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Document Generation Software with Contact Management
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.
56 software options
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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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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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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 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 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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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.
Get started with a 7 day free trial today.
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Visme transforms the way you create & share engaging Presentations, Infographics and other visual formats. It's the only content creation tool you'll ever need to tell and present your stories and translate boring data. Work individually or as a team to collaborate. Publish online, share or embed.
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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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Proposify helps sales teams upgrade their proposal workflows. With Proposify, teams create, send, track, and e-sign winning proposals, contracts, quotes and other sales documents. Boost close rates, increase average deal size, and save hours of manual labor with Proposify proposal software.
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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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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 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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LogicalDOC is a document management platform which stores all company documents in a centralized repository and enables teams to create, collaborate on, and manage any number of documents
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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 centralizes contract management from every department into one AI-powered platform, simplifying access and streamlining processes for your entire organization.
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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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Paperless lets you create, manage and integrate legally binding documents and dynamic forms in no time.
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Evisort is an artificial intelligence (AI)-enabled contract management software designed to help legal, procurement, and sales departments across businesses create, approve, store, extract, organize, classify, and track contracts on a centralized platform.
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Revv, a modern electronic signature solution, enables professionals and companies of all sizes to run their business anywhere, anytime, and from any device. Revv offers legally binding eSignatures coupled with next-generation features to keep your business moving upward.
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