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Document Generation Software with Task Management (2026)

Last updated: April 2026

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82 software options

PandaDoc logo

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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Legito logo

Processes. People. Documents. No code automation platform.

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Document Generation Reinvented. No code, no limits. Easily automate even advanced documents. Unique interactive documents that leverage inserted data.

Create tailored documents with your data and your rules, without coding. Immediate ROI and a path to wider automation.

400k+ users globally.

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ClickLearn logo

Automatic content creation for greater user adoption and ROI

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ClickLearn is a Digital Adoption Platform that captures work processes in enterprise software to generate training content and documentation. It produces learning materials in seven formats and supports over forty-five languages, creating customizable eLearning portals with automatic updates. ClickLearn works across platforms like ERPs, CRMs, and Windows applications, helping organizations improve user adoption during software implementations.

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Formstack Suite logo

Cloud-based tool for form building and workflow automation.

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Formstack is a cloud-based form building solution that helps organizations with the tools to build online forms, collect information, integrate systems, automate workflows, and more.

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SuiteFiles logo

Where documents, clients, and workflows come together.

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SuiteFiles is the intelligent workspace built for how accounting and professional service firms actually get work done.

Instead of juggling disconnected tools for documents, email, client communication, and workflows, SuiteFiles brings it all into one system.

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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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altaFlow logo

No-Code Workflow Automation Platform

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AirSlate is a no-code business automation platform that can configure and automate any business process. The platform allows users to create and automate complex workflows using robotic process automation (RPA), document process automation (DPA) and a drag-and-drop flow creator.

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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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ScopeStack logo

CPQ automation tool for IT service providers

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ScopeStack is a cloud-based sales automation tool designed to help IT service providers adjust and set up pricing and create statement of work (SOW) for clients. Features include project pipeline management, workflow approval, pricing calculator, team collaboration, audit history & version control.

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Almanac logo

Document your knowledge

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Almanac is a platform for async work, built around a document editor with powerful version control.

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Revv logo

The best eSignature workflow automation software

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An advanced document workflow automation system that provides enterprise-grade security & features like electronic signatures, templates, apps integration, collaboration, real-time tracking, machine learning, and storage.

Revv helps businesses to reduce costs & increase productivity and compliance.

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DocuCollab Contract Management Software logo

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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netLex logo

Simple and secure agreements

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netLex is an end-to-end platform used by leading companies to manage their contracts’ lifecycle. Gain +240% productivity by automating document creation and configuring intelligent workflows, as well as extracting data for management and intelligence panels.

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Xerox Workflow Central logo

Workflow and document management platform

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Xerox® Workflow Central is a secure, cloud-based collection of productivity-enhancing document workflows with a simple monthly subscription. Transform physical and digital files instantly and solve everyday workflow challenges: translation, redaction, file conversion, and more.

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Jack Project logo

Project management solution

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Jack Project is a software solution for task management, communication, collaboration, knowledge management, and document management. It provides features for managing tasks, projects, documents, and knowledge in one application across departments and company boundaries.

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Weagree Wizard logo

Accelerating contract flow

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Weagree is global leading contract automation and contract lifecycle management (CLM) + AI-driven software solution for law firms and legal departments of large corporations, SMEs, and financial institutions who wants to accelerate their legal services.

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HoneyBook logo

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.

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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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Centric Document Builder logo

Automated document generation tool for HR

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Centric Document Builder helps create documents and manage templates with process support and SAP integration. It helps prepare various HR documents, such as contracts, certifications, salary increase letters, or working-time-change notifications.

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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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Ampler logo

Integrated tools for Microsoft Office

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Ampler provides integrated tools for Microsoft Office that streamline workflows across PowerPoint, Excel, Word, and Outlook. The software offers features like error checking in Excel, simplified document formatting in Word, and one-click chart creation in PowerPoint. Designed to adapt to organizational standards, Ampler integrates with existing IT infrastructure while maintaining visual identity across content.

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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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Plexus logo

Cloud-based contract management tool for legal teams.

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Plexus is a cloud-based legal and marketing platform that helps businesses streamline their legal and compliance processes. The platform offers a matter management feature that enables users to triage and allocate legal work while capturing valuable productivity insights. It also provides custom solutions, including document automation and bespoke workflow applications tailored to unique business requirements.

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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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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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