10 Best Document Automation Software to Streamline Your Workflow in 2023

Imagine sitting at your desk, drowning in a pile of paperwork. It’s overwhelming, isn’t it? Manual document management is not only time-consuming but also frustrating. But what if there was a way to automate the creation of essential documents? That’s where document automation software comes in.

Document automation tools use predefined templates and advanced artificial intelligence (AI) to generate documents in a matter of seconds. In this article, we will explore the 10 best document automation software options for 2023 that can revolutionize your workflow.

What is Document Automation Software?

Document automation software combines predefined templates with cutting-edge AI to transform your manual document generation process. Think of it like this: you input your data, and the software does the rest, generating your documents in a flash. It simplifies what used to be a tedious and time-consuming task. The best part? Document automation software is not only easy to use but also incredibly powerful. It reduces the chance of human error, boosts productivity, and allows you to focus on growing your business.

What to Look for in Document Automation Tools

Choosing the right document automation software can be daunting, given the multitude of options available. To help you make an informed decision, here are some key features to look for:

Ease of Use

Your document automation software should have a user-friendly interface that streamlines your workflow, without requiring complex technical skills.


The software should seamlessly integrate with other tools and apps you already use, enhancing your existing workflow.


Given the sensitive nature of the data you handle, the software must have robust security measures to protect your information.

AI Capabilities

Look for software that leverages AI to enhance efficiency and reduce errors in document generation.


The software should allow you to customize template documents to suit your specific needs and branding.

By considering these features, you can find document automation software that meets your requirements and makes your work easier.

The 10 Best Document Automation Software for 2023

1. ClickUp

ClickUp is not just your average document automation tool; it’s your team’s ultimate sidekick. Whether you work alone or in a team of thousands, ClickUp is a powerful productivity platform that can revolutionize collaboration. ClickUp Docs, one of its standout features, simplifies updating, formatting, and sharing project documents. It allows you to organize related documents effortlessly. ClickUp’s real-time and asynchronous remote work capabilities, along with its intuitive interface, make it a convenient choice for all your document automation needs.

2. PandaDoc

PandaDoc is a document management champion that keeps everything in order. With features like approvals, comments, and version tracking, collaboration becomes seamless. PandaDoc’s document creation capabilities help you create flawless documents, improving workflow efficiency and productivity. Its seamless integration with CRM platforms and insightful analytics make it a top choice for document automation.

3. Docupilot

Docupilot is an advanced document automation software that takes the hassle out of document management. Its user-friendly interface allows you to create and organize documents quickly. You can use your own template documents or create new ones, and then automatically fill them with data from various sources. Docupilot’s sharing and access control features ensure secure collaboration. With its wide range of integrations, you can streamline document creation and improve productivity.

4. ExperLogix

ExperLogix aims to simplify document generation, especially for complex quotes, orders, and bills of materials. Its intuitive configuration interface allows you to create accurate models that reflect your product or service offerings. This software seamlessly integrates with CRM and ERP systems, making data retrieval and document creation a breeze. It also offers comprehensive document management solutions, ensuring your team stays in sync.

5. Klippa DocHorizon

Klippa DocHorizon
Klippa DocHorizon is the cutting-edge document automation software you’ve been searching for. Its advanced OCR technology digitizes physical documents, extracting and verifying information quickly. With Klippa, you can automate the entire document lifecycle, from data capture to validation and approval workflows. It supports documents in any format, making it a versatile choice for document automation.

6. Jotform

Jotform is the ultimate tool for crafting personalized surveys. With over 400 ready-to-use form templates and a user-friendly form builder, creating complex surveys is a breeze. Jotform seamlessly integrates with over 150 business apps, allowing you to collect and manage data effectively. Its unique features, like branching and conditional logic, ensure a tailored experience for respondents.

7. Conga Composer

Conga Composer
Conga Composer is a cloud-based document generation tool that transforms data from Salesforce into personalized, dynamic documents. It eliminates manual copy-pasting, saving you time and reducing errors. Conga Composer lets you merge data from multiple Salesforce reports into various document formats. You can schedule document deliveries and manage them from any device, knowing your data is secure.

8. HotDocs

HotDocs allows you to transform frequently used documents into reusable templates, ensuring consistency and reducing errors. Its interactive Q&A session gathers data to create tailor-made, accurate documents. HotDocs seamlessly integrates into your existing systems, making it easy to generate documents compatible with your CRM, case management system, or loan origination system. With its efficient document storage, finding files is a breeze.

9. Documate

Documate, now known as Gavel.io, offers a user-friendly questionnaire interface to gather data for document creation. It lets you transform standard documents into intelligent templates without requiring any coding. Documate seamlessly integrates into your workflow and adapts to your needs. Its data exporting feature allows you to use your data in other systems, making it a versatile document automation solution.

10. Woodpecker

Woodpecker is your solution for seamless document automation within Microsoft Word. It transforms standard Word documents into dynamic templates that you can personalize swiftly and accurately. With Woodpecker, you can store and retrieve your templates directly in Word, ensuring easy access whenever you need them.

Generate Documents and Streamline Your Workflow with ClickUp

Document automation software is a powerful tool that simplifies your work and supercharges productivity. ClickUp is an excellent choice for automating, editing, and sharing documents, ensuring effective teamwork in your organization. ClickUp’s free task management tools keep teams organized and aligned, making it the perfect platform to achieve your goals. Try ClickUp for free today and experience the future of document automation!

This article explores the top document automation software options for 2023, helping you choose the ideal tool to streamline your workflow. Remember, finding the right software can revolutionize your document generation process, boost productivity, and save you valuable time. So, dive in and discover the perfect document automation software for your needs!