Document Automation Software

10 Best Document Automation Software to Use in 2024

Imagine you’re at your desk, a mountain of paperwork towering over you. Frustrating, isn’t it? Manually managing documents is not only overwhelming but also time-consuming. But what if you could sit back, relax, and have your essential documents created for you? Enter the world of document automation software.

Here’s how it works: A document automation tool uses predefined templates and artificial intelligence (AI) to automate documents in seconds.

In this guide, we’ll take a closer look at the 10 best document automation tools to use in 2024.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

What is Document Automation Software?

A document automation system uses a combination of predefined templates and cutting-edge artificial intelligence (AI) to transform your manual document generation process.

Think of it this way: you input your data, and the document automation platform takes it from there, generating your document in seconds. You’re automating what would otherwise be a tedious and time-consuming task. It’s fast, it’s easy, and best of all, it’s efficient.

Sounds straightforward. But don’t let its simplicity fool you. Document automation software is a powerful tool. This is a process improvement tool that drastically reduces the possibility of human error, enhances productivity, and gives you more time to focus on what truly matters—growing your business.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

What Should You Look for in Document Automation Tools?

Choosing the right document automation software can seem daunting. The market is saturated, and quality varies. Knowing what to look for in document generation tools can make all the difference. Here’s a checklist of features you should keep an eye out for:

  • Ease of use: Your software should have an easy-to-use interface that streamlines your workflow, requiring no complex technical skills
  • Integration: The software should easily integrate with other apps and tools that you already use in your workflow
  • Security: Given that you’ll be working with sensitive data, the software must have robust security measures
  • AI capabilities: Look for software that uses AI to enhance efficiency and reduce errors
  • Customization: The software should allow you to customize template documents to meet your specific needs

The goal is to find document process automation that meets your needs and makes your work easier.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

The 10 Best Document Automation Software to Use in 2024

Here are our favorite document-generation tools on the market. Let’s dive in and find the one that fits you best.

1. ClickUp

rich formatting and slash commands in clickup docs
ClickUp Docs allows rich formatting and slash commands to work more efficiently

Picture ClickUp as your team’s ultimate sidekick, whether you’re a team of one or 1,000. It’s a powerful productivity platform and one of the best writing tools on the market. It is designed to supercharge collaboration and handle all your work under one digital roof. Got a project document to update, format, or share? ClickUp Docs has got your back. And it’s not just for your eyes. You can share Docs with anyone.

ClickUp Docs offers nested subpages within a single Doc, making it a breeze to organize related documents. Are you concerned about unexpected changes? Set protection levels to keep your work secure.

Here’s the best part: ClickUp’s document management software is ideal for real-time and asynchronous remote work. All relevant documentation is accessible within the context of tasks and projects, meaning you can wave goodbye to app switching. How’s that for convenience?

ClickUp best features

ClickUp limitations

  • The abundance of features might be overwhelming for new users
  • Occasional slow load times

ClickUp pricing

  • Free Forever
  • Unlimited: $5/month per user
  • Business: $12/month per user
  • Business Plus: $19/month per user
  • Enterprise: Contact for pricing
  • ClickUp AI is available on all paid plans for $5 per Workspace member per month

ClickUp ratings and reviews

  • G2: 4.7/5 (8,000+ reviews)
  • Capterra: 4./7/5 (3,000+ reviews)

2. PandaDoc

Think of PandaDoc as a document management champ that keeps everything in line—approvals, comments, version tracking—you name it. Need to collaborate on a document? Want to make edits in real time? PandaDoc’s got you covered. Everyone stays in sync, and no update gets missed.

But here’s where things get even better. PandaDoc isn’t just about managing documents; it’s like having a personal proofreader on your team, helping you zap errors and supercharge your document workflows.

With PandaDoc, creating flawless documents is a breeze. Your team’s workflow becomes smooth sailing, errors take a back seat, and productivity goes through the roof.

PandaDoc best features

  • Drag-and-drop interface makes creating documents easy
  • Seamless integration with most CRM platforms
  • Analytics provide valuable insights into how your documents perform

PandaDoc limitations

  • The mobile app could be more functional
  • Requires a learning curve to master all document management software features

PandaDoc pricing

  • Free eSign
  • Essentials: $19/month
  • Business: $49/month
  • Enterprise: Contact for pricing

PandaDoc ratings and reviews

  • G2: 4.7/5 (2,000+ reviews)
  • Capterra: 4.5/5 (1,000+ reviews)

3. Docupilot

Here’s an advanced document automation software that will make your life much easier. Docupilot takes the grunt work out of document management. Its user-friendly interface lets you swiftly create and organize documents, from sales proposals to invoices. It’s all about customization, allowing you to tailor each document to your needs.

