Best 10 Document Automation Software in 2024: A Comprehensive Guide

Do you ever feel you don't have enough time or are drowning in paperwork?

If so, you are not alone. Most professionals agree that manually managing documents takes a lot of time. Today's paper document management and filing methods are expensive, wasteful, and often ineffective. As per the facts,

• The ordinary North American uses 504.84 pounds of paper each year.
• Filing a document costs $20, finding a lost document costs $120, and reproducing a document costs $220.

However, in today's quick-paced world, there has to be a better approach. Thankfully, there are document automation softwares to help automate this process.

In this article, we will cover the top 11 document automation software and find out how they can help you save hours of your time.

In case you're in a hurry, Nanonets is our top pick as a document automation platform, followed by Adobe and Documate. Here's a snapshot of the comparison.

Try the most highly-rated no-code document automation platform for free. See how Nanonets can optimize your document processes in 10 minutes.

Best 10 Document Automation Software in 2023

• Nanonets
• PandaDoc
• Jotform
• Documate
• Templafy
• Conga
• Woodpecker
• Adobe Acrobat DC
• BRYTER
• XaitPorter

What is document automation software?

Document automation software is a tool that uses advanced technologies to help businesses achieve the automation of documents with ease. It streamlines document creation by automating repetitive tasks. From simple templates to complex contracts, these tools enhance efficiency.

Document automation software helps you save time by streamlining your company procedures. Users may generate, change, edit, and manage documents based on various data points using this software.

Using it makes it easier to create dynamic, editable templates that can be used to create commonly used documents. You can quickly produce many documents, including contracts, bids, forms, proposals, and more, using document automation software.

Best 10 Document Automation Software

1. Nanonets [Start your free trial]

Nanonets is a no-code intelligent document processing or document automation platform. Nanonets can automate document processes, from document capture, document verification, approval workflows, incident management, document storage, and more.

Users can use Nanonets to automate manual data entry from documents and improve document processing speeds. Nanonets can be integrated with 5000+ software in minutes.

Nanonets has an advanced OCR API that detects document types, extracts relevant information from the documents, and digitizes documents in minutes. Using Nanonets workflows, you can automate any process like customer onboarding, ID verification, invoice processes, account payables, and more with a click of a button.

Nanonets has multiple templates to automate document processes, but you can also create your own AI model in <15 minutes.

Best Suited for: A wide range of use cases but best suited for Finance, Manufacturing & Healthcare setups

Pros

• Easily capture documents from data sources like Gmail, drive, outlook, and more.
• Extract data from documents with >95% accuracy
• Advanced OCR API
• Easy-to-use Interface
• No-code platform
• Automate any process with workflows
• Create complex logic functions to verify documents
• Templates and easy customization options
• Wide choice of integrations
• Role-based access control
• Audit Trail logs
• Transparent pricing - check pricing plans
• 24x7 support

Cons

• No document generation options - Can be integrated with Microsoft word to input documents directly
• Can’t be used for e-sign - Can be integrated with other e-sign software
• No mobile app
  

Over 1000+ enterprises use Nanonets to automate more than 30M+ document processes.

Try Nanonets for free, or schedule a 10 min call to see how we can solve your problems!

2. PandaDoc

PandaDoc is a document automation software specifically designed to streamline the sales process. It allows users to easily create, review easily, and e-sign proposals, quotations, and contracts. Its drag-and-drop editor, one-click uploads, and collection of well-crafted templates make creating new documents simple.

However, it may not be suitable for document automation outside the sales process as advanced document workflow capabilities are only available on the Business and Enterprise plans.

Best Suited for: Document automation in the Sales Process

Pros:

• Clean and simple-to-understand UI
• Wide choice of integration options
• Tracks the number of times a prospect reads a quote
• Allows other fields and other info to be added
• Electronic signature
• Highly customizable
• Smooth user performance and content reporting

Cons:

• Poor integration with CRMs
• High pricing for automation features & large team size
• The UI could be overwhelming at first
• Text fields are hard to edit
• Confusing Menu layouts with Lots of images and options in each menus option
• Difficulty in form naming
• Multiple users are required
• The functionality of moving tiles within templates can be improved
• More tutorials would be helpful
• Difficult to modify document processes
• No conditional logic on forms

Try a better alternative to PandaDoc. Automate any document processes with no-code workflows in 15 mins.

