Alternatives to SimplyDocs

Compare SimplyDocs alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to SimplyDocs in 2026. Compare features, ratings, user reviews, pricing, and more from SimplyDocs competitors and alternatives in order to make an informed decision for your business.

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    Nutrient SDK
    Nutrient is the comprehensive solution for all your PDF needs, offering tools that effortlessly integrate and operate PDF functionality across any platform. 1. SDK PRODUCTS Integrate robust PDF functionality into iOS, Android, Windows, web (JavaScript), or any cross-platform technology, providing capabilities such as PDF viewing, markup, collaboration, and more. 2. LIBRARIES Utilize our potent .NET and Java libraries to boost your backend applications with batch processing of redactions and PDF forms, OCR’d scanned text, and editing of PDF documents, directly from your application server. 3. PROCESSOR Our dynamic PDF microservice, Processor, enables swift generation of PDFs from HTML, including HTML forms, along with Office-to-PDF conversions, OCR, redaction, and XFDF merging and exporting. 4. PDF API Use hosted PDF API to generate, convert, and modify PDF documents in your workflows. We manage the development and server administration, letting you focus on what you do best.
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  • 2
    Titan

    Titan

    Titan

    Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!
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  • 3
    UnForm

    UnForm

    Synergetic Data Systems, Inc.

    UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.
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  • 4
    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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  • 5
    DocuGenerate

    DocuGenerate

    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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    Starting Price: $19 per month
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    Formplus

    Formplus

    Formplus

    Formplus is a robust drag-and-drop online form builder perfect for creating mobile-friendly web forms. Whatever your industry or use case, Formplus is equipped with over 1000+ form templates to help you collect customer feedback, create workflows, or receive payments. Formplus currently serves customers across various industries such as Education, Logistics, Event planning, Non-Profits, E-commerce and so much more. The app is packed with powerful features such as; document merge, digital signatures, file uploads, repeating data sections, save & resume, on-form payments, and conditional logic. With numerous sharing options such as Website and WordPress embed, Formplus forms can be easily shared across social media channels, via QR codes, and via customized Email Invitation with prefilled data. The tool also integrates with third-party storage apps like Google Drive, Dropbox, Microsoft OneDrive, and third-party integrations like Zapier. Sign up for free today.
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    Starting Price: $25.00/month
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    Crove

    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
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    DocParrot

    DocParrot

    DocParrot

    DocParrot is a document automation tool that helps you stop manually filling out the same contracts, proposals, and forms repeatedly. Instead of doing find-and-replace through lengthy documents and risking errors, you build a template once by dragging fields wherever you need them—right in the middle of sentences, between paragraphs, anywhere. No coding needed! When you're ready to create a document, those fields turn into a simple form you fill out, and the tool generates a completed Word doc in seconds with everything replaced perfectly throughout. You can save client information to auto-fill details even faster, store all your generated documents in one place with 250GB of space, and keep your whole team working from the same updated templates. It's built for people who deal with repetitive documents and want to cut the busywork without learning complicated software or touching any code.
    Starting Price: $49/month
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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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    DocsCloud

    DocsCloud

    DocsCloud

    DocsCloud helps professionals & businesses generate filled documents on a real-time basis, create web forms to collect information, create and manage agreements, secure sharing of documents & extract text from documents or images. DocsCloud is an all-in-one platform for creating, managing and sharing the documents that your business relies on every day. Form Builder provides a quick & easy interface to create flexible forms. Embed them anywhere or the user directly. DocTemplate strives to make the process of creating business documents easy. Fillable PDF module helps you manage and share your fillable PDFs with clients easily. DocExtractor allows you to extract the data from documents & images effortlessly. Plug it anywhere in your process. Create or upload documents and get them digitally signed from multiple parties (signees). Host documents and share them securely within the organization or with an external audience.
    Starting Price: $15 per month
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    TemplatesGo

