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Document Generation Software with Interaction Tracking

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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68 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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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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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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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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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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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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DocOrigin logo

Professional document generation software

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DocOrigin is a document generation solution with a form design component and data transformation filters that will integrate with new or legacy systems. Its merge and print engine generates high-quality documents in many formats, while offering configuration flexibility to fit into existing systems.

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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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HoneyBook logo
Category Leaders

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. Start a 7 day free trial today.

Get started with a 7 day free trial today.

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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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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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Avodocs logo

Document generation software for startups

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Avodocs is a document generation software that helps startups draft legal documents including agreement letters and privacy policies. The solution enables businesses to automate data transfer across documents, collaborate with team members, and manage approval workflows.

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DealHub logo
Category Leaders

The #1 Rated CPQ - Proposals, Quoting & Pricing Software

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The Revenue Amplification Platform is powered by the #1 CPQ and CLM for Salesforce, MSD, and HubSpot CRMs.

We help companies shorten sales cycles, gain real-time insights on buyer intent, reduce admin work, optimize engagement at every level of sales and prospecting, and automate workflows.

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Contractbook logo

All your contracts. From all departments. In one place.

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Contractbook centralizes contract management from every department into one AI-powered platform, simplifying access and streamlining processes for your entire organization.

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typedesk logo

Cloud-based text expander & keyboard automation application

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typedesk is a cloud-based text expander and keyboard automation application designed for businesses that allows users to create and share canned responses across their team and optimize efficiency.

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Fluent logo

Document generation tool for creating contracts & proposals

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Fluent, formerly Windward Core, is now a part of Apryse. With a comprehensive collection of document processing products, Apryse offers superior document solutions for faster, better results.

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Legito logo

Processes. People. Documents. No code automation platform.

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No code automation platform designed for compliance, HR, legal, operations, procurement, sales and sourcing teams.

400k users globally use Legito to create, perform, collaborate and execute their work. One integrated no-code solution. Including LexisNexis, PwC, Skoda Auto, and Societe Generale Grou

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OnBase logo

Enterprise content management solution

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Automate & integrate the management and control of documents, business processes & records using one application

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Docmosis logo

Document generation software

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Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API.

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Risk Hawk logo

Risk, compliance and audit management software

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Integrated Risk Management system to actively manage all risks & KRIs, controls, incidents, policies, audits, action plans, resources, compliance registers, case queues such as whistleblowing, complaints, SARs, media reports, and regulatory notifications and facilitates linking these to each other.

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Zoho Writer logo

Online word processor for collaborative work

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Zoho Writer is a powerful online word processor tool that lets users create, edit, review and publish documents from anywhere, on any device

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DocsCloud logo

Simplifying the business documentation.

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Form Builder | Document Generation | Document Signature | Secure Sharing | Fillable PDF | Text Extract (OCR)

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Bigle logo

AI-powered Contract Lifecycle Management (CLM) Platform.

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End-to-end AI-powered CLM platform with a mission to make legal operations easy and liberate professionals from manual tasks.

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Mitratech HotDocs logo

Template-driven, automated document & form assembly software

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HotDocs is a document automation solution that turns frequently used documents or forms into intelligent templates for faster reproduction with greater accuracy

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