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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

Create your scripts, sales letters, webinar presentations, emails, and advertisements in just minutes, all without the need to hire a copywriter, by utilizing Funnel Scripts. This powerful tool streamlines the writing process and enhances your marketing efforts.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign Yes 
Agile CRM Yes 
Clio Yes 
Copper Yes 
Freshsales Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Insightly Yes 
Kommo Yes 
LionDesk Yes 
Microsoft Dynamics 365 Yes 
Microsoft Word Yes 
Node.js Yes 
Pipedrive Yes 
Python Yes 
Redtail CRM Yes 
Streak Yes 
Wix Yes 
Zoho CRM Yes 
monday AI work platform Yes 

Integrations

ActiveCampaign No 
Agile CRM No 
Clio No 
Copper No 
Freshsales No 
HubSpot CRM No 
HubSpot Customer Platform No 
Insightly No 
Kommo No 
LionDesk No 
Microsoft Dynamics 365 No 
Microsoft Word No 
Node.js No 
Pipedrive No 
Python No 
Redtail CRM No 
Streak No 
Wix No 
Zoho CRM 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 No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Documati

Website

documati.com

Vendor Details

Company Name

Funnel Scripts

Country

United States

Website

funnelscripts.com

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 Yes 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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