Alternatives to Fluent
Compare Fluent alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Fluent in 2026. Compare features, ratings, user reviews, pricing, and more from Fluent competitors and alternatives in order to make an informed decision for your business.
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1
Apryse PDF SDK
Apryse
Apryse (formerly PDFTron) powers the future of document technology. We help businesses, developers, and enterprises handle documents with unmatched speed, accuracy, and security. Whether running in secure server environments or delivering seamless web-based experiences, Apryse makes document workflows smarter and easier. With Apryse, you can: Embed powerful document features directly into your apps — from viewing and editing to collaboration and compliance. Run at enterprise scale on secure server infrastructure, ensuring reliability without cloud dependencies. Deliver seamless in-browser document experiences with responsive, accessible, and feature-rich web capabilities. Trusted globally, Apryse empowers organizations to simplify operations, enhance productivity, and create exceptional document experiences. -
2
Docmosis
Docmosis Pty Ltd
Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce. -
3
PBRS Power BI Reports Distribution
ChristianSteven Software
PBRS (Power BI Report Scheduler) by ChristianSteven Software automates report scheduling, export, personalization and delivery across Power BI Service, Power BI Report Server, Power BI Paginated Reports and Microsoft SSRS. Designed for BI teams, IT departments and organizations with recurring reporting obligations, PBRS replaces repetitive exports and separately maintained delivery workflows with a centrally managed Windows application. Schedule reports hourly, daily, weekly or monthly, use custom business calendars, or trigger workflows from supported database, file, email and system events. Refresh Power BI datasets and wait for completion before generating and distributing reports. Use data-driven (Dynamic) scheduling and report bursting to produce different outputs for each customer, department, location or recipient. Database or JSON data can determine reports, filters, parameters, recipients, formats, filenames and delivery messages. Export reports and visual data to supported formats, including PDF, Excel and CSV. Create formatted or template-based Excel outputs, combine applicable outputs into multi-tab workbooks, and assemble multiple reports into one email, ZIP file or bookmarked PDF. Protect PDF outputs with passwords and encryption. Deliver reports to internal and external recipients through email, Microsoft Teams, SharePoint, OneDrive, Google Drive, Dropbox, FTP, SFTP, network folders, Slack and printers. Recipients can receive exported files without needing Power BI access. Manage reporting operations with execution history, notifications, configured retries and blank-report handling. PBRS brings report generation, packaging and distribution into one workflow for organizations whose needs extend beyond straightforward subscriptions or individual Power Automate flows. Developers can use the PBRS REST API to manage supported schedules, trigger workflows and monitor execution, integrating report automation into business applications and customer portals. PBRS is installed in your Windows environment. It is suited to businesses that need controlled, repeatable report delivery across multiple recipients, formats and destinations. -
4
Microsoft Power BI
Microsoft
Power BI is a business intelligence platform that enables users to analyze data using AI-driven tools and intuitive report creation. It consolidates data from various sources into OneLake, creating a centralized data source. This platform aids in embedding actionable insights into applications like Microsoft 365, aiding decision-making. Power BI integrates with Microsoft Fabric, enhancing data management. It offers scalability to handle large data volumes and integrates seamlessly with Microsoft services. Its AI capabilities efficiently identify patterns and generate insights. Power BI ensures data security and compliance. Its Copilot feature allows rapid report generation. Additionally, Power BI Pro offers self-service analytics, and its free version includes data modeling and visualization tools. It's known for unified data management, empowering users with accessibility and training resources. Power BI has demonstrated a significant ROI and economic benefit, as evidenced in a ForresStarting Price: $14/user/month -
5
Templater
New Generation Software
Templater is a library designed to generate documents from existing Office templates. This allows you to create beautiful reports in a fraction of time compared to other solutions. Templater unique minimal and stable interface allows trivial integration into third party apps without the need for custom coding. Designers and domain experts will be much more productive by leveraging Microsoft Office tools. Your product can get a distinguishing feature through customization of templates by application users. Templater Editor for Microsoft Office will seamlessly integrate into Office tools and provide rich and helpful editing experience. Tag listing can be managed by your application to expose insights into your domain with additional information such as explanations/descriptions and examples. Tag detection and analysis will validate document for various issues and suggest resolutions to them with useful explanations.Starting Price: 250EUR -
6
Xpertdoc
Xpertdoc Technologies Inc.
