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Document Generation Software with Real-Time Data

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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48 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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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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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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airSlate WorkFlow logo

No-Code Workflow Automation Platform

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Automate any business process with AirSlate's no-code business automation platform. Using robotic process automation (RPA) and a drag-and-drop flow creator, businesses can create and automate complex workflows in less than 30 minutes.

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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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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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PandaDoc logo
Category Leaders

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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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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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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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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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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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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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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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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HighQ logo

Moving legal processes forward.

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From document management to workflow automation, HighQ has the tools you need to strengthen and streamline the way you work.

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Lobster_data logo

Unlock the power of your data with Lobster_Data.

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Our innovative universal data hub receives, converts and sends data from various sources to any target system in six simple steps, allowing fast, efficient and transparent communication within your company and with your business partners.

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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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AssurX logo

Regulatory compliance & quality management software system

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AssurX is a quality management & regulatory compliance platform for highly regulated industries, including energy & utilities, life sciences, manufacturing, food & beverage, and high tech manufacturers. The solution offers tools for managing audits, complaints, documents, risks, training, and more.

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Docxpresso logo

Convert Word documents into online smart apps

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Docxpressois an integral solution for the automation of the contract lifecycle and general processes. Convert Word documents into intelligent apps and/or web forms to automate the generation of documents, contracts, and processes assuring tracking and compliance.

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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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Youreka logo

Salesforce–native smart mobile forms that work offline.

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100% native to Salesforce, Youreka enables excellence in field service through mobile forms, guided assessments, inspections, and advanced mobile technology - online or offline, across key industries like manufacturing, utilities, energy and healthcare.

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SPConnect logo

Designed for Commercial HVAC Service Contractors

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New to the market! This once-exclusive software designed for and by commercial HVAC contractors was made available to the open market in 2021!

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