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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Documati is an advanced document creation solution designed for high-volume needs, seamlessly compatible with any CRM or ERP system. Utilize our flexible REST API through platforms like Zapier, RPA tools, or even no-code and low-code environments, as well as your own custom applications. To generate documents, simply open your CRM in a Chrome browser, select a document template, and click a button. Instantly, you will have a Word, PDF, or PowerPoint document populated with relevant data from your CRM. Witness how a typically time-consuming task transforms into a quick, one-minute process. You can easily connect to any CRM without incurring the expenses of an elaborate integration project. In just one minute, produce hundreds of documents by merging data into your chosen template. All it takes is a connection to your CRM and a simple click, while Documati efficiently fills out your documents behind the scenes. This innovative approach enhances productivity and streamlines workflows significantly.

Description

Utilize templates to swiftly produce tailored, precise, and visually appealing agreements, enhancing the adaptability, efficiency, and regulatory adherence of your agreement workflow. Effortlessly create and modify agreement templates while maintaining the capacity to incorporate intricate logic. In mere seconds, generate personalized agreements, allowing your representatives to dedicate more time to engaging with clients. Additionally, optimize data collection processes to guarantee accuracy with tools designed for data-driven agreement creation, ultimately improving overall operational efficiency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
.NET Yes 
ActiveCampaign Yes 
Agile CRM Yes 
Clio Yes 
Copper Yes 
Credit Repair Cloud Yes 
Docusign CLM No 
Docusign Insight No 
Java Yes 
Keap Yes 
Microsoft Dynamics 365 Yes 
Microsoft Word Yes 
Redtail CRM Yes 
Streak Yes 
Wix Yes 
Zapier Yes 
Zendesk Sell Yes 
Zillow Yes 
monday AI work platform Yes 

Integrations

Salesforce Yes 
.NET No 
ActiveCampaign No 
Agile CRM No 
Clio No 
Copper No 
Credit Repair Cloud No 
Docusign CLM Yes 
Docusign Insight Yes 
Java No 
Keap No 
Microsoft Dynamics 365 No 
Microsoft Word No 
Redtail CRM No 
Streak No 
Wix No 
Zapier No 
Zendesk Sell No 
Zillow No 
monday AI work platform No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Documati

Website

documati.com

Vendor Details

Company Name

Docusign

Founded

2003

Country

United States

Website

www.docusign.com/products/document-generation

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Alternatives

Alternatives