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ease
features
design
support

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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

Are you in search of user-friendly applications for generating Salesforce documents? With seamless integration into Document Generation Software, Document.do allows users to produce rich PDFs or Salesforce Docs in just a matter of minutes. Let's explore its standout features! Key Advantages of Utilizing Salesforce CRM Document Generation Software include: 1. Pre-Designed Templates 2. Editorial Capabilities 3. Simple Integration with Google Chrome 4. Automation of Various Document-Related Tasks 5. Generation of Report Documents 6. Rapid Sharing Options According to Cloufi, Document.Do stands out as the premier Document Generation Software available online, providing a swift and efficient onboarding process through its intuitive process builder and document editor. Users can easily create vital business documents such as invoices, contracts, reports, and agreements, ensuring a streamlined workflow for all documentation needs. This capability not only enhances productivity but also improves collaboration among team members.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Salesforce Sales Cloud
.NET
ActiveCampaign
Agile CRM
Clio
Copper
Credit Repair Cloud
Dubsado
HubSpot Customer Platform
Insightly
Kommo
LionDesk
Microsoft Dynamics 365
Microsoft Word
Mojo
Pipedrive
Python
Wix
Zillow
Zoho CRM

Integrations

Salesforce Sales Cloud
.NET
ActiveCampaign
Agile CRM
Clio
Copper
Credit Repair Cloud
Dubsado
HubSpot Customer Platform
Insightly
Kommo
LionDesk
