1
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
Top 3 Document Generation Software Companies With $1M–$5M Revenue (November 2026)
As of November 2026, Latka tracks 3 document generation software companies with $1M–$5M in annual revenue. They have combined revenues of $6.8M and employ 62 people.
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
- 3
- Revenue
- $6.8M
- Funding
- -
- Employees
- 62
Filters
Sorting: Highest -> Lowest
Top Document Generation Software Companies With $1M–$5M Revenue
Showing 3 of 3 companies ranked by annual revenue.
2
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
3
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
Frequently asked questions about Document Generation Software Companies With $1M–$5M Revenue
How many document generation software companies with $1M–$5M in annual revenue are there?
Latka tracks 3 document generation software companies with $1M–$5M in annual revenue. Together they generate $6.8M in annual revenue and employ 62 people.
Which document generation software company with $1M–$5M in annual revenue is the largest?
Invoice Maker by Saldo Apps is the largest, with $3.3M in annual revenue, founded in 2019.
How much revenue does a typical document generation software company with $1M–$5M in annual revenue make?
The average document generation software company in this list makes $2.3M a year, across 3 companies with reported revenue.
Who are the leading Document Generation software vendors with $1M–$5M in annual revenue?
Ranked by annual revenue, the leaders are Invoice Maker by Saldo Apps, CloudFiles and Nod.
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.