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Document Generation Software with Customizable Fields

Last updated: December 2024

Why are customizable fields important for document generation software users?

Based on GetApp's analysis of 89 verified reviews collected between July, 2021 and August, 2024

Customizable fields enable precise tailoring of documents to meet diverse needs. They allow for specific data collection, flexibility in design, and the creation of bespoke forms and contracts, enhancing overall document management efficiency. Of the 89 reviewers who rated customizable fields, 94% rated this feature as important or highly important.

Key features of document generation software based on insights from 2577 verified reviews

  • 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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134 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 Suite logo

Workflow automation platform

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Formstack is a workflow automation tool that combines data collection, document generation, and eSignature to automate manual processes.

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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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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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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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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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Adobe Acrobat logo

PDF editing with e-signatures and document review tools

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Adobe Acrobat is PDF editing software that can be used to create, convert and share PDF documents. It can convert documents in Microsoft Office formats to PDFs, and vice versa. PDFs can be viewed, annotated, and signed using Adobe Sign and the free Acrobat Reader mobile app.

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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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Publuu logo
Category Leaders

Flipbook, PDF to Flipbook, Online Flipbook Creator

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With Publuu, users can easily and intuitively create an interactive flipbook from a PDF. Convert a PDF to flip, customize it by adding branding, selecting a background, colors, and inserting interactive hotspots.

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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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Visme logo

The all-in-one online presentation, infographic tool

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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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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
Category Leaders

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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Proposify logo

Create compelling proposals. Close with confidence.

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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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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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Prospero logo
Category Leaders

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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