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Top Rated Document Generation Software with Configurable workflow

Last updated: May 2026

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121 software options

BrandOffice logo

BrandOffice

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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Legito logo

Legito

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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Finastra LaserPro logo

Finastra LaserPro

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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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UnForm logo

UnForm

Document management for distributors & manufacturers

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UnForm is a document management solution designed to help distributors and manufacturers streamline the entire document lifecycle. The solution integrates with ERP systems to create documents, store them in an archive for later retrieval, and deliver them in various print electronic formats.

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Docupilot logo

Document generation and management software

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Docupilot is an innovative, cloud-based document automation software designed with affordability and usability in mind. The platform is built to seamlessly integrate with various data sources such as CRM, forms, online databases, human resources, and surveys, as well as additional services such as email, storage, and signing for efficient distribution.

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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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Pathagoras logo

Open-source document management and automation software

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Pathagoras is an open-source document management and automation software, which helps organizations create or modify documents such as business forms or clauses in real-time. It enables employees to view and select textual content from multiple sources and add them in a new document.

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Gavel logo

Document automation software for legal professionals

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Gavel is a document automation software for legal professionals, enabling attorneys to automate documents, streamline client intake, and generate error-free legal forms via customizable workflows. It offers secure client data collection, conditional logic, and integration with tools like Clio and DocuSign, plus pre-built templates for practice areas such as estate planning, family law, and corporate law.

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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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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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DocuGenerate logo

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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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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Plumsail Documents logo

Document generation and automation software.

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This document automation software allows you to set up document creation, merging data from your apps to templates, document signing, and storage.

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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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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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Formstack Documents logo

Document generation tool for teams

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Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents.

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MarkMagic logo

Enterprise barcode label printing software

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MarkMagic barcode labeling software is the easiest way to design and print the barcode labels, electronic forms, reports, and RFID tags you need to communicate with your customers and suppliers.

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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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Knak logo

Email creation and collaboration management platform

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Knak is an email creation platform, which helps organizations design custom emails using a drag-and-drop builder to streamline marketing campaigns, send updates, promotions, or newsletters, and engage with clients. It lets users compose personalized emails with custom logos, fonts, and colors.

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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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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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