Quick Overview
- 1#1: Templafy - Centralizes template management, automation, and distribution for enterprise document workflows.
- 2#2: PandaDoc - Automates document creation, signing, and tracking with reusable smart templates.
- 3#3: Conga - Powers document generation and template management in CPQ and contract lifecycle solutions.
- 4#4: Proposify - Streamlines sales proposal creation, customization, and tracking using modular templates.
- 5#5: Qwilr - Builds interactive web-based proposals and quotes from dynamic, reusable templates.
- 6#6: Formstack Documents - Generates personalized PDFs and documents from templates merged with data sources.
- 7#7: Documint - Enables no-code document automation with flexible templates and API integrations.
- 8#8: XaitPORTER - Facilitates collaborative authoring of complex proposals using structured templates.
- 9#9: Nusii - Manages client proposals for agencies with customizable templates and automation.
- 10#10: Better Proposals - Creates professional proposals quickly using drag-and-drop templates with e-signing.
We ranked these tools by evaluating key factors including functionality, user experience, and overall value, ensuring they deliver robust support for diverse document needs.
Comparison Table
Template management software streamlines document creation and deployment, enhancing consistency across workflows. This table features tools like Templafy, PandaDoc, Conga, Proposify, Qwilr, and more, comparing their core features, use cases, and suitability for diverse needs, helping readers identify the right fit.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Templafy Centralizes template management, automation, and distribution for enterprise document workflows. | enterprise | 9.4/10 | 9.6/10 | 8.8/10 | 9.1/10 |
| 2 | PandaDoc Automates document creation, signing, and tracking with reusable smart templates. | enterprise | 9.1/10 | 9.5/10 | 8.7/10 | 8.4/10 |
| 3 | Conga Powers document generation and template management in CPQ and contract lifecycle solutions. | enterprise | 8.7/10 | 9.2/10 | 7.4/10 | 8.1/10 |
| 4 | Proposify Streamlines sales proposal creation, customization, and tracking using modular templates. | enterprise | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 5 | Qwilr Builds interactive web-based proposals and quotes from dynamic, reusable templates. | enterprise | 8.2/10 | 8.5/10 | 9.0/10 | 7.5/10 |
| 6 | Formstack Documents Generates personalized PDFs and documents from templates merged with data sources. | specialized | 8.2/10 | 8.7/10 | 7.8/10 | 7.5/10 |
| 7 | Documint Enables no-code document automation with flexible templates and API integrations. | specialized | 8.6/10 | 8.4/10 | 9.2/10 | 8.7/10 |
| 8 | XaitPORTER Facilitates collaborative authoring of complex proposals using structured templates. | enterprise | 8.4/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 9 | Nusii Manages client proposals for agencies with customizable templates and automation. | other | 8.3/10 | 8.7/10 | 9.0/10 | 7.8/10 |
| 10 | Better Proposals Creates professional proposals quickly using drag-and-drop templates with e-signing. | other | 8.2/10 | 8.5/10 | 9.0/10 | 7.8/10 |
Centralizes template management, automation, and distribution for enterprise document workflows.
Automates document creation, signing, and tracking with reusable smart templates.
Powers document generation and template management in CPQ and contract lifecycle solutions.
Streamlines sales proposal creation, customization, and tracking using modular templates.
Builds interactive web-based proposals and quotes from dynamic, reusable templates.
Generates personalized PDFs and documents from templates merged with data sources.
Enables no-code document automation with flexible templates and API integrations.
Facilitates collaborative authoring of complex proposals using structured templates.
Manages client proposals for agencies with customizable templates and automation.
Creates professional proposals quickly using drag-and-drop templates with e-signing.
Templafy
enterpriseCentralizes template management, automation, and distribution for enterprise document workflows.
