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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
Echo Publish is an online platform designed for the creation and dissemination of formatted documents by combining templates with data. Simplify the management of your organization's outgoing correspondence effortlessly. Currently, you can design templates with user-friendly tools like Google Docs, with plans for additional options in the future. Simply invoke the Echo Publish service, supplying the necessary data for integration into your templates. You will receive links to the completed documents, which can be accessed, saved, or archived according to your preferences. Furthermore, this service streamlines the entire process, making document management more efficient than ever.
API Access
Has API
API Access
Has API
Integrations
.NET
ActiveCampaign
Agile CRM
Clio
Copper
Credit Repair Cloud
Freshsales
HubSpot Customer Platform
Keap
LionDesk
Integrations
.NET
ActiveCampaign
Agile CRM
Clio
Copper
Credit Repair Cloud
Freshsales
HubSpot Customer Platform
Keap
LionDesk
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$50 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Documati
Website
documati.com
Vendor Details
Company Name
Echo Central Ventures
Founded
2014
Country
United Kingdom
Website
www.echopublish.com
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
