DocGen Document automation for Salesforce (formerly Drawloop) 0 reviews 3,984 Alternatives to DocGen
Explore a recommended list of DocGen alternatives for your business in 2020. Compare alternatives to DocGen side by side and find out what other people in your industry are using. Let GetApp help you determine if the competition offer better features or value for money.
Qorus helps create documents like RFPs, Pitches, Proposals
Draft,review & sign professional documents every single time
Powerful enablement for your sales and marketing teams
What users mention about Seismic See all reviews Seismic has been a great tool for our organization and it has been a great experience while our company works on transferring our content from an older site on to this one. Great experience with Seismic so far, our teams are really enjoying the additional features when it comes to finding and sending out content to prospects and clients. We love having a single source of truth for all our Marketing materials and we love being able to easily update our LiveDocs with one single data source.
Cloud-based quoting for technology service providers.
What users mention about Quoter See all reviews I cannot say enough great things about the team at Socket - excellent, forward-thinking product along with excellent customer service. We love the acceptance procedure, Paypal integration is great, as is the link to Infusionsoft. It is very easy to use and easy to import product price books. We are very happy with it and the pricing is awesome for what it can do. What users mention about ConnectWise Sell See all reviews The interface to distribution is good, real time on hand, pricing works great. Administration capability is strong. Sell is a wonderful addition to our quoting process. Our customers love it too. I like that it's linked to ConnectWise manage, and it automatically created an opportunity and updates it if you update the quote in ConnectWise Sell.
Crushing your Competition From Propose to Close
What users mention about PandaDoc See all reviews It's great for creating proposals and then keeping track of them. It can be used alongside various programs and CRMs and the customer support can be of great help ,when needed. Our experience with Pandadoc over the course of the past 18 months has slowly deteriorated. The product has become consistently worse and is now unusable. I love PandaDoc and recommend adding to your tool belt...unless your in my space as I like standing out above the competition.
The Global Leader in Document Automation Solutions
What users mention about Windward Studios See all reviews Great product, great support and I see that product is changing all the time to evolve to better and better version. Its a great piece of kit with amazing support. Integration into Microsoft programmes softens the learning curve required, along with the array of supporting videos and webinars. I like the ease of implementation to most applications on the market. It is very intuitive to use within well established Microsoft office Desktop applications like Word, Excel and Power Point.
Email creation and collaboration management platform
Document generation and forms automation software
Cloud-based contract automation and management software
Branded document creation for Microsoft Office
Automation to create document-generating questionnaires.
What users mention about Documate See all reviews Others have said this, but it's amazing how much you can do with such a clean no-code interface. Our company has seen a great return with Documate. It has allowed me to merge client data into both MS office and Adobe documents, and share my workflows with others on my team to save us all time. The experience has been great and the support is fabulous.
Document generation tool for teams
Automate drafting and managing your documents. 120K+ users
What users mention about Legito See all reviews Our organization has been using Legito for a long time now and we love how easy it is to use. Their development team is doing a great job delivering new features almost every month. Very robust API and the possibilities of integrations are awesome. Importing data from our system and generating documents now take a fragment of the time they normally would. The software is user-friendly and easy to learn. Integration into our DMS is great.
The #1 Rated CPQ - Proposals, Quoting & Pricing Software
Sales proposal automation (CPQ) solution
RFP library management and RFP tracker
Secure document collaboration & project management
What users mention about Huddle See all reviews I am SWOTing Huddle as we are trialing the software for enterprise use. Some major flaws that are hard to ignore with a couple I consider "critical points of failure. It is very simple and easy to manage the leads and collorabate information. Comforting to know that all the information is safe and secure as well. Once we got it up and running the improvements we saw in our teamwork was clear. I would definitely recommend looking into it if you are on the market for something like this.
