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Applications for document generation empower Salesforce CRM users to efficiently create, customize, edit, and generate data-driven documents, enhancing operational efficiency and ensuring consistency in brand and corporate image. These applications cater to a variety of common document generation use cases within Salesforce CRM, producing outputs in formats such as Word, Excel®, PowerPoint®, PDF, or HTML emails. Not only do document generation applications effortlessly maintain brand consistency, but they also offer conditional formatting. The produced documents encompass a wide range of functionalities, including proposals, legal documentation, presentations, quotes, contracts, and more.
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DocuSign
docusign.com
DocuSign is a digital signature app that allows users to send, sign, and manage documents securely from any device, ensuring compliance and streamlining workflows.
Formstack
formstack.com
Formstack is a cloud-based app for creating digital forms, collecting data, and automating workflows, featuring integrations, analytics, and customizable templates.
DealHub.io
dealhub.io
DealHub.io is a platform that streamlines the sales process through CPQ, contract management, billing, and subscription management, integrating with popular CRM systems.
Concord
concordnow.com
Concord is the only tool you need for all your contracts. Spend less time juggling between applications, editors, and e-signature tools and save money. Over 500,000+ companies trust Concord with their contracts. With Concord, you can: * Draft, negotiate, sign, and manage every contract across your organization — all in one place * Work the way you want — on Concord, Word, or Google Docs -Collaborate with everyone — your teams, customers, and vendors * Get started in minutes, not months Key features that Concord offers: * Conditional approval workflows so that every contract is reviewed by the right person (and only that person) * Private comments and versioning for more effective contract negotiations * Clause library for all pre-approved clauses, to add to contracts as-needed * Templates to streamline the contract drafting process * Unlimited, free e-signatures * Unlimited contracts
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