Center of Excellence (COE) model for centralized template governance and automated distribution across the organization
Templafy is a comprehensive template management platform designed for enterprises to centralize, automate, and govern document templates across Word, PowerPoint, Excel, and other formats. It ensures brand compliance, enables self-service document generation, and integrates seamlessly with CRM systems like Salesforce, HR tools, and cloud storage. By providing approval workflows, dynamic content blocks, and analytics, Templafy reduces errors and accelerates document production at scale.
Pros
- Robust automation with variables, rules, and conditional logic for complex templates
- Extensive integrations with enterprise tools like Salesforce, SharePoint, and Google Workspace
- Strong governance features including approvals, brand compliance, and usage analytics
Cons
- High cost suitable mainly for mid-to-large enterprises, not ideal for small teams
- Initial setup and advanced customization require training or professional services
- Interface can feel overwhelming for non-technical users during onboarding
Best For
Large enterprises and teams needing scalable document automation, compliance, and integration with existing business systems.
Pricing
Custom enterprise pricing starting at around $10,000 annually, based on users, features, and implementation needs; contact sales for quotes.
PandaDoc
enterpriseAutomates document creation, signing, and tracking with reusable smart templates.
Dynamic content library with token-based personalization and real-time collaboration
PandaDoc is a robust document automation platform specializing in template management for creating, storing, and reusing professional documents like proposals, contracts, and quotes. It offers a drag-and-drop editor with dynamic variables, conditional logic, and a content library for reusable blocks, enabling efficient customization and personalization at scale. Integrated eSignature, analytics, and workflow approvals make it ideal for streamlining sales and legal processes.
Pros
- Powerful drag-and-drop template editor with live previews and variables
- Comprehensive content library for reusable elements and version control
- Seamless integrations with CRMs like Salesforce and HubSpot
Cons
- Higher pricing tiers required for advanced features like unlimited users
- Steeper learning curve for complex conditional logic
- Limited customization in lower plans compared to enterprise options
Best For
Sales, marketing, and legal teams in mid-to-large businesses needing scalable, collaborative template management with eSignature.
Pricing
Essentials at $19/user/month (annual), Business at $49/user/month, Enterprise custom; 14-day free trial available.
Conga
enterprisePowers document generation and template management in CPQ and contract lifecycle solutions.
Dynamic template engine with advanced conditional logic, repeat regions, and Salesforce data fusion for highly personalized, error-free documents
Conga is a robust document automation platform specializing in template management, enabling users to design, store, and generate personalized documents like contracts, proposals, and quotes from dynamic templates. Deeply integrated with Salesforce, it pulls real-time data to automate document assembly with conditional logic, clauses, and multi-format outputs such as PDF, Word, and Excel. It supports complex workflows for high-volume generation, making it ideal for sales and legal teams handling scalable document needs.
Pros
- Seamless Salesforce integration for real-time data merging
- Advanced template designer with conditional logic and reusable clauses
- Scalable for high-volume document generation and workflow automation
Cons
- Steep learning curve for setup and customization
- Primarily optimized for Salesforce users, limiting standalone flexibility
- Enterprise pricing can be costly for smaller teams
Best For
Salesforce-dependent enterprises requiring sophisticated template management for sales documents and contracts.
Pricing
Custom enterprise pricing, typically starting at $40-60/user/month with annual contracts and add-ons for advanced features.
Proposify
enterpriseStreamlines sales proposal creation, customization, and tracking using modular templates.
Smart Fields and dynamic content blocks that auto-populate personalized data from CRM integrations directly into templates
Proposify is a robust proposal automation platform specializing in template management for sales teams, enabling users to create, customize, and reuse professional proposal templates with drag-and-drop editors. It offers a vast library of pre-built templates, dynamic content fields for personalization, and features like version control and team sharing to streamline workflows. The software integrates proposal tracking, e-signatures, and analytics, making it ideal for standardizing high-volume proposal creation.
