Best Document Automation Software Solutions

What is Document Automation Software?

Document Automation Software streamlines the creation, management, and distribution of documents. Designed for efficiency, it automates repetitive tasks, reducing human error and overhead costs.

To learn more, read our Document Automation Software Buyer's Guide (Updated: August 2025).

The top 5 Document Automation Software solutions are Conga Composer, OpenText TeleForm, Notion, SmartDX and Windward Hub, as ranked by PeerSpot users in August 2025. Notion received the highest rating of 8.3 among the leaders and is the most popular solution in terms of searches by peers, and Conga Composer holds the largest mind share of 17.4%.

The advanced features of Document Automation Software integrate seamlessly with existing systems. It supports complex workflows, ensuring document compliance and consistency across departments. Real user feedback highlights reliability and user-friendly interfaces.

What are the critical features of Document Automation Software?

Template Management: Simplifies the creation and maintenance of document templates.
Workflow Automation: Automates approval processes and document routing.
Integration Capabilities: Ensures smooth integration with other enterprise applications.
Security Measures: Protects sensitive information with robust encryption and access controls.

What benefits and ROI should users expect from Document Automation Software?

Increased Efficiency: Reduces time spent on document-related tasks.
Cost Savings: Minimizes the need for manual intervention and paper-based processes.
Improved Accuracy: Decreases human error by standardizing document creation.
Enhanced Compliance: Ensures all documents adhere to company and regulatory standards.

In legal and financial sectors, Document Automation Software speeds up the generation of compliant documents. In healthcare, it ensures accurate patient records. Manufacturing utilizes it for consistent documentation across global operations.

Document Automation Software enhances operational efficiency by automating document-related processes, thus reducing costs and improving overall accuracy and compliance.

Buyer's Guide

Document Automation Software

August 2025

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Helped 866,561 peers since 2012

Document Automation Software solutions mindshare

As of September 2025, in the Document Automation Software category, the mindshare of Conga Composer is 17.4%, up from 7.7% compared to the previous year. The mindshare of SmartDX is 13.8%, down from 17.3% compared to the previous year. The mindshare of OpenText TeleForm is 10.9%, down from 21.2% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Document Automation Software Market Share Distribution
Product	Market Share (%)
Conga Composer	17.4%
SmartDX	13.8%
OpenText TeleForm	10.9%
Other	57.9%

Document Automation Software

Top Document Automation Software products

Rankings through

#1 Ranked

Conga Composer

Conga Composer® optimizes your Salesforce investment by removing the roadblocks associated with document creation. Create and deliver robust, sophisticated documents with ease, including presentations, sales documentation and reports by merging data from any standard or custom object into richly-formatted templates

8.1

Rating

Reviews

470

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Leader

OpenText TeleForm

OpenText TeleFormProvide a paper on-ramp for document and forms-driven line of business processes using powerful design, distribution, capture and recognition technologies to eliminate time-consuming manual data entry

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Buyer's Guide

Document Automation Software

August 2025

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Find out what your peers are saying about Conga, OpenText, Notion and others in Document Automation Software. Updated: August 2025.

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866,561 professionals have used our research since 2012.

Notion

Notion is an all-in-one workspace that enables teams to collaborate, organize, and manage their work effectively. Its primary use case is to streamline project management, knowledge sharing, and task tracking. With its versatile functionality, Notion allows users to create and customize databases, wikis, and documents, making it a powerful tool for organizing information.

8.3

Rating

Reviews

402

Words/ Review

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SmartDX

All of the G15 investment banks and some of the world's largest energy and commodity companies trust SmartDX to help them simplify trade and relationship documentation for all market participants, across all asset classes and product types. SmartDX accelerates all documentation processing for both the sell- and buy-side.

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Windward Hub

Hub is our newest product, comprised of two components: Designer and Hub Platform. Hub allows you to design stunning templates and output data-rich documents. You just need to signup once for our document automation solution to enjoy easy template management, scheduling future reports, and generate documents on-demand.

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OpenText LiquidOffice

OpenText LiquidOffice is an intelligent forms automation platform that enables organizations to design and publish rich electronic forms, automating data collection, routing and processing to digitally transform forms-driven line of business processes.

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Use our free recommendation engine to learn which Document Automation Software solutions are best for your needs.

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866,561 professionals have used our research since 2012.

Esker on Demand

Esker on Demand is the intuitive platform behind our most innovative solutions. A cloud-based document process and information exchange service, Esker on Demand enables companies to automate business documents and provide full visibility over all processes with just an Internet connection and web browser.

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Esker on Demand vs OpenText LiquidOffice

Fortra's Document Management

Make it easier to capture, manage, and access documents with document management solutions. Save yourself time, paper, storage space, and headache when you digitize documents and automate your key business practices.

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XaitPorter

XaitPorter is a document co-authoring and document automation solution that enables companies to produce business critical documents more efficiently. XaitPorter has a built-in workflow, it automatically takes care of formatting, layout and numbering in accordance to you corporate guidelines. For the more technical uses, XaitPorter is a component content management solution with an open API.

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SS&C Blue Prism

SS&C Blue Prism excels in automating repetitive tasks with its robust features, enhancing efficiency. Users praise its scalability but find the learning curve steep and documentation lacking. Enhancements in integration capabilities and clearer guidance during setup can improve user experience significantly.

7.7

Rating

Reviews

394

Words/ Review

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Formstack Documents

Use Formstack Documents to eliminate paperwork and transform data into beautifully designed documents you can send anywhere.

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Formstack Documents vs Conga Composer

XfilesPro

XfilesPro helps users manage files efficiently with features like automated file categorization and easy access. It offers valuable integration capabilities with different platforms. Users suggest improvements in customization options and the learning curve, aiming to enhance user experience and better meet diverse needs.

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Ecrion EOS

Ecrion wants to help you expand on your ability to produce appealing and unique customer-facing documents. With intuitive design environments, interactive documents, and a full range of mobile solutions, we give you the features to stay connected.

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Resistant AI Document

Resistant AI Document enhances fraud detection with its advanced algorithms, offering users robust security. It excels in adaptability and scalability, meeting diverse industry demands. While praised for its innovative approach, some users suggest improvements in integration capabilities to streamline operations and enhance efficiency.

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Templafy

Templafy integrates with the office suites used by companies every day, to automate brand compliance and streamline how users create or edit files.

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Templafy vs Conga Composer

Document Automation

Document Automation efficiently manages repetitive document-related tasks with features like template creation and integration flexibility. Users appreciate its adaptability but note room for improvement in processing complex documents and enhancing customer support for better user experience.