    TemplatesGo

    TemplatesGo

    No more printing, scanning, or emailing paperwork back and forth. Convert documents into easy-fill forms for faster completion and deal closure. With TemplatesGo’s easy-to-use solution, from entering client data to completing your proposals, agreements, contracts, or any documents, you now can do it within minutes. Our user-friendly platform makes creating a fillable form from your document a breeze. Anyone can effortlessly complete and access generated documents, without the hassle of printing, scanning, or managing files like PDF, Word, or Mac Pages. Easily complete forms and swiftly review documents with our technology. Speed up document processing for accurate, error-free results in both format and content. Reuse and update the form as needed for ultimate convenience.
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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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    Lawyaw

    Lawyaw

    Lawyaw

    Affordable legal document automation software that puts time back in your day. Cut your routine legal drafting by 80% with auto-filling court forms and convert your Microsoft Word-based documents into easy-to-populate online templates. The average law firm spends 20% of available hours on routine drafting. Generating sets of documents simultaneously with Lawyaw saves time and avoids costly errors. Easily search, select, and fill thousands of official state court and immigration forms in our cloud-based platform. No software installation is required. Save time and complete your filings faster using our built-in federally compliant eSign tool. Our mission is to increase convenient access to legal services using technology. Lawyaw is a technology company built by humans working together. We provide affordable, no-code document automation solutions for solo, small- and mid-sized legal practices that can help streamline information gathering and document assembly.
    Starting Price: $70 per month
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    Document Tracking Services

    Document Tracking Services

    Document Tracking Services

    DTS is an easy-to-use web service to streamline template-based documents, forms, translations and collecting and storing documents. DTS streamlines the way template-based documents are updated, published and shared. DTS is used for a variety of school, district and county reports for Accountability, Safety, Special Education and Business departments. DTS Vault provides a simple and secure solution for collecting, tracking and storing documents for any program including Federal Program Monitoring (FPM), Title I, Charter Authorization, Safety, Special Education and is fully customizable. DTS is an industry leader for education-related document translation support. DTS translates thousands of documents each year including Individualized Education Plan's (IEP), forms, letters, accountability plans, safety plans, handbooks and more. DTS Forms converts existing paper forms to web-based forms that can be completed and signed online.
    Starting Price: $25 per month
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    GoFormz

    GoFormz

    GoFormz

    Teams of every size and industry use GoFormz to create digital forms and collect data. GoFormz is the only forms solution that empowers users to create a digital version of an existing document or build a form from scratch. And using GoFormz’s AI Form Builder, you can digitize a form in seconds! Simply upload a form, and with just a click, AI will instantly map data fields to your form, including text, tables, images, eSignatures, and more. Your form can even be customized with conditional logic, calculations, and required fields. Fill out your forms on mobile devices in the GoFormz app (even offline) and online from a computer. Easily share forms with people outside of your organization, allowing them to complete forms without a GoFormz login. Use GoFormz to automate workflows, like routing forms and data to colleagues, dashboards, and connected systems, like Salesforce, Procore, Autodesk, Microsoft, and Google Workspace. Try a 14-day free trial of GoFormz or request
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    Formstack Documents
    Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.
    Starting Price: $29 per month
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    DocSpring

    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
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    Formplus PDF Builder
    Web-based PDF Builder for businesses, organizations, and individuals to create fillable PDF forms for free. Create surveys, legal agreements, contracts, registration forms, and other documents with the easy-to-use drag and drop pdf form builder. Our powerful customization options also allow you to beautify your PDF forms with colors and other visually appealing designs. You can also do more with your PDF forms by automating data collection and viewing analytics on form responses using Formplus.
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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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    airSlate WorkFlow
    airSlate WorkFlow is the first and only holistic no-code business automation platform. airSlate WorkFlow combines e-signing, no-code robotic process automation, contract negotiation, document generation and web forms into a single, business automation platform. Configure and automate any business process and integrate it into any system of record without writing a single line of code. Start any process with a single click directly from your system of record. Automatically pre-fill and extract data, route documents based on real-time updates, and archive them once completed. Get started in minutes with tens of thousands of pre-built workflows and document templates for any department and industry use case. A single holistic platform ‒ no need to integrate multiple services or platforms. No‑code configuration and deployment decreases time to value by 10x.
    Starting Price: $19 per month
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    HubSpot PDF Generator
    Sometimes you still need a paper trail. Generate styled PDFs from your HubSpot data with ease. PDFs are a great format for sharing form submission information with your clients and colleagues. These PDFs are useful when sharing information about a potential client with your agents, printing documentation regarding a business request, or just having a document of submission to store for future reference. The custom module is great for your clients because it allows them to immediately have a printable document regarding a request they have made on your website. Create a PDF form document that will be used as your template. With this template, you will have form fields. These form fields are typically editable, but they can be marked as read-only as well. Each of these form fields should have an easy-to-identify name. In Adobe Acrobat PDF, form fields look like this. To generate a PDF, click the name of your template from the list.
    Starting Price: $9.99 per month
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    JuriBlox