Whether you need to generate simple or complex documents interactively, in batch or through automated workflows, capture customer information and data, or store and manage enterprise content, Xpertdoc has the solution to solve your document automation challenges. Xpertdoc Smart Flows allows you to build and deploy optimized, automated processes for efficient generation, storage, delivery, and e-signature of your documents. Xpertdoc Smart Forms enables your customers to enter and submit their information through a better, faster, guided, and digital process that improves internal efficiencies and data accuracy. Xpertdoc Content Manager facilitates and accelerates the storage, search and retrieval of your digital assets, in a secure repository. Plus, we provide integrations to leading ERP, CPQ, CRM platforms (Microsoft Dynamics 365 and SugarCRM), and more, enabling you to leverage powerful document generation and automation capabilities from your enterprise core systems. -
7
Windward Hub
Windward Studios, Inc.
Hub is our newest product, comprised of two components: Designer and Hub Platform. Hub allows you to design stunning templates and output data-rich documents. You just need to signup once for our document automation solution to enjoy easy template management, scheduling future reports, and generate documents on-demand. Windward Hub is the comprehensive, hosted solution you need to generate, manage, and share all of your documents and reports with the click of a button. Windward provides streamlined production of contracts, proposals, sales collateral, and much more. Output accurate and error-free documents every time with our dynamic document generation solution. Windward Hub centralizes your template creation process. No more emailing files back and forth or messy versioning workarounds. In the Windward Hub portal, you can view up to date versions of your document templates: one location for managing templates across the entire document automation process means more time savings. -
8
empower
empower GmbH
The empower® Suite is a Microsoft 365–integrated software suite for the consistent and efficient creation of presentations and documents. It consists of three modules that can be used individually or in combination. empower® Slide Generation combines AI, templates, automation, and corporate content to enable the creation of presentations in minutes, without manual formatting. empower® Chart Creation makes it easy to create complex business charts and reports in PowerPoint quickly and consistently, with more than 40 chart types, Excel links, and automatic layout adjustments. The empower® AI Chart Assistant lets users create and edit data charts and Gantt charts using text prompts, while existing charts can be converted into empower® charts with a few clicks. empower® Template Management provides up-to-date Office templates centrally and ensures their automatic use in Word, PowerPoint, Excel, and Outlook—helping teams produce brand-compliant and legally sound documents.Starting Price: $11.99/month/user -
9
List & Label
combit
List & Label is a reporting SDK designed to help developers add reporting, printing, previewing and export capabilities to web, cloud and desktop applications. It seamlessly integrates into environments such as .NET 8/9/10, .NET Framework 4.x, C#, C/C++, Delphi/VCL and ASP.NET Core MVC. Developers can connect to various data sources and add flexible options for designing, generating and distributing reports. With the WYSIWYG Report Designer, developers and end users can create or edit report templates from database or other sources, and prepare that data for printing, previewing or exporting. For web applications, the browser-based Web Report Designer for ASP.NET MVC enables teams to design report templates in the browser, offering greater flexibility and reducing dependency on local design tools. List & Label Cross Platform brings reporting to modern cross-platform .NET applications, generating reports on Windows, Linux, macOS, iOS and Android without native dependencies.Starting Price: €740/license -
10
ViewMetrics
ViewMetrics
ViewMetrics is a powerful automated reporting tool that streamlines the creation of marketing reports. It saves marketers time by collecting data from various marketing accounts and sources, such as Google Analytics, Facebook Ads, email marketing software etc. With features like automated report generation, customizable templates, and integrations with major marketing platforms, ViewMetrics simplifies report creation and offers data-driven insights for effective marketing strategies.Starting Price: $19/month -
11
officeatwork
officeatwork
officeatwork is a suite of Microsoft 365-integrated apps designed to streamline branded communication by simplifying template management, content insertion, brand governance, and email signature automation across Word, PowerPoint, Excel, Teams, and SharePoint. It offers features like centralized template libraries (ensuring users always start with the most up-to-date “right” template), dynamic templates that auto-populate user or department-specific data, branded styling enforcement, image/content choosers linked to corporate asset libraries, email signature management, and slide/content reuse tools, all accessible where users already work. The platform is built with security and governance in mind; it uses delegated permissions so customer data remains in their own Microsoft 365 tenant, no customer data is stored externally, and it aligns with Microsoft security and compliance frameworks. For IT teams, it provides centralized deployment, automated updates, and usage-based licensing.Starting Price: $13 per month -