Document automation & collaboration solution
CPQ Software (Configure, Price, Quote). Complexity made easy
Quoting & Proposal CPQ Solution Integrating w/ Your Systems
What users mention about QuoteWerks See all reviews It's really a great quoting tool. It works well with ConnectWise, and its ability to export to Excel is great. The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking. I tried to contact several times but each time I am having problem connecting. It may be my machine problem but I am a little disappointed.
Next generation Configure Price Quote (CPQ) apps
What users mention about Salesforce CPQ See all reviews On the implementation end like any other product it has to be done right the first time to avoid costly mistakes and missed deadlines. It's has been a very good experience for the business units that are using it right now inside the company, we are taking efforts to make it useful for all the company. We have been using CPQ for a few months now and have a better overall pipeline for products. The quote templates that CPQ can generate are much cleaner than the traditional salesforce quote tool.
#1 Construction CRM in USA.
What users mention about Cosential See all reviews My favorite feature is the resume generation tool. The ability to produce multiple resumes tailored for specific pursuit types automatically updated each time they are created is beyond wonderful. A good system for integration- user interface/user experience could be more solid. A more intuitive interface can help users navigate, update, and understand the CRM with ease. Our company had never used a CRM before but it has been a great starting point that I know we can expand upon when the time is right. Fantastic business development tool.
Online Quoting and Proposal Software
What users mention about Quotient See all reviews Ease of use, Template power and ability to create templates on the fly. Customer acceptance of quotes greater than 60%, far higher than before I used this system. Customer support are amazing and were able to answer any questions with ease, responded very efficiently and were always very friendly. We appreciated the ability quotient has to sync with Quickbooks. Have a quote approved by a client and you can set it to automatically create an invoice or a quote within Quickbooks or Xero.
Request for proposal software for RFPs, RFQs and RFIs.
What users mention about RFP360 See all reviews Ease of use; Good functionality. Clean user friendly interface; responsive customer service, willing to make changes to improve platform; Import function is good. The ease of use to answer questions and collaborate is amazing. We are considering it for our organization. Ease and maneuverability of the software. It saved progress easily and I could make edits and changes with a couple of clicks.
Client management for freelancers & SMBs
What users mention about HoneyBook See all reviews I LOVE how user-friendly it is. Customer service is AMAZING, I've had two different representatives reach out to me and make sure I was comfortable using the software (Thanks Mak and Lily!). I love how you put what you need and the vendors reaches out to me with their quotes and availabilities. It makes comparing quotes easy and payment function is also built in so it feels secure. Having a solid on-boarding process is crucial, and having HoneyBook helped me up my game SO much. I love, love, love how confident I feel in my processes, especially my on-boarding process.
Web-based sales proposal software to win business faster.
What users mention about Better Proposals See all reviews User of Nusii and InvoicingYou, I like Better propasals for its ability to track, design and deliver. Very easy to use and make our small team look like a million bucks. But Better Proposals gives you high quality designs, and lets you insert amazing widgets into your proposals, like interactive pricing tables, payments, live chat, and signatures. Also, all the proposals are beautiful and easy to navigate by the clients. Clients are always impressed when they view a proposal from Better Proposals.
Document design and automation tool for sales teams.
What users mention about Qwilr See all reviews How easy it is to produce a really great looking proposal for clients! they are always impressed when we send it to them and it allows us to easily know if their seen our proposal and/or accepted it. Really great for our teams uses, the customizations are great, and it is super quick to setup, create a doc and get it sent off. The tracking features are SUPER helpful. I like the ability to create a professional looking portfolio with ease. It gives me an advantage against my competitors.
Cloud-Based RFP and Proposal Automation for Enterprises
What users mention about Qvidian See all reviews The 'Google' like search engine is a favored feature and having the ability to setup folders within the library allows for ease of viewing and maintaining content. It's a wonderful product that will push your organization forward if you make the commitment to leveraging it's capabilities. Qvidian Proposal Automation has made itself known to me as an excellent tool time and time again. Following the 10.0 now 10.1 upgrade, I was astonished how much it could improve.
Proposal software for modern sales teams.
