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The Salesforce AppExchange presents enterprises with a wide selection
of Document Generation solutions to help optimize processes, maximize
efficiency and productivity, and ultimately increase profitability. With so many
applications available, choosing the right one can be a daunting task. To get the most out of your
investment, it’s important to select the solution that best fits the need of your organization, industry,
and employees. Being able to differentiate enterprise-grade solutions from tools suited more for
smaller businesses is key in that evaluation. This guide will examine the top-rated apps in the Document
Generation section of the AppExchange, and evaluate each one on how well suited they are to help
solve enterprises’ problems. The evaluation is based on the following 6 categories and criteria:
EVALUATION CRITERIA
RED
Document
Level of
Level of
Scope of
Content
Enterprise-
Types
Integration
Accessibility
Use Cases
Library
Grade Solution
1-2 document
Salesforce
Salesforce
Proposals
No content
Scored
types
only
use only
and quotes
library
“green” for
only
YELLOW 3-4 document Salesforce
types
0-1 of criteria
Available
2-3 more
Content
Scored
and 1-2 other
outside of
use cases
library
“green” for
integrations
Salesforce
related to
with only
2-3 of criteria
sales (invoices,
documents
account
generated
statements,
through app
sales
presentations)
GREEN
5+ document
Salesforce
Available
Use cases
Content
Scored
types
and 3+ other
outside of
outside
library with
“green” for
integrations or
Salesforce
of sales
all marketing
4-5 of criteria
customized
with 1+ native
(marketing,
content
integrations
mobile app
legal, customer
service)
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Based on the identified criteria, the chart below indicates each apps’ score for the individual criterion,
as well as the overall enterprise-grade solution score.
EnterpriseDocument
Level of
Level of
Scope of
Content
Grade
Types
Integration
Accessibility
Use Cases
Library
Solution
Conga Composer






