What is the best document generation tool for Salesforce?
It depends on where you want documents made. If reps should click a button on the record and get a finished document inside Salesforce, Conga Composer, Nintex DocGen and S-Docs are the established choices, with Titan and PDF Butler as strong native options and Docusign Gen the natural pick for Docusign shops. If you want an AI agent to draft documents from Salesforce data and send them for signature at low cost, TurboDocx fits, but it generates in its own app rather than inside Salesforce.
Check Salesforce's own Document Generation before you buy anything else; it runs without Omnistudio. For how TurboDocx itself works with Salesforce, see generating documents from Salesforce records with TurboDocx.
Salesforce document generation apps compared
| App | Where you generate | Templates and formats | E-signature | Published pricing | Best for |
|---|---|---|---|---|---|
| Conga Composer | From the Salesforce record (also an API for other systems) | PDF, Word, Excel, PowerPoint, HTML email | Conga Sign | Not published; tailored pricing on request | Large Salesforce teams that want one vendor for many document types |
| Nintex DocGen for Salesforce | From within Salesforce | Word, Excel, PowerPoint, PDF | Delivery to Nintex eSign, Docusign or Adobe Sign | From $5,000 / company / yr (up to 100 users) on AppExchange | Admins who want no-code document packages and a choice of signing tool |
| S-Docs | Inside Salesforce; says data is not sent outside it | Built in its editor (PDF, DOC, HTML, XLS and more) or uploaded DOCX, PPTX, XLSX | S-Docs e-Signature | From $25 / user / mo; $3,000 / yr minimum (10 licenses) | Security-led teams that want generation and signing kept in Salesforce |
| Docusign Gen for Salesforce | Without leaving the Salesforce interface | Word, PDF or Docusign formats | Docusign eSignature (plan required) | From $20 / user / mo, plus a Docusign eSignature plan | Teams already standardized on Docusign |
| Formstack Documents for Salesforce | From within Salesforce | Upload DOCX, PPTX, PDF or CSV templates, or use its AI builder | Formstack Sign | Custom pricing for the Salesforce product | Teams that also collect data with Formstack forms |
| Titan Document Studio | All in Salesforce | Word, PDF or Google Docs in; PDF, DOCX, HTML, PNG out | eSign, part of Document Studio | From $150 / mo (gen or eSign); both from $1,200 / mo | Complex Word templates with loops, conditions and totals |
| PDF Butler | In Salesforce; says no external data storage | PDF, Word, Excel, CSV, PPT, HTML out | Built in, with audit trail | From $14 / user / mo on AppExchange | Admins who want generation, negotiation and signing in one native app |
| TurboDocx | In the TurboDocx app, reading Salesforce data; signing sent from the record | Word, PowerPoint or Google Docs in; DOCX, PPTX or PDF out | TurboSign, plus the free TurboSign for Salesforce app | Salesforce data source on Pro ($20 / user / mo) and Enterprise; 5 free signatures / mo | Teams that want AI-drafted documents from Salesforce data and low-cost signing |
Each cell reflects what the vendor's own pages say, checked November 14, 2026. "Where you generate" is where the user works; only S-Docs and PDF Butler make a statement about where data is processed or stored. Salesforce's Omnistudio Document Generation is covered below rather than in the table, because Salesforce does not publish its price or a signing option on the pages we checked. See Sources.
The apps, one by one
Listed in no particular order. Each one leads with who it fits.
Conga Composer
Best for large Salesforce teams that need many document types
Conga Composer’s Salesforce connector lets users create, send and manage documents within Salesforce, and Conga also offers an API to embed Composer in other CRMs and ERPs, which helps if not every team lives in Salesforce. Conga lists output as PDF, Word, Excel and PowerPoint, plus HTML email, and offers a template library for proposals, quotes and statements of work. Bulk generation pulls data from Salesforce records into your templates.
For signatures, Conga Sign has a connector designed to work with Salesforce. Conga does not publish prices; its pricing page says costs are tailored to each business and offers a pricing request.