What users mention about Proposify See all reviews Their templates are also outstanding and the tool is super easy to use. Great design capabilities. The ability to customize and update various documents with an easy-to-use interface is helpful when you need to get documents out quickly. Online signature is fantastic. It doesn't matter if you are writing your first proposal as much as you follow their guidelines, you'll create the type of proposal that helps you win the contract.
CRM for sales, marketing & support teams
CPQ software to simplify and automate the quoting process
Sales quoting software with automatic inbound RFQ tracking
CRM & Lead Management Solution
What users mention about LeadMaster See all reviews When we have a question, the answers are provided immediately. It is a great tool and a great service. It's easy to make changes yourself, and there's a lot of help on the backend in learning the product with the videos and instructions. The library is an excellent tool. When I discovered LeadMaster, not only could I customize the interface for each client, it had excellent reporting and the pricing was amazingly affordable.
Convert more leads in less time!
The Field Sales software for managers and their teams.
Automated delivery route & resource capacity optimization
What users mention about LogiNext Mile See all reviews I like the dashboard the most, it gives me a clear understanding of what is going on in the field. I also find the customer support excellent, they were available for solving the issues 24*7. Loginext come up with latest technology. I really appreciated the customer representative who understands the requirement and comes up with a perfect solution along with his ops & technical team. Excellent Service by LN. Good employees & very supportive at any time.
Cloud ERP / MRP runs your ENTIRE business - soup to nuts !
What users mention about BizAutomation See all reviews Amazing value for the functions and capability of the software. Lower costs, better reporting, better support and the ability to customize documents to suit our business. BizAutomation was easy to learn and use for our business. I do the bookkeeping and it was a good system.
CRM, sales management, automation & acceleration software
What users mention about Salesmate See all reviews I have so many activities that are open and dead and it is super unorganized bc it lacks certain features like highlighting a company green once it's won or red when they're not interested etc. It's priced well, especially for a start up company, like me, and I truly feel they care about your overall success, both with the CRM as well as your business. I like the usability and the support their technical support is stellar. The Sales Funnel easy to use with just enough easy customization to make it useful without being over-complicated.
Mobile Order Taking & B2B eCommerce for Brands & Wholesalers
What users mention about Pepperi See all reviews Their support team are amazing too, such a pleasure to work with. Terrible Customer Service/Tech support. You do not get what you paid for. I like the ease with which we are able to integrate external applications.
User-friendly customer relationship management software
What users mention about Claritysoft CRM See all reviews The greatest benefits of Claritysoft include: simplicity, intuitive nature, webinars and help functionality and a tech support team that actually performs. This allows them to continue working when on a plane or in a car without the use of the internet. A negative feature of the program is the lack of customization to the overall layout. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program.
Predictive lead scoring for sales & marketing
Digital Marketing Optimization Software
The Powerful Small Business CRM
What users mention about Really Simple Systems See all reviews Its a really easy to use system, a great way to record information which is accessible to the whole team. Easy to track progress with opportunities and tasks. It's great to see everything you need to know about an account or contact at a glance. It's very helpful to have a task list that keeps your focused and on track. In terms of applying for business loans it was great to be able to easily download a list of enquiries and demonstrate how many projects we had won and what was in the pipeline.
The #1 Sales Engagement Platform for Revenue Teams
What users mention about Groove See all reviews I absolutely love Groove and it's ability to power my sales engagement. The integration with Gmail and Salesforce are seamless. I am able to create templates incredibly fast and implement a wonderful work flow. The analytics are extremely helpful to know what emails to use and how to refine them to create better open rates. Loved how easy it was to navigate and that I was able to see when customers were opening my emails. That way I could follow up with them fulfill their needs.
The Sales Execution Platform for Enterprise B2B Sales Teams
Sales performance management tool
Lead Assignment in Salesforce | Round Robin | Load Balancing
Sales process automation solution
Sales is a contact sport. Our Auto Dialer connects you 1st!
