June 17, 2025

Top 3 Document Generation Apps for Salesforce

In today’s customer-obsessed world, automation isn’t just a technical initiative — it’s the foundation of brand experience. Whether you’re sending quotes, policy documents, contracts, onboarding kits, or multilingual statements, every document reflects your business. And if you’re using Salesforce as your CRM engine, you’re already one step ahead.

But here’s the thing: Salesforce doesn’t natively excel at document generation. That’s where specialized apps come in — bringing powerful design, data-driven personalization, and automation to every page your business delivers.

Let’s explore the top document generation apps in Salesforce, and how they transform operational efficiency and customer experience. 

1. Conga Composer

Best for: Enterprises with heavy contract, quote, or proposal workflows

URL: https://conga.com/products/conga-composer

conga composer

Why it’s popular:
Conga has been around for over a decade and is deeply integrated into Salesforce workflows. It lets users create documents using Word, PowerPoint, Excel, or PDF templates, all dynamically populated with Salesforce data.

Limitations: 

  1. Somewhat dated UI
  2. Can feel bulky for lightweight use cases
  3. Steep learning curve for admins
  4. Quite expensive

2. Perfect Doc Studio

Best for: Organizations seeking advanced design, multi-language content, and automation across documents, email, SMS, and voice

URL: https://perfectdoc.studio/

Why it’s different:
Perfect Doc Studio goes beyond traditional document generation. It’s built for modern customer communication, letting business users — not just developers — design dynamic, multilingual documents that are brand-consistent and automation-ready with simple configurations and delivery through variety of channels like email, SMS etc.

pds modern customer communication
Perfect Doc Studio Simple Interface

Best Features:

  • Futuristic template designer with no-code
  • Multilingual Automated Design support(100+ languages)
  • Omnichannel output: PDF, email, SMS, voice messages
  • Salesforce-native triggers for automation
  • Supports Business rules, reusable content blocks, dynamic tables, barcode insertion, Dynamic images and charts
  • Cost effective by 87%

Limitations:

  1. No support for Excel, Powerpoints and word documents. Only support complex business pdf generations

3. S-Docs

Best for: Organizations requiring 100% native Salesforce solution (especially in regulated industries)

Why it’s unique:
S-Docs runs entirely on the Salesforce platform — no external servers. That’s a huge win for security-conscious teams like financial services and healthcare.

S- Docs
Editing Xperience S-Docs

Features:

  • 100% native: no data leaves Salesforce
  • Supports PDF, Word, and HTML output
  • Workflow-triggered automation
  • Supports barcode, images, and dynamic tables

Limitations:

  1. UI can be limiting for complex designs
  2. Template creation lacks visual preview

Choosing the Right Tool

When evaluating the right document generation app for your Salesforce org, ask yourself:

  1. Is the tool native to Salesforce or does it store data externally?
  2. How easy is it for non-technical users to create and update templates?
  3. Can it support multilingual content or rich layouts?
  4. Does it integrate into your approval workflows, triggers, or flows?
  5. Does it scale across document + communication needs (print, email, SMS)?

Final Thoughts

Document generation inside Salesforce has evolved far beyond simple mail merge. Today, it’s a cornerstone of intelligent automation, compliance, and customer experience. Whether you’re generating contracts, quotes, policy documents, or onboarding kits, the right tool can drive both operational efficiency and brand consistency.

Each of the tools we explored — Conga Composer, S-Docs, DocuSign Gen, Formstack Documents, and Perfect Doc Studio — caters to different needs:

  • Choose Conga if you’re part of a large enterprise with complex CPQ workflows.
  • And consider Perfect Doc Studio if you need a next-gen platform that unifies document design, multilingual communication, and omni-channel delivery within Salesforce.
  • Opt for S-Docs if data residency and Salesforce-native operation are critical.

The landscape is rich with options — what matters most is aligning the tool with your specific workflow, scalability needs, and customer expectations.

As we move further into the era of hyper-personalized, real-time communication, your document automation strategy could be the silent force that differentiates your brand.