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16 Popular Document Management Solutions

Thomas Baumgartner and Maria Valdivieso de Uster are authors of the book, Sales Growth: Five Proven Strategies from the World’s Sales Leaders (2nd Edition), and in doing their research, they found that sales success comes from organizations that optimize their digital channels on an ongoing basis. Whether the goal is optimizing the online shopping cart experience or truly integrating mobile, the omnichannel approach was a key takeaway for success. But how do you create the omnichannel experience?


The omnichannel approach requires alignment across your business, where everyone is working together. Then, the customer truly experiences your brand the best way on every channel. It also extends to your document management and generation process. Whether your customers and team members are viewing documents on their mobile device, on their desktop, or in print, the experience needs to be the same. There's good news: AppExchange has a number of solutions for you to quickly and easily create richly-formatted documents in Salesforce. Whether you're merging data with Word, Excel, PowerPoint or PDF document templates, your documents will come out clean, easy to read, and interactive from any device. In alphabetical order, here's a look at 16 of these apps for document management and generation.


9Docs

Generate your own designed documents for any standard or custom object. 9Docs helps you generate a document automatically with just one click. You can deliver that document in minutes for free! There is no any other third party application integration required.

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A5 Documents

Automatically generate PDF, Word, or Google Doc from your data. RS Documents renamed to A5 Documents. Generate documents from Google Doc templates based on Salesforce data. Merge any salesforce data and related data. Generate PDFs, Word Docs, Google Docs and auto attach or email.

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Conga Collaboration

Conga Collaborate increases productivity and streamlines workflows with online document generation. Share, review and approve documents in real-time from anywhere. Manage and track document engagement with custom alerts.

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COOLDOX

Create impressive documents for Salesforce, quickly. Create impressive, rich-text documents like Sales proposals, customer contracts/agreements, and other documents in Salesforce.

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DaDaDocs

Automate the entire contract lifecycle within Salesforce. Automatically generate quotes, contracts, and price lists pre-filled with Salesforce data. Share them for signature and data collection. Save time creating or updating Salesforce records with DaDaDocs automation.

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Docomotion

Create your documents and much more in Salesforce. Generate quotes, invoices, proposals and contracts with data merged from any object in PDF, Word, HTML5 and Emails, all with e-signature.

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DocuMill

Develop quotes, contracts, case responses, work orders, service reports and more. DocuMill is an easy-to-use document generation app allowing you to create documents with one click, without leaving Salesforce. It offers an extremely fast, intuitive template creation with a drag and drop interface, library of sample templates, and no coding skills required.

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FormTitan

FormTitan has smart form builder with workflows and conditional logic, enabling interactive document generation directly from your browser. It's bi-directional, works on any object, is affordable, and supports any use case.


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Nintex Drawloop DocGen

Automate document generation with clicks, not code. Empower your users to continuously generate precise and accurate documents for sophisticated business functions like contracts and quotes, all without leaving your Salesforce environment or the need for code.

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PDF Converter

This application lets you convert standard object record details to PDF format. Entire record values are placed in a PDF file which you can download and distribute.

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Proposable

Create and deliver trackable, media-rich proposals to your Salesforce opportunities quickly. Track all team proposal activity and keep all your team's templates and pricing within a central repository for easy recall.

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Qvidian RFP and Proposal Automation

Win more business by streamlining processes and building more effective sales documents. Create new Qvidian documents from Salesforce and link existing documents to accounts and opportunities.

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Qwilr

Use Salesforce data to create beautiful proposals and documents in minutes. Send them as webpages that look great on desktop and mobile devices. Get notified when they’re opened right in Salesforce, and allow leads to accept and sign proposals instantly.

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S-Docs

Create proposals, quotes, contracts, reports and more. Automate document creation and delivery in minutes all within Salesforce.

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Smart Communications

Enterprise communication without enterprise complexity, SmartCOMM™ for Salesforce drives efficiency throughout your business by delivering dynamic document generation, to customers across multiple channels, languages, and brands.

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Webmerge

Automate your document generation process from start to finish. WebMerge automates your document generation so you can get back to business. Merge Salesforce data into a PDF, Word document, Excel file, or PowerPoint presentation in seconds. Never use a mail merge or copy and paste data into a document ever again.

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See more document generation and document management solutions in this collection and be on your way to an omnichannel experience for your teams and your customers.

Amanda Nelson is Director of Community Marketing at Salesforce AppExchange.