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Document Generation Software with Task Management

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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78 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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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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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
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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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HoneyBook logo
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Client management for freelancers & SMBs

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HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication. Start a 7 day free trial today.

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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
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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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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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FileInvite logo

Automated cloud-based document collection system for clients

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FileInvite is a cloud-based solution for automating the process of collecting information and documents from business clients with more efficiency and security

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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
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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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Contractbook logo

All your contracts. From all departments. In one place.

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Contractbook centralizes contract management from every department into one AI-powered platform, simplifying access and streamlining processes for your entire organization.

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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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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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Zoho Writer logo

Online word processor for collaborative work

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Zoho Writer is a powerful online word processor tool that lets users create, edit, review and publish documents from anywhere, on any device

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