML, DOC, DOCX, and XLS | PDF, Word, Excel |
| Company Size | All Sizes | Medium to Large Enterprises | Small Businesses | Small Businesses | Medium to Large Enterprises |
| AppExchange Rating | 5/5 stars | 4.1/5 stars | 4.8/5 stars | 4.9/5 stars | 5/5 stars |
| Pricing | $10 per user/month | $20 per user/month | $92 per month | $20 per user/month | $20 per user/month |
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