Pros
- Highly customizable templates with dynamic fields and content libraries
- Excellent collaboration tools for team template management and editing
- Built-in analytics to track template usage and proposal performance
Cons
- Advanced customization requires time to master
- Pricing scales quickly for larger teams or advanced features
- Limited native support for non-proposal document templates
Best For
Sales and marketing teams in agencies or B2B companies needing scalable, reusable proposal templates.
Pricing
Starts at $49/user/month (billed annually) for Starter plan; Team at $59/user/month, Business at $99/user/month with advanced features.
Qwilr
enterpriseBuilds interactive web-based proposals and quotes from dynamic, reusable templates.
Interactive elements like embedded pricing calculators and video players that turn static templates into dynamic sales experiences
Qwilr is a web-based platform specializing in creating interactive proposals, quotes, presentations, and microsites using customizable templates. It allows users to build engaging, multimedia-rich documents with drag-and-drop tools, embed videos, forms, and pricing tables directly into templates. While strong in sales document templating, it offers template management features like saving, sharing, and versioning for streamlined workflows.
Pros
- Intuitive drag-and-drop template editor for quick customization
- Responsive, interactive templates with multimedia support
- Built-in analytics and collaboration tools for template usage
Cons
- Primarily focused on sales proposals, less versatile for general templating
- Higher pricing may not suit small teams or basic needs
- Limited advanced template versioning compared to dedicated DMS tools
Best For
Sales and marketing teams seeking interactive, professional proposal templates to boost conversions.
Pricing
Starts at $35/user/month (Essentials, billed annually); higher tiers up to $115/user/month for advanced features.
Formstack Documents
specializedGenerates personalized PDFs and documents from templates merged with data sources.
Visual Document Merger with drag-and-drop mapping, conditional logic, and real-time previews
Formstack Documents is a powerful document automation platform that allows users to design reusable templates in formats like DOCX, PDF, HTML, and Excel, then populate them dynamically with data from forms, APIs, databases, or integrations. It excels in template management by offering features such as conditional logic, loops, calculations, and image handling to create personalized documents like contracts, invoices, and reports at scale. The tool integrates seamlessly with Formstack Forms, Zapier, Salesforce, and more, making it ideal for streamlining workflows without extensive coding.
Pros
- Advanced template logic including conditionals, loops, and calculations for complex documents
- Robust integrations with CRMs, forms, and APIs for seamless data flow
- HIPAA-compliant security and high-volume document generation capabilities
Cons
- Pricing scales quickly with document volume, less ideal for low-volume users
- Template editing has a learning curve for non-designers despite visual tools
- Limited built-in design features compared to dedicated graphic tools
Best For
Mid-sized sales, HR, and operations teams needing automated, data-driven document generation integrated with existing apps.
Pricing
Starter at $59/mo (500 docs), Pro at $99/mo (2,500 docs), Business at $219/mo (10,000 docs), Enterprise custom; annual discounts available.
Documint
specializedEnables no-code document automation with flexible templates and API integrations.
Deep native integration with AI rtable for instant data-to-document workflows
Documint is a no-code document automation platform that allows users to create dynamic templates in Google Docs, Microsoft Word, or Excel and populate them with data from sources like AI rtable, Google Sheets, Typeform, and Stripe. It supports features such as conditional logic, repeating sections, formulas, and image handling to generate personalized PDFs, DOCX, or XLSX files at scale. Ideal for automating repetitive tasks like invoices, contracts, and reports without requiring programming skills.
Pros
- Intuitive drag-and-drop template builder with no coding required
- Seamless integrations with AI rtable, Google Sheets, and Zapier
- Fast, high-quality document generation with conditional logic and repeaters
Cons
- Free plan limited to 50 documents per month
- Lacks advanced enterprise features like user roles or API rate limiting
- Template editing tied to external editors like Google Docs
Best For
Small businesses, freelancers, and no-code teams automating personalized documents from spreadsheets or forms.
Pricing
Free (50 docs/mo), Pro $29/mo (500 docs), Business $99/mo (5,000 docs), Enterprise custom pricing.