3. Jotform PDF Editor

Jotform can make your documents look pretty and professional by using its drag-and-drop editing and over 1,200 pre-made templates that you can change to match your company. Even though Jotform is still new at making documents, it can be good for big companies who want to put forms on their websites to get customers' information.

Best Suited for: Big Companies that are looking to automate adding form data to PDF format

Pros

• Easy-to-understand tables
• Allows customers to choose the right product based on a set of questions
• No setup fee
• Free/Freemium Version
• Response tracking
• Real-time results
• Best for form processing

Cons

• Intermittent slowness
• Non-automatical save disable button
• Problems synchronizing info between smartphone App and Web
• Slight improvements are required for ease of use
• Not necessarily intuitive for most users
• Improper PDF Downloading alignment
• Options for exporting to Excel should be more intelligently designed.
• Email editing could be enhanced with a wider selection of templates.
• The massive watermark at the bottom of the form
• Table fields can only be updated from forms, not the other way around
• Phone customer service and chat support can be improved
• Hidden pricing

Use Nanonets for document processing instead.

No hidden pricing. Excellent customer support. Dependable workflow-based document automation software.

Schedule a short call with our automation experts to see how we can solve your document problems.

4. Documate

Documate is a user-friendly, no-code legal document management software. It enables users to design unique online forms that automatically fill up Word or PDF documents with data.

To assist legal aid charities in creating client-facing processes, a team of attorneys and technologists created Documate in the beginning. The starting price is $99 per month with a ten workflow limitation.

Best Suited for: Legal Teams looking for document automation

Pros

• Good Cross-platform work like Windows and Mac
• More control over our data
• Easily Customizable Questionnaires
• Generates agreements and price-lists
• Lowers human error

Cons

• Basic Document Management features
• Not All Features in Initial Tier
• Expensive for more features
• No Premium Consulting / Integration Services
• Long implementation process
• Inserting the code requires troubleshooting
• Fewer colors and design themes
• Geared towards lawyers
• Good for small businesses
• Not a great legal OCR engine

5. Templafy

Templafy is a platform that helps big companies manage, update, and share important information and materials throughout the company. Managers and compliance teams can control what information is used by setting permissions to ensure that only approved information is used.

Employees can use Templafy to quickly make important documents like contracts, proposals, and sales materials using the tools inside their word processing software.

Best Suited for: CMOs & Brand Managers of Large companies

Pros

• A simple user interface to make choices and see results
• It puts the power of customization in the user's hand
• Quick setup and powerful
• Great Customer support
• Greater productivity

Cons

• Web-based user interface and independence from Microsoft software
• Difficulties with double authentication
• Geared towards document generation rather than document process automation
• Expensive for small businesses

Looking for trusted document automation software?

Switch to Nanonets. Trusted by 10,000+ customers across the globe.

6. Conga

Conga Composer can be your answer if your sales team seeks document automation software with Salesforce. Conga develops native Salesforce solutions that integrate Salesforce data with processes and automated document generation.

Conga also offers a variety of additional Salesforce-related document management applications. You must get in touch with the business for a quotation since pricing is done on a personalized basis.

Best Suited for: Sales teams using Salesforce

Pros

• Electronic signatures
• Transparency of edits among team members
• Pulls in all quote info easily

Cons

• UI can be more interactive
• It continues to use outdated pages.
• The flow of the template builder can be improved
• Certification Maintenance is relatively tough
• Complex setup - It takes training and hands-on experience to set up this independently

7. Woodpecker

Small and solo law firms searching for essential document automation software suited to their requirements would love this Microsoft Word add-in. Users may create templates and automate document production processes with Woodpecker, all from inside Word.

Best Suited for: Small-sized Law Firms or Individual Lawyers

Users can optimize their document processes with over 2,000 software connections using Zapier and Woodpecker's open API. With limitations, costs begin at $39 per month (for an annual plan).