Saleforce-based GeoData platform for managing territories
Revenue Intelligence Platform around Sales Activity
CRM and sales automation for small businesses
What users mention about Nutshell See all reviews Great customer support and overall quality in their product. Happy to be a paying customer and will continue to use the service for as long as we need. If you want to start quickly to have the benefit of a CRM, your team is not that skilled and you're on a budget, then Nutshell is the best solution. This is a very useful tool for sales teams, it helps sellers collab and optimizes their work. It has very good integrations to MailChimp for example.
All-in-one sales platform for sales teams.
What users mention about Zendesk Sell See all reviews Base CRM has the best mobile apps seamless integrations with phonecalls, emails. Best feautures are Contactclipper, Outlook plugin, gmail support and superb integrations with other webbased apps. Pricing for this product is very affordable for what its got to offer. Overall this product is great and I do highly recommend it to others. Google apps sync is really bad, users all over the world complain about the very poor solution already since 2013 but base doesn't do anything about it.
The Better CRM - Built For Sales, Used By Sales!
What users mention about Pipeliner CRM See all reviews Pipeliner CRM is a fantastic sales-tech built on the principle of simplicity with user friendly dashboard and quick navigation. It is very flexible and adaptive by design which makes it stands out. I have been very impressed with the Pipeliner customer support. They have been very responsive when I have questions and have good follow up. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general. What users mention about Xactly Incent See all reviews It took a little while to get all our ducks in order so that we had good data to put in. Now that we do have clean data, we have saved countless hours of processing time. The support team has always been very helpful and my customer success rep has been a key player in the success of my system. It doe have its challenges. The end users like the ability to see their progress.
Integrated sales & marketing software for growing teams
What users mention about EngageBay See all reviews Automation is simple but powerful and there are great things coming that will make this one of the best tools out there. EngageBay gives me the best experience to run Email Marketing and Sales activities on one platform. Reps help me to achieve what I need with the best support that can't I imagine before. If you are looking for an alternative to Hubspot that offers more capabilities you will want to check this out. Great features, easy to use, great value for money.
Redefine Your Customer Relationships in the Cloud
What users mention about NetSuite CRM+ See all reviews I think we struggle with this software not because it is a bad product, but because we do not know the product well enough. NetSuite Outlook Integration has been frustrating so far, working for a while then just stopping for no apparent reason. The access to the cloud and the flexibility of the work represented a great advantage, as well as the vision of the client and the transparency of the processes.
A simple CRM built just for small businesses
What users mention about Less Annoying CRM See all reviews Software is very easy to set up, easy to customize, outstanding customer service and very inexpensive. It's a fantastic program. Customer service is also amazing - they answer questions within a day, tops. I also appreciate that they allow you to import your contacts relatively seamlessly using an excel spreadsheet, because that saved me a lot of time.
Data-Driven Retail Execution
What users mention about Repsly See all reviews Matt and the customer service team have been great in helping out and their follow up is strong, so that has made it much easier. Great experience with Repsly, pictures are awesome. Customer service are very helpful solving any issue that may have. We are able to upload pictures and see each others location. This helps inspire us all because we are able to encourage each others and feed off each person productivity.
CRM & Marketing for small businesses and marketing agencies.
What users mention about Hatchbuck See all reviews Overall, a cool solution that is well worth its investment at a fraction of the price of competitors, and a friendly team to help navigate the first steps. Lindsey has been so great and patient while we are setting up our systems and processes. Her training is easy to follow and Hatchbuck has been very user friendly and easy to train our staff. Excellent customer service and training - easy to use - great help features and video.
Platform to manage workflow & automate business processes
What users mention about Fluix See all reviews Perfect for Quality Assurance and Safety Compliance. Ease of use once set up extends to even the most basic of IT knowledge. Our clients love the neat reports and our safety and quality programs run like a dream because of Fluix. We have processed over 8,000 documents through the Fluix system in the last 18 months without any major issues, no lost documents, all documentation remains legible and traceable.
