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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

Utilize the jsreports designer component to craft document templates directly in your web browser. You can seamlessly save, modify, and preview these templates in real-time with actual data. Create personalized element types that allow for easy drag-and-drop actions into your documents. Moreover, link your templates to JSON or CSV datasets to visualize the output right within the browser. Experience live document rendering and effortlessly embed them into your application. Additionally, generate PDF files either in the browser or on the server by populating your document template with data from various sources. The entire process of generating and downloading documents can be accomplished entirely on the client-side, ensuring a smooth and efficient workflow. This capability enhances the versatility and usability of your application, making document management more intuitive.