{"id":66508,"date":"2025-02-04T00:00:00","date_gmt":"2025-02-04T08:00:00","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=66508"},"modified":"2025-02-13T13:09:23","modified_gmt":"2025-02-13T21:09:23","slug":"document-automation-software","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/document-automation-software\/","title":{"rendered":"10 Best Document Automation Software to Use in [year]"},"content":{"rendered":"\n<p>Imagine you\u2019re at your desk, a mountain of paperwork towering over you. Frustrating, isn\u2019t 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.<\/p>\n\n\n\n<p>Here\u2019s how it works: A document automation tool uses predefined templates and artificial intelligence (AI) to automate documents in seconds.<\/p>\n\n\n\n<p>In this guide, we\u2019ll take a closer look at the 10 best document automation tools to use.<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-5442a5fd-f412-4357-8c33-c17d0c5c6913\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\"><\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#0-what-is-document-automation-software\" style=\"\">What is Document Automation Software?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#1-what-should-you-look-for-in-document-automation-tools\" style=\"\">What Should You Look for in Document Automation Tools?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#2-the-10-best-document-automation-software\" style=\"\">The 10 Best Document Automation Software<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#3-1-clickup-\" style=\"\">1. ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#8-2-pandadoc\" style=\"\">2. PandaDoc<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#13-3-docupilot\" style=\"\">3. Docupilot<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#18-4-experlogix\" style=\"\">4. ExperLogix<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#23-5-klippa-dochorizon\" style=\"\">5. Klippa DocHorizon<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#28-6-jotform\" style=\"\">6. Jotform<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#33-7-conga-composer\" style=\"\">7. Conga Composer<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#38-8-hotdocs\" style=\"\">8. HotDocs<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#43-9-documate\" style=\"\">9. Documate<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#48-10-woodpecker\" style=\"\">10. Woodpecker<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/document-automation-software\/#53-generate-documents-and-align-teams-in-clickup\" style=\"\">Generate Documents and Align Teams in ClickUp<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-is-document-automation-software\">What is Document Automation Software?<\/h2>\n\n\n\n<p>A document automation system uses a combination of predefined templates and cutting-edge artificial intelligence (AI) to transform your manual document generation process.<\/p>\n\n\n\n<p>Think of it this way: you input your data, and the document automation platform takes it from there, generating your document in seconds. You\u2019re automating what would otherwise be a tedious and time-consuming task. It\u2019s fast, it\u2019s easy, and best of all, it\u2019s efficient.<\/p>\n\n\n\n<p>Sounds straightforward. But don\u2019t let its simplicity fool you. Document automation software is a powerful tool. This is a <a href=\"\/blog?p=57581\">process improvement tool <\/a>that drastically reduces the possibility of human error, enhances productivity, and gives you more time to focus on what truly matters\u2014growing your business.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-should-you-look-for-in-document-automation-tools\">What Should You Look for in Document Automation Tools?<\/h2>\n\n\n\n<p>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\u2019s a checklist of features you should keep an eye out for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ease of use: <\/strong>Your software should have an easy-to-use interface that streamlines your workflow, requiring no complex technical skills<\/li>\n\n\n\n<li><strong>Integration<\/strong>: The software should easily integrate with other apps and tools that you already use in your workflow<\/li>\n\n\n\n<li><strong>Security<\/strong>: Given that you\u2019ll be working with sensitive data, the software must have robust security measures<\/li>\n\n\n\n<li><strong>AI capabilities:<\/strong> Look for software that uses AI to enhance efficiency and reduce errors<\/li>\n\n\n\n<li><strong>Customization<\/strong>: The software should allow you to customize template documents to meet your specific needs<\/li>\n<\/ul>\n\n\n\n<p>The goal is to find document process automation that meets your needs and makes your work easier.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-the-10-best-document-automation-software\">The 10 Best Document Automation Software<\/h2>\n\n\n\n<p>Here are our favorite document-generation tools on the market. Let\u2019s dive in and find the one that fits you best.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-1-clickup-\">1. <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a><\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-41994\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/09\/rich-formatting-and-slash-commands-in-clickup-docs.gif\" alt=\"rich formatting and slash commands in clickup docs\" width=\"1200\" height=\"800\">\n<figcaption class=\"wp-element-caption\">ClickUp Docs allows rich formatting and <a href=\"\/blog?p=3824\">slash commands<\/a> to work more efficiently<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Picture ClickUp as your team\u2019s ultimate sidekick, whether you\u2019re a team of one or 1,000. It\u2019s a powerful productivity platform and one of the <a href=\"\/blog?p=54192\">best writing tools<\/a> on the market. It is designed to supercharge collaboration and handle all your work under one digital roof. Got a <a href=\"\/blog?p=52072\">project document<\/a> to update, format, or share? ClickUp Docs has got your back. And it\u2019s not just for your eyes. You can share Docs with anyone.