12
TurboDocx
TurboDocx
TurboDocx is an AI-powered document automation and templating platform designed to help businesses rapidly create, customize, and manage professional documents and presentations using reusable templates, centralized content, and intelligent automation. It enables users to pull data from multiple sources, such as CRMs, meeting transcripts, and project tools, and automatically populate templates with accurate, up-to-date information, eliminating manual copy-paste work and reducing errors. It supports both AI-driven and manual workflows, allowing users to auto-fill variables, generate custom sections, and adapt tone and style, or assemble documents by selecting pre-approved content from a shared knowledge base to ensure brand consistency. It integrates with tools like Microsoft Word, PowerPoint, Google Docs, and cloud storage systems, allowing teams to work within familiar environments while automating document generation.Starting Price: $10 per month -
13
DataMart
FluentPro Software Corporation
FluentPro DataMart is an advanced software for extracting data and reporting for Microsoft Project Online and Planner. It helps PMOs and Executives with business intelligence analytics, data visualization, trend analysis, and executive reporting. This solution extracts data to an SQL Server database without OData and SSIS packages usage. There are numerous advantages of using DataMart, for example: • It creates daily snapshots enabling to monitor and visualize historical data in Project Online. • The product provides an automatic SharePoint data centralization for easy reporting. • To access data updates faster, this software carries normalizing fields, prefilling lookup tables. • Along with DataMart visualization opportunities, customers can get over 25 pre-built Power Bi reports on projects, tasks, resources, and risks. -
14
SmartDocuments
SmartDocuments
SmartDocuments document creation and automation software enables businesses to create documents and manage templates with minimal effort. Always send or store your documents with the correct corporate identity. Create your own standard templates and manage them with ease. No more copy & pasting Word documents. Automate document by inserting external data into documents. No coding needed to create the template, just drag & Drop. Easy to use always remains important to us, whatever additional feature we build. Reduce risks when creating documents. Invest in smart templates for full compliancy. Create perfect legal documents using our central system for document creation and template management. Decrease the amount of time you spend on compiling personnel documents immensely. Create personalized and automatized documents such as employment contracts easily and quickly using smart templates. -
15
Docmo
Docmo
Integrated governance means produced content is always current and correct. Automation that handles exceptions means your team can focus on high-value work. Prepare custom templates instantly. Populate: images, tables, charts, etc. Reactive workflows. Add inputs, questionnaires, calculations. Compose emails with attachments. Professional customizations, configuration. Noninvasive. No migration. Secure, HIPAA compliant. Docmo lives behind Excel and automates Word, Outlook, etc. So, users don't need to learn a new system. Turn hours of work into minutes. No more double-entry. Pull content from any app. Ensure current templates, legal verbiage, and data are used. Easily revise previously prepared documents. Documents produced with Docmo are professional, complete, current, and correct. Log templates generated, revisions, user volume, etc. Relevant content, templates, calculations, and verbiage are automatically chosen.Starting Price: $160 per hour -
16
BrandOffice
BrandQuantum
BrandOffice®, developed by BrandQuantum is a software solution that seamlessly integrates with Microsoft Office to empower every employee in the organization to automatically create consistently branded documents, PowerPoint presentations and Excel reports and ensures the brand remains relevant as it evolves. BrandOffice® houses your brand documentation standards across Microsoft Word, Excel and PowerPoint. Standardise your colour palette, fonts an document style sets. Include standards such as page settings, margins, fonts, bullets, chart sets, table sets and more. Create consistently branded documents, PowerPoint presentations, tables and charts. Evolve your documentation dynamically as your brand evolves. Cater for geographic differences in brand standards such as language and format settings.Starting Price: $4 per user per month -
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BigHand Document Creation
BigHand
BigHand Document Creation is a DMS-integrated legal document solution that simplifies Microsoft Word, PowerPoint, and Excel for streamlined legal document production. Standardized templates can be created without the need for complex code, and deployed firm-wide in a single click for consistency, branding and improved version control. Users can access key design features such as unlimited numbering, bullet points, styling, and more. The solution builds on familiar Microsoft environments, for increased adoption and minimal training. Ribbons are organized into intuitive workflow options, making it easy for users to work left to right without extensive training. Safely reuse content from other documents into branded templates and instantly apply firm-approved styling. Numbering, formatting, and sections are made easy with helpful tools to fix even the most difficult documents. -
18
