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Native document generation and e‑signature solution that pulls CRM data into Word/PDF templates and routes them for signing.
Drag‑and‑drop builder for Word, PDF, and PowerPoint templates with workflow automation inside Dynamics 365.
Powerful template engine using Microsoft Office formats; integrates with Dynamics 365 via REST APIs for high‑volume document creation.
Cloud‑based PDF/Word generation service with a ready‑made connector for Dynamics 365, supporting conditional logic and branding.
Leverages Power Automate flows and pre‑built Word templates to generate documents from Dynamics 365 data without additional licensing.
Automates creation of PDFs, Word docs, and Excel files from CRM data; offers a Dynamics 365 connector and e‑signature integrations.
Template‑driven document generation using Office Open XML; integrates with Dynamics 365 via Power Automate or direct API.
#9 Templafy
Enterprise‑grade template management and document generation platform that syncs with Dynamics 365 for brand‑compliant output.
#10 SmartDocs
No‑code document assembly tool that pulls data from Dynamics 365 into Word/PDF templates and supports workflow approvals.
#11 Qorus Docs
AI‑enhanced document creation engine with a Dynamics 365 connector, enabling dynamic templates and real‑time data merging.
Specialised Dynamics 365 add‑on for generating contracts, proposals, and invoices from CRM data with full template control.
#13 RapidDocs
Cloud‑based document generation platform offering a pre‑built Dynamics 365 connector and support for multi‑page PDFs.
Part of the Codeless Platform; provides low‑code template creation and automatic document output directly from Dynamics 365 entities.
#15 Docmosis
Java‑based document generation engine with REST API; integrates with Dynamics 365 via Power Automate or custom connectors.
#16 PDF.co
API service for PDF/Word generation and data extraction; includes a ready‑made Dynamics 365 connector for template merging.
#17 PDFShift
Simple HTML‑to‑PDF conversion API that can be used with Dynamics 365 to generate styled documents from web templates.
Adobe’s cloud API for creating, converting, and manipulating PDFs; can be called from Dynamics 365 via custom integration.
Built‑in document generation feature that uses Word templates and Power Automate to produce contracts, quotes, and reports.
Low‑code solution from Inogic that lets you design templates in Word and generate PDFs/Word files directly from Dynamics 365 data.
Data integration platform offering a document generation module that can pull data from Dynamics 365 and output PDFs/Excel files.