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Top Rated Document Generation Software with Activity tracking

Last updated: July 2026

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110 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

Consistently branded Word, Excel, and PPT documents.

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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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Collaborate logo

Case management software for social service organizations

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Collaborate is a case management software for victim services, youth programs, family centers, and more. It's used by non-profits and municipal agencies to streamline data collection and reporting, from basic demographics to complex funder reports.

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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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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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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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Smallpdf logo

PDF document management and conversion suite

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Smallpdf is a desktop, mobile & cloud-based PDF document management and conversion tool, providing a suite of 21 tools to create, convert and edit documents.

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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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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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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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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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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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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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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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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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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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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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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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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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Checkbox logo

Automate expert processes and services using no-code

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Automate document generation, workflow & decision making with our multi award-winning no-code automation platform.

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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.

Read more about Celant Document Automation Engine

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Lobster Data World logo

Connecting People & Data for a Better Future.

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Lobster is a 360° digital ecosystem that streamlines data integration, orchestration, and connectivity across enterprises.
The Lobster Data Platform, Data Network and a growing portfolio of plug-and-play Lobster Data Products build our Lobster Data World.

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MetaJuridico logo

Legaltech solution

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Comprehensive management software for the work of lawyers and law firms.

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Josef logo

Legal automation made easy.

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Discover a whole new world of document generation. With Josef, you can easily automate the generation of any legal document and even automate document signing and execution to give you back precious time and deliver impactful results.

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