    JuriBlox

    JuriBlox

    The cloud platform for legal tech solutions. No-code automation, contract lifecycle management, AI, document assembly, process optimization, ODR, document shops, and white-label portals. With our platform, we want to enable organizations to easily and quickly improve the efficiency of their legal processes. Not only for internal purposes but also for their customers and clients or other end users. Everything is at a reasonable cost. One of our platform’s core features is to enable users to translate (legal) documents into automated wizards. The user creates a decision tree, in the form of a questionnaire, that generated a document based on variables and any dependencies and is available in the common formats of PDF, DOCX, and ODT. Aren’t you curious about how you can apply your own legal tech solutions? Our platform is used to create numerous applications, the range from apps to keep a register of data processing to designing a legal workflow to improve operations in an organization.
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    The PDF Maker

    The PDF Maker

    Closer Innovation Labs Corporation

    If you're looking to auto-generate contracts, invoices, certificates, or client-facing documents from your CRM or form data, The PDF Maker is exactly what you need. It connects with platforms like HubSpot, Salesforce, Google Sheets, and Airtable to pull information and turn it into ready-to-send documents. You can map fields, apply conditions, and use templates to build documents at scale—without manual work. For developers, our API makes it easy to add PDF generation directly into your workflows and tools. This is ideal for sales, HR, operations, and admin teams that deal with repetitive paperwork and want a faster, more accurate process. The PDF Maker improves productivity, reduces errors, and ensures consistency across documents.
    Starting Price: $24.99/month
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    Formsio

    Formsio

    Formsio

    Formsio is document automation software that helps paper-intensive industries streamline processes, significantly reduce time to complete paperwork, and improve overall customer experience. Formsio re-envisions paperwork starting as an HTML document that is dynamically generated in real time. This is a very important distinction that differentiates Formsio from competitors that wrap their solutions around a PDF or DOC file. Formsio helps industries that utilize template-based documents that require signatures, consume large data sets, often have calculation dependencies, and require bulk distribution to their customers, contractors, and employees. We see the most interest for our solutions within industries such as legal, lending, compliance, HR, real estate, and insurance. Easily create dynamic HTML forms and documents using our graphical designer. Our designer replaces static, inefficient, PDF files that create bottlenecks in signature workflows.
    Starting Price: $250 per month
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    Documati

    Documati

    Documati

    Documati is a high volume document generation software that integrates with any CRM or ERP. Leverage our scalable REST API from Zapier, RPA platforms, no-code and low-code platforms or your custom build applications. Open your CRM in Chrome browser, choose a document template and simply click the button. You just generated a Word, PDF or PowerPoint document filled with the data from your CRM. Look how a tedious routine turns into a 1-minute activity. Connect to any CRM without starting a costly CRM integration project. Generate 100s of documents in 1 minute by merging data into the template. Just connect your CRM system and click the button. The last thing is to look while Documati fill out your document.
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    Shredder AI