This tool shines when it comes to automating document generation. With Docupilot, you can use your existing template documents or design new ones, then fill them in automatically using data from various sources, such as Google Sheets, CRM systems, or web forms. This feature can streamline document creation.

Docupilot comes to the rescue for collaboration with its sharing and access control features. It lets you securely share documents with team members, clients, or anyone else who needs them. And with access controls, you decide who can view, edit, or manage your documents.

Docupilot best features

  • Create documents from templates automatically
  • Connects with over 1,000+ apps
  • Enables businesses to use their branding in documents

Docupilot limitations

  • Limited design options in the document editor
  • Might not offer as many features as some competitors

Docupilot pricing

  • Starter: $29/month
  • Plus: $99/month
  • Pro: $149/month

Docupilot ratings and reviews

  • G2: 4.9/5 (4+ reviews)
  • Capterra: 5/5 (40+ reviews)

Bonus: Check out the 10 Best Document Editing Software for 2024

4. ExperLogix

ExperLogix’s primary goal is to take the monotony out of document generation. Whether you’re dealing with complex quotes, orders, or bills of materials, ExperLogix brings a whole new level of efficiency to your workflow. But how exactly?

Well, the magic lies in its intuitive configuration interface. This software lets you create sophisticated models that accurately reflect your product or service offerings. And thanks to its intelligent rule engine, you can eliminate errors, streamline your sales process, and enhance customer satisfaction.

The tool also excels in seamless integration. It plays nicely with your CRM and ERP systems, so you can quickly pull data and kickstart the document creation process. It’s like having a data-mining superhero at your disposal.

ExperLogix offers comprehensive document management solutions, including version control and real-time collaboration features. So, whether you’re working on a sales proposal or a technical specification, ExperLogix always ensures your team stays in sync.

ExperLogix best features

  • Helps teams to quote complex products accurately
  • Seamlessly integrates with leading CRM and ERP platforms
  • Provides 2D and 3D visualizations of products during configuration

ExperLogix limitations

  • Initial setup can be complex due to the wide range of features
  • The interface could be more user-friendly

ExperLogix pricing

  • Contact for pricing

ExperLogix ratings and reviews

  • G2: 4.6/5 (60+ reviews)
  • Capterra: 4.5/5 (6+ reviews)

5. Klippa DocHorizon

If you’ve been hunting for cutting-edge document automation software that delivers results, your search ends here. With Klippa, managing documents is no longer a chore.

Imagine the endless stacks of paper on your desk magically turning into searchable digital files. That’s the power Klippa wields. It uses advanced OCR technology to recognize, extract, and verify information from physical documents, turning them into digital data in a snap. And the best part? It can handle documents in any format.

Beyond digitization, Klippa takes things up a notch with its automation capabilities. Whether dealing with invoices, contracts, or purchase orders, Klippa lets you automate the entire process, from data capture to validation and approval workflows.

Klippa DocHorizon best features

  • Extract information from documents automatically with OCR technology
  • Works seamlessly with your existing software stack
  • Workflow automation helps in automating the entire document lifecycle

Klippa DocHorizon limitations

  • The interface could be more intuitive
  • It might be too robust for smaller businesses

Klippa DocHorizon pricing

  • Contact for pricing

Klippa DocHorizon ratings and reviews

  • G2: N/A
  • Capterra: 4.7/5 (10+ reviews)

6. Jotform

Meet Jotform, the digital toolset for effortlessly crafting personalized surveys. Its diverse templates and question types let you design surveys to fit your needs perfectly. 

With Jotform’s user-friendly form builder, creating complex surveys is no longer a challenge, and the platform integrates seamlessly with over 150 business apps. 

Its unique features, like branching, skip logic, and conditional logic, ensure respondents have a tailored experience. 

The built-in reporting and analytics tools offer valuable insights into survey results, while the data exporting feature ensures seamless integration with other systems. 

Jotform best features

  • Provides over 400 ready-to-use form templates
  • Collects and manages data effectively
  • Facilitates team collaboration on forms

Jotform limitations

  • Limited customization on some form fields
  • Could use more advanced analytic tools

Jotform pricing

  • Starter: Free
  • Bronze: $34/month
  • Silver: $39/month
  • Gold: $99/month
  • Enterprise: Contact for pricing

Jotform ratings and reviews

  • G2: 4.7/5 (1,000+ reviews)
  • Capterra: 4.6/5 (1,000+ reviews)

Check out these Jotform alternatives!

7. Conga Composer

Conga Composer is a cloud-based document generation tool that takes the grind out of your daily paperwork. It beautifully transforms your data from Salesforce into dynamic documents you can send anywhere.