Strengths
- Generates from the Salesforce record, with bulk generation
- Wide output range: PDF, Word, Excel, PowerPoint and HTML email
- API for systems beyond Salesforce
Watch for
- No published pricing, so budget needs a sales conversation
Nintex DocGen for Salesforce
Best for no-code admins who want a choice of signing tool
Nintex DocGen for Salesforce, formerly Drawloop, creates Word, Excel, PowerPoint and PDF documents without leaving Salesforce, from ready-made templates or your own. Nintex describes its approach as no-code first and said in 2024 that the product had been in use for 20 years. Generation is set up as DocGen packages that run inside Salesforce tasks and workflows.
Its release notes list delivery options for Nintex eSign, Docusign and Adobe Sign, so you can keep the signing tool you already pay for. Nintex lists DocGen from $5,000 per company per year for up to 100 users on AppExchange; the product page also offers a free trial on AppExchange and a demo.
Strengths
- Word, Excel, PowerPoint and PDF documents from inside Salesforce
- Sends to Nintex eSign, Docusign or Adobe Sign
- Free trial on AppExchange
Watch for
- No price on nintex.com; AppExchange lists only the starting price
S-Docs
Best for teams that want data to stay in Salesforce
S-Docs calls itself 100% Salesforce-native and says it generates documents and e-signatures without sending sensitive data outside Salesforce, with no third-party data processing. For an IT or security review, that is the most explicit statement about keeping data in Salesforce of any vendor here.
You can build templates in the S-Docs editor, which has a drag-and-drop interface and outputs formats such as PDF, DOC, HTML and XLS, or build them in Word, PowerPoint or Excel and upload them as DOCX, PPTX or XLSX. Signing is handled by S-Docs e-Signature, and S-Docs lists CAC/PIV signatures as a feature. S-Docs lists $25 per user per month on AppExchange, with a $3,000 annual minimum and at least 10 licenses; larger and automated volumes are quoted.
Strengths
- States that sensitive data is not sent outside Salesforce
- Its own template editor or uploaded Office files
- E-signature from the same vendor, including CAC/PIV
Watch for
- A $3,000 annual minimum and at least 10 licenses
Docusign Gen for Salesforce
Best for teams already standardized on Docusign
Docusign Gen for Salesforce lets reps generate documents without leaving the Salesforce interface and prepare, sign and store them within Salesforce. It works with Sales Cloud and Revenue Cloud, templates are configured with clicks rather than code, and documents come out as Word, PDF or Docusign formats.
Docusign lists it from $20 per user per month, one of the few per-user prices published here. A Docusign eSignature plan is also required, so the real cost is the two together. A 30-day free trial installs from AppExchange.
Strengths
- Published starting price
- Signing stays in the Docusign account your company may already have
- Works with Sales Cloud and Revenue Cloud
Watch for
- Requires a separate Docusign eSignature plan on top of Gen
Formstack Documents for Salesforce
Best for teams that already collect data with Formstack
Formstack Documents for Salesforce generates and automates documents from within Salesforce, and Formstack Sign can send those documents for signature. Formstack Documents accepts templates uploaded as DOCX, PPTX, PDF or CSV, or built with its AI builder.
Pricing for the Salesforce product is custom. Outside Salesforce, Formstack includes Documents in its Suite plan with Forms and Sign, from $250 a month billed annually, with 250 document deliveries a month. Formstack Sign is described as having no per-envelope fees.
Strengths
- Forms, documents and signing from one vendor
- Accepts Word, PowerPoint, PDF or CSV templates
Watch for
- Salesforce product pricing is quote-only
Titan Document Studio
Best for complex Word templates with loops and conditions
Titan Document Studio builds Microsoft Word templates driven by Salesforce data and business logic, and says you can create, route, sign and store documents all in Salesforce. Templates can show or hide content with if/then rules, loop over data, repeat rows and calculate totals, and you can also work in PDF or Google Docs. Output can be PDF, DOCX, HTML or PNG, and bulk generation is supported.
Titan publishes its prices. Document Studio Starter is from $150 a month and covers document generation or eSignature, not both. Growth runs from $350 to $1,000 a month, and Scale, from $1,200 a month, includes both document generation and eSign. Starter has a free trial.
