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Document Generation Software with Email Templates

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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59 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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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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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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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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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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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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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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Pathagoras logo

Open-source document management and automation software

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Pathagoras is an open-source document management and automation software, which helps organizations create or modify documents such as business forms or clauses in real-time. It enables employees to view and select textual content from multiple sources and add them in a new document.

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SuiteFiles logo

Manage, edit, share & sign documents - your way.

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SuiteFiles is cloud document management designed for business efficiency, digital signing and collaboration. Share and save familiar Office 365 files and PDFs securely. SuiteFiles makes it easier and faster to work with your clients and your wider team. Integrates with XPM, Karbon and QBO.

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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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Checkbox logo

Automate expert processes and services using no-code

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Automate expert processes of document generation, workflow and decision making using a simple no-code, drag & drop builder.

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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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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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Fillable Document logo

Make Google Docs, Slides & Sheets into live Fillable Forms

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Fillable Document is a document management tool that helps businesses launch Google Docs and Google Slides as interactive forms in real-time, allowing teams to collect and store data in Google Sheets. Administrators can obtain the link to the published form & embed it into website

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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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Crove logo

Free online document generation and automation software

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It is a platform that gives you the power to automate complex business documents without writing any code. You can create smart templates and connect them with inbuilt crove forms or other apps to automate your documents

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Word to HTML logo

Web-based tool for converting documents and text into HTML.

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Word to HTML is designed to help businesses convert Microsoft Word, PDF, and other documents into HTML files. It enables employees to prepare digital texts, modify information on websites, and automate workflows via a unified platform. Design emails. Generate AI content.

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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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TOPOL logo

Intuitive email editor for any platform!

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Use drag & drop to create emails in minutes.
No coding or design skills are needed.

Embed TOPOL Plugin into your platform and save development time and cost.

Save hours on email production. You don't have to be a graphic designer, HTML coder, or specialist in email rendering.

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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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Portant logo

Document automation for Google Workspace

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Generate, save and email documents automatically within Google Workspace. Portant can create documents and presentations automatically from Google Sheets, Google Forms or Trello.

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PACTA logo

Contract Lifecycle Management; Legal Operations Management

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PACTA is The ai-driven Contract Lifecycle Management
made in Germany. Bring your documents to life with our artificial intelligence and your virtual legal assistance. "Themis" helps you review external contracts as well as organise and monitor contracts, clauses, metadata and deadlines.

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