Best Document Automation Software in 2025 You Should Try

In this article, we have selected seven top document automation tools for 2025 that we believe will be of interest to those seeking document generation solutions. These applications are designed to help businesses eliminate routine tasks, save employee time, reduce paper costs, and minimize errors in workflows. With these tools, you can efficiently generate documents from templates, such as contracts, invoices, reports, presentations, technical documentation, and more.

Let's take a closer look at each application to understand its advantages, limitations, and optimal use cases.

What is document automation software?

Document automation software generates documents from templates, filling them with data from CRMs, databases, forms or cloud services. Some tools integrate directly with e-signature services, email, cloud storage, and business apps, while others rely on automation platforms like Zapier, Power Automate, Make, or APIs. This enables businesses to create, process, store, and distribute documents, as well as automate various workflows.

7 best document automation tools

1. Plumsail Documents
2. Formstack Documents
3. PandaDoc
4. Templafy
5. Conga Composer
6. Gavel (formerly Documate)
7. Documint

1. Plumsail Documents

Plumsail Documents helps to set up effective document management in companies from different business areas. Users can generate documents from templates by filling them with data from any system, signing them with an electronic signature, saving them, and sending them anywhere across any app.

Advantages

• Supports all MS Office formats (Word, Excel, PowerPoint) plus PDF, Fillable PDF, and HTML. Generated documents can be in the original format and PDF.

After trying many similar services (pdf4me, encodian) I chose plumsail because it provides the best combination of price for the operation of filling my engineers' report templates in WORD. Moreover, filling a WORD template and subsequent conversion from WORD to PDF is just one operation! Very convenient and economical.

• Flexible document template management – Upload and store templates in your Plumsail Documents account, edit them online using a built-in editor based on Google Docs, or make changes in MS Office Desktop with real-time sync, where updates instantly appear in the online editor.
• Library of ready-made document templates – easily customize templates by adding a logo, changing contact details, text, formatting, and more.
• Advanced templating engine – format pulled data with lists, tables, charts, math formulas, pictures, QR codes, barcodes, and more. Enables document generation with complex logic.
• Built-in data capture forms – each document template automatically generates a form that can be shared via a link or embedded in a website. Additional customization is available with Plumsail Forms.
• Over 2,000 integrations – connect with almost any software using native integrations, Power Automate, Zapier, and Make. Automate document signing, email delivery, and storage. Plumsail Documents also has an integration as an extension for Airtable, allowing users to generate documents directly from their database.

Being able to tie Plumsail to Airtable via Zapier is absolutely fantastic in generating the many documents required to arrange visa applications for foreigner laborers coming to Japan.

• PDF processing tools – convert any document format to PDF, apply watermarks, restrict printing/modifications, set passwords, and split or merge PDFs with Power Automate, Make, and Zapier.
• Affordable pricing – starts at $25/month for managing 200 documents without limitations. Create teams and invite unlimited users at no extra cost.
• 30-day free trial – no credit card required. Sign up, explore features, set up integrations, and test everything without pressure.

Limitations

• Does not have a mobile app
• No built-in AI features

Best for

• Businesses of all sizes that need custom document automation.
• Users within the Microsoft ecosystem, including SharePoint, Azure Logic Apps, and Dynamics 365 CRM.
• Airtable users who want to generate documents directly from their database.

2. Formstack Documents

Formstack Documents automates document workflows by filling templates with data from various systems. It enables e-signatures, document storage, and email delivery. Read our detailed comparison.

Advantages

• Supports MS Office formats and fillable PDFs – Includes a built-in editor and an MS Office Online-based editor.
• Ready-made templates – Offers pre-built document templates for quick use.
• Flexible templating syntax – Supports simple logical if/else statements and looping operations with merged data.
• Built-in electronic signature – Allows document signing and integrates with third-party e-signature software.
• Automatic data capture forms – Generates a form for each document template, with options to share a web link or customize using Formstack Forms.
• Seamless integrations – Connects with native integrations, Zapier, Make and Power Automate for automated document delivery and storage.

Limitations

• The design, format, and content of a document template are not visible when browsing the list of ready-made templates.
• The Formstack templating syntax lacks support for math formulas, image insertion into variables, and other complex data processing operations, limiting advanced document automation.
• No mobile app is available.
• Requires significant time to navigate and understand the nuances and limitations of the different document editors, which can be inconvenient for users managing diverse documents.

Best for

• Users already using other Formstack products.

3. PandaDoc

PandaDoc focuses on sales and marketing document automation, allowing teams to create, share, and track proposals and contracts.