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Here\u2019s the best part: ClickUp\u2019s <a href=\"\/blog?p=58405\">document management software<\/a> is ideal for real-time and asynchronous remote work. All relevant documentation is accessible within the <a href=\"\/blog?p=57042\">context of tasks and projects<\/a>, meaning you can wave goodbye to app switching. How\u2019s that for convenience?<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"4-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Export content as PDF documents<\/li>\n\n\n\n<li>Free <a href=\"\/blog?p=63368\">documentation templates<\/a> for any use case<\/li>\n\n\n\n<li><a href=\"\/blog?p=59908\">Streamline workflows with AI<\/a>, make smart predictions, and <a href=\"\/blog?p=4320\">improve overall productivity<\/a> with <a href=\"https:\/\/clickup.com\/features\/ai\">ClickUp AI<\/a><\/li>\n\n\n\n<li>Add tables, images, videos, and more to create a rich multimedia experience<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> allow real-time, collaborative editing<\/li>\n\n\n\n<li>Access controls for legal documents to protect unwanted changes<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-clickup-limitations\">ClickUp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The abundance of features might be overwhelming for new users<\/li>\n\n\n\n<li>Occasional slow load times<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free Forever<\/strong><\/li>\n\n\n\n<li><strong>Unlimited<\/strong>: $5\/month per user<\/li>\n\n\n\n<li><strong>Business<\/strong>: $12\/month per user<\/li>\n\n\n\n<li><strong>Business<\/strong> <strong>Plus<\/strong>: $19\/month per user<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Contact for pricing<\/li>\n\n\n\n<li><strong>ClickUp AI<\/strong> is available on all paid plans for $5 per Workspace member per month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-clickup-ratings-and-reviews\">ClickUp ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (8,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.\/7\/5 (3,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-2-pandadoc\">2. PandaDoc<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-54366\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/PandaDoc.png\" sizes=\"auto, (max-width: 613px) 100vw, 613px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/PandaDoc.png 613w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/03\/PandaDoc-300x197.png 300w\" alt=\"PandaDoc Dashboard\" width=\"613\" height=\"403\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.pandadoc.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">PandaDoc<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Think of PandaDoc as a document management champ that keeps everything in line\u2014approvals, comments, version tracking\u2014you name it. Need to collaborate on a document? Want to make edits in real time? PandaDoc\u2019s got you covered. Everyone stays in sync, and no update gets missed.<\/p>\n\n\n\n<p>But here\u2019s where things get even better. PandaDoc isn\u2019t just about managing documents; it\u2019s like having a personal proofreader on your team, helping you zap errors and supercharge your document workflows.<\/p>\n\n\n\n<p>With PandaDoc, creating flawless documents is a breeze. Your team\u2019s workflow becomes smooth sailing, errors take a back seat, and productivity goes through the roof.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-pandadoc-best-features\">PandaDoc best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Drag-and-drop interface makes creating documents easy<\/li>\n\n\n\n<li>Seamless integration with most CRM platforms<\/li>\n\n\n\n<li>Analytics provide valuable insights into how your documents perform<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-pandadoc-limitations\">PandaDoc limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The mobile app could be more functional<\/li>\n\n\n\n<li>Requires a learning curve to master all document management software features<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-pandadoc-pricing\">PandaDoc pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong> <strong>eSign<\/strong><\/li>\n\n\n\n<li><strong>Essentials<\/strong>: $19\/month<\/li>\n\n\n\n<li><strong>Business<\/strong>: $49\/month<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-pandadoc-ratings-and-reviews\">PandaDoc ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (2,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (1,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-3-docupilot\">3. Docupilot<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-66531\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/1-1400x637.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/1-1400x637.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/1-300x137.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/1-768x350.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/1-1536x699.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/1-700x319.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/1.png 1920w\" alt=\"Docupilot Dashboard\" width=\"1400\" height=\"637\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/docupilot.app\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Docupilot<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Here\u2019s 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\u2019s all about customization, allowing you to tailor each document to your needs.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-docupilot-best-features\">Docupilot best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create documents from templates automatically<\/li>\n\n\n\n<li>Connects with over 1,000+ apps<\/li>\n\n\n\n<li>Enables businesses to use their branding in documents<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-docupilot-limitations\">Docupilot limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited design options in the document editor<\/li>\n\n\n\n<li>Might not offer as many features as some competitors<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-docupilot-pricing\">Docupilot pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter:<\/strong> $29\/month<\/li>\n\n\n\n<li><strong>Plus:<\/strong> $99\/month<\/li>\n\n\n\n<li><strong>Pro:<\/strong> $149\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-docupilot-ratings-and-reviews\">Docupilot ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.9\/5 (4+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>5\/5 (40+ reviews)<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Bonus: Check out the <a href=\"\/blog?p=105084\">10 Best Document Editing Software<\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"18-4-experlogix\">4. ExperLogix<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-66532\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/DA1_Document-Flows-Screenshot.png\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/DA1_Document-Flows-Screenshot.