1
Ortoo
London, United Kingdom
Ortoo enables Salesforce organizations to automatically create and update SFDC objects (including custom objects)
- Revenue
- $7.4M
- Year founded
- 2015
- Team size
- 22
Top 2 Salesforce CRM Document Generation Software Companies With $5M–$10M Revenue (September 2026)
As of September 2026, Latka tracks 2 salesforce CRM document generation software companies with $5M–$10M in annual revenue. They have combined revenues of $12.4M and employ 60 people.
Every company below sells salesforce CRM 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 Salesforce CRM Document Generation Software Companies do
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.
- Companies
- 2
- Revenue
- $12.4M
- Funding
- -
- Employees
- 60
Filters
Sorting: Highest -> Lowest
Top Salesforce CRM Document Generation Software Companies With $5M–$10M Revenue
Showing 2 of 2 companies ranked by annual revenue.
2
Passage Technology
Lake Forest, Illinois, United States
Complete org solutions: Salesforce consulting, certified development services & AppExchange partner. Popular apps include Rollup Helper and Milestones PM+
- Revenue
- $5M
- Year founded
- 2008
- Team size
- 38
Frequently asked questions about Salesforce CRM Document Generation Software Companies With $5M–$10M Revenue
How many salesforce CRM document generation software companies with $5M–$10M in annual revenue are there?
Latka tracks 2 salesforce CRM document generation software companies with $5M–$10M in annual revenue. Together they generate $12.4M in annual revenue and employ 60 people.
Which salesforce CRM document generation software company with $5M–$10M in annual revenue is the largest?
Ortoo is the largest, with $7.4M in annual revenue, founded in 2015.
How much revenue does a typical salesforce CRM document generation software company with $5M–$10M in annual revenue make?
The average salesforce CRM document generation software company in this list makes $6.2M a year, across 2 companies with reported revenue.
Who are the leading Salesforce CRM Document Generation software vendors with $5M–$10M in annual revenue?
Ranked by annual revenue, the leaders are Ortoo and Passage Technology.
Related Sales Tools categories
Inclusion Criteria
- 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