DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
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textBEAST SmartTemplates
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.
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SheetRender
SheetRender turns a spreadsheet into a stack of separate, print-ready PDFs. Upload your data (CSV, XLSX, or a Google Sheet) plus one example of a document you already use, like a certificate, invoice, or offer letter. It reads the layout and builds the template for you.
That's the difference. Other merge tools (Autocrat, Form Publisher, mail merge add-ons) make you rebuild your document as a template full of <<merge tags>>. With SheetRender you show it a finished example, check the field matching, fix anything in plain language, and generate. Each row becomes its own PDF, ready to download or send by email.
People use it for training certificates, HR offer letters, invoices and quotes, and personalized reports. Output is print-ready A4, Letter, Legal and more, with scheduled runs and email delivery built in. There's a free plan with no credit card required, and a set of free in-browser PDF tools (merge, split, extract pages) on the website.
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DocuGenerate
Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading the template, the merge tags are automatically detected based on the template content. Create personalized experiences for your business using our REST API. Generate in bulk thousands of PDF documents like invoices, letters, contracts, agreements, certificates, and more. Simply call the generate document API endpoint with your data and in a few seconds a document will be generated from the specified template, ready for use in your own application or workflow.
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