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Document Generation Software with Template Management (2026)

Last updated: April 2026

Why is template management important for document generation software users?

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

Template management streamlines document creation by offering predefined formats, ensuring consistency and efficiency. It allows easy customization, supports various document types, and saves time by providing a structured starting point. Of the 126 reviewers who rated template management, 71% 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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164 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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BrandOffice logo

Consistently branded Word, Excel, and PPT documents.

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BrandOffice is a software solution that integrates with Microsoft Office. It empowers every employee to create branded documents, PowerPoint presentations, and Excel reports. It also helps the brand stay relevant as it evolves.

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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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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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Mitratech HotDocs logo

Template-driven, automated document & form assembly software

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HotDocs is a document automation solution that turns frequently used documents or forms into intelligent templates for faster reproduction with greater accuracy

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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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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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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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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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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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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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SmartDocuments logo

Document creation & automation solution

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SmartDocuments is a template-driven document creation and automation solution which supports document template management, corporate identity compliance, and high volumes of document output, enabling users to create & manage templates for letters, mailings, invoices, and more conveniently online

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Quadient Inspire logo

Customer Communication Platform

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Inspire makes even the most complex experiences simple by enabling intelligent workflows for creating and delivering critical customer communications.

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DocPro logo

Cloud-based document generation platform

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DocPro is a structured legal template platform providing pre-drafted documents with controlled customization. DocPro.com is a leading LegalTech platform designed to make legal documents affordable, fast, and accessible without the need for expensive lawyers.

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Crown HR Document Management System logo

Document Management System for HR

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Crown's HR Document Management System (HRDMS) helps Human resources personnel to deal with thousands of employee documents by actively filing, storing and archiving using digital workflows without having to deal with the actual paperwork.

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Blocks logo

AI-powered drag-n-drop email builder

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Create fully responsive HTML email templates for any niche with our AI-powered email builder.

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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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Employee Manual Builder logo

Produces a Comprehensive HR Policies & Procedures Handbook

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Employee Manual Builder produces an emotionally intelligent policies and procedures handbook. Utilizing cloud-based, prescripted software-driven templates and online forms, you can easily create your HR documents including interview worksheets, and more.

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Elixir Cloud logo

The future of CCM is simplified, secured, and scalable

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Elixir Cloud: A revolutionary CCM platform that combines deep industry experience and cloud-native technology to transform customer communications.

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DocLegal.AI logo

Document generation software

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DocLegal.AI provides AI-powered legal document creation and review services for businesses and individuals. The platform enables users to draft, review, and customize various legal documents including contracts, agreements, and letters. DocLegal.AI delivers tailored legal solutions designed to enhance legal processes through artificial intelligence technology.

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Kadanza logo

Digital asset management software

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Kadanza is a digital asset management software that helps businesses maintain brand consistency, optimize asset organization, and streamline content creation. It allows teams to create a central hub for brand guidelines, manage digital assets, and generate on-brand content through pre-built templates.

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