Sales Engagement Platform
What users mention about Outreach See all reviews I love the functionality and the ability to save me time when calling in blocks. The workflow is very intuitive and easy to use. I love how Outreach fits seamlessly into my workflow as an Outbound rep. Setting up triggers around email opens / clicks has been a huge value add. The customization is fantastic as well. Overall, solid tool that allows you to reach your sales and marketing goals. It is a great tool for Sales Development teams that keeps them on top of their tasks all in one platform.
The CRM designed for G Suite.
What users mention about Copper See all reviews Good until inability to cancel. Now I feel the product is majorly defective as you cannot refuse to let customers cancel and continue billing them. This is a super intuitive, easy to implement system. It is super customizable and have allowed our remote team to work more efficiently and effectively. They have great customer success follow-up and have many scheduled support resources/weekly webinars to ensure you get the best out of your investment.
100% free CRM, collaboration and communication tool suite
What users mention about Bitrix24 See all reviews I am overall not pleased with this CRM but for a small company in it's first few years, it is cheap and good for small projects. Do not use this is you have a prospects list over 1000. Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions. The CRM system is so full of bugs and nasty little details they havent even thought about. Their webmail is the worst ever thing I have seen.
CRM for lifelong customer relationships.
What users mention about Insightly See all reviews Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc. I like that you can have two users for free. It's a great solution for small businesses that need capital for other things.
An all-in-one CRM, sales and marketing automation software
What users mention about Keap See all reviews I love the support team, they are so helpful, they won't stop until you're completely satisfy. They know their business and they not just helpful but super nice. The access to files and photos and emails is so limited and difficult and time wasting that I scream at it every time I use it. I hate this product and have for a while. We like it to be easy to manage the life cycles of our clients, and improve our relationships with them thanks to its integrated CRM tool. Your E-commerce management system is the best.
CRM built by salespeople, for salespeople
What users mention about Pipedrive See all reviews It also serves me as a too, for monitoring outstanding performers in my sales team because I am able to track individual progress across all stages of the sales process. In all honesty, I didn't come across any benefits with this app and program. I feel that the product can be a benefit, but never had the opportunity to see it come to work for the better. We have recently started using pipedrive for marketing & sales outreach and I am really impressed with this tool. The UI of this tool is great and I can easily get the functions of this tool. What users mention about Freshsales See all reviews We have been using Freshales for over an year now and our experience has been quite superb. I really appreciate their thoughtful updates on regular intervals. Easy set up, intuitive interface, good gmail integration, decent price. I once called them for help on a saturday and someone answered and was very helpful. Freshsales' biggest attractions are ease of use and cloud access. This facilitates the control of the business in progress and its closure, giving us better competitiveness in the market.
Stand out in Your Customer's Inbox
What users mention about Salesforce Marketing Cloud See all reviews I like how its functionality especially when generating business reviews and reports. It helps in analyzing which areas are successful and which aren't. Was quite easy to understand for novice and navigate around and had easy to use and useful automated marketing features that made reaching a large audience seamlessly easy. The experience has been outstanding. We are able to promote our campaigns reaching the customers at a faster pace and exposing them to various channels easily.
Email Marketing, Marketing Automation, CRM/Sales Automation
What users mention about ActiveCampaign See all reviews The email editor is just horrible. It's clunky, it's ugly, it doesn't show all the sequence, even editing an email is a hassle. The API is better than most ESP, the automations are both powerful and easy to setup with the visual editor, and the support is pretty good overall. After the onboarding process is over with, you still have instant access to their help staff. The best: The help they give you.
Salesforce B2B marketing automation for marketing & sales
What users mention about Pardot See all reviews Perhaps "simplicity" is one way to put a positive spin on this review. For any Marketing Ops professional who wants to build anything above and beyond Pardot's pre-built functionality -- Good luck. Ability to segment your prospects into silos that can help determine which direction will bring the best return on our investment of time. I also like the ability to add photos of our work. Exact Target is one of the most filtered spam filters no so it's almost impossible to get emails sent through to any customers if they have even a shred of spam filtering set up.