Pros

• Accelerates drafting of legal documents
• Integration with Microsoft word
• Easy to add variables via the sidebar
• Good for document assembly

Cons

• Geared toward law users
• Clumsy user interface
• It has a learning curve - not intuitive enough
• Not exactly document automation - more towards document generation & templatization

8. Adobe Acrobat DC

Adobe Acrobat allows you to easily create, edit, convert, share, sign, and merge documents with Acrobat from inside the Adobe platform. As a result, you can build fluid digital experiences that make it simple for your team to work together and communicate from any device, anytime, anywhere.

Adobe document automation allows organizations to create PDF documents in word, page, or ppt formats. With document generation API, you can automatically insert code in your word document to create invoices or any other PDF or word document.

Pros

• Intuitive User interface
• Automatically create PDF documents using a template
• Password protection for enhanced security
• Audio speech capability
  

Cons

• Expensive as compared to other tools
• The free version lacks basic features
• OCR API does not capture text perfectly.
• Lack of integrations
• You can’t add multiple signatures to a single document
• Longer load time
• To automate, you need to use the Adobe Pro Wizard version
• Cannot automate document processes like approvals or verification.

Looking for a better document automation alternative? Try Nanonets.

9. BRYTER

Expert teams like Legal and Compliance can make their expertise digitally accessible using Bryter.

Bryter's no-code platform can generate documents and use document workflows to automate document processes. Bryter can build digital applications without writing a single line of code. Bryter works towards enabling digitization in organizations with simple yet powerful applications. No pricing information is provided.

Best Suited for: Legal and Compliance Teams

Pros

• No code platform
• Pre-existing templates for document automation
• Advanced-Data visualization

Cons

• Speculative Design
• Efforts required to make it work
• Geared toward contract generation
• Difficult to set up
• Templates are not very intuitive to use
• Lacks accessibility features

10. XaitPorter

XaitPorter includes a built-in workflow based on a database to facilitate information reuse and automatically handles formatting, layout, and numbering. Tenders, contracts, license applications, field development plans, useful reports, yearly reports, and many other documents can be automated by XaitPorter.

Formatting, layout, and numbering are all taken care of automatically. XaitPorter ensures that our customers can manage, preserve, and use their material more effectively since it is based on a database.

Pros

• Automates document generation and PDF creation
• Can use workflows to automate document creation
• option to archive previous RFPs
• Simple to use
• Enhances document collaboration and co-authoring

Cons

• Geared towards co-authoring documents
• No advanced document process automation features
• No pricing provided
• The new version has bugs in understanding tables
• Word import isn’t bug-free
• UI can be better
• Dashboards are difficult to understand

Switch to Nanonets, an easy-to-use no-code platform to automate your document process in 15 minutes.

No hassle, No credit card, and No spam from our side.

Which is the best document automation tool?

The blog lists the top document automation tools available in the market. Try to compare your requirements with the document automation tools' features. Try their free trials and select the best automation tool.

We would like to suggest the top 3 tools to automate documents:

• Nanonets
• Adobe
• Documate

Nanonets is a robust solution to automate all your document processes if we consider some significant features of document automation software.

Here is a snapshot of a comparison of the top document automation platform in the market.

How to select the best automation tool?

Selecting the best document automation platform can be vital in successfully implementing automation throughout the organization. Find the right flexible, customizable system that fits your requirements. With so many vendors in the market, this decision requires a lot of research. But don’t worry. We’re here to simplify the process of document automation vendor selection.

Evaluate vendors based on the following criteria and find the best solution.

• Document Type
• Accuracy of OCR models
• Exception Handling processes
• Workflow automation
• Template vs Custom Models
• User Friendliness
• Support

Supercharge your document processes with Nanonets

Streamline your document processes and increase efficiency with our advanced AI-powered document automation platform. Effortlessly automate your document processes with no-code workflows and powerful OCR software.

FAQs

Read more about document management:

• How to automate document verification?
• Verify 10,000+ ID cards with automated ID verification
• How to archive documents properly?
• How to classify documents using document workflows?
• Enhance document security with Nanonets
• Automate document indexing with no-code workflows

8 February 2023: The blog was updated on 8 February 2023 with relevant, fresh content. The blog was originally published in 12 July 2022.