Appitek blogAll posts
Salesforce document generation · Buyer's guide

The top 5 document generation tools for Salesforce in 2027

Five tools that turn Salesforce data into PDFs, Word files and contracts, compared on where your data goes, e-signatures, pricing and who each one suits best.

November 2026 · 6 minute read

If your team still copies Salesforce data into Word templates by hand, a document generation app will pay for itself quickly. Quotes, contracts, invoices and letters come straight from the record, with the right data every time. There are dozens of apps on the AppExchange, and they differ in ways that matter: where your data is processed, whether e-signature is included, and whether you pay per user or per organisation.

We make one of the tools on this list, Weaver, so we've kept the comparison to facts each vendor publishes, and listed the tools in alphabetical order. Pick the one that fits your org.

What to look for

Where your data goes

Some tools generate documents inside Salesforce; others send record data and templates to the vendor's servers. With personal or sensitive data, ask where it's processed.

E-signature

Some tools include it, some sell it separately, and some need another vendor's signing service.

Pricing model

Per-user pricing grows with your team; per-organisation or usage pricing grows with the documents you create.

Who builds templates

Some tools are built for admins with time to learn them; others aim at anyone who can use Word.

Automation

Check for Flow, Apex and button support, and whether batch generation costs extra.

At a glance

ToolWhere documents are madeE-signatureBest for
Conga ComposerConga's serviceConga Sign, sold separatelyEnterprise quote-to-cash
Docusign GenSalesforce-native app (per Docusign)Docusign eSignature plan requiredDocusign customers
Nintex DocGenNintex regional data centresVia Nintex or partnersNintex process automation
S-DocsInside SalesforceS-Sign, nativeLarger teams wanting native
WeaverInside SalesforceWeaver Sign add-on, nativeSmall and mid-sized orgs, non-profits

1. Conga Composer

Conga is one of the longest-established names in Salesforce document generation, and Composer is part of a wider suite that covers contract management, CPQ and e-signature (Conga Sign, sold separately). It handles complex quote and contract documents and has a large consultant ecosystem.

Best for: enterprise quote-to-cash with Conga's suite

2. Docusign Gen for Salesforce

Docusign describes Gen as a Salesforce-native app that merges Salesforce data into Word, PDF or Docusign documents, with rules that include or leave out content based on your data. It works with Sales Cloud and Revenue Cloud for quotes and invoices. Docusign states that a Docusign eSignature plan is required to use it.

Best for: teams standardised on Docusign eSignature

3. Nintex DocGen for Salesforce (formerly Drawloop)

Nintex DocGen builds document packages from Salesforce data and can deliver them by email, to storage or for signature. It runs on Nintex's own data centres, with regional options in the US, Europe (Germany) and Asia Pacific (Australia). It fits well if you already use Nintex for process automation.

Best for: process automation on the Nintex platform

4. S-Docs

S-Docs is built on the Salesforce platform and states that your data never leaves Salesforce. Its e-signature product, S-Sign, is also native. S-Docs publishes its prices: flat-rate Starter Packs for orgs with up to 24 users, and an Unlimited Edition priced per user per month, billed annually, with a minimum contract.

Best for: larger teams wanting native, per-user pricing

5. Weaver by Appitek

Weaver is document generation and e-signature built entirely in Salesforce: templates, documents and signatures stay in your org, and Weaver uses no third-party document or signature service. Admins design templates in a visual Designer; users create PDF, Word, Excel or email documents from any record in four guided steps, with one click from a button, or automatically with Flow or Apex. Weaver Sign adds e-signatures that signees complete on any device with no Salesforce login.

The Weaver Designer
The Weaver Designer: layers, canvas and properties in one workbench
PDF, Word, Excel and email outputs
PDF, Word, Excel or email
Signing on a phone
Signees need no login

Screens shown are from Weaver 4, available from 5 January 2027.

Best for: small and mid-sized orgs and non-profits

How to choose

If you're already invested in one vendor's ecosystem, start there: Conga for Conga CPQ and CLM, Docusign Gen for Docusign shops, Nintex DocGen for Nintex automation. If you want everything to stay inside Salesforce, compare S-Docs and Weaver, and check how each one prices for your team size. Whichever you shortlist, install it in a sandbox and build your most complex template before you buy.

See Weaver on AppExchange
Questions? support@appitek.com
Get Weaver on AppExchange

Competitor details checked on 7 November 2026 from each vendor's website.