    Shredder AI

    HONE Software

    Shredder AI. Automate your documents. Get started in hours; bring easily your own data; integrate with any existing system. How it works Normalize. Detect anomalies. Fax documents often come with all sorts of problems that can render them unusable. Shredder AI can detect and potentially fix anomalies like blurry or rotated fax pages. Clusterize. Group pages into documents. Medical institutions often send out multiple documents as a single fax message. Shredder AI can take a set of randomly ordered pages and group them into individual documents. Classify. Clasify documents by type. Fax messages can contain documents with different types. Shredder's pre-trained ML models recognize these types and can assign them to each document. Extract. Extract form data Inputting data from documents to the CRM is slow and inefficient. Shredder can detect numerous types of forms fields and extract the data from them automatically. Full medical data compliance
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    Doc2

    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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    KUBRA iMail
    KUBRA iMail™ lets you compose and design business-critical documents that maximize the impact of each customer engagement. Web-based tools help you create and design documents such as letters and notifications. Then, our state-of-the-art facilities across North America turn those document templates as well as bills, statements, and invoices into personalized paper documents and mail them to your customers. KUBRA iMail includes web-based tools for creating and managing document templates that include personalized information and targeted marketing messages on the document, on the envelope, or as a separate insert. Our DoxsDirect™ document composition software securely imports your customer profile or billing files, provides data extraction and mapping, and uses pre-defined business rules to compose documents with customer-specific messages and data-driven charts, graphics, and calculations.
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    TurboLaw Document Software

    TurboLaw Document Software

    Promethean Software

    Access hundreds of New England legal templates and forms to assist with correspondence, drafting agreements and court appearances. Each can be quickly customized for immediate use. Never miss a billable minute with our automated time and billing software for attorneys. With LEAP and TurboLaw, you can access thousands of fully-editable, state-specific documents and forms, everything from multi-page financial documents with built-in automatic calculation to sample motions and form letters. Practice management and legal document software helps you put people before paperwork.
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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.
    Starting Price: $59.95
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    TransActioner

    TransActioner

    TransActioner

    The easiest way to manage your real estate transactions, documents, and signatures. Modern interface. Updated State Forms with auto-filling to save you time. Create templates. Digital Signatures. Send forms out for digital signatures with auto tracking and reporting. Forms automatically update using transaction information. Clients can see all their forms, sign documents, and view a calendar of next steps in their own Client Portal. Deadlines and a calendar are auto generated from forms. Share documents by simply clicking a button with the other agent, title company, escrow, lender, etc. Support for TCs and Assistants.
    Starting Price: $19/month
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    Webdocs

    Webdocs

    Fortra

    Webdocs document management solutions provide forms and document management for the cloud, Windows, and IBM iSeries systems. With document management software, you can electronically capture, manage, and distribute all of your documents and data. Automatically route electronic documents and other files through approval, payment, order-to-ship, and other processes without the paper hassle. Connect ERP, POS, LOBS, and other systems to your document management software to keep data consistent across the organization. No more printing spool files or struggling to deliver reports in the right format. Create and deliver reports all in one tool. Webdocs provides the basis for electronic document management, and other branches of Webdocs software specialize in AP processes, forms management, and document creation and delivery.
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    Mystro

    Mystro

    Mystro

    Mystro is a simple data collection and client onboarding tool built for speed, flexibility, scale, and growth. We bring together everything that's required to onboard clients and collect their information. Mystro products provide a flexible, modern and straightforward client-facing experience that satisfies today's customers' demands, saves you hours per deal and represents your business in the best way possible. Mystro makes complex forms simple and beautiful. The easy-to-use and feature-packed form builder lets you quickly create conversational multi-page online forms or start with pre-configured templates. A feature-rich document collection and eSign system will completely automate your document collection processes with auto-generated checklists, PDF merges, Digital Signatures and reminders.
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    US Legal Forms
    US Legal Forms is a leading publisher of national and state-specific legal forms. With an extensive online library of legal templates, detailed guidelines, online completion and notary services, US Legal Forms empowers anyone to execute legal documents online quickly and easily while staying compliant with state and federal laws.
    Starting Price: $8 per month
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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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    Checkbox

