Salesforce document generation apps, compared
Five apps that build documents from Salesforce data, scored on one published method from public sources. Every score links to the evidence behind it.
Five apps on one method
Each app is plotted at its exact Enterprise Readiness and Functionality scores, from public sources, with the same arithmetic for every app. Every figure is a composite; the evidence behind it is on each app's head-to-head page.
Corner labels are for orientation only: each app is plotted at its exact scores, not placed in a cell.
CloudFiles
Enterprise Readiness 4.6 and Functionality 4.4 of 5, the highest of the five apps on each, with 14 of the 18 features fully supported.
Nintex DocGen
3.9 of 5, with 11 of the 18 features fully supported, and 3.7 on Enterprise Readiness.
Four of five pass all three
CloudFiles, Nintex DocGen, Conga Composer and S-Docs pass Data Sources, Repeating Content and Output Formats at L4 or above. Salesforce Document Generation misses Output Formats: it has no Excel output.
Charts and sending
Conga Composer and Nintex DocGen draw charts from Salesforce data and send to a choice of e-signature tools.
Five apps, ranked
Ranked by Functionality, the score built for this arena. Nintex DocGen and Conga Composer both show 3.9, and S-Docs and Salesforce Document Generation both show 3.5; the order follows the unrounded scores.
| # | App | Functionality | Enterprise Readiness | Dealbreakers | Automation | Data Reliability |
|---|---|---|---|---|---|---|
| 1 | CloudFilesby CloudFilesThe evidence → | 4.4/ 514 of 18 at L4–L5 | 4.6/ 5Highly ready | 3/ 3 passall pass | 4.0/ 57 of 7 at L4–L5 | 88%Well documented |
| 2 | Nintex DocGenby NintexNintex DocGen vs CloudFiles → | 3.9/ 511 of 18 at L4–L5 | 3.7/ 5Leans high | 3/ 3 passall pass | 3.9/ 56 of 7 at L4–L5 | 85%Well documented |
| 3 | Conga Composerby CongaConga Composer vs CloudFiles → | 3.9/ 511 of 18 at L4–L5 | 4.3/ 5Highly ready | 3/ 3 passall pass | 3.6/ 54 of 7 at L4–L5 | 83%Well documented |
| 4 | S-Docsby S-DocsS-Docs vs CloudFiles → | 3.5/ 57 of 18 at L4–L5 | 4.2/ 5Highly ready | 3/ 3 passall pass | 3.7/ 55 of 7 at L4–L5 | 88%Well documented |
| 5 | Salesforce Document Generationby SalesforceSalesforce Document Generation vs CloudFiles → | 3.5/ 58 of 18 at L4–L5 | 3.3/ 5Mixed | 2/ 3 passmisses Output Formats | 4.0/ 57 of 7 at L4–L5 | 76%Well documented |
- Functionality
- Average rung across 18 features, weighted by Kano class.
- Enterprise Readiness
- Built, sold and bought for large organisations, from four signals.
- Dealbreakers
- Data Sources, Repeating Content and Output Formats, each needing L4 or above.
- Automation
- Average rung across the 7 features that run through Flow, Apex or an API. Not counted in Functionality.
- Data Reliability
- How much of the evidence is public and precise.
Every feature, every app
The 18 features of this arena, each rated on the same five-rung ladder. L4 and L5 count as fully supported. What each feature and rung means.