XaitPORTER
enterpriseFacilitates collaborative authoring of complex proposals using structured templates.
Porterizer tool that converts unstructured Word documents into fully structured, reusable templates
XaitPORTER is a cloud-based collaborative authoring platform specializing in template management for creating complex documents like proposals, reports, and bids. It enables teams to build reusable templates with automation features such as dynamic variables, auto-numbering, and styling enforcement to ensure brand consistency. The software supports real-time collaboration, version control, and seamless export to Word or PDF, making it ideal for regulated industries requiring standardized outputs.
Pros
- Robust template library with advanced automation and variables
- Real-time multi-user collaboration and strong version control
- Ensures compliance and consistency in complex documents
Cons
- Steep learning curve for non-technical users
- Pricing is enterprise-focused and quote-based
- Limited native integrations with non-Microsoft tools
Best For
Large teams in consulting, energy, or government sectors producing high-volume, standardized proposals and reports.
Pricing
Quote-based enterprise pricing, typically starting at $40-60/user/month for annual subscriptions with volume discounts.
Nusii
otherManages client proposals for agencies with customizable templates and automation.
Interactive pricing tables that allow clients to adjust options, request changes, and accept proposals directly online
Nusii is a specialized proposal software platform designed for creating, managing, and tracking professional sales proposals using customizable templates. It features a drag-and-drop editor for building branded templates with dynamic content blocks like pricing tables, videos, and e-signatures. The tool emphasizes template management with version control, team collaboration, and client interaction tracking to streamline the sales process.
Pros
- Intuitive drag-and-drop template builder with reusable components
- Real-time tracking and notifications for proposal views and interactions
- Strong integrations with CRMs like HubSpot, Pipedrive, and Google Workspace
Cons
- Limited to proposal templates, not ideal for general document management
- Advanced features like payment integrations locked behind higher tiers
- No free plan; trial is limited to 14 days
Best For
Sales teams, agencies, and freelancers who need efficient template-based proposal creation and client engagement.
Pricing
Starter ($29/mo), Pro ($49/mo), Business ($79/mo), all billed annually; Enterprise custom.
Better Proposals
otherCreates professional proposals quickly using drag-and-drop templates with e-signing.
Interactive templates with embedded Stripe payments and e-signatures that track views and convert leads directly
Better Proposals is a specialized platform for crafting professional sales proposals, quotes, and contracts through a robust template management system. It provides over 100 customizable pre-built templates with a drag-and-drop editor, enabling users to embed multimedia, payment links, and e-signatures. The software excels in streamlining the proposal workflow for sales teams by allowing template creation, organization, duplication, and tracking of client interactions.
Pros
- Extensive library of 100+ professional, industry-specific templates
- Intuitive drag-and-drop editor for quick customization and versioning
- Seamless integrations for payments, e-signatures, and CRM tools within templates
Cons
- Primarily focused on proposals, limiting versatility for other document types
- No free plan; requires subscription for full template access
- Advanced template logic and automation may need Zapier for deeper customization
Best For
Sales teams, freelancers, and agencies needing efficient management of proposal templates with built-in conversion tools.
Pricing
Starts at $19/month (Explorer plan) for basic template use, $29/month (Pro) for teams, up to $49/month (Workspace) for advanced features; annual billing offers discounts.
Conclusion
The reviewed template management software tools provide versatile solutions, but Templafy stands out as the top choice, excelling in centralizing workflows, automation, and distribution for enterprise needs. PandaDoc and Conga, ranked second and third, are strong alternatives—PandaDoc for automated document creation and signing, and Conga for powering CPQ and contract lifecycle management. Each tool addresses distinct priorities, ensuring a fit for diverse workflow requirements.
Take control of your document processes by starting with Templafy, the top-ranked solution. For specific needs, explore PandaDoc or Conga to find your ideal fit.
Tools Reviewed
All tools were independently evaluated for this comparison