    Checkbox

    Checkbox

    Subject matter experts can quickly and easily automate the processes they know best by building apps using drag and drop, without the need for coding or technical skills. Use a single platform to build and flexibly deploy apps which automate processes from end-to-end across departments enterprise-wide. Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature. Automate end-to-end user journeys including approvals, scheduled tasks and reminders. Design complex rules and decision-tree logic, including calculations and weighted scores. Capture the information you need from users or systems and conduct triage using smart forms. Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface. The Checkbox platform can be used to build a range of bespoke automation solutions. Discover the most popular use cases and app templates amongst our customers.
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    Docsie

    Docsie

    Docsie

    Docsie is an award-winning digital documentation and knowledge management platform based in Ontario, Canada. You can access Docsie through a SaaS web application to create & edit documentation from any location. Then, you can publish content to a dynamic knowledge portal that users can access whenever they need information! Docsie offers powerful business-grade features to write & manage product documentation: - Docsie Pilot onboarding - Custom portal design & optional training for paid plans - Internal & external portal for employees & end-users - Workspaces - Knowledge base analytics & user feedback collection - Free custom domain - Markdown import & export - WYSIWYG Editor - iFrame embed - SwaggerAPI import - Snippet, fragment, document & topic templates - Help center & in-app help interface - Guided tour builder - Version & language management - Webhooks - AI translation & content generation - Project management - RBAC/JWT/SSO for security
    Starting Price: $39 per month (annual)
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    ConformX

    ConformX

    First American Docutech

    With ConformX from First American Docutech, the power of a digital, dynamic loan document generation engine is at your fingertips. First American Docutech was the first to leverage truly dynamic documents. Instead of utilizing a static library of forms, ConformX, the engine that powers our entire solutions suite, is integrated with leading loan origination systems to enable lenders to produce data-driven documents that meet specific criteria. Every data field is imported, defaulted or automatically populated through rules-based intelligence and calculations. Now you can optimize document operations, virtually eliminate any additional data entry and errors, improve compliance, and enjoy the most seamless document experience possible. ConformX also provides documents in Spanish including the loan estimate, closing disclosure, uniform residential loan application, and more.
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    Fill

    Fill

    Starboard Systems

    The Quickest Way to Fill, Send & Sign PDFs. PDF is one of the most common formats for legal documents, application forms, business contracts and more. Adobe offers a paid software but it can be slow, costly and take up valuable space on your computer. Fill is a free web-based PDF tool which offers a quick solution when you need to sign a form, fill a form, or send to others to fill and sign. Our built in email ability allows you to send the form directly to the signee from Fill with a personalized email subject and message. Completed forms will be saved on your Fill account with a full paper trail of who signed and when! PDF is one of the most common formats for legal documents, application forms, business contracts and more. Adobe offers a paid software but it can be slow, costly and take up valuable space on your computer. Fill is a free web-based PDF tool which offers a quick solution when you need to sign a form, fill a form, or send to others to fill and sign.
    Starting Price: $9 per month
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    Triangle IP

    Triangle IP

    Triangle IP

    An intuitive drag-and-drop tool to help you capture enterprise-wide innovation & manage your patent lifecycle using patent data analytics. Packed with solutions to help you manage your patent lifecycle. Start with our simple form, expand ideas with details anytime, customize your form to fit your organization, sort and filter ideas with ease, and add documents to fully capture your innovation. Collaborate instantly with your team. Edit, comment, and discuss as if together. Track every change and who made it. Track your patent process easily, follow ideas from start to filing, keep tabs on every stage, notify stakeholders instantly, and speed up your workflow. Predict patent success and costs. Understand the odds and future expenses. Make informed budget decisions and patent only likely winners. Track both published and unpublished applications, save time with direct status alerts, and use private pair for unpublished applications.
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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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    TurboLaw Time and Billing

