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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
TemplateFox transforms your design template into a functional API endpoint. You can create your document or visual in the editor and subsequently produce PDFs and images by sending your data through a REST call, catering to various needs such as invoices, packing slips, certificates, shipping labels, and social media visuals. It offers SDKs in seven different programming languages, along with an OpenAPI schema, a Postman collection, and seamless integrations with platforms like Zapier, Make, n8n, and Pipedream, allowing for effortless incorporation into your current automation systems without needing additional code. Additionally, users can access free tools like invoice, packing slip, barcode, and QR code generators without the necessity of creating an account. This convenience makes TemplateFox an attractive solution for businesses seeking efficient document generation and management.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
ActiveCampaign
Yes
Agile CRM
Yes
Clio
Yes
Copper
Yes
Credit Repair Cloud
Yes
Dubsado
Yes
Freshsales
Yes
HubSpot Customer Platform
Yes
Insightly
Yes
Keap
Yes
Integrations
ActiveCampaign
No
Agile CRM
No
Clio
No
Copper
No
Credit Repair Cloud
No
Dubsado
No
Freshsales
No
HubSpot Customer Platform
No
Insightly
No
Keap
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Free plan; from $14/month
Free Trial
No
Free Version
Yes
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
TemplateFox
Founded
2023
Country
Malta
Website
templatefox.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
No