FastReport VCL
Fast Reports
VCL-component set for generating reports and documents. It provides a visual template designer, access to the most popular datasources, a reporting engine, preview, export filters to 30+formats and deployment to clouds, web, e-mail, and print. FastReport VCL - reporting and documents creation library for Delphi 7-XE8, C++Builder 2005-XE8, Embarcadero RAD Studio 10 Seattle, Embarcadero RAD Studio 10.1 Berlin, Embarcadero RAD Studio 10.2 Tokyo, Embarcadero RAD Studio 10.3 Rio, Embarcadero RAD Studio 10.4 Sydney, Embarcadero Rad Studio 11 Alexandria, and Lazarus Report generator FastReport VCL is a modern solution for integrating Business Intelligence in your software. It has been created for developers who want to use ready-made components for reporting. FastReport VCL, with its simplicity of use, convenience, and small distribution size can provide high functionality and performance on almost any modern PC.Starting Price: $299.00/developer -
19
DoxFlowy
DoxFlowy
DoxFlowy is an AI-powered, no-code document automation platform designed to streamline the creation of professional and compliant documents across various business functions, including HR, legal, operations, and finance. It enables users to automate document workflows through dynamic templates, intuitive data collection forms, and robust integrations with existing tools. Users can upload existing documents, create new ones from scratch, or utilize a library of templates vetted by legal professionals. The platform automatically generates customizable questionnaires mapped to these templates, facilitating error-free document creation based on user inputs. DoxFlowy supports electronic signatures, providing a simple and intuitive signing process that is legally binding and compliant, complete with a built-in tamper-proof audit trail. The platform integrates with major CRMs, marketing applications, HR tools, and more, allowing for seamless automation of the entire document lifecycle.Starting Price: $499 per month -
20
ActiveDocs
ActiveDocs
ActiveDocs is a global provider of document automation software. Our software helps large organizations with document generation and associated processes. To that end, we provide our customers with award-winning tools, resources, and training which together let them design and maintain their document automation solution internally. Template design is intuitive, taking place in Microsoft Word; this makes it non-codey! Business users can work on templates without involving IT developers. -
21
Swydo
Swydo
Swydo is an automated marketing reporting and monitoring platform designed to streamline the creation of professional online marketing reports and dashboards. It allows users to save time and showcase their impact by automating the reporting process. With Swydo, users can create custom marketing reports in minutes using a drag-and-drop interface, pre-built templates, and visualizations like charts and graphs. The platform supports integration with over 30 marketing platforms, including Google Ads, Google Analytics 4, Facebook Ads, and Google Sheets, enabling seamless data consolidation into comprehensive reports. Swydo's features include goal tracking, white-label customization, report templates, scheduling and sharing options, and data visualizations. Users can monitor client KPIs to quickly identify and address issues or opportunities through KPI boards, client KPI overviews, alert notifications, and flexible date ranges. -
22
FastReport .NET
Fast Reports
Full-featured reporting library for .NET Core, Blazor, .NET 5, .NET 6, ASP.NET, MVC and Windows Forms. With FastReport .NET, you can create application-independent .NET reports. In other words, FastReport .NET can be used as a standalone reporting tool. - Includes powerful visual report designer for creating and modifying the reports. Your application can run the designer from the code. - Includes online report designer for ASP.NET (only in Enterprise edition). - Connect to any database, use any of its tables or create queries. - Add dialogue form(s) to your report to prompt for parameters before running a report. - Using built-in script you can manage the interactions with dialogue form controls and perform complex data handling. - Finally, view the result and print or export it to many common document formats.Starting Price: $499.00/developer -
23
OfficeReports
OfficeReports
OfficeReports is a Microsoft Office add-in suite that automates survey data analysis and reporting workflows inside Excel and PowerPoint. It enables market researchers, consumer insights teams, and consultancies to transform raw or aggregated data into branded, presentation-ready reports without manual copy-paste. - Calculo performs advanced crosstab analysis, significance testing, filtering, and weighting directly in Excel. - Presento automates the creation of PowerPoint slides from structured crosstabs, with features like table resizing, significance icons, and logo-based text replacement. - Intelligo combines analysis and reporting for recurring studies with live data links and one-click updates. OfficeReports integrates with SPSS, SurveyMonkey, Qualtrics, and more, providing a scalable solution for consistent, error-free reporting in market research.Starting Price: $108 per month -
24
primedocs
PrimeSoft
