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Workflow Management Software with Document Generation (2026)

Last updated: April 2026

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92 software options

monday.com logo

Project management software

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Build your ideal workflow with the help of monday.com Work OS. Automate all mundane, repetitive tasks so you and your team can focus on essential work, assign clear ownership in projects, collaborate effectively in real-time, and easily coordinate work across your team.

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Notion logo

Project and task management tool

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Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

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Jotform logo

Cloud-based form builder tool for digital forms.

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Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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PandaDoc gives sales teams the ability to quickly create, send, and track docs within an approval system that works for everyone. With brand-approved templates and optional content locking, you stay in control of the look, feel, and actions within every customer-facing document that goes out.

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Process Street logo
Category Leaders

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes automates workflows across sales and operations, helping teams eliminate repetitive tasks and standardize approvals. Create and track automated flows with ease, integrate with ERPs and email, and gain full process visibility. Add-on module available from $22/user/month.

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Revver logo

Cloud based, dynamic document-work management system

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Revver automates document-centric work and enables document-work collaboration. It is built for financial service organizations, insurance companies, and back-office departments across many industries, including healthcare, manufacturing, social care, IT, and many others.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is simple and affordable workflow management software available in cloud and on premise with open source code access. Used by 12 million businesses worldwide.

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Progress ShareFile logo

Secure file sharing and sync

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Progress ShareFile provides users with the ability to send, receive and share large business files securely. Through the ShareFile portal, offer clients a personalized, company-branded and password-protected platform from which to collaborate on files.

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Quickbase logo

Dynamic work management and project platform

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Quickbase is a workflow management platform that supports continuous improvement by enabling you to quickly create applications and workflow automations to improve processes in minutes. Connect your data, share information selectively and securely, and adapt workflows as your business changes.

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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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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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Fusebase logo

Collaboration and information management tool

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An all-in-one, AI-powered tool designed to streamline client collaboration with advanced yet intuitive features for real-time collaboration and project management. Optimize daily operations with our advanced FuseBase AI assistant.

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M-Files logo

Cloud-based document management platform.

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M-Files automates workflows: approvals, contracts, routing. Free your team for higher-level work. Customize, collaborate seamlessly, boost efficiency.

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GoFormz logo

Capture better data with digital forms

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Streamline and automate your documentation and daily tasks with GoFormz. Customize workflows to automate common tasks, like emailing or uploading forms, and instantly move data between GoFormz and connected systems, like Salesforce, Procore, and more. Sign up for a free trial!

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Rocketlane logo
Category Leaders

A client-centric, next-gen PSA tool

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Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

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Ideagen Quality Management logo

Quality, compliance, safety and risk management

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Ideagen Quality Management is a quality, safety and risk management system offering tools for audit management, document control incident management, corrective actions and more

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GoCanvas logo

Easy, flexible & powerful software for service businesses.

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GoCanvas enables businesses to streamline their workflows and save time by replacing their paper forms and manual processes with mobile apps, no coding needed.

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Square 9 logo

Content, contract and document management system

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Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

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DocuWare logo

Document management and workflow automation software

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DocuWare digitizes and secures your documents to flow effortlessly between your colleagues — anywhere, any device, any time.

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onPhase logo

Accounts payable and document automation platform

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onPhase helps businesses automate back-office accounting processes, customer-facing dashboards and portals. The solution provides tools required to organize and automate all accounting processes.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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Fluix logo

Field work done right 

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Fluix is a mobile-first workflow management software, simplifying even the most complex business processes without the need for IT.

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SoftExpert Suite logo

Solution for innovation and digital transformation.

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SoftExpert Suite is a comprehensive solution that enables end-to-end management of business processes, encompassing modeling, automation, execution, monitoring, and continuous improvement, all within a fully web-based environment.

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Intellect QMS AI logo

QMS AI SaaS and on-premises solution for quality management.

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Intellect is an AI-powered Quality Management System (QMS) designed for manufacturing, life sciences, and other regulated industries. The SaaS and on-premises platform is designed for quality teams to automate processes, ensure compliance, streamline document control, and lowers operational costs.

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