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/DA1_Document-Flows-Screenshot-300x212.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/DA1_Document-Flows-Screenshot-768x543.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/DA1_Document-Flows-Screenshot-700x495.png 700w\" alt=\"ExperLogix Dashboard\" width=\"1200\" height=\"848\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.experlogix.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">ExperLogix<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>ExperLogix\u2019s primary goal is to take the monotony out of document generation. Whether you\u2019re dealing with complex quotes, orders, or bills of materials, ExperLogix brings a whole new level of efficiency to your workflow. But how exactly?<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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\u2019s like having a data-mining superhero at your disposal.<\/p>\n\n\n\n<p>ExperLogix offers comprehensive document management solutions, including version control and <a href=\"\/blog?p=45625\">real-time collaboration<\/a> features. So, whether you\u2019re working on a sales proposal or a technical specification, ExperLogix always ensures your team stays in sync.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-experlogix-best-features\">ExperLogix best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Helps teams to quote complex products accurately<\/li>\n\n\n\n<li>Seamlessly integrates with leading CRM and ERP platforms<\/li>\n\n\n\n<li>Provides 2D and 3D visualizations of products during configuration<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-experlogix-limitations\">ExperLogix limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Initial setup can be complex due to the wide range of features<\/li>\n\n\n\n<li>The interface could be more user-friendly<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-experlogix-pricing\">ExperLogix pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-experlogix-ratings-and-reviews\">ExperLogix ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.6\/5 (60+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (6+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"23-5-klippa-dochorizon\">5. Klippa DocHorizon<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"709\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Screenshot-2023-02-22-at-11.52.25-PM-1400x709.png\" alt=\"Klippa DocHorizon Dashboard\" class=\"wp-image-66533\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Screenshot-2023-02-22-at-11.52.25-PM-1400x709.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Screenshot-2023-02-22-at-11.52.25-PM-300x152.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Screenshot-2023-02-22-at-11.52.25-PM-768x389.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Screenshot-2023-02-22-at-11.52.25-PM-1536x778.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Screenshot-2023-02-22-at-11.52.25-PM-700x354.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Screenshot-2023-02-22-at-11.52.25-PM.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>via\u00a0<a href=\"https:\/\/www.klippa.com\/en\/dochorizon\/\" target=\"_blank\" rel=\"noreferrer noopener\">Klippa DocHorizon<\/a><\/em><\/figcaption><\/figure>\n\n\n\n<p>If you\u2019ve been hunting for cutting-edge document automation software that delivers results, your search ends here. With Klippa, managing documents is no longer a chore.<\/p>\n\n\n\n<p>Imagine the endless stacks of paper on your desk magically turning into searchable digital files. That\u2019s 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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-klippa-dochorizon-best-features\">Klippa DocHorizon best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Extract information from documents automatically with OCR technology<\/li>\n\n\n\n<li>Works seamlessly with your existing software stack<\/li>\n\n\n\n<li>Workflow automation helps in automating the entire document lifecycle<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-klippa-dochorizon-limitations\">Klippa DocHorizon limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The interface could be more intuitive<\/li>\n\n\n\n<li>It might be too robust for smaller businesses<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-klippa-dochorizon-pricing\">Klippa DocHorizon pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-klippa-dochorizon-ratings-and-reviews\">Klippa DocHorizon ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> N\/A<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.7\/5 (10+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"28-6-jotform\">6. Jotform<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-66534\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/jotforma-770x268-1.jpg\" sizes=\"auto, (max-width: 770px) 100vw, 770px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/jotforma-770x268-1.jpg 770w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/jotforma-770x268-1-300x104.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/jotforma-770x268-1-768x267.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/jotforma-770x268-1-700x244.jpg 700w\" alt=\"Jotform Dashboard\" width=\"770\" height=\"268\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.jotform.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Jotform<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<p>With Jotform\u2019s user-friendly form builder, creating complex surveys is no longer a challenge, and the platform integrates seamlessly with over 150 business apps.