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Top Rated Document Generation Software with Activity tracking

Last updated: October 2026

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129 software options

Legito logo

Processes. People. Documents. No code automation platform.

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Document Generation Reinvented. No code, no limits. Easily automate even advanced documents. Unique interactive documents that leverage inserted data.

Create tailored documents with your data and your rules, without coding. Immediate ROI and a path to wider automation.

400k+ users globally.

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BrandOffice logo

Central brand control for Word, Excel, and PowerPoint.

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BrandOffice is a software solution that integrates with Microsoft Office. It empowers every employee to create branded documents, PowerPoint presentations, and Excel reports. It also helps the brand stay relevant as it evolves.

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ClickLearn logo

Automatic content creation for greater user adoption and ROI

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ClickLearn is a Digital Adoption Platform that captures work processes in enterprise software to generate training content and documentation. It produces learning materials in seven formats and supports over forty-five languages, creating customizable eLearning portals with automatic updates. ClickLearn works across platforms like ERPs, CRMs, and Windows applications, helping organizations improve user adoption during software implementations.

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Finastra LaserPro logo
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Compliant loan documentation software for lenders

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LaserPro is a loan documentation software solution designed to standardize and simplify lending documentation across financial institutions. The platform offers cloud-based workflows, automated document generation, and compliance management features for consumer, commercial, and mortgage lending. It includes integrated tools such as LaserPro Exchange for secure file sharing, LaserPro Analyzer for financial analysis automation, and LaserPro Conductor for centralized documentation workflows.

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Flowlu logo

Work automation and team collaboration in one platform.

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Flowlu is an all-in-one business management platform with powerful tools for task and project management, client and lead tracking, invoicing, team collaboration, and knowledge sharing—all in one seamless workspace.

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iLovePDF logo

Document generation and management software

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Generate professional PDFs effortlessly with tools for creating and converting editable files from scanned documents, images, or other formats. Add watermarks, page numbers, or annotations with precision. Part of a suite of 25+ tools that simplify your document management.

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Jotform Sign logo

Powerful Forms Get It Done

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Create, organize, and share documents in minutes with Jotform Enterprise.

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Prospero logo

Professional business proposal software

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Prospero is a professional proposal platform that allows you to easily create beautiful proposals, share with your prospects, and turn them into clients.

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Smallpdf logo

Simple & secure online PDF editor, trusted by 1B+ users

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Smallpdf is the simple and secure online PDF editor from Zurich, Switzerland. Founded in 2013, it offers 50+ tools to compress, translate, sign, edit, merge, and convert PDFs online, on desktop, or on mobile. Over 1 billion users have trusted Smallpdf with their documents.

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Google Workspace logo

Collaboration application suite for teams

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Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

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HoneyBook logo

Client management for freelancers & SMBs

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HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

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Droplet logo

Forms and workflow automation software

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Droplet is a forms automation software designed to help schools and government organizations create dynamic web forms to collect business data. The application enables businesses to automate approvals with detailed business logic, conduct analytics, and capture and store digital data.

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Aha! logo

Platform for strategic product management

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Aha! is a comprehensive product management software suite that helps teams manage the entire product lifecycle. The platform includes tools for roadmapping, customer discovery, idea management, and application building with AI assistance.

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Jotform logo

Cloud-based form builder tool for digital forms.

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Create, organize, and share documents in minutes with Jotform Enterprise.

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Avokaado logo

Contract intelligence platform for legal, revenue, and ops.

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Avokaado is an all-in-one contract lifecycle management platform that helps teams generate even the most complex documents up to 98% faster and execute them from one single platform: clause-based contract automation, drafting based on smart templates, workflow management with digital signing.

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Docubee logo

Intelligent Contract Automation

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Docubee is an intelligent contract automation platform that makes it easy to securely gather information, generate documents, manage workflows, and collect legally binding eSignatures.

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SuiteFiles logo

Where documents, clients, and workflows come together.

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SuiteFiles is the intelligent workspace built for how accounting and professional service firms actually get work done.

Instead of juggling disconnected tools for documents, email, client communication, and workflows, SuiteFiles brings it all into one system.

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Smart Pricing Table logo

Proposal software for agencies and firms

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Smart Pricing Table is proposal software designed for agencies, IT firms, and professional service providers. The platform features reusable line items that allow users to build a library of pre-scoped services, customizable templates for common project types, and interactive proposals that enable clients to toggle optional add-ons. The software includes AI integration capabilities with Claude, ChatGPT, and other agents that support MCP servers for automated proposal creation and management.

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FileInvite logo

Streamlining loan document collection for lenders

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FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services.

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Optix logo

Document management and workflow orchestration solution

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Optix document management allows multi-user organizations to find files faster, reduce errors, and improve efficiency. Optix is a desktop-based application that works on both Windows and Mac OS.

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fynk logo

Cloud-based contract lifecycle management software with AI

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fynk is a cloud-based contract management platform with an AI Assistant that reads contracts, flags risks, and takes action, tagging, moving status, or building dashboards, right in the chat.

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Celant Document Automation Engine logo

Full-service document automation solution

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Document Automation Engine is a document automation solution focused on loan officers in CDFI’s, attorneys in small-to-medium sized law firms, and in-house counsel in corporations who deal with drafting multiple document sets over and over based on form agreements.

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Macabacus logo

The fastest way to get more done in Microsoft 365

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Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

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Flowtrics logo

We are Digital Workflow Automation

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Flowtrics improves workflow through process management and automation. Flowtrics provides a workflow automation platform and WYSIWYG Form Toolbox that automates and streamlines web forms, pdf forms, tasks, contracts, and documents and integrates data smoothly into any organization infrastructure.

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Contractbook logo

Cloud-based tool for creating, editing and signing contracts

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Contractbook is a cloud-based contract management solution that helps businesses handle digital contracts in one centralized location. The platform facilitates the monitoring of agreements, deadlines, templates, and tasks within a single solution, eliminating the need to search for contracts across various emails, folders, and subfolders. Users can gain a comprehensive understanding of their contracts, right down to the smallest detail.

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