    TurboLaw Time and Billing

    Promethean Software

    Access hundreds of New England legal templates and forms to assist with correspondence, drafting agreements and court appearances. Each can be quickly customized for immediate use. Never miss a billable minute with our automated time and billing software for attorneys. With LEAP and TurboLaw, you can access thousands of fully-editable, state-specific documents and forms – everything from multi-page financial documents with built-in automatic calculation to sample motions and form letters. LEAP automatically sync’s your data from day one. Providing access to your matters wherever you are working, and your choice of device. Work on your matters whether you’re in the office, at home, or meeting with clients. Create, share, and collaborate on your matters and legal documents anywhere, anytime, from multiple devices with a single sign-on.
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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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    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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    DDP

    DDP

    Dynamic Digital Publishing

    Dynamic Digital Publishing (DDP) lets you banish boring web documents and paper forms and replace them with exciting, animated and dynamic flipbook documents your visitors will love. Easily convert your existing PDF documents and forms using our online system, manage them in a central portal and then use our tools to see what content really resonates with your visitors. We help you save time, beautify your online documents and increase your marketing reach! Replace boring documents on your website with beautiful, animated, dynamic web documents from DDP. Convert your existing documents today! Convert your existing PDFs into beautiful online documents your visitors will love. Your documents can be hosted on your own website. Your staff can manage all your published documents through an easy-to-use web portal. Each staff member can have different permissions. Create dynamic documents which let the visitor choose what they want to see to create a personalized viewing experience.
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    Smart Forms

    Smart Forms

    Factory Bucket

    Endless stacks of paper? Let’s get digital. In an industry of increments, every second counts. Smart Forms eliminates the time wasted on filling and filing paper forms. Preventative Maintenance Smart Forms can do it. With helpful starting templates and options to fully customize for your needs, almost any document can be transformed into a digital form that you can access any time from any device. All forms are automatically archived and downloadable. The intuitive Smart Forms dashboard summarizes activity so you can stay organized and always know what’s done or left to do. Make snap decisions with up-to-date information and instant communication. Collect forms in folders and assign color codes. Approve submissions one at a time or multiples at once. All forms are automatically archived and downloadable. Generate reports instantly to get the information that matters most to your shop.
    Starting Price: $50 per user per month
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    IBM Rational Publishing Engine
    IBM® Rational® Publishing Engine is an automated document generation solution that generates documents from Rational products and selected applications from other vendors that use XML and REST interfaces. Create multiple output formats in one generation, including Microsoft Word or Excel, HTML, PDF, and XSL-FO documents. Generate documents for everyday use, formal reviews, and compliance with standards. You can get started working with the various areas of the product, depending on your role within the document generation process and the goals that you might want to achieve. You can take actions to ensure that your installation is secure, customize your security settings, and set up user access controls. You can also ensure that you know about any security limitations that you might encounter with this application.
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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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    PDFKit

    PDFKit

    PDFKit

    PDFKit is a PDF document generation library for Node and the browser that makes creating complex, multi-page, printable documents easy. The API embraces chainability, and includes both low-level functions as well as abstractions for higher-level functionality. The PDFKit API is designed to be simple, so generating complex documents is often as simple as a few function calls. Access privileges (printing, copying, modifying, annotating, form filling, content accessibility, document assembly). Accessibility support (marked content, logical structure, Tagged PDF, PDF/UA). Supports JPEG and PNG files (including indexed PNGs, and PNGs with transparency). In addition to PDFKit, you'll need somewhere to stream the output to. Note that in order to Browserify a project using PDFKit, you need to install the brfs module with npm, which is used to load built-in font data into the package.
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    CertPad

    CertPad

    SuperSphere Labs

    CertPad is a web-based platform that streamlines creation of certificates, transcripts, report cards, and official documents for educational institutions and organizations. Key Features: - Visual template editor with pre-built professional templates - Dynamic data integration with flexible form builders - High-quality PDF/PNG document generation - Batch processing for hundreds of documents simultaneously - CSV/Excel import for bulk data processing - Educational features: grade management, attendance tracking, multi-semester records - Advanced templating with conditional content and calculations - User management with role-based access control - Template analytics and usage tracking CertPad transforms manual document creation from hours to minutes, enabling institutions to generate professional certificates and reports efficiently at scale.
    Starting Price: $49/year