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Average Ratings 0 Ratings

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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

The PDF Maker is an automation platform for businesses looking to streamline their document creation process. By utilizing customizable templates, businesses can automate the generation of PDF documents such as invoices, contracts, and financial reports. The platform integrates with existing data sources, making document generation faster and reducing human error. Whether you're a small business or a larger enterprise, The PDF Maker simplifies the process of creating, managing, and sharing PDF files in a cost-effective and efficient way.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
.NET
ActiveCampaign
Agile CRM
Clio
Copper
HubSpot Sales Hub
Kommo
LionDesk
Microsoft Dynamics 365
Microsoft Word
Node.js
Python
Streak
Wix
Zendesk Sell
Zoho CRM
monday work management

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
.NET
ActiveCampaign
Agile CRM
Clio
Copper
HubSpot Sales Hub
Kommo
LionDesk
Microsoft Dynamics 365
Microsoft Word
Node.js
Python
Streak
Wix
Zendesk Sell
Zoho CRM
monday work management

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$24.99/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

Closer Innovation Labs Corporation

Founded

2022

Country

United States

Website

thepdfmaker.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

Alternatives

Alternatives

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