| Feature | CloudFiles | Nintex DocGen | Conga Composer | S-Docs | Salesforce Document Generation |
|---|---|---|---|---|---|
| Template | |||||
| Template Authoring | L5 | L3 | L3 | L3 | L3 |
| Template Management | L3 | L3 | L3 | L3 | L3 |
| Data | |||||
| Data Sources Dealbreaker | L5 | L5 | L5 | L4 | L5 |
| Runtime Input | L5 | L5 | L3 | L5 | L5 |
| Content Logic | |||||
| Conditional Logic | L5 | L3 | L3 | L5 | L4 |
| Repeating Content Dealbreaker | L5 | L5 | L5 | L5 | L4 |
| Calculations & Formatting | L4 | L4 | L4 | L3 | L4 |
| Rich Media | L3 | L4 | L4 | L3 | L3 |
| Output & Delivery | |||||
| Output Formats Dealbreaker | L5 | L5 | L5 | L5 | L3 |
| Fillable Documents | L3 | L3 | L3 | L1 | L1 |
| Document Packets | L5 | L5 | L4 | L3 | L3 |
| Bulk Generation | L5 | L5 | L5 | L3 | L3 |
| Preview & Edit | L4 | L3 | L4 | L3 | L3 |
| Save & Write-back | L5 | L5 | L5 | L5 | L4 |
| Send & Hand-off | L3 | L5 | L5 | L3 | L3 |
| Run History | L5 | L3 | L3 | L3 | L4 |
| Salesforce Support | |||||
| Experience Cloud Support | L5 | L4 | L4 | L5 | L5 |
| Mobile Compatibility | L4 | L3 | L3 | L1 | L1 |
| Functionality score | 4.4 | 3.9 | 3.9 | 3.5 | 3.5 |
| Features at L4–L5 | 14 / 18 | 11 / 18 | 11 / 18 | 7 / 18 | 8 / 18 |
How much runs without a person
7 of the 18 features can be automated. Each is rated on a five-rung ladder for how far it runs through Flow, for admins, and Apex or an API, for developers. The score is the average rung, reported on its own: it does not change Functionality. How the automation ladder works.
| Feature | CloudFiles | Nintex DocGen | Conga Composer | S-Docs | Salesforce Document Generation |
|---|---|---|---|---|---|
| Data Sources Dealbreaker | L4 | L4 | L4 | L4 | L4 |
| Runtime Input | L4 | L3 | L3 | L3 | L4 |
| Output Formats Dealbreaker | L4 | L4 | L3 | L3 | L4 |
| Document Packets | L4 | L4 | L4 | L4 | L4 |
| Bulk Generation | L4 | L4 | L3 | L4 | L4 |
| Save & Write-back | L4 | L4 | L4 | L4 | L4 |
| Send & Hand-off | L4 | L4 | L4 | L4 | L4 |
| Automation score | 4.0 | 3.9 | 3.6 | 3.7 | 4.0 |
| Features at L4–L5 | 7 / 7 | 6 / 7 | 4 / 7 | 5 / 7 | 7 / 7 |
The five apps, side by side
Stated as facts and not scored, with the same rows for every app. What all five share comes first.
- All five generate Word, PowerPoint and PDF files from Salesforce data.
- All five repeat sections of a template for related records, and all five can start generation from a Flow.
- All five save generated documents to the Salesforce record.
| Topic | CloudFilesby CloudFiles | Nintex DocGenby Nintex | Conga Composerby Conga | S-Docsby S-Docs | Salesforce Document Generationby Salesforce |
|---|---|---|---|---|---|
| Pricing and licence | Quote-based, per org or per user | From $5,000 per company per year on AppExchange, with a nonprofit discount | Quote-based, per user per month; batch sending, triggered generation and the embed API listed as add-ons | $25 per user per month on AppExchange; automation and batch by quote, with a $3,000 annual minimum | Comes with Industries, Contracts and Revenue Cloud licences; no list price |
| Building templates | Add-ins for Word, Excel and PowerPoint, with live preview on real record data | Tags copied from a Field Tagger pane into Word | A field picker inside Salesforce; tables and conditions typed as tags in Word | Its own visual editor for PDF templates; Office templates use typed tags and SOQL | A Word add-in for clauses; fields typed as tokens and mapped in a Data Mapper |
| Security and compliance | Independently audited for SOC 2 Type II; ISO 27001, 27017 and 27018; HIPAA; GDPR with a public DPA | SOC 2 Type 2 and SOC 3, FedRAMP Moderate; ISO 27001 stated for the K2 platform, not DocGen | SOC 2 Type II, ISO 27001 and 27701 in a public register, HIPAA; residency in the US, EU and APAC | SOC 2 Type 2; FedRAMP Moderate and DoD IL4, assessed by Coalfire in 2021; no ISO 27001 or HIPAA stated | Covered by Salesforce's SOC 2, ISO 27001, HIPAA and HITRUST reports, at platform level |
| Developer access | An Apex client that covers generation in full, and a REST API | An Apex reference in the Loop namespace; no REST API | A REST API with a developer guide; Apex through callouts | An Apex SDK with a method reference; no REST API | Apex through Document Generation Process records; a REST API for templates only |
| Try before you buy | A no-install test drive from the AppExchange Try It button, with a guide | A self-serve 30-day trial with five licences, installed in your own org | A self-serve 30-day trial, installed in your own org | A self-serve 15-day trial, installed in a sandbox | Included in Salesforce's Industries free trials, such as Media Cloud |
How much of this is public
How much of what we scored is public and stated as a checkable fact. It measures what each vendor makes public, not the vendor. All five are well documented, at 75% or above.
