Best Document Automation Software Alternatives for 2023

December 21, 2022

Do you sometimes feel like the massive paperwork is just bogging you down? If you think this way, then you are not alone. Are you looking for the best document automation software?

The bigger your company, the bigger your headache gets from all the bureaucracy and massive documents it needs to survive. Not to mention that all this paper is highly environmentally unfriendly as 45% of paper printed in the workplace usually ends up trashed within a day. Add to that the fact that all that paperwork makes your onboarding process a nightmare. Due to many document automation software solutions, the physical paper associated with your company's bureaucracy has become unnecessary.

This is why we will list some of the best ones out there to help you choose the right one.

Table of content:

  1. Youbelee
  2. Templafy
  3. Proposify
  4. Conga
  5. Zoho Recruit

List of best document automation software

#1 Youbelee

youbelee-logo-r Document Automation Software

We may be biased, but youbelee is the best document automation software. People and process management software company that can quickly scale up and modernize your company and your business. Regarding document automatization software, its HR letter generation is the best on the market.

When you need to make a custom template for your entire company, you can create as many as you need. The software is customizable and adaptable to your needs. If you need to add a certificate with a custom template, Youbelee has got you covered. 

The fact that it is an entirely cloud-based HR system means you can access everything everywhere and in a printable manner any time you need it to. All you need is an internet connection, a computer, or a smartphone, and you're good to go. 

Things we love:

  • All company HR letters and certificates with a custom template.
  • Customizable templates that suit any business need
  • Available in two languages.
  • Cloud-based and accessible from anywhere
  • Printer-friendly versions of all documents
  • Great UI
  • Mobile app
  • Amazing overall features
  • Great customer service

#2 Templafy

Templafy Document Automation Software

Templafy is an excellent document generation platform. It generates all kinds of business documentation, no matter the complexity. Your employees can create contracts, proposals, and sales materials on their own with Templafy's simple-to-use software.  

Things we love:

  • Simple and easy-to-use UI
  • Customizable
  • Easy setup
  • Good customer support

Things we don't love:

  • Authentication can get a little tricky for some users
  • No mobile app
  • Expensive, especially if you are a small business

3# Proposify

proposify logo Document Automation Software

Proposify is an online proposal software system that offers great insight into your current sale process. From the beginning of your sales journey, till you close a deal, Proposify offers impressive sales document management. You have your design editor in their custom and user-friendly UI with many other features like E-signatures, content management, etc. 

Things we love:

  • Variable pricing features
  • Intuitive design UI
  • Electronic signatures included with your documents
  • Ability to see how many times someone viewed agreements
  • Tailor-made for high-volume sales companies

Things we didn't love:

  • Web browser experience can be glitchy
  • Complicated document editing options
  • Expensive if you are a small business

4# Conga

conga logo Document Automation Software

Conga is a great tool to use if you are using it with another sales company like Salesforce. They integrate with every Salesforce data and combine that with automated document generation.

Your employees can make, pane, and even distribute any document they want within Salesforce by using Conga. Then, after you send out all the documents, you wish to, Conga tracks how users interact with them. 

Things we like:

  • Multiple people can use it
  • Great Integration with software like Salesforce
  • The signing of documents with e-signatures is a breeze
  • Easy to use collaborative editing

Things we didn't like:

  • Not the most intuitive UI
  • Glitchy at times
  • Template builder needs work

5# Zoho Recruit

zoho recruit logo Document Automation Software

Zoho recruit is excellent when it comes to its main feature, which is recruitment and candidate tracking. All this without any need for physical paperwork. You can customize and automate many of your tasks, like sending emails. Zoho also offers analytics and reports at a click of a button so that you can plan out your company's strategy in the future with more ease.

Things we like:

  • Inexpensive
  • Feature-rich
  • Pre-done recruitment CRM
  • User-friendly UI

Things we didn't like:

  • Pulling out reports is a hassle
  • Poor handling of sub-agent providing CVs
  • The verification process is a pain and is needlessly long
  • Not the most outstanding customer support
  • Minimal functionalities in its mobile app

So what is the best document automation software for you?

Well, it depends on what your company needs at the moment. If you need an enterprise-level HR system with everything you need, then the best value for money is Youbelee. We already wrote about how it can be an excellent alternative to bamboo for leave management because of its unique features. And when it comes down to the automation of your paperwork, Youbelee has covered you in literally every aspect of your company.

If you need your document automation software to do just one specific thing, then any other recommended platforms can help you. 

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