For Salesforce users, choosing the right document generation solution isn’t just a nice-to-have; it’s critical for efficiency, accuracy, and scalability. In a Salesforce environment, the right solution can streamline complex processes, reduce errors, and free up your team to focus on what really matters.
In this blog, we compare some of the most popular document generation tools available on the Salesforce ecosystem: Conga, DocuSign, Nintex, S-Docs, PandaDoc, Titan, and PDF Butler.
We’ll highlight each tool’s core offerings, pros and cons, and what makes PDF Butler stand out.
1. Conga Composer
Conga Composer allows users to create complex documents and automate processes directly from Salesforce.
Pros:
- Extensive product line (CLM, CPQ, Composer, Sign)
- Supports multiple output formats
- Conga Composer allows you to use existing templates or create new ones using the Conga Template Builder.
Cons:
- Complex logic and formula-based configuration
- Expensive and requires a minimum of 10 users with a minimum spend
- A limited number of objects can be brought into a single template
- Customer service response times can take weeks and require additional fees
2. DocuSign
DocuSign Gen for Salesforce is a streamlined document generation tool developed by DocuSign, designed to work seamlessly with Salesforce and support quick document creation and e-signatures.
Pros:
- Tight integration with DocuSign for e-signature
- Easy to use and quick to deploy
- Ideal for simple, repetitive documents
Cons:
- Built for e-signatures, not document generation
- No custom fonts, live editing, or advanced formatting
- Bulk sending, automation, and integrations cost extra
- Word and PDF outputs are the only options
3. Nintex
Nintex allows users to create documents by providing features such as templates, data insertion, and support for multiple formats (PDF files, Word, Excel, PowerPoint, etc.).
Pros:
- Extensive automation features
- Suitable for small to mid-sized businesses looking for an uncomplicated doc gen tool
- Wide range of template formats
Cons:
- UI can feel outdated
- Learning curve for non-technical users
- Pricing may not be transparent
4. S-Docs
A 100% native Salesforce document generation solution that allows you to generate, email, and e-sign your documents.
Pros:
- Native to Salesforce (no external servers)
- Multi-Language Support
- High level of security and compliance
- Good performance for basic to mid-level needs
Cons:
- Speed depends on template complexity
- Custom templates require developer knowledge
- Hidden costs on additional templates/automation features as well as for the trainings
5. PandaDoc
A document automation platform with a strong focus on sales documents like proposals and contracts also includes e-signature functionality.
Pros:
- User interface is intuitive and modern
- Built-in e-signature capabilities
- Includes a content and template library
Cons:
- Not Salesforce-native
- Stores customer data unless manually deleted
- Limited audit trail: Lacks full visibility into signing actions
6. Titan
Titan offers a suite of tools for Salesforce users, including document generation, forms, surveys, and e-signatures.
Pros:
- Powerful web form builder with drag-and-drop functionality
- Visual template builder for users with minimal technical background
- Works across Salesforce clouds (Sales, Service, Experience, etc.)
Cons:
- Document generation is not Titan’s primary focus — it’s centered around web forms
- Slower generation performance taking up to 30 seconds
- Doesn’t support adding dynamic content or complex criteria to documents
- Advanced configuration and automation may require separate modules
7. PDF Butler
PDF Butler is a flexible and high-performance document generation solution built for Salesforce. It is known for its speed, customization options, and seamless integration with the Salesforce ecosystem.
Pros:
- Easy to configure and use
- Lightning fast generation even with complex templates
- High level of customization and branding options
- Excellent customer support
- Works well with other tools like SIGN Butler, FORM Butler, CONTRACT Butler and COLLABORATION Butler for end-to-end automation
What to Keep in Mind:
- Best suited for organizations already using Salesforce, as it’s designed to be 100% native to the platform.
- Offers powerful customization options, which may take a bit of exploration — but that’s where our Academy and responsive support team come in.
- For e-signatures, it works seamlessly with our own SIGN Butler add-on for an end-to-end solution.
Conclusion
Choosing the best document generation tool for Salesforce depends on your specific business needs. While Conga and Nintex are feature-rich for enterprise environments, they come with complexity and cost. Simpler tools like DocuSign Gen or S-Docs are good for basic use cases but may not scale well. Titan is an option for teams wanting an all-in-one platform, though it may not suit complex, high-performance environments.
PDF Butler offers a balanced solution that combines speed, power, flexibility, and ease of use—making it a top choice for organizations seeking scalable document automation in Salesforce.