&nbsp;<\/p>\n\n\n\n<p>Its unique features, like branching, skip logic, and conditional logic, ensure respondents have a tailored experience.&nbsp;<\/p>\n\n\n\n<p>The built-in reporting and analytics tools offer valuable insights into survey results, while the data exporting feature ensures seamless integration with other systems.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-jotform-best-features\">Jotform best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provides over 400 ready-to-use form templates<\/li>\n\n\n\n<li>Collects and manages data effectively<\/li>\n\n\n\n<li>Facilitates team collaboration on forms<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-jotform-limitations\">Jotform limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited customization on some form fields<\/li>\n\n\n\n<li>Could use more advanced analytic tools<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-jotform-pricing\">Jotform pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter<\/strong>: Free<\/li>\n\n\n\n<li><strong>Bronze<\/strong>: $34\/month<\/li>\n\n\n\n<li><strong>Silver<\/strong>: $39\/month<\/li>\n\n\n\n<li><strong>Gold<\/strong>: $99\/month<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"32-jotform-ratings-and-reviews\">Jotform ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.7\/5 (1,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.6\/5 (1,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Check out these <a href=\"\/blog?p=33124\">Jotform alternatives<\/a>! <\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"33-7-conga-composer\">7. Conga Composer<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-66536\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image-1546.png\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image-1546.png 1024w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image-1546-300x145.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image-1546-768x372.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image-1546-700x339.png 700w\" alt=\"Conga Composer Dashboard\" width=\"1024\" height=\"496\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/conga.com\/products\/conga-composer\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Conga Composer<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>What\u2019s fun about Conga is it\u2019s 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.<\/p>\n\n\n\n<p>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\u2019s robust security mechanisms. So you can go about your day confident that your sensitive information is safe.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-conga-composer-best-features\">Conga Composer best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Works directly within Salesforce<\/li>\n\n\n\n<li>Allows you to maintain brand consistency<\/li>\n\n\n\n<li>Provides multiple delivery options like email and cloud storage<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-conga-composer-limitations\">Conga Composer limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Requires a learning curve for non-technical users<\/li>\n\n\n\n<li>It may require additional Conga tools for full functionality<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-conga-composer-pricing\">Conga Composer pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-conga-composer-ratings-and-reviews-\"><strong>Conga Composer ratings and reviews<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.\u2158 (600+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.4 (80+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"38-8-hotdocs\">8. HotDocs<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-66537\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/mceclip1-1400x755.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/mceclip1-1400x755.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/mceclip1-300x162.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/mceclip1-768x414.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/mceclip1-1536x829.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/mceclip1-700x378.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/mceclip1.png 1920w\" alt=\"HotDocs Dashboard\" width=\"1400\" height=\"755\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.hotdocs.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HotDocs<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>HotDocs can transform your frequently used documents and forms into reusable templates, leading to consistency and reduced errors. We\u2019re talking contracts, agreements, forms\u2013you name it. Now, think about all the time you\u2019ll save not having to reinvent the wheel each time.<\/p>\n\n\n\n<p>One of HotDocs\u2019 standout features is its data-gathering interview interface. It\u2019s an interactive Q&amp;A session that gathers the data to create documents. This ensures the generated documents are tailor-made, accurate, and complete.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-hotdocs-best-features\">HotDocs best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Transforms existing documents into flexible templates<\/li>\n\n\n\n<li>Integrates with your existing systems<\/li>\n\n\n\n<li>Perfect for industries needing complex, error-free documents<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-hotdocs-limitations\">HotDocs limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The interface could be more modern and user-friendly<\/li>\n\n\n\n<li>The process of creating complex templates can be time-consuming<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-hotdocs-pricing\">HotDocs pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"42-hotdocs-ratings-and-reviews\">HotDocs ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (80+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.\u2155 (60+ reviews)\u00a0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"43-9-documate\">9. Documate<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-66541\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image8-1400x916.