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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

Say goodbye to the tedious tasks of printing, scanning, or emailing documents back and forth; instead, transform your paperwork into user-friendly fillable forms that expedite both completion and deal finalization. With TemplatesGo’s intuitive platform, you can efficiently input client information and finalize proposals, contracts, or any necessary documents in just a matter of minutes. Our simple interface allows you to create a fillable form from your existing documents with ease, enabling anyone to complete and access the generated forms without the inconvenience of managing files in formats like PDF, Word, or Mac Pages. Quickly fill out forms and easily review documents thanks to our innovative technology, which enhances the document processing experience and ensures accuracy and clarity in both format and content. Additionally, you can conveniently modify and reuse your forms whenever needed, ensuring that your workflow remains seamless and adaptable to changing requirements.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Word
ActiveCampaign
Agile CRM
Copper
Credit Repair Cloud
Dubsado
Freshsales
HubSpot Customer Platform
Insightly
Keap
Kommo
LionDesk
Node.js
Pipedrive
Python
Redtail CRM
Streak
Wix
Zillow
monday work management

Integrations

Microsoft Word
ActiveCampaign
Agile CRM
Copper
Credit Repair Cloud
Dubsado
Freshsales
HubSpot Customer Platform
Insightly
Keap
Kommo
LionDesk
Node.js
Pipedrive
Python
Redtail CRM
Streak
Wix
Zillow
monday work management

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

TemplatesGo

Founded

2022

Country

Spain

Website

templatesgo.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

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Alternatives

Alternatives

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Webdocs

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