| App | Data Reliability | Coverage | Precision |
|---|---|---|---|
| CloudFiles | 88%Well documented | 98% | 78% |
| S-Docs | 88%Well documented | 98% | 78% |
| Nintex DocGen | 85%Well documented | 98% | 72% |
| Conga Composer | 83%Well documented | 98% | 67% |
| Salesforce Document Generation | 76%Well documented | 95% | 56% |
- Coverage
- Is the information public at all?
- Precision
- Is it a checkable fact rather than a general claim? Counted only where a precise figure is expected.
Each app against CloudFiles
One page per app, with every score and the evidence behind it.
CloudFiles vs Nintex DocGen
Both build documents from Salesforce data. CloudFiles goes deeper on template authoring, conditions and preview, scored item by item on one published method.
CloudFiles vs Conga Composer
Both build documents from Salesforce data. CloudFiles goes deeper on template authoring, conditions and run history, scored item by item on one published method.
CloudFiles vs S-Docs
Both build documents from Salesforce data. CloudFiles goes deeper on template authoring, packets and batches, scored item by item on one published method.
CloudFiles vs Salesforce Document Generation
Both build documents from Salesforce data. CloudFiles adds Excel output, template add-ins and external storage, scored item by item on one published method.
Frequently asked questions
Of the five apps scored on our published method, CloudFiles scores highest on both axes: Enterprise Readiness 4.6 and Functionality 4.4 of 5. Nintex DocGen is next on Functionality at 3.9, then Conga Composer at 3.9, S-Docs at 3.5 and Salesforce Document Generation at 3.5. CloudFiles makes one of the five, so every score and the evidence behind it is published for checking.
Nintex lists DocGen for Salesforce from $5,000 per company per year on AppExchange, and S-Docs lists $25 per user per month there, with automation and batch priced by quote. Conga Composer and CloudFiles price by quote, and Salesforce Document Generation comes with Industries, Contracts and Revenue Cloud licences.
Data Sources, Repeating Content and Output Formats are checked first, and a pass needs L4 (Complete) or above. CloudFiles, Nintex DocGen, Conga Composer and S-Docs pass all three. Salesforce Document Generation misses Output Formats, because it has no Excel output.
CloudFiles has add-ins for Word, Excel and PowerPoint that place fields, tables and conditions point-and-click, with live preview, rated L5 (Extended). The other four rate L3 (Limited): tags or tokens are typed or copied into the template.
CloudFiles and Conga Composer are audited for SOC 2 Type II and also hold ISO 27001 and HIPAA. Nintex publishes SOC 2 Type 2 and SOC 3 reports for DocGen and S-Docs lists SOC 2 Type 2, and both hold FedRAMP. Salesforce Document Generation is covered by Salesforce's platform reports.
All five let portal users generate documents. CloudFiles, S-Docs and Salesforce Document Generation rate L5 (Extended), with options and preview; Nintex DocGen and Conga Composer rate L4 (Complete).
Scored the same way, in the open
CloudFiles makes one of the five apps, so everything that decides a score is published, including where rivals come out ahead. This page scores generating documents from Salesforce data. Document management, e-signature and reading documents with AI are outside this arena and not scored here.
One method for every app
The same two axes, the same five-rung feature ladder and the same confidence rules, for all five apps.
How we compare →Public sources only
Every score rests on what anyone can read: vendor sites and help docs, AppExchange, review sites, LinkedIn and public registers.
How features are scored →Evidence you can check
Each head-to-head page links to an evidence post with the source and read date behind every score. CloudFiles' own evidence is collected once.
Read CloudFiles' evidence →Dated and corrected
Scores as of 9 November 2026, re-read every cycle. If a score is wrong, tell us and we will correct it.
Report a correction →Is CloudFiles the right fit for your team?
In a 30-minute call, the CloudFiles team will look at your Salesforce setup and the documents you need to generate, and tell you plainly which of these apps, if any, fits it.