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Document Generation Software with Document Automation (2026)

Last updated: April 2026

Why is document automation important for document generation software users?

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

Document automation streamlines the creation of standardized documents like contracts and reports by integrating data from various sources. It saves time, reduces errors, and offers pre-existing templates that can be easily customized. Of the 33 reviewers who rated document automation, 67% 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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155 software options

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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Microsoft Word logo
Category Leaders

Word processing software for document generation & sharing.

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Microsoft Word is a cloud-based word processing tool that allows users to create professional documents on their phones, tablets and computers. The program comes with numerous features including built-in spell checker and grammar checker, integration with other Microsoft 365 products such as Excel and PowerPoint, and access from anywhere.

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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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iLovePDF logo

Document generation and management software

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Generate professional PDFs effortlessly with tools for creating and converting editable files from scanned documents, images, or other formats. Add watermarks, page numbers, or annotations with precision. Part of a suite of 25+ tools that simplify your document management.

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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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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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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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Nitro PDF logo
Category Leaders

Document generation and management software

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Easily convert your documents into editable PDFs. Whether you’re editing text in the document, redacting sensitive information or annotating your document with highlights or notes, perform all your essential PDF edits with ease.

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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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Seismic logo

Cloud-based enablement software for sales & marketing teams

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Engage buyers with personalized experiences: automate personalized, pre-formatted documents that your teams use every day. Avoid manual updates with the ability to convert static content into dynamic documents that can be quickly updated across every piece of collateral.

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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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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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M-Files logo

Cloud-based document management platform.

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M-Files: Generate perfect docs in seconds. Automate tasks, personalize templates, integrate data. Free your team to focus on what matters.

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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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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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Square 9 logo

Content, contract and document management system

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Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

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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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Plumsail Documents logo
Category Leaders

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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Contractbook logo

Cloud-based tool for creating, editing and signing contracts

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Contractbook is a cloud-based contract management solution that helps businesses handle digital contracts in one centralized location. The platform facilitates the monitoring of agreements, deadlines, templates, and tasks within a single solution, eliminating the need to search for contracts across various emails, folders, and subfolders. Users can gain a comprehensive understanding of their contracts, right down to the smallest detail.

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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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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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Conga Composer logo
Category Leaders

Create, track, and manage on-brand documents automatically.

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Conga Composer automates the creation of accurate, branded documents—proposals, contracts, invoices, and more—using real-time CRM data. Eliminate manual work and scale document output with precision.

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