Advantages

• Supported formats - You can work with PDF, PNG, JPG, Word, PowerPoint, and other documents.
• Document tracking and approval workflows – Tracks document views by recipients, useful for sales teams and customer journey mapping. Supports roles, approvals, and activity/status tracking for created documents.
• Drag-and-drop online editor – Allows users to build documents with a visual editor, customizing blocks and adjusting the design.
• Built-in electronic signature – Enables document signing without third-party tools.
• CRM-focused integrations – Offers native integration with Salesforce and other CRMs for document workflows.
• Flexible sharing and automation – Supports integrations via Zapier and Make, allows document delivery via email, and enables collaboration with colleagues and users from the PandaDoc contact list.

Limitations

• Forms work only with predefined fillable fields in document templates, not variables.
• No option to format data in variables when filling out document templates.
• Documents can only be created and saved in PDF format. Testing a document before sending it is difficult to locate.
• No integration with Power Automate.
• No formatting options for data merging into template variables.

Best for

• Sales and marketing teams looking to automate document workflows.

4. Templafy

Templafy is an enterprise-grade document automation platform designed for large organizations.

Advantages

• Support for all MS Office, PPTX, and PDF formats – Compatible with various document types for workflow.
• Wide range of document templates – Provides ready-made templates for different use cases and includes a built-in document editor.
• Permission-based system – Gives supervisors and compliance teams oversight, ensuring team members use only approved content.
• Built-in electronic signature and integrations – Allows saving and delivering documents via different applications.
• User-friendly interface – Designed for quick learning and efficient use of tools and functions.

Limitations

• No free trial available; requires an appointment with a manager for a live demo.
• Suitable only for large organizations; requires a minimum of 50 users.
• Custom pricing is available upon request only.

Best for

• Large enterprises looking to automate document workflows within the company.

5. Conga Composer

Conga Composer automates document workflows within Salesforce, enabling data-driven document generation.

Advantages

• Support for MS Office formats, PDF, and HTML email – Compatible with multiple document types for flexible usage.
• Pre-built templates for Salesforce processes – Provides document templates tailored for key Salesforce processes and objects.
• Built-in and third-party electronic signature – Supports native e-signatures and allows integration with third-party e-signature tools via Zapier.
• Document delivery – Enables sending generated documents via email and saving them in external applications through Zapier integration.
• Customer engagement tracking – Monitors how customers interact with documents after they are sent.
• Conga Composer API – Allows embedding document generation features into websites or applications.

Limitations

• Designed primarily for Salesforce users and may not be suitable for those outside the Salesforce ecosystem.
• No immediate free trial; requires a conversation with a manager before gaining access.
• Reported issues with Salesforce Lightning compatibility, document formatting, replication of contracts using the parent feature, and other functionality errors.

Best for

• Businesses that need document workflow automation based on Salesforce processes and objects.

6. Gavel (formerly Documate)

Gavel automates document management through form-based data entry, mainly for law firms but also useful for other industries.

Advantages

• Designed for law firms – Developed specifically for legal professionals, considering industry-specific needs.
• Simple and convenient online editor – Allows easy management of questionnaires and document templates.
• MS Office-based template editor – Uses the MS Office editor, requiring the installation of the Word Add-in from the Microsoft Store.

Limitations

• The 7-day free trial is short and requires payment card details during registration.
• Supports only Word and PDF document formats.
• Data is entered into document templates via forms, with no option to pull data from other systems.
• Primarily built for legal professionals, which may limit its use for other business types.
• Sending ready-made documents is only possible via email.

Best for

• Law firms looking to automate document-related processes.

7. Documint

Documint is a document automation platform that enables users to generate, customize, and distribute documents via API, templates, and workflow automation, catering to legal, finance, and business sectors.

Advantages

• Simple and handy online editor – Features a drag-and-drop function for easy document template creation.
• Document preview – Allows you to see the final version before generating the document.
• Electronic signature support – Includes a built-in e-signature feature and allows integration with third-party signature software via Zapier, Make.

Limitations

• Does not support uploading document templates; users must choose from four provided templates or create one from scratch.
• Variables act only as placeholders, with no formatting or logical functions available, limiting template complexity.
• A short list of integrations. No integration with Power Automate.
• No option to insert images dynamically into document templates using variables.

Best for

• Small businesses needing a simple document generator with API support.

Conclusions

Choosing the right document automation tool depends on your business needs, integrations, and budget. Plumsail Documents offers extensive template customization and broad integration options, while PandaDoc and Conga Composer are strong choices for CRM-driven workflows. Templafy caters to enterprises with strict compliance requirements, and Gavel is ideal for legal professionals.

Each solution has its strengths and limitations, so it's worth exploring available demos and pricing plans to find the best fit for your workflow. Plumsail Documents offers a 30-day free trial, allowing you to test its features and automation capabilities before making a decision.