Strengths
- Repeating rows, loops, conditions and totals in Word templates
- Published monthly pricing
- Approval routing before signing
Watch for
- Generation and eSign together start on the Scale tier
PDF Butler
Best for one native app from draft to signature
PDF Butler describes itself as a native Salesforce document automation platform where teams generate, negotiate, send and sign in Salesforce. It exports documents as PDF, Word, Excel, CSV, PPT and HTML, and batch jobs can run manually, on a schedule or from triggers. Its security notes list no external data storage.
Signing is built in, with an audit trail of every step. PDF Butler lists $14 per user per month on AppExchange (per-document and batch licensing on request), and its site offers a free trial through AppExchange.
Strengths
- Generation, negotiation and signing in one app
- Scheduled and triggered batch generation
Watch for
- Per-document and batch licensing quoted on request
Omnistudio Document Generation (Salesforce)
Best for orgs that want Salesforce's own option
Salesforce has its own option: Omnistudio Document Generation. It merges Salesforce data into Microsoft Word or PowerPoint templates and outputs .docx, .pptx or .pdf. Client-side generation runs while a user works through a guided process, such as a rep filling out a form; server-side generation handles automated triggers, large documents and batches. Salesforce built it for industry use cases, and it supports both on-demand and batch generation.
Salesforce also offers Salesforce Document Generation, which runs without the Omnistudio package: Word or PowerPoint templates, PDF output, and a Generate Document component on record pages or Screen Flows. It needs Document Generation permission set licenses (available on Professional, Enterprise, Unlimited and Developer editions), and Salesforce does not list a price on the pages we checked. Omnistudio is needed only for Data Mapper data. Ask your Salesforce account executive whether your contract already includes the licenses before you buy a third-party app.
Strengths
- From Salesforce itself, with Word and PowerPoint templates
- Client-side and server-side generation
Watch for
- Licensing and price go through your Salesforce account team
- Omnistudio setups need Omnistudio skills; the non-Omnistudio version needs DocGen licenses
TurboDocx
Best for AI-drafted documents from Salesforce data and low-cost signing
TurboDocx is the one app on this list that does not generate inside Salesforce, and that difference matters. You connect your org over OAuth, open a template in TurboDocx, choose Salesforce as the data source and select records, or let the AI agent find them. It reads 13 standard objects, including Account, Contact, Opportunity, Lead, Quote, Case and Product2, plus custom objects and custom fields. The agent fills the document for you to review, and you download it as DOCX, PPTX or PDF. Templates are built in Word, PowerPoint or Google Docs. Generating only reads from Salesforce and leaves the record unchanged.
Signing is where TurboDocx meets the record. TurboSign for Salesforce is a free, open source (MIT) app that adds a Send for Signature button to records, fills a TurboDocx template from the record’s fields, takes the signers from the record, and includes a Flow action. On the Pro plan and up, the signed PDF and audit trail are saved to the record’s files and one field, such as Stage, can update. The app installs from one link on Enterprise, Unlimited, Performance and Developer editions; it is not on AppExchange and does not run on Professional or Group.
Strengths
- An AI agent drafts from Salesforce records instead of a fixed field merge
- Free MIT app for sending from the record, with 5 free signatures a month
- Read-only connection for generation
Watch for
- Does not create a document inside Salesforce unless it is sent for signature
- Templates do not yet repeat a row per line item
- The Salesforce data source is on Pro ($20 per user per month) and Enterprise
Conga vs Nintex vs S-Docs: which fits?
All three generate documents from Salesforce records inside Salesforce, and none publishes a full price list on its own site, so the choice comes down to how each one is built and what your team already owns.
Choose Conga Composer when you need the widest range of outputs (PDF, Word, Excel, PowerPoint and HTML email), want bulk generation, or may later generate from systems other than Salesforce through its API. Conga Sign keeps signing with the same vendor.
Choose Nintex DocGen when your admins want a no-code setup and you already use Docusign or Adobe Sign, since DocGen can deliver to either one as well as to Nintex eSign. It also has a free trial on AppExchange, which makes it easy to test.
Choose S-Docs when the deciding question is where data goes. S-Docs states that it generates and signs without sending sensitive data outside Salesforce and with no third-party processing. It also lets you choose between its own template editor and uploaded Office files.
If you are weighing one of them against TurboDocx, see Conga Composer compared with TurboDocx, Nintex DocGen compared with TurboDocx and S-Docs compared with TurboDocx.
