Best Document Automation Software in 2026
Updated
33 document automation software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
33ranked
0free plans on this page
4 Oct 2026last checked
Input list Document Automation Software 8 channels on this page · 21 of 64 spec lines stated by the makers
Ch Tool Free planPaid fromTemplate editorData sourcesWorkflow triggersOutput formatsE-signaturesAPI access Spec sheet Score
26 Loopio Free planNoPaid fromnot statedTemplate editornot statedData sourcesnot statedWorkflow triggersnot statedOutput formatsnot statedE-signaturesnot statedAPI accessnot stated 1/8spec lines stated 5.8
27 SmartCOMM Free plannot statedPaid fromnot statedTemplate editorvisualData sourcesExternal business data sources, customer profile information, runtime data, Salesforce dataWorkflow triggersBatch generation, on-demand generation, API requests, form submissionsOutput formatsPDF, interactive PDF, Adobe PostScript, AFP, HTML, email, SMS, image, Microsoft Excel, Microsoft PowerPoint, XML, DOCXE-signaturesYesAPI accessYes 6/8spec lines stated 5.8
28 Plumsail DocumentsPlumsail Free planNoPaid from$25/moTemplate editornot statedData sourcesnot statedWorkflow triggersnot statedOutput formatsnot statedE-signaturesnot statedAPI accessYes 3/8spec lines stated 5.5
29 S-Docs Free plannot statedPaid fromnot statedTemplate editornot statedData sourcesSalesforce; HubSpot; Google Sheets; Airtable; Salesforce standard and custom objects; HubSpot standard and custom objects and associationsWorkflow triggersnot statedOutput formatsnot statedE-signaturesnot statedAPI accessYes 2/8spec lines stated 5.5
30 Docupilot Free planNoPaid from$29/moTemplate editornot statedData sourcesnot statedWorkflow triggersnot statedOutput formatsnot statedE-signaturesnot statedAPI accessYes 3/8spec lines stated 5.4
31 Experlogix Document Automation Free planNoPaid fromnot statedTemplate editornot statedData sourcesCRM, ERP, forms, APIs, CPQ, ECM, other business systemsWorkflow triggersnot statedOutput formatsPDF, DOCX, XLSX, PPTX, and moreE-signaturesnot statedAPI accessYes 4/8spec lines stated 5.4
32 XaitPorter Free plannot statedPaid fromnot statedTemplate editornot statedData sourcesnot statedWorkflow triggersnot statedOutput formatsnot statedE-signaturesnot statedAPI accessnot stated 0/8spec lines stated 5.3
33 Nintex DocGen Free planNoPaid fromnot statedTemplate editornot statedData sourcesnot statedWorkflow triggersnot statedOutput formatsnot statedE-signaturesnot statedAPI accessYes 2/8spec lines stated 5.2
Compare all 8 in a table
| # | Tool | Score | Free plan | Free plan | Paid from | Template editor | Data sources |
|---|---|---|---|---|---|---|---|
| 26 | Loopio | 5.8 | No | No | — | — | — |
| 27 | SmartCOMM | 5.8 | No | — | — | visual | External business data sources, customer profile information, runtime data, Salesforce data |
| 28 | Plumsail Documents | 5.5 | No | No | 25 /mo | — | — |
| 29 | S-Docs | 5.5 | No | — | — | — | Salesforce; HubSpot; Google Sheets; Airtable; Salesforce standard and custom objects; HubSpot standard and custom objects and associations |
| 30 | Docupilot | 5.4 | No | No | 29 /mo | — | — |
| 31 | Experlogix Document Automation | 5.4 | No | No | — | — | CRM, ERP, forms, APIs, CPQ, ECM, other business systems |
| 32 | XaitPorter | 5.3 | No | — | — | — | — |
| 33 | Nintex DocGen | 5.2 | No | No | — | — | — |