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
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. -
2
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. -
3
PrizmDoc
Accusoft
Through a collection of UI components and content manipulation APIs, PrizmDoc provides customizable document processing to help developers deliver in-browser document creation, editing, and collaboration functionality, to enhance their software applications. Our functionality integrates on the client and server side smoothly, creating a seamless experience for both you and your users. Render and display dozens of file types, from Adobe PDFs and Microsoft Office files to CAD and DICOM formats, in a browser without the need to download or open native applications. Designed for seamless integration with your application, our zero footprint HTML5 viewer is fully customizable, from quick integrations with minimal configuration to complete programmatic control using our extensive JavaScript API. -
4
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 -
5
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. -
6
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 -
7
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 -
8
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. -
9
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 -
10
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. -
11
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 -
12
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 -
13
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 -
14
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. -
15
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. -
16
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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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. -
18
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. -
19
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. -
20
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 -
21
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 -
22
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 -
23
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 -
24
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 -
25
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. -
26
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 -
27
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
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 -
29
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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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 -
31
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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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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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. -
34
Documill Dynamo
Documill
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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textBEAST SmartTemplates
ASBware
TextBEAST SmartTemplates is a clipboard and document assembly/automation application featuring user-defined variable text for intelligent templates. Just set up a template and add your selectable variable text for consistent and rapid customization of documents such as letters, communications, and contracts. You can create templates with variables that allow users to simply select the correct options each time a template is utilized. This process would normally require programming/coding but with SmartTemplates, it can be done using a simple graphical user interface. Variables with advanced features let you compose meaningful, grammatically correct sentences from the chosen options, saving time while producing professionally worded documents reliably and consistently.Starting Price: $59.95 -
36
CraftMyPDF
CraftMyPDF
CraftMyPDF allows you to generate pixel-perfect PDF documents from pre-defined templates and JSON data. CraftMyPDF's advanced drag & drop editor lets you design PDF templates within minutes in any browser. Our PDF generation API supports Zapier, Integromat & REST API integration. CraftMyPDF has high-quality fonts you can utilize, made even more powerful by our font selector that allows you to instantly view, select, and use hundreds of fonts for your reports or PDFs. -
37
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. -
38
Docusign Document Generation
Docusign
Leverage templates to generate custom, accurate and professional-looking agreements in seconds, adding flexibility, speed and compliance to your agreement process. Create and update agreement templates easily, without sacrificing the ability to include complex logic. Generate custom agreements in a matter of seconds giving your reps more time to spend with customers. Streamline how data is captured and ensure accuracy with data-driven agreement preparation tools. -
39
Innodox
Innodox
Improve the quality of your customer relationships with communications that are based on automated document creation! Cost-efficient generation of customized, business-critical documents and contents via any digital or traditional channel. You can prepare and edit templates on an online platform in a simple way with drag & drop tools and immediate preview option. No IT expertise is required! Change to digital operations! Manage all company contents in a standardized manner, automate document processing! Make work at your business more efficient, transparent and traceable! Sorting and managing business documents, version tracking, commenting, digital signing. Task automation, assigning contents to tasks, management of process exceptions, approvals. Put the basics in place for digital working. Automate the capturing and classification of incoming documents along with data extraction and forwarding to dedicated systems! -
40
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. -
41
LAWLIFT
LAWLIFT
Automate your documents with ease. Do you still draft every document manually? Design and use your own document automation templates instead. No coding skills required. Generate documents blazingly fast Once you've experienced the magic of document automation, you might never look back. Stop spending hours on drafts. Create even the most complex documents within minutes. It's as easy as answering a questionnaire and watching your document being created in real time. You're always in control. Make content available to anyone you want Use our publications feature to give clients, team members or whole departments self-service access to automated document templates. Leverage pre-defined scopes of action to reduce bottlenecks and the risk of human error. Design smart templates without writing a single line of code It's all about ease of use. Our clean no-code editor enables everyone to create complex document template logic right away. You can even build bilingual templates -
42
Zetadocs Delivery
Equisys
Zetadocs Delivery enables users to email batches of documents from within Microsoft Dynamics 365 Business Central, helping your finance team produce and send documents such as orders, invoices and statements using templates that are ready to go, right out of the box. Zetadocs Delivery offers a central, searchable archive – all sent documents are stored in SharePoint, making them easily searchable for the entire organization and avoiding Business Central database bloat. -
43
Quaterio
Triple Down AB