Is there a free document generation app for Salesforce?
Not a full one. None of the apps that generate inside Salesforce publish a free plan. Several let you try before you buy: Nintex DocGen and PDF Butler offer free trials on AppExchange, Docusign Gen has a 30-day trial, Titan's Starter tier has a free trial, and Formstack's Documents for Salesforce page has a Try it Free signup.
The closest free option is TurboSign for Salesforce, a free, open source (MIT) app. It fills a TurboDocx template from the record's fields when a rep clicks Send for Signature, and the Free plan includes 5 signatures a month. Be clear about its limit: it does not create a document without sending it for signature. Generating documents from Salesforce data in the TurboDocx app is on the Pro and Enterprise plans.
Office templates or HTML templates?
Most apps here build templates in Microsoft Office. Nintex, Titan, Salesforce's Omnistudio and TurboDocx work from Word (and, depending on the app, PowerPoint, Excel, PDF or Google Docs), and Formstack accepts uploaded DOCX, PPTX, PDF or CSV files. Office templates suit teams where legal or marketing own the wording, because they can edit the document in the tool they already use.
S-Docs gives you both paths. Its own template editor builds formats such as PDF, DOC, HTML and XLS inside Salesforce, which keeps template changes with the Salesforce admin. You can also build in Word, PowerPoint or Excel and upload the file. Conga lists HTML email as one of its outputs alongside the Office formats, which helps when the document goes out as an email body.
A useful test: ask who will maintain the template in a year. If it is a contracts manager, choose an Office-first app. If it is a Salesforce admin, an in-Salesforce editor may be easier to govern.
How much does Salesforce document generation cost?
Only a few vendors publish prices, and they price in different ways:
- Docusign Gen for Salesforce: from $20 per user per month, plus a required Docusign eSignature plan.
- Titan Document Studio: from $150 a month for document generation or eSignature, $350 to $1,000 a month for Growth, and from $1,200 a month for Scale, which includes both.
- Formstack: Documents for Salesforce is custom priced. Formstack Documents outside Salesforce comes in the Suite plan, from $250 a month billed annually.
- TurboDocx: the Salesforce data source is on Pro at $20 per user per month, and Enterprise. The TurboSign for Salesforce app is free, with 5 free signatures a month. See TurboDocx pricing.
- S-Docs: $25 per user per month on AppExchange, with a $3,000 annual minimum and at least 10 licenses; larger and automated volumes are quoted.
- Nintex DocGen: from $5,000 per company per year for up to 100 users on AppExchange, with a free trial there.
- PDF Butler: $14 per user per month on AppExchange, with a free trial there; per-document and batch licensing on request.
- Pricing on request: Conga.
- No price published: Salesforce's own Document Generation, with or without Omnistudio, sold through your Salesforce account team.
Per-user and flat monthly prices are hard to compare directly. Work out how many people will generate documents and how many need to send for signature, and remember that signing is often a second line item.
How to choose
- Decide where generation should happen. If documents must be created from a button on the record, shortlist the inside-Salesforce apps. If drafting in a separate app is fine, TurboDocx is an option.
- Ask your security team where data may go. S-Docs and PDF Butler make explicit statements about data staying in Salesforce; ask the others in writing.
- Bring your hardest template to the trial. Line-item tables, conditional clauses and totals separate the apps quickly. Titan says its Word templates handle loops, repeating rows and totals; TurboDocx templates do not yet repeat a row per line item.
- Price signing with generation. Some apps include signing, some route to a tool you already pay for, and Docusign Gen requires its eSignature plan. For the signing side, see the best e-signature apps for Salesforce.
- Check your edition. Apps that install code in your org can depend on the edition. TurboSign for Salesforce, for example, runs on Enterprise, Unlimited, Performance and Developer editions only.
- Mostly building proposals? Compare the best proposal software for Salesforce, or follow the Salesforce proposal automation guide.
Frequently asked questions
Which Salesforce document generation apps generate inside Salesforce?
