Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

IBM® Rational® Publishing Engine is a solution designed for automated document creation, enabling users to produce documents from Rational products as well as selected third-party applications that utilize XML and REST APIs. It allows for the simultaneous generation of various output formats, such as Microsoft Word, Excel, HTML, PDF, and XSL-FO, catering to different needs. This tool is particularly useful for generating documents for routine tasks, official reviews, and ensuring adherence to compliance standards. Depending on your specific role in the document generation workflow and your objectives, you can begin to explore the diverse functionalities offered by the product. Additionally, it is possible to implement security measures to protect your installation, customize security configurations, and establish user access controls. Furthermore, it is important to be aware of any potential security limitations associated with using this application to ensure a smooth and secure operation. Ultimately, the versatility of this tool makes it an invaluable asset for organizations looking to streamline their document generation processes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

.NET Yes 
ActiveCampaign Yes 
Agile CRM Yes 
Clio 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 
Redtail CRM Yes 
Streak Yes 
Wix Yes 
Zendesk Sell Yes 
Zillow Yes 
Zoho CRM Yes 
monday AI work platform Yes 

Integrations

.NET No 
ActiveCampaign No 
Agile CRM No 
Clio 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 
Redtail CRM No 
Streak No 
Wix No 
Zendesk Sell No 
Zillow 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 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

IBM

Founded

1911

Country

United States

Website

www.ibm.com/docs/en/elo-p/6.0.6.1

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

Quaterio Reviews

Quaterio

Triple Down AB
DocOrigin Reviews

DocOrigin

Eclipse Corporation