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Top 10 Document Generation Software Companies (November 2026)

As of November 2026, Latka tracks 14 document generation software companies. They have combined revenues of $169.7M and employ 1.3K people. They have raised $227.3M and serve 2.1M customers combined.

Every company below sells document generation software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.

What Document Generation Software Companies do

Document Generation Software encompasses tools designed to automate the creation and assembly of various business documents, such as contracts, invoices, and proposals. These platforms streamline the documentation process by utilizing predefined templates and integrating dynamic data inputs, significantly reducing the time spent on manual document creation while minimizing errors. Common use cases include streamlining workflows for legal teams drafting contracts, sales departments preparing proposals, and finance teams generating invoices. Typical features of document generation software may include template management, data merging capabilities, conditional logic for customizing outputs, and integration with other business applications for seamless data exchange. User personas typically include legal professionals, sales operations, marketing teams, and finance departments, all of whom benefit from improved efficiency and accuracy in document workflows.

Companies
14
Revenue
$169.7M
Funding
$227.3M
Employees
1.3K

Filters

Sorting: Highest -> Lowest

Filters

Top Document Generation Software Companies by revenue

Showing 10 of 14 companies ranked by annual revenue.

1Pandadoc logo
Pandadoc

San Francisco, California, United States

document automation software

Revenue
$100M
Customers
30K
Year founded
2011
Funding
$106.1M
Team size
875
2Templafy logo
Templafy

Copenhagen, Capital Region, Denmark

Templafy is the leading AI-powered document generation platform, enabling professionals to create accurate, compliant, and on-brand documents with maximum efficiency.

Revenue
$53.3M
Customers
2M
Year founded
2014
Funding
$121.3M
Team size
239
3S-Docs logo
S-Docs

New York, New York, United States

Empower your organization with the easiest and most secure document generator and E-signature solution built on the Salesforce Platform. Create and e-sign sophisticated documents that improve efficiency, reduce errors and eliminate tedious work. S-Docs is used by thousands of global companies across all industries with a multitude of use cases, but they all share one key theme: The need for a powerful yet easy-to-use native solution. We are proud that they have made us the #1 native document generator and put us in the top 1% of all apps on the Salesforce AppExchange. Learn more: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HeuPEAS

Revenue
$6.6M
Customers
1K
Year founded
2010
Team size
50
4Invoice Maker by Saldo Apps logo
Invoice Maker by Saldo Apps

California, United States

Invoice Maker is an online invoice generator – an innovative business tool you can use for creating invoices online without any hassle.

Revenue
$3.3M
Year founded
2019
Team size
30
5CloudFiles logo
CloudFiles

Fremont, California, United States

A Sales team typically uses 5-6 document tools: 1. Document generation tool for creating personalized proposal/contracts etc. using a template & customer data. Ex: Conga composer, Panda Docs, Quip. 2. Document Storage tool for storing files in a cloud storage. Ex: SharePoint, Google Drive, Salesforce. 3. Document Discovery tool for finding the right content in the business context. Ex: Seismic, Highspot. 4. Document Sharing tool for sharing documents with customers & tracking engagement. Ex: Showpad, DocSend. 5. E-signatures tool to Esign on documents. Ex: DocuSign, HelloSign Problems with current document stack is that: 1. These tools don’t talk to each other. 2. They add a lot of friction to the sales process. 3. Sales people have to keep jumping between these tools. 4. Sensitive files & customer data is scattered across these platforms. 5. They don’t integrate well with the existing processes. Enter CloudFiles which is a full stack document automation & sharing platform. It is: a) Friction Eliminator: 1. Exposed through the CRMs - acts as CRM extension & not as a new tool 2. Mirrors existing storage - Works on top of SharePoint, Google Drive etc. Customer’s sensitive files remain with them. b) Deeply Integrated: 1. CRMs are very powerful at automations, it’s their core business. 2. CloudFiles deeply integrates with these tools, harnessing the full power of CRMs. c) Full Stack: 1. CloudFiles would support all functions across document lifecycle, with an option to plug user’s own tool as well. 2. Ex: Someone wants to use DocuSign instead of our e-signatures, they can, in a seamless way. d) Highly Customizable: 1. All sales processes are unique. Salesforce understood that and pioneered CRMs. 2. CloudFiles takes the same approach, building on top of CRMs, enabling customers to fully customize their processes involving documents. All in a no code way.

Revenue
$2.2M
Year founded
2021
Team size
20
6Nod logo
Nod

Sydney, NSW, Australia

Nod is a document automation and compliance platform making complex document creation fast, accurate and easy. Build your own document automation workflows to create complex documents quickly and accurately, eliminating manual editing. Ensure peace of mind by building reports from document data to ensure compliance with regulation and best practice standards. Our mission is to build amazing technology that empowers experts to help more people. We'd love to talk to you about how we can realise this mission within your company.

Revenue
$1.3M
Year founded
2016
Team size
12
7Better Proposals logo
Better Proposals

Brighton, England, United Kingdom

Send professional looking business proposals in half the time with Better Proposals. Close more deals with in depth analytics and digital signatures.

Revenue
$990K
Year founded
2012
Team size
9
8Docupilot logo
Docupilot

Wilmington, Delaware, United States

Docupilot is a powerful automation tool that transforms the way businesses handle document creation. It streamlines processes by automating repetitive document generation tasks, from client onboarding to internal reporting. With customizable templates, integration with various apps for e-sign & storage, and a user-friendly interface, it enhances productivity & scalability. Ideal for businesses of all sizes, Docupilot is a key solution for efficient document management & workflow optimization.

Revenue
$660K
Team size
6
9PDFMonkey logo
PDFMonkey

Paris, Île-de-France, France

PDFMonkey is the solution to handle your PDF generation needs. Web technologies, a simple REST API, it's never been so easy to make beautiful documents. Stop wasting time! SAVE DEVELOPMENT TIME No more PDF building code to write, no more configuration, no dependency hell. We handle all the complexity for you. FLUID WORKFLOW Are you asking your developers for every tiny wording change? Say ”No more!"​ You can now edit your templates by yourself.

Revenue
$440K
Year founded
2019
Team size
4
10FlashDocs logo
FlashDocs

Brooklyn, New York, United States

The API-first engine for automating Google Slides and PowerPoint decks.

Revenue
$440K
Year founded
2024
Team size
4

Frequently asked questions about Document Generation Software Companies

How many document generation software companies are there?

Latka tracks 14 document generation software companies with reported revenue. Together they generate $169.7M in annual revenue and employ 1.3K people.

Which document generation software company is the largest?

Pandadoc is the largest, with $100M in annual revenue, founded in 2011.

How much revenue does a typical document generation software company make?

The average document generation software company in this list makes $12.1M a year, across 14 companies with reported revenue. They serve 2.1M customers combined.

Who are the leading Document Generation software vendors?

Ranked by annual revenue, the leaders are Pandadoc, Templafy, S-Docs, Invoice Maker by Saldo Apps and CloudFiles.

How much funding have document generation software companies raised?

The 14 document generation software companies tracked here have raised $227.3M in disclosed funding between them.

Related Office Software categories

Inclusion Criteria

- Software must automate the creation of business documents using templates. - Must integrate with other applications to pull in necessary data. - Should support the use of conditional logic to customize outputs based on specific criteria. - Must provide a user-friendly interface for template management. - Exclusion: Not just for drafting; must also enable automated data assembly and document output generation.