What’s fun about Conga is it’s effortlessly pulling together data from multiple Salesforce reports. You can then merge this data into detailed, personalized documents in various formats such as Word, Excel, PDF, or PowerPoint. This means no more manual copy-pasting. No more errors.

Conga lets you schedule document deliveries and manage them from any device, any location. The tool also ensures your data is well-protected with Salesforce’s robust security mechanisms. So you can go about your day confident that your sensitive information is safe.

Conga Composer best features

  • Works directly within Salesforce
  • Allows you to maintain brand consistency
  • Provides multiple delivery options like email and cloud storage

Conga Composer limitations

  • Requires a learning curve for non-technical users
  • It may require additional Conga tools for full functionality

Conga Composer pricing

  • Contact for pricing

Conga Composer ratings and reviews

  • G2: 4.⅘ (600+ reviews)
  • Capterra: 4.4 (80+ reviews)

8. HotDocs

HotDocs can transform your frequently used documents and forms into reusable templates, leading to consistency and reduced errors. We’re talking contracts, agreements, forms–you name it. Now, think about all the time you’ll save not having to reinvent the wheel each time.

One of HotDocs’ standout features is its data-gathering interview interface. It’s an interactive Q&A session that gathers the data to create documents. This ensures the generated documents are tailor-made, accurate, and complete.

Integration? No problem. HotDocs plays well with others. It can blend seamlessly into your existing systems and workflows, whether your CRM, case management system, or loan origination system.

Document storage is simple with HotDocs. It securely stores all your generated documents, making retrieval quick and easy. So, you spend less time searching for files and more time doing what matters most.

HotDocs best features

  • Transforms existing documents into flexible templates
  • Integrates with your existing systems
  • Perfect for industries needing complex, error-free documents

HotDocs limitations

  • The interface could be more modern and user-friendly
  • The process of creating complex templates can be time-consuming

HotDocs pricing

  • Contact for pricing

HotDocs ratings and reviews

  • G2: 4.4/5 (80+ reviews)
  • Capterra: 4.⅕ (60+ reviews) 

9. Documate

Documate (now known as provides a user-friendly questionnaire interface to gather the data needed for document creation. This helps ensure the resulting documents are not just accurate but highly personalized as well.

This software lets you transform your standard documents into intelligent templates. This means you can generate custom documents on demand without needing a single line of code.

Let’s talk integrations. Documate smoothly integrates into your existing workflow. It’s flexible, adaptable, and plays nicely with other software. Plus, it supports data exports in multiple formats, making it easy to use your data elsewhere.

Documate best features

  • Easy to use, requiring no programming knowledge
  • Handles complex workflows and rules
  • Allows multiple users to work on the same workflow

Documate limitations

  • Steeper learning curve than some competitors
  • Design options could be more robust

Documate pricing

  • Lite: $83/month
  • Standard: $165/month
  • Team: $290/month
  • Enterprise: Contact for pricing

Documate ratings and reviews

  • G2: 5/5 (10+ reviews)
  • Capterra: N/A

10. Woodpecker

Woodpecker is your go-to tool if you’re seeking a seamless document automation experience right within Microsoft Word. A lifesaver for those of us spending countless hours wrestling with Word docs.

What’s unique about Woodpecker is that it lets you transform your standard Word documents into dynamic templates. You know all those tedious contracts, invoices, or proposals you must re-create repeatedly? Woodpecker turns them into flexible templates, ready to be personalized swiftly and accurately.

Looking for an easy way to store and retrieve your documents? Woodpecker’s there for you again. It keeps all your templates neatly organized in Word, so they’re always at your fingertips when needed.

Woodpecker best features

  • Works within the familiar Word interface
  • Convert existing Word documents into reusable templates
  • Securely stores data for reuse in a Word document

Woodpecker limitations

  • Limited to Microsoft Word
  • Could benefit from more advanced features

Woodpecker pricing

  • Starter: $39/month
  • Pro: $99/month
  • Teams: $299/month

Woodpecker ratings and reviews

  • G2: N/A
  • Capterra: 4.6/5 (30+ reviews)
Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

Generate Documents and Align Teams in ClickUp

Document automation software is a powerhouse that supercharges productivity. It’s the magic wand that transforms your “I wish I could simplify my work” into a reality.

ClickUp makes it easy to automate, edit, and share documents, so everyone can work together effectively. The platform also includes free task management tools to keep teams on the same page and stay organized.

Whether it’s writing reports, coordinating tasks, or working together, ClickUp helps teams collaborate smoothly and reach their goals. Try ClickUp for free today!

Questions? Comments? Visit our Help Center for support.

Sign up for FREE and start using ClickUp in seconds!
Please enter valid email address