primedocs is a template-management and document-creation platform fully integrated with Microsoft 365, designed to enable professional, brand-compliant documents and presentations with minimal effort. It automates and optimizes document creation to boost productivity and reduce costs, while ensuring that all teams work only with centrally-approved text modules for legal and content consistency. The platform enforces a 100% corporate design “at the click” across Word, Excel, PowerPoint, Outlook, Teams, and SharePoint, so logos, fonts, colours, layouts, and formatting adhere automatically to your brand guidelines. It offers seamless integration into your existing system landscape, importing selected data from third-party applications (CRM, ERP, DAM, DMS) for automatic insertion into documents, reducing manual entry and error risk. Data processing can take place locally within the user’s environment (on-premises or SaaS), ensuring full control over sensitive content. -
25
Nintex DocGen
Nintex
Don’t let the manual creation of critical documents like contracts, work orders, and invoices slow down your business. Equip teams with Nintex DocGen® to instantly build and share documents with just a few clicks from directly within Salesforce or Office 365. No more cutting and pasting, no more errors. Deliver precise and compliant documents the first time, every time. Unleash the power of your data wherever it resides to enhance efficiency and eliminate human errors. Improve compliance with pre-approved templates and language to create any combination of Word, Excel, PowerPoint, and PDF documents. Automate document routing to streamline reviews, simplify signing processes, and securely store documents. Getting started is a breeze. Nintex DocGen makes it easy to associate data from any source with document templates. Simply configure and tag the fields to be updated to insert dynamic data such details about the customer, product details, pricing information, and more. -
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Continia Document Output
Continia
Continia Document Output is a time-saving digital file output management solution for Microsoft Dynamics 365 Business Central that automates and customizes outgoing document distribution. It enables users to set up email jobs that auto-detect and queue new reports for background delivery, personalize emails with merge fields, time-limited signatures, targeted templates based on recipient dimensions (such as customer type or language), and AI-powered translations, and integrate campaign content for seasonal greetings or promotions. Flexible PDF customization lets you apply background images, password protection, watermarks, digital signing, and PDF merging or embedding of headers, line attachments, and XML-based e-document components. The AL Extension Builder allows seamless integration of email, template design, and distribution features into any standard or custom module. -
27
EDocGen
EDocGen
Document generation platform for creation of PDF, HTML, JPG and Word documents from wide range of data-sources including Databases, Enterprise Applications, XML, Excel, JSON data. Supports all modes of document generation including on-demand, bulk, and interactive. Business users can use the existing templates as-is after adding tags. The system employs a tag notation, with separate tags for text, tables, images, content blocks (paragraphs), hyperlinks, and other dynamic elements. In the native editors, users can add tags to their templates. They can also include if-else conditions, loops, and calculations in the template. A central repository of all approved business templates for better compliance and brand governance. Only authorized personnel can upload and delete templates. The system auto-generates fillable forms from templates. Filling of these dynamic form fields by internal or external users creates filled-in documents in the desired format.Starting Price: $6 per month -
28
Clear Reports
i-net software GmbH
i-net Clear Reports is a Java-based reporting platform for business reports, dashboards, and electronic invoices. It connects databases, files, and web services and supports both business users and developers who embed reporting into their applications. Business users create ad hoc reports in the browser, with optional AI assistance. The i-net Designer desktop application provides custom template design with charts, crosstabs, formulas, and conditional formatting. Existing Crystal Reports templates can be imported to reuse report designs. Reports can be exported as PDF, Excel, DOCX, ODT, and CSV. An e-invoicing plugin supports ZUGFeRD/Factur-X and Peppol output. Java, .NET, and WebAPI interfaces integrate reporting into applications and automated workflows, including direct output through URL and API calls. Organizations can run the software on their own Windows, Linux, or macOS server or in their own cloud environment with the appropriate license. A 90-day trial is available.Starting Price: $1690 -
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SmoothDocs
Traxmaster Software
Use a familiar drag-and-drop process to create document templates. A software wizard helps guide users through the document creation process. Easily customize documents to suit just about any situation. From legal documents to customer invoices, SmoothDocs is always up to the task. From the quick one-pager to exhaustive contracts, SmoothDocs can create just about any document your business needs. Create templates for your frequently used documents. Use those templates to realize huge time savings every time a new document is created. Easily construct customizable templates. Divide your text in to sections which can be added to a document in any order. Add custom fields which are updated each time a document is created. Create documents from your templates. Decide which sections to include in your document. Update fields with the text of your choice. Manually change any document text as you see fit.Starting Price: $29.95 one-time payment -
