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Document Generation Software with Archiving & Retention

Last updated: December 2024

Key Features of Document Generation Software

Based on GetApp's analysis of 2577 verified reviews collected between July, 2021 and August, 2024

  • Text Editing: Users value the extensive text editing tools, including formatting options, track changes, and the ability to edit PDFs directly. 84% of reviewers rated this feature as important or highly important.
  • Document Management: Reviewers appreciate the efficient organization, version control, and easy access to documents, whether stored locally or in the cloud. 84% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Users highlight the convenience and security of electronic signatures, which streamline document signing and save time and resources. 83% of reviewers rated this feature as important or highly important.
  • Document Storage: Reviewers emphasize the flexibility of storing documents locally or in the cloud, ensuring easy access and security. 82% of reviewers rated this feature as important or highly important.
  • Offline Access: Users note the usefulness of offline access, allowing them to create and edit documents without an internet connection. 81% of reviewers rated this feature as important or highly important.
  • Collaboration Tools: Reviewers appreciate the real-time collaboration features, including document sharing, commenting, and simultaneous editing by multiple users. 76% of reviewers rated this feature as important or highly important.
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108 software options

ClickLearn logo

Automatic content creation for greater user adoption and ROI

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ClickLearn ensures digital adoption by enabling organizations to easily onboard users in their business systems, for example, Microsoft D365, SAP, or Oracle. ClickLearn saves content authors time by automating the creation of training materials and documentation.

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BrandOffice logo

Consistently branded Word, Excel, and PPT documents.

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BrandOffice is a software solution that seamlessly integrates with Microsoft Office to empower every employee in the organization to automatically create consistently branded documents, PowerPoint presentations and Excel reports and ensures the brand remains relevant as it evolves.

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Conga Document Generation logo
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Create, track, and manage on-brand documents automatically.

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Conga Composer creates beautiful, accurate digital documents automatically populated with your data to elevate your brand and delight your customers. No matter your industry, your role, or your use case, it’s easy to quickly generate error-free documents and automate processes.

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Formtastic logo
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Cloud-based business forms beautification software

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Formtastic is a cloud-based document automation software that helps modernize IBM i spool files into new digital forms, checks, labels, and barcodes. It integrates spool file data into redesigned documents, enabling data-driven modifications and distribution as PDFs and TIFs.

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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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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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DocuCollab Contract Management Software logo
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Cloud-based contract management solution

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DocuCollab Contract Management Software is a cloud-based all-in-one platform designed to assist businesses with managing their contracts from start to finish. The software offers a range of features to streamline the contract lifecycle management process and automate time-consuming tasks, giving users more time to focus on other important business operations.

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Zenphi Document Generation logo
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Document generation and process automation software

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Zenphi Document Generation is a tool that enables users to generate and automate document workflows. The end-to-end solution revolutionizes document-centric processes, offering a way to create, review, approve, and manage documents.

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airSlate WorkFlow logo

No-Code Workflow Automation Platform

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Automate any business process with AirSlate's no-code business automation platform. Using robotic process automation (RPA) and a drag-and-drop flow creator, businesses can create and automate complex workflows in less than 30 minutes.

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DocuGenerate logo
Category Leaders

Automate and Scale your Document Generation

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Our Document Generation API enables you to create invoices, letters, contracts, agreements, certificates, and more.

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Google Workspace logo

Collaboration app suite for teams

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

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monday.com logo

Project Management Made Easy

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monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work.

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Jotform logo

Powerful Forms Get It Done

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Trusted by over 10 million users, Jotform's form builder is the easy way to create and publish online forms from any device.

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iLovePDF logo

PDF conversion and document management software

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iLovePDF provides over 25 tools for document management, accessible on mobile, desktop, and via a REST API. Trusted worldwide, it caters to diverse users, from local businesses to global enterprises and public institutions.

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PandaDoc logo
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Create, edit, track, and eSign documents quickly and easily

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PandaDoc is an all-in-one tool to create, edit, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking proposals, quotes, and contracts. Join 50,000+ businesses that automate document workflows, speed up the pipeline, and win more deals with PandaDoc!

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pdfFiller logo

Online PDF form filler & editor

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pdfFiller is an online form and document management system for editing, printing, downloading, sending, and converting documents. The cloud-based system offers eSignature capabilities, a PDF editor, form builder, authentication features, and native Android and iOS mobile applications.

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Nitro Pro logo
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Trusted PDF & eSign Software for All Industries

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Nitro is a global leader for digital document solutions including advanced PDF editing and compliant eSigning with exclusive, real-time ROI and sustainability insights.

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Beefree logo

The fastest, no-code email & landing page design suite.

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Email and landing page design tool with a no-code, visual builder. Create multi-content campaigns in minutes. Review, comment, approve.

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Jotform Sign logo
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Powerful Forms Get It Done

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Trusted by over 10 million users, Jotform's form builder is the easy way to create and publish online forms from any device.

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Seismic logo

Cloud-based enablement software for sales & marketing teams

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From the world's largest companies to hyper-growth start ups, more than 700 companies use Seismic's Storytelling Platform? to empower their go-to-market teams to engage buyers effectively and make the most of every interaction.

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Nintex Process Platform logo

Cloud-based digital workflow management automation platform

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The Nintex Workflow Cloud solution enables users to automate complex business workflow processes with minimal deployment costs and multiple integrations

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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ClientPoint logo

Cloud-based document and proposal and tracking software

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ClientPoint is a web-based document & proposal generation, automation and management solution for almost all industries. It also offers business relationship workspaces to enable collaboration and content sharing with clients, prospects & peers, through appt scheduling, messaging, video chat, e-sign

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M-Files logo

Document Management Platform

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M-Files is the leading document management platform for knowledge work automation. With the M-Files platform, knowledge workers, project owners, and document controllers can find information faster, work smarter, and achieve more. M-Files features an innovative metadata-driven architecture.

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FileInvite logo

Automated cloud-based document collection system for clients

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FileInvite is a cloud-based solution for automating the process of collecting information and documents from business clients with more efficiency and security

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