As of May 2026, there are 7 SaaS companies in Salesforce CRM Document Generation Software. They have combined revenues of $99.3M and employ 1.1K people. They have raised $335K and serve 980 customers combined.
Salesforce CRM Document Generation Software encompasses tools designed to automate the creation of various types of documents using data from Salesforce CRM. These applications are primarily utilized for generating contracts, proposals, quotes, reports, and other essential documents within the sales and customer relationship management processes. They streamline workflows by integrating directly with Salesforce, allowing users to pull in real-time data to create accurate and customized documents quickly. Typical features of such software include template management, document assembly, data merging capabilities, and support for multiple document formats such as Word, PDF, and Excel. Common user personas include sales teams seeking to improve efficiency in document preparation, as well as legal and finance teams that require meticulously crafted contracts and agreements. By integrating with Salesforce, these tools not only enhance productivity but also ensure consistency and compliance across all generated documents.
Sorting: Highest -> Lowest
Showing 10 of 7 companies ranked by annual revenue.
Los Angeles, California, United States
Salesforce development company established in 2012, holding the prestigious status of being a summit partner of Salesforce
London, United Kingdom
Ortoo enables Salesforce organizations to automatically create and update SFDC objects (including custom objects)
Lake Forest, Illinois, United States
Complete org solutions: Salesforce consulting, certified development services & AppExchange partner. Popular apps include Rollup Helper and Milestones PM+
India
Fexle Services Private Limited is a leading software consulting firm for SaaS services. Our main focus is to increase the client's ROI. Fexle Services is one of the most trustful partners. Our client satisfaction percentage is 100%. We have a great reputation as Salesforce.com solution provider. Fexle Services has Salesforce certified resources with great talent and innovative ideas. We always ready to help with our products. Our AppExchange products are for developers, Business Analysts, Administrators, etc. You can save 30% of the time using these products., Fexle rewarded with a badge of 1% pledge member certification
Glasgow, Scotland, United Kingdom
We provide two apps for Salesforce through their Appexchange Store. Field Dumper - is free and extracts Salesforce Schema information to an Excel workbook. Great for understanding your Salesforce org in a single and simple document. Field Dump Pro - is competitively priced per org and offers many enhanced features over the free version. More metadata is extracted - including object and field descriptions.
- Must enable the automation of document creation using Salesforce data - Should support multiple document formats such as Word, PDF, and Excel - Must include template management capabilities for easy customization - Should offer data merging features to combine information from various sources - Must integrate seamlessly with Salesforce CRM - Not just for generating documents; must also facilitate review and approval workflows
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