30
Jet Analytics
insightsoftware
Jet Analytics is designed for business users to easily build visually stunning reports and dashboards inside Excel or Microsoft Power BI. While accessing your dashboards on the web or from a mobile device, you can quickly identify trends, spot anomalies, and fix problems from anywhere. Make corporate business intelligence quick and easy with pre-built cubes and a data warehouse, along with an extensive library of dashboard and report templates, all designed specifically for Microsoft Dynamics. Using Jet Analytics, you will gain valuable insight from day one. Establishing a system of record that includes historical data and multiple data sources guarantees that everyone is using the same information and “truth” to run their reports. Governed data that everyone in the business can rely on to drive revenue up. -
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Docs Made Easy
Docs Made Easy
Docs Made Easy is a robust Salesforce document generation tool designed to streamline your document management processes. Whether you're creating contracts, invoices, or reports, Docs Made Easy simplifies the entire workflow with its intuitive interface and powerful automation features. With customizable templates, seamless Salesforce integration, and secure document storage, it ensures your team can generate accurate and professional documents quickly and efficiently. Elevate your productivity and reduce manual tasks with Docs Made Easy, your go-to solution for effortless document generation.Starting Price: $0 -
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WP Fluent Forms
WPManageNinja
WP Fluent Forms - Make Effortless Contact Forms In Minutes! Your WordPress forms are just a few clicks away. Select your form fields, click on them or just drag & drop them to the editor, put some dynamic conditional logics if necessary, and voila! You got your unique, super rich form. The experience of creating an online form has never been so fluent. The intuitive design of WP Fluent Forms puts all the tools right where you need them! Our powerful drag & drop contact form builder allows you to easily create WordPress contact forms and other online forms in just a few minutes without writing a single line of code. Building forms is now easier for you than writing and drawing it on a piece of paper! WP Fluent Forms offers 3 form templates that are already designed for you, so that you don’t have to plan, design and create a form from scratch. Most used forms like Contact Form, Support Form and Event Registration Form are ready to use for you, anytime!Starting Price: $59 per year -
33
Tempo Report
Tempo Healthcare
Automated import of DICOM SR measurements means no more worksheets with the tedious, time-consuming manual recording of measurements. Generate reports with few clicks or few shortcuts. You don’t have to type lengthy sentences, use drop downs or shortcut keys to populate sentences, table or paragraph. Tempo Reports can be accessed from anywhere using the browser. Our solution work with most of the DICOM enabled machine; we support all major ultrasound machine brands and some popular stress treadmill software. Report templates are fully customizable with all branding needs. Your report can look the way you want it. Tempo not only help in the growing business, but it also helps to win the trust of patients and referrer practitioner by providing quality care and quick turnaround time for reports. From the start of the exam to the delivery of the final reports, Tempo not only helps Cardiologist, but it also helps admin staff and sonographers. -
34
Clio Draft
Clio
Clio Draft is an AI-powered legal drafting and document automation solution that helps law firms create legal documents more efficiently and accurately. The platform automates document generation by converting existing Word files into reusable templates and populating multiple documents with client and case information at once. It includes access to up-to-date court forms across all 50 states, helping legal professionals stay compliant and reduce time spent searching for forms. Clio Draft also features AI-powered questionnaires that collect client information and automatically map responses to document templates. Built-in e-signature capabilities allow firms to prepare, send, and collect legally compliant signatures without leaving the platform. By combining document automation, court form management, client intake, and cloud-based collaboration, Clio Draft helps law firms reduce manual work and streamline legal drafting processes.Starting Price: $70 per month -
35
Mitratech HotDocs
Mitratech
Mitratech HotDocs is a document automation and assembly platform designed to turn frequently used documents and forms into intelligent templates and workflows. The platform helps legal, insurance, financial services, government, and enterprise teams generate accurate documents faster by auto-populating clauses, figures, fields, and jurisdiction-specific rules from existing data sources. Mitratech HotDocs supports centralized template management, batch processing, open API integrations, no-code configuration, version control, clause logic, approval workflows, and desktop or cloud use. Subject matter experts can build and update templates without relying on IT, helping teams reduce duplicate data entry and manual drafting errors. The platform can automate high-volume and complex document sets, including large-scale correspondence, legal documents, forms, questionnaires, and complete document packages. -
36
Gavel
Gavel.io
Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.Starting Price: $83 per month -
37
Velixo
Velixo
Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents. -
38
Dochly
UTECHHUB
Dochly is a native Salesforce document automation and e-signature platform built to simplify the way businesses create, manage, and sign documents. Instead of relying on multiple tools or manual processes, Dochly keeps the entire document lifecycle inside Salesforce, helping teams work faster and more efficiently. Generate proposals, quotes, contracts, invoices, agreements, PDFs, and other business documents using reusable templates that automatically populate with Salesforce data. With built-in e-signatures, workflow automation, bulk document generation, and customizable branding, Dochly streamlines document processes while improving accuracy and productivity. A key differentiator is our library of free, ready-to-use templates, enabling teams to get started immediately without building every document from scratch. Whether you're in Sales, Healthcare, Financial Services, Nonprofits, HR, or Professional Services, Dochly provides a secure, scalable, and user-friendly solution.Starting Price: $10/month -
39
Documentero
Documentero
Documentero is a cloud-based document automation platform for generating Word, Excel, and PDF documents from templates using APIs, forms, spreadsheets, or AI. Create or upload templates (.docx, .xlsx) Generate Word, Excel, and PDF outputs Use dynamic fields, formulas, conditional sections, images, HTML/Markdown Bulk generate documents from CSV, Excel, or Google Sheets Embed document forms on your website Integrate with 5,000+ apps via Zapier, Make, Power Automate, n8n, Webflow, Bubble Ensure consistent output with a reliable document parsing engine No-code setup, fast implementation Access 1,000+ ready-to-use templates Automate contracts, invoices, reports, and more—faster and without manual work.Starting Price: $19/month -
40
ExactDocs
Solentive Systems
Intelligent Document Automation, Generation and Template Management. With ExactDocs you can centralize and control all of your document templates and use them to generate perfectly compliant and accurate documents every time. It is easy to use and is the perfect companion for your Microsoft productivity tools such as SharePoint, OneDrive, Dynamics 365 and Word. It is also easy to integrate with other third party systems and by coupling with Microsoft Power Automate and/or the InRule Decisions Platform, ExactDocs can generate documents based on complex rule sets and workflows. Using ExactDocs means you’ll never send out incorrect documents again. That means no more proposals with the wrong amounts or customer name, no more incorrect terms and conditions in your agreements and no more out-dated company policies in your employment contracts. You can also control your brand by always providing the most up-to-date versions of your brand identity.Starting Price: $9.95 per user per month -
41
jsreport
jsreport
Various output formats can be produced just from the html and javascript. Templating engines for powerful dynamic layouts, custom javasript hooks for data fetching, full support for the latest css and javascript. jsreport includes web based designer, just connect with a modern browser and you're ready to design reports. Scheduling, templates versioning, import export and backup, sub reports, users management. Full support for javascript and literally every charting library, no limitations. Full support for the latest css, the report design can be done by every beginner developer. Prepare xlsx template in the desktop excel and use just html and css to fill it up. -
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Plumsail Documents
Plumsail
Plumsail Documents is a document automation tool that dynamically generates documents like Word, Excel, PowerPoint, or PDFs from templates using data from your favorite apps. Plumsail Documents has a rich set of direct integrations with cloud storage, e-signature solutions, and others. It can be integrated with any of your services in Power Automate or Zapier. These are challenges Plumsail Documents helps to solve: - data collection - document creation - e-signature collection - automated document delivery - integration and sync with services such as CRM, ERP, databases - and more!Starting Price: $29 per month -
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Gendoc
Gendoc
Automatically generate beautiful PDF documents from templates for Sales (proposals, invoices), Marketing (whitepapers, presentations, …), and more (such as custom reports) with Gendoc. Integrate PDF generation direct in your product, in your CRM, or in your IT stack and create beautiful PDF documents for all of your customers thanks to our powerful HTML to PDF conversion API. Create templates,Starting Price: $0.10 per document generated -
44
Risqover
The Offix
Create a proactive safety culture and and protect your business from operational risks. Empower your people to to submit ideas when and where it is convenient for them, on the go. Evaluate your adherence to the 5S principles: Seiri, Seiton, Seiso, Seiketsu and Shitsuke. This template will give you the blueprints to help you track all issues when building or renovating. Capture and structure sales meeting info, on your phone, before you forget the details. Give technicians, operators, janitors, and anyone else the ability to submit work requests from their mobile device. Report dangerous situations, incidents or accidents in the blink of an eye and improve your workplace safety.Starting Price: $99.00/month -
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OfficeReady