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image8-1400x916.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image8-300x196.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image8-768x503.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image8-1536x1005.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image8-700x458.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/image8.png 1999w\" alt=\"Documate Dashboard\" width=\"1400\" height=\"916\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.gavel.io\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Documate<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Documate (now known as Gavel.io) 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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Let\u2019s talk integrations. Documate smoothly integrates into your existing workflow. It\u2019s flexible, adaptable, and plays nicely with other software. Plus, it supports data exports in multiple formats, making it easy to use your data elsewhere.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-documate-best-features\">Documate best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Easy to use, requiring no programming knowledge<\/li>\n\n\n\n<li>Handles complex workflows and rules<\/li>\n\n\n\n<li>Allows multiple users to work on the same workflow<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-documate-limitations\">Documate limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Steeper learning curve than some competitors<\/li>\n\n\n\n<li>Design options could be more robust<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-documate-pricing\">Documate pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Lite<\/strong>: $83\/month<\/li>\n\n\n\n<li><strong>Standard<\/strong>: $165\/month<\/li>\n\n\n\n<li><strong>Team<\/strong>: $290\/month<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"47-documate-ratings-and-reviews\">Documate ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>5\/5 (10+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>N\/A<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"48-10-woodpecker\">10. Woodpecker<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-66547\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/maxresdefault.jpg\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/maxresdefault.jpg 1280w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/maxresdefault-300x169.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/maxresdefault-768x432.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/maxresdefault-700x394.jpg 700w\" alt=\"Woodpecker Dashboard\" width=\"1280\" height=\"720\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.woodpeckerweb.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Woodpecker<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Woodpecker is your go-to tool if you\u2019re seeking a seamless document automation experience right within Microsoft Word. A lifesaver for those of us spending countless hours wrestling with Word docs.<\/p>\n\n\n\n<p>What\u2019s 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.<\/p>\n\n\n\n<p>Looking for an easy way to store and retrieve your documents? Woodpecker\u2019s there for you again. It keeps all your templates neatly organized in Word, so they\u2019re always at your fingertips when needed.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-woodpecker-best-features\">Woodpecker best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Works within the familiar Word interface<\/li>\n\n\n\n<li>Convert existing Word documents into reusable templates<\/li>\n\n\n\n<li>Securely stores data for reuse in a Word document<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-woodpecker-limitations\">Woodpecker limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited to Microsoft Word<\/li>\n\n\n\n<li>Could benefit from more advanced features<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-woodpecker-pricing\">Woodpecker pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter<\/strong>: $39\/month<\/li>\n\n\n\n<li><strong>Pro<\/strong>: $99\/month<\/li>\n\n\n\n<li><strong>Teams<\/strong>: $299\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"52-woodpecker-ratings-and-reviews\">Woodpecker ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>N\/A<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.6\/5 (30+ reviews)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"53-generate-documents-and-align-teams-in-clickup\">Generate Documents and Align Teams in ClickUp<\/h2>\n\n\n\n<p>Document automation software is a powerhouse that supercharges productivity. It\u2019s the magic wand that transforms your \u201cI wish I could simplify my work\u201d into a reality.<\/p>\n\n\n\n<p>ClickUp makes it easy to automate, edit, and share documents, so everyone can work together effectively. The platform also includes free <a href=\"\/blog?p=3892\">task management<\/a> tools to keep teams on the same page and stay organized.<\/p>\n\n\n\n<p>Whether it\u2019s writing reports, coordinating tasks, or working together, ClickUp helps teams collaborate smoothly and reach their goals. <a href=\"https:\/\/clickup.com\/signup-1\">Try ClickUp for free today<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Imagine you\u2019re at your desk, a mountain of paperwork towering over you. Frustrating, isn\u2019t 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\u2019s how it works: A document automation [&hellip;]<\/p>\n","protected":false},"author":125,"featured_media":66514,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[223],"tags":[],"class_list":["post-66508","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Docs-Feature-\u2014-Blue.png","author_info":{"display_name":"Engineering Team","author_link":"https:\/\/clickup.com\/blog\/author\/engineering\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>10 Best Document Automation Software to Use in 2026 | ClickUp<\/title>\n<meta name=\"description\" content=\"Discover the top 10 document automation software of 2023, including AI features, to supercharge your productivity.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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