CRM software that helps you sell smarter, better, faster.
What users mention about Zoho CRM See all reviews Overall, this is a good starting point and a cheaper alternative than sales force. If you don’t want to spend the money on a more advanced CRM, this is a great product. Overall my experience has been very good. It important to remember that it is more suitable for a smaller client and cannot be expected to compare with large and well-established CRMs. I enjoyed the calendar and ability to have reminders about important dates. There was also the great feature of mashing it with Mailchimp as well.
Sales and marketing CRM for growing businesses
What users mention about Agile CRM See all reviews It has a good & clear interface and user friendly. It has a very widespread marketing automation solution that allows you to mind map your workflow. I really like how this tool has a good very plan for small businesses like mines. You get basic crm features like sales management and some email marketing automation. Some services hard to navigate, trying to work out the Auto part was a bit tricky. Also the additional cost to loose agile from my emails was a bit annoying.
Cloud-based CRM & Sales Automation
What users mention about Salesforce Sales Cloud See all reviews I like the fact that the website its pretty straight forward on what you need to do. But it would be great to see a video on how to do things on the software that most people aren't aware of. Never reloads, no one wants to use it, we lack most of the main functionalities that other companies have, they rolled it out too soon. The program is horrendous. I love how easy it is to store and navigate my files. I used this for business purposes and happy with the cloud.
Document Generation and Contract Management Software
What users mention about Conga See all reviews The ability to pull in multiple objects/reports into a document within minutes. Throw on top of that the community support, and it's gold. Building can be frustrating when not using reports. Because if you make a change and the query doesn't update sometimes I am crawling all over SF trying to find the minor mistake. So many glitches -- pages will disappear and shuffle in order, errors happen all the time, and other random things. Also the limited users per account can be a hassle for a company our size.
Document Production and Automation in a Hybrid Cloud
CPQ suite of applications to manage sales force automation
Innovative Manufacturing Sales Platform (CRM & CPQ)
Smart CPQ by FPX transforms buying and selling processes
Organizational management system for sales teams
CPQ Software for Manufacturers of Complex Products
Deliver sales automation with PROS Smart CPQ
What users mention about Sofon Guided Solutions See all reviews The Aebi Schmidt Group (www.aebi-schmidt.com) manufactures outstanding, world-wide-distributed agricultural, municipal and special equipment. The user interface performance is excellent and a pleasure to use. We also have a link to and synchronization of our e-marketing package, we have the possibility to manage our opportunities and our management reports are available, thanks to Sofon.
Create, send, track, and sign business proposals online, fast and easy.
CPQ software & Quote-to-Cash app
Cloud-based digital asset & content management platform
Guided Forms, Doc-Gen, Workflow, Integrations | Next-Gen CCM
Document automation for Salesforce
Contract & document authoring platform
Document creation & automation solution
Document generation software
Document generation, document filing, & form automation
Document generation & management software.
Online designing and variable data publishing tool
Automation of legal documents, contracts, and forms
Cloud-based digital workflow management automation platform
What users mention about Nintex See all reviews Failed to run, failed to start errors when there seems to be nothing wrong. I only see this issue in my most complicated workflow. It is so well integrated with SharePoint. I have also been amazed at the willingness of Nintex product engineers to provide webinars, help and best practice advice. Nintex custom forms are amazing to use and super effective as well as a front end to gather information.
Template-driven, automated document & form assembly software
What users mention about HotDocs See all reviews I have had to enter in repetitive information on a set of 25 documents many times over the years, but being able to use HotDocs has been a great improvement and a fantastic time saver. Beware of entanglement with the new owners of this software. They will suck you into a monthly subscription scheme which is virtually impossible to cancel. The quintessential software for document automation. One of the best software (if not the best) for this purpose.