Individual Software
Create print-ready business and marketing documents with professionally designed office template software for Microsoft® Word, Excel & PowerPoint. Easily compose professional business documents & marketing materials, sales reports, newsletters, and more. Publish eye-catching PowerPoint presentations and design business cards & letterhead in minutes! Starting with quality templates saves time and ensures professional results. Studio-quality templates are provided for Microsoft Word, Excel, and PowerPoint. Select from a library of over 700 templates for flyers, brochures, collateral materials, presentations, and more. Create accurate sales receipts and invoices using Microsoft Excel templates pre-populated with key calculations. The Photo Editor allows you to crop and resize images, and insert them perfectly into your template. The Color Theme Manager makes it easy to create and save custom colors and themes. Customize your business documents and presentations with colors and themes.Starting Price: $59.99 one-time payment -
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Excel-to-Word Document Automation
AnalysisPlace
The Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, lists, tables, images, and charts. It also makes it easy to link/map the “dynamic” content to be updated. Update any new or existing Word or PowerPoint document with content from any new or existing Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks and your documents as templates -- any Word or PowerPoint document "linked" to the workbook using the core add-in can be used as a template The add-in makes it easy to link, test, upload, and manage document templates and associated Excel-based tools. -
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FastReport FMX
Fast Reports
Report generator FastReport FMX is the first multiplatform solution that integrates Business Intelligence into software based on the Embarcadero FireMonkey IDE (Delphi for MS Windows, Linux, and macOS). Now you can also create business applications for macOS users. You will get a powerful tool for your business applications that allows the creation and printing of documents under popular PC operating systems. - FastReport works with all the databases which are available in FireMonkey. - Applications can also be used as the data source. - Full-featured modern report editor with a huge set of tools for visually creating, tuning, and editing report templates. - Easy and clear classic interface. - Separate tabs for "report design", "data", and "code". - Objects: shape, chart, line, table, "flag", picture, gradient, cross-tab, bar-code (including 2D), etc.Starting Price: $299.00/developer -
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DocsAutomator
DocsAutomator
DocsAutomator is a web-based document generation and delivery platform for teams that need to create recurring business documents from structured data. It fills Google Docs, Microsoft Word, or PDF templates using records from tools such as Airtable, Notion, Google Sheets, and other supported sources, then generates and delivers PDFs. Workflows can include dynamic line items, conditional sections, batch generation, email delivery, approval steps, and REST API or webhook automation. Documents can be sent for online signature or one-click acceptance; completed files include a signing record and can be saved to connected cloud storage or returned to a source record. Teams use it for quotes, invoices, contracts, onboarding forms, reports, and similar documents. AI agents can call DocsAutomator through its hosted Model Context Protocol server to create documents and manage signing workflows.Starting Price: $19/month -
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Portant
Portant
Portant is like a mixture of Docusign and Zapier. We make it easy to build powerful document workflows with the tools you actually use. The simplest way to automate business-critical documents. Automate contract eSigning. Select a Google Doc agreement template, add an eSignature placeholder, and put your contract signing on auto-pilot. Generate batches of invoices. Select a Google Sheet of invoice data, add a Google Docs invoice template, and generate 10, 100, or even thousands of invoices at a time. Every time a Google Form is submitted an incident report PDF is automatically generated and shared via email. Google Forms to PDF. Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses. Portant can automatically generate documents any time someone responds to a form or any time a spreadsheet is updated. Portant is a document automation solution that integrates with the tools you already use, so you can get back to the important stuff.Starting Price: $42 per month -
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PrintRight
Recte
PrintRight is a Shopify app for creating customer-facing order documents from Shopify Admin or Shopify POS. It generates invoices and packing slips, while Pro adds returns forms and gift receipts as PDFs, with a live preview and editing options for each available document type. Merchants can customize templates and branding, print individual orders or bulk print multiple orders, and select A4, US Letter or 4×6 thermal paper. Documents reflect discounts, taxes and multiple currencies, while gift receipts omit prices. Pro also includes unlimited documents, custom templates, branding removal, bulk printing and automatic invoice emails when an order is paid. PrintRight is designed for Shopify stores that ship orders or sell in person and need paperwork for fulfillment, customer records or checkout.Starting Price: $19/month