Quaterio is a visual document editor that runs in the browser, like InDesign for the web. You design multi page documents with real pagination, headers, footers, page numbers and brand styling, then export them as pixel perfect, print ready PDFs. No desktop software and no designer required. Start from templates with variable placeholders, so one layout can produce hundreds of personalized documents: invoices, reports, certificates, contracts and proposals. It handles QR codes, barcodes, PDF form fields and CMYK output with trim marks and bleed for professional print. For teams that need automation, a REST API generates the same documents at scale from templates, HTML or Markdown, with batch generation and webhooks. Connectors pull live content from WordPress, Notion, Airtable, Shopify, HubSpot and more. Free tier available, with paid tiers for API access, CMS integrations and white label output.Starting Price: $10/month -
44
DocSpring
DocSpring
Makes it easy for programmers to fill out and generate PDFs. We provide a visual PDF template editor and PDF filling API. Fill out PDFs with an API request. DocSpring makes it easy for developers to fill out PDF forms. Upload a PDF template, we’ll automatically import fields if your PDF has a fillable form. Set up your fields, use our visual template editor to drag-and-drop your fields. Send an API request, send a POST request to generate a PDF with a few lines of code. Drag-and-drop your fields in DocSpring's visual PDF template editor, then set your fields types, conditions, and how you want to display the data. Ensure the data you send in your API requests matches the fields in your PDF templates. Never accidentally delete a field or send the wrong data. We support a wide range of field types, so you can fill out and sign any type of form. Fields include barcode, QR code, image, signature, and many more. We can generate web-based forms from the fields in your PDF template.Starting Price: $49 per month -
45
Crove
Crove
Say goodbye to manual and error-prone template editing. Simply create your repetitive word documents as intelligent templates in Crove and automate your documentation workflow without writing any code. Error-free Contracts & Agreements with automation in no time. Generate employee documents by filling out form or integrating Crove. Create purchase and sales orders by filling out Crove form with ease. Share links with buyer and seller to generate property documents. Generate Invoices & receipts by integrating with your current system. Send out personalized marketing materials to prospects with ease. Generate personalized documents by defining your template in Crove. Send out certificates, fee receipts by integrating Crove with your system. Generate personalized documents by defining your template in Crove. Send out certificates, fee receipts by integrating Crove with your system.Starting Price: $19 per month -
46
SimplyDocs
Rise & Inspire Techlabs
SimplyDocs is a web-based software platform which allows you to simplify your document generation process. Document Simplification starts here. SimplyDocs is a web-based software platform which helps you to create and manage web forms, generate filled documents & publish the documents for almost everything. Create Forms & Document, Templates. API Integration For Document Generation. API Integration To Get Form Submissions. Publish Elegant Documents. Use Your Own AWS S3 Storage. Design forms/templates with unlimited variables to capture data. Forms can be easily designed by doing a drag & drop of form elements. Map forms with templates for document generation or use them independently. Publish multi-page elegant documents about everything from manuals to faqs. Shareable URL with complete index. Save offline for anytime access. Publish/Unpublish them based upon your requirement or export them as PDF.Starting Price: $6 per user, per month -
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Doc2
Doc2
Create contracts from your existing templates using smart forms. Then delight your clients and teams with professional eSigning. Our technology allows you to create the same documents you currently do in a fraction of the time. Detailed audit logs and eSigning certificates. Impress clients with consistently branded documents, emails, and eSigning pages. Easily manage all of your templates in one place. Access all of your templates and documents from anywhere, on any device. What's not to love? Ensure your team always use the latest template, eradicating out-of-date template risks. Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up. Our experts will set up your templates for you. Exceed client expectations with professional documents in seconds. Ensure compliance with accurate, branded, onboarding documents. Close deals quickly and compliantly with branded engagement documents.Starting Price: $55.42 per month -
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Genie AI
GenieAI
Legal templates for your business, with guidance from top lawyers. Market-accepted contracts in under 15 mins from start to finish. Compare the key issues covered in each template and find one which covers your exact legal needs. Feel free to verify the qualifications and industry experience of the lawyer(s) who authored the template. Just enter a few key details using our step-by-step questionnaire with built-in guidance. You can also fully tailor the contract to your own specific requirements e.g. adding in clauses or definitions. Download, print, and sign by hand, or use an e-sign tool to digitally sign and send to the other side. Your version of this template is saved and stored securely for future use. Automatically draft contracts with guided questionnaires prebuilt by experienced lawyers. Automate drafting from your own templates by creating custom questionnaires. Automatically review legal contracts with our AI.Starting Price: $0 per month -
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Josef
Josef
Documents are at the heart of what we do as legal professionals. With Josef, you can easily automate the production of any legal document. Just upload your templates, apply the logic, and share the bot with colleagues or clients. Stop wasting time producing the same documents and contracts over and over. Keep information and documents organized and available in a central location. Standardise low-risk documents and reduce input errors. Reduce turnaround times by allowing your clients to self-serve. Build one bot that can generate multiple legal documents from one interaction. Upload your template documents easily, keeping the original format and styling. -
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360 InstantDocs
360 Degree Cloud Technologies Private Limited
360 InstantDocs is a 100% native Salesforce document generation app built for teams that run high-volume, high-stakes document workflows. Installed directly from Salesforce AppExchange, it requires no external integrations, no middleware, and no manual data entry. With 360 InstantDocs, users can merge live record data from any standard or custom Salesforce object into professionally designed Word templates, then instantly output customer-ready PDFs or Word documents in a single click. The built-in Word Template Builder supports conditional logic, dynamic tables, multi-level relationship fields (up to five levels deep), and image merge — enabling complex document automation without writing a single line of code. For high-volume needs, bulk document generation lets teams process entire list views or report results at once, eliminating repetitive manual work at month-end, quarter-end, or during large campaign runs. Generated documents automatically sync to Google Drive.