LOOP Document Services






TinderBox






ONE Correspond






HP Relate






PerForm





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Template VizArt






Seismic






seProposal






Proposable






Documill Dynamo Service






DocMocracy






S-Docs




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Qvidian Proposal Automation

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CloudPDF

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EVALUATION PROFILES
For a more in-depth view into the individual applications, the following profiles breakdown each
category to provide more insight into their capabilities.
Conga Composer
LOOP Document Services
Document Types
Document Types
Word, Excel, PowerPoint, HTML email, PDF
Word, Excel, PowerPoint, PDF
Integration
Integration
Salesforce
Integrates with all Salesforce data, as well as other
App Exchange solutions such as DocuSign,
Accessibility
Salesforce application that can be accessed
through Firefox, Chrome, Internet Explorer,
Safari, and across all mobile browsers
EchoSign, Sertifi, Box for Salesforce, Amazon S3,
SpringCM, Chatter, Content, FTP, SMTP
Accessibility
Salesforce application that can be accessed
Scope of Use Cases
Creates and distributes Salesforce reports,
customized presentations, and documents for
use cases across of the organization, including
through Firefox, Chrome, Internet Explorer,
Safari, as well as Drawloop Mobile for
Salesforce, an iOS iPad app
account plans, contracts, invoices/receipts,
Scope of Use Cases
mail merge letters, PDF forms, policies/
Create, build, manage and store sales and
procedures, proposals, quotes, reports/charts,
customer service documents including
shipping documents and work orders
contracts, proposals, quotes, account plans
and invoices. Additionally, the application
Content Library
No content management library available.
Documents are generated from customized
templates and Salesforce data.
allows you to merge various documents
together into a Dynamic Document Package
(DDP) and deliver them to customers.
Content Library
No content management library available.
Documents are generated from customized
templates and Salesforce data.
4
TinderBox
ONE Correspond
Document Types
Document Types
Word, Excel, PowerPoint, HTML email, PDF
PDF and email
Integration
Integration
Salesforce, Adobe EchoSign, FormStack,
Salesforce
and other enterprise solutions through an
Open API
Accessibility
Accessibility
Internet Explorer 8 and 9 and Chrome
Salesforce application that is optimized for
Web-based software that is compatible
with Chrome, Firefox, Safari, Opera, and
Internet Explorer and across mobile phone
and tablet devices
Scope of Use Cases
Use Salesforce data to build customer
communications, such as proposals, quotes,
servicing letters, and contracts
Scope of Use Cases
Enables marketing, sales, and legal
departments to create and track online
proposals and presentations. Sales teams
have access to central repository of content
Content Library
Access to a library of pre-approved
paragraphs to inset into documents created
with templates and Salesforce data.
and ability to generate web-based proposals
and presentations. Marketing is able to control
branded proposals and other documents,
while legal is able to edit and accept proposals
and contracts.
Content Library
Content library to store sales and marketing
materials that can be used to create
customized presentations and documents.
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HP Relate
PerForm
Document Types
Document Types
PDF and email
PDF
Integration
Integration
Salesforce
Salesforce
Accessibility
Accessibility
Salesforce application
Salesforce application that is compatible
with Internet Explorer, Safari, Firefox, Chrome,
Scope of Use Cases
Use Salesforce data to build customer
and Opera
communications, such as proposals, quotes,
Scope of Use Cases
servicing letters, and contracts
Allows user to automatically populate
their own forms or 3rd party forms with
Content Library
No content management library available.
Salesforce data.
Documents are generated from customized
Content Library
templates and Salesforce data.
No content management library available.
Documents are generated from pre-existing
forms and Salesforce data.
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Temp VizArt
Seismic
Document Types
Document Types
PDF and HTML
TMS Word, Powerpoint, Excel, PDF, HTML
Integration
Integration
Salesforce
Salesforce, Microsoft Office, enterprise cloud
systems such as ERP, BI warehouses, and Excel
Accessibility
Salesforce application
Accessibility
Web-based application that can be accessed
Scope of Use Cases
Generate customized templates for invoices,
contracts, account plans, credit notes and
questionnaires with Salesforce data
through Internet Explorer 7-10, Firefox,
Chrome, and Safari 5-6, as well as tablet
applications for iOS and Windows
Scope of Use Cases
Content Library
No content management library available.
Documents are generated from customized
templates and Salesforce data.
Create, build, and manage custom
presentations, collateral and contracts for
every sales scenario. Sales has access to a
central repository of all approved marketing
materials. Marketing is able to keep content
up-to-date and track what is being used, while
compliance can ensure that all content is in
line with regulations.
Content Library
Cloud-based library of all brand collateral and
business material that is backed by a live-data
feed and can be accessed to create
customized and personalized content
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seProposal
Proposable
Document Types
Document Types
PDF
Media-rich electronic proposals
Integration
Integration
CRM systems such as Salesforce, SugarCRM,
Salesforce
Microsoft, SalesLogicx, Zoho CRM and
NetSuite, as well as custom integrations into
Accessibility
a company’s existing systems and databases
A web-based application that runs best on
Accessibility
of Internet Explorer
Firefox, Chrome, and the most current version
Application within third party CRM
environments or company’s systems
Scope of Use Cases
and databases
Generate customized templates for invoices,
Scope of Use Cases
questionnaires with Salesforce data
contracts, account plans, credit notes and
From a library of text, images, case studies,
and articles, pull content into proposals and
quotes to create personalized documents
and send to prospects and customers
Content Library
Library that allows you to save and manage
the sales pieces you create to use in future
documents
Content Management
Library of content with text, images, case
studies, and articles
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Documill Dynamo Services
DocMocracy
Document Types
Document Types
Word, Excel, PowerPoint, HTML email, PDF
Word, Excel, PowerPoint, and Google Docs
Integration
Integration
Salesforce and Microsoft Office for editing
Salesforce and Microsoft Office for editing
capabilities
capabilities
Accessibility
Accessibility
Salesforce application
Salesforce application
Scope of Use Cases
Scope of Use Cases
Generate custom-tailored sales documents
Create communication templates, invoices,
such as quotes, policies, statements, invoices,
pipeline reports, and contracts within
and confirmation letters
Salesforce
Content Library
Content Library
Access to a library of documents that can be
No content management library available.
appended to the documents being created
Documents are generated from MS Office and
Google Docs integration and Salesforce data.
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S-Docs
Qvidian
Document Types
Document Types
Word, Excel, PDF, HTML
Word, PowerPoint, Excel, PDF, HTML
Integration
Integration
Salesforce and MS Office and Google Docs for
Salesforce
editing, as well as other external systems such
as e-signature solutions
Accessibility
Salesforce application
Accessibility
Salesforce application
Scope of Use Cases
Scope of Use Cases
presentations
Proposals, RFP responses, and personalized
Create invoices, quotes, product tear sheets,
claim forms, newsletters, account statement,
personalized invitations, contracts, welcome
letters, and proposals
Content Library
Content library with sales presentations and
documents to create customized and
personalized client documents
Content Library
No content management library available.
Documents are generated from customized
templates and Salesforce data.
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Cloud PDF
Document Types
PDF
Integration
Salesforce
Accessibility
Salesforce application that is compatible with
Windows, Mac, Internet Explorer, and Firefox
Scope of Use Cases
Business forms, sales proposals, agreements,
project documents, and form letters
Content Library
No content management library available.
Documents are generated from customized
templates and Salesforce data.
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