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Document Generation Software with Customizable Reports (2026)

Last updated: April 2026

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62 software options

Google Workspace logo

Collaboration application suite for teams

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

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monday.com logo

Project management software

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With monday.com Work OS you can create, edit, and manage documents effectively in one shared workspace. Standardize all important documentation, automate document approval processes to save time and decrease error, and easily track and collaborate on documents in real-time.

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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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PandaDoc logo
Category Leaders

Cloud-based tool for creating, editing and signing documents

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PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

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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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Jotform Sign logo
Category Leaders

Powerful Forms Get It Done

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Create, organize, and share documents in minutes with Jotform Enterprise.

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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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Proposify logo

Cloud-based proposal management tool for sales teams.

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Proposify makes document generation effortless and error-free. Create customized, consistent sales documents with dynamic templates. Benefit from real-time collaboration and CRM integration, saving time and enhancing accuracy.

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ClientPoint logo

Cloud-based document and proposal and tracking software.

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ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

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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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DealHub logo
Category Leaders

Agentic Quote-to-Revenue platform for enterprises

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Easily generate customized branded documents in a few clicks.

Dealhub automates the document creation process and makes it easy for sales reps and channel partners to generate personalized documents based on pre-built templates, dynamic content and CRM integrated data.

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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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LogicalDOC logo

Enterprise document management for SMBs

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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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FormAssembly logo

Forms in a Flash. Secure data collection made simple.

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FormAssembly is an easy-to-use, powerful web form and data collection platform. We help organizations get rid of inefficient data collection methods, streamline and connect their data with smart integrations, and reduce reliance on IT and development services.

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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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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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HighQ logo

Cloud-based legal case management tool for legal teams.

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HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

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Excel-to-Word Document Automation logo

Automatically merge Excel content into your Word or PPT docs

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Excel-to-Word Document Automation is document generation software designed to help businesses update information and calculations from a Microsoft Excel worksheet into a Microsoft Word document or a PowerPoint presentation.

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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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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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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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Docsie logo

Create amazing online help docs that your customers love

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We are a web-based documentation platform that enables businesses to build, maintain, and publish excellent product documentation.

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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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Paperless logo

Automated workflows instead of paperwork.

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Paperless lets you create, manage and integrate legally binding documents and dynamic forms in no time.

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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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