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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    Apryse PDF SDK
    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.
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  • 2
    Docmosis

    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.
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    PBRS Power BI Reports Distribution

    PBRS Power BI Reports Distribution

    ChristianSteven Software

    PBRS is a powerful and versatile tool that enhances the scheduling, automation, and distribution capabilities of Power BI reports. It allows you to schedule Power BI reports to run at specific dates and times, or set up recurring schedules based on your business needs. You can also configure event-based triggers that run reports based on specific events or conditions, such as database changes, file updates, email notifications, or port activity. You can also customize the distribution of reports by specifying different filters, formats (such as Excel, PDF, or CSV), destinations (such as email, SharePoint, or network folders), and recipients for each scheduled report. This flexibility enables you to tailor the delivery of reports to meet your specific needs. PBRS operates as a Windows service, which means it can run in the background without requiring any user interaction, ensuring your reports are always generated and delivered on time.
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  • 4
    Microsoft Power BI
    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 Forres
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    Starting Price: $14/user/month
  • 5
    Templater

    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.
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    Xpertdoc

    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.
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    Windward Hub

    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.
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    empower

    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 is designed for building complex business charts and is ideal for data-driven presentations. With 40+ chart types, including waterfall, Mekko, and Gantt charts, Excel linking and automatic layout adjustments, users create charts approximately 50 % faster. Existing PowerPoint charts and charts from other charting add-ins can be converted into empower® charts with a single click. empower® Template Management centrally provides up-to-date Office templates and automatically applies them across Microsoft 365, ensuring brand consistency and legal compliance with minimal effort.
    Starting Price: $11.99/month/user
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    officeatwork

    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
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    TurboDocx

    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
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    ViewMetrics

    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
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    SmartDocuments

    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.
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    DataMart

    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.
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    Docmo

    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
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    FastReport .NET

    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
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    BrandOffice

    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 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.
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    FastReport VCL

    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
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    Swydo

    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.
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    ActiveDocs

    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.
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    DoxFlowy

    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
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    OfficeReports

    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
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    Continia Document Output
    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.
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    primedocs

    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.
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    Nintex DocGen
    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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    EDocGen

    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
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    Jet Analytics

    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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    SmoothDocs

    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
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    Docs Made Easy

    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.
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    Tempo Report

    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.
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    FastReport Desktop
    FastReport Desktop is an independent software for creating, delivering and automating reports. Basically, get rid of reporting related routines. FastReport Desktop is made to: * Design reports * Automate operations on reports * Build reports from command line * Batch report processing * Export reports to various formats * Send reports by email * Save reports on a local disk or remote resources * Do it all on a schedule * Replacing the outdated FastReport Studio solution No programming required! How does it work? Step 1: Create report template and connect it to the database in Report Designer Step 2: Specify what do you want to do with your report. Do you want to export it in PDF? Or maybe Excel? Send to an email or maybe print? It's up to you! Step 3: Schedule the task. Set the day and hour you want to have your reports on your desk. Step 4: Have some coffee. From now on your job is done.
    Starting Price: $399.00/developer
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    Gavel

    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
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    Velixo

    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.
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    Mitratech HotDocs
    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.
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    Clio Draft
    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
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    OfficeReady

    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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    Documentero

    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
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    ExactDocs

    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
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    jsreport

    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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    WP Fluent Forms

    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
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    Plumsail Documents
    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

    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
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    FastReport FMX

    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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    Excel-to-Word Document Automation
    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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    Risqover

    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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    Portant

    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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    List & Label
    List & Label is a report generator for software developers to integrate reporting functions in their web, cloud and desktop applications. Made for development environments such as .NET, C#, Delphi, C++, ASP.NET, ASP.NET MVC, .NET Core etc. It is seamless to integrate, supports a huge variety of data sources and extends applications with extensive print, export and preview functions. With the WYSIWYG Report Designer, developers or end users create or edit different print templates for printing information that originates either from a database or another data source. In the Designer, you then have all the data at your disposal to prepare it for printing in different ways. The additionally included and entirely browser-based Web Report Designer for ASP.NET MVC offers more flexibility in development and is independent from printer drivers. Reports for web applications can be designed anywhere at any time in the browser of your choice.
    Starting Price: €650/license
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    dox42

    dox42

    dox42

    Unlock the full potential of your software systems with dox42—a powerful and user-friendly document generation solution that revolutionizes how you create and manage documents. Seamlessly integrating with industry-leading technologies such as Microsoft Word, Excel, PowerPoint, Dynamics 365, SharePoint, and many more, dox42 enables you to automate the creation of highly personalized documents, reports, and presentations. Effortlessly pull data from any source, ensuring your team can produce consistent, accurate, and professional content in a fraction of the time, enhancing productivity and operational efficiency across your organization.
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    Documill Dynamo
    Automate & standardize workflows of quotes, contracts, proposals and more! Documill Dynamo is an easy-to-use document generation app for Salesforce. It allows users to create documents with one click, without leaving Salesforce. Deploy quickly and smoothly: choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag and drop interface. No coding skills required. Personalize your document workflows to fit your needs with pre-defined options. Ensure top quality for all kinds of documents and layouts: enable production of multiple language versions with nested tables and related images. Fully control users' editing rights for each section and procedure. Enable intuitive Salesforce experience: Documill Dynamo’s browser-first approach empowers users to accomplish all their tasks without leaving Salesforce. Eliminate the need to jump between applications for top productivity.
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    Tymola

    Tymola

    Tymola

    Tymola develops SaaS solutions for document automation, reporting, and business process optimization. Its cloud-based products enable organizations to generate Word, Excel, and PDF documents from templates, while its Jira apps provide advanced reporting, dashboards, and data export capabilities. Tymola helps teams automate repetitive tasks, reduce manual work, and improve productivity through powerful yet easy-to-use automation tools.