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Average Ratings 0 Ratings
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
With Macro, users can effortlessly click on any defined term, section, chapter, or clause to access immediate context. You can also compare various files, merge edits from multiple Word and PDF documents into a single version, produce bulk blacklines, and make comparisons with templates. It allows for the generation of files from templates, creating one or several documents simultaneously from a spreadsheet, and enables the combination of PDF and Word files. This service is available for free on both Windows and Mac platforms. From an IT and support standpoint, Macro closely resembles the desktop versions of Adobe Acrobat and Microsoft Word, but it includes extra features tailored for financial and legal processes. This IT documentation unfolds in a chronological order. Additionally, when you click on any defined term highlighted in blue, a popup appears displaying the definition as outlined within the document, and you can access nested popups that facilitate an in-depth understanding of your document without limitation. This functionality significantly enhances user experience, making document navigation more intuitive and efficient.
API Access
Has API
API Access
Has API
Integrations
Microsoft Word
.NET
ActiveCampaign
Clio
Copper
Credit Repair Cloud
Dubsado
Freshsales
HubSpot CRM
Insightly
Integrations
Microsoft Word
.NET
ActiveCampaign
Clio
Copper
Credit Repair Cloud
Dubsado
Freshsales
HubSpot CRM
Insightly
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49 per user 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
Macro
Founded
2020
Country
United States
Website
www.macro.com
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
PDF Editors
Access Controls / Permissions
Annotations
Commenting / Notes
Compare Side-by-Side
Customizable Branding
Delete Pages
Electronic Signature
Forms Management
Full Text Search
Merge / Append
Offline Access
Optical Character Recognition (OCR)
Rearrange Pages
Rotate Pages
Watermarking