Conga Composer, Nintex DocGen for Salesforce, S-Docs, Docusign Gen for Salesforce, Formstack Documents for Salesforce, Titan and PDF Butler all describe generating documents from within Salesforce, and so does Salesforce’s own Omnistudio Document Generation. TurboDocx works differently: it generates documents in its own app from Salesforce data, over a connection that only reads Salesforce, and sends documents for signature from the record with the free TurboSign for Salesforce app.
Is Nintex DocGen for Salesforce the same product as Drawloop?
Yes. Nintex describes Nintex DocGen for Salesforce as formerly Drawloop, and its release notes still use the Drawloop name in places. It creates Word, Excel, PowerPoint and PDF documents without leaving Salesforce.
Does Salesforce have its own document generation?
Yes. Omnistudio Document Generation merges Salesforce data into Microsoft Word or PowerPoint templates and outputs .docx, .pptx or .pdf files, either while a user works through a process or on the server for automated and batch jobs. Salesforce Document Generation also runs without the Omnistudio package, from a Generate Document component on record pages or Screen Flows. It needs Document Generation permission set licenses, available on Professional, Enterprise, Unlimited and Developer editions, so ask your Salesforce account executive whether your contract includes them.
Is there a free document generation app for Salesforce?
None of the apps that generate inside Salesforce publish a free plan; several offer free trials instead. The closest free option is TurboSign for Salesforce, a free, open source (MIT) app that fills a TurboDocx template from record fields when a rep sends it for signature, with 5 free signatures a month. It does not create a document without sending it for signature, and generating documents from Salesforce data in the TurboDocx app is on the Pro and Enterprise plans.
How much does Docusign Gen for Salesforce cost?
Docusign lists Gen for Salesforce starting at $20 per user per month, and says a Docusign eSignature plan is also required to use it. A 30-day free trial installs from the Salesforce AppExchange.
Can TurboDocx generate documents inside Salesforce?
Not on its own. TurboDocx generates documents in the TurboDocx app from Salesforce data and leaves the record unchanged. Inside Salesforce, the TurboSign for Salesforce app adds a Send for Signature button that fills a TurboDocx template from the record, and on the Pro plan and up the signed PDF and audit trail are saved to the record. If reps need to create documents from the record without sending them for signature, an inside-Salesforce app such as Conga Composer, Nintex DocGen or S-Docs is the better fit.
Sources
Every vendor statement on this page comes from that vendor's own website, documentation, AppExchange listing or Salesforce Help and Trailhead, checked November 14, 2026:
- Conga Composer product page
- Conga pricing
- Conga Sign product page
- Nintex DocGen for Salesforce
- Nintex document generation
- Nintex blog: Nintex DocGen for Salesforce (formerly Drawloop)
- Nintex DocGen for Salesforce release notes
- Nintex DocGen for Salesforce on AppExchange: pricing
- S-Docs home page
- S-Docs for Salesforce
- S-Docs knowledge base: template formats
- S-Docs template editor
- S-Docs e-Signature
- S-Docs pricing
- S-Docs FAQ: pricing minimums
- S-Docs on AppExchange: pricing
- Docusign Gen for Salesforce
- Formstack Documents
- Formstack Documents for Salesforce
- Formstack pricing
- Titan document generation
- Titan pricing
- PDF Butler home page
- PDF Butler document generation for Salesforce
- PDF Butler on AppExchange: pricing
- Salesforce Trailhead: Meet Omnistudio Document Generation
- Salesforce Trailhead: Document generation capabilities
- Salesforce Trailhead: Client-side document generation
- Salesforce Help: Salesforce Document Generation
- Salesforce Help: Omnistudio requirement for Salesforce Document Generation
- TurboDocx Salesforce integration docs
Related resources
Generate documents from Salesforce records
How TurboDocx builds proposals, quotes and contracts from Salesforce data.
E-signature for Salesforce
The free, open source TurboSign for Salesforce app.
Best e-signature apps for Salesforce
The signing side of the same buying decision, compared.
Best proposal software for Salesforce
Proposal tools that work with Salesforce, compared.
Salesforce proposal automation
Step by step: proposals from Opportunity data.
Auto-populate contracts from Salesforce
Map contract fields to opportunity data and send for signature.
Try TurboDocx with your own template
Start free with 5 signatures a month and no credit card. Upgrade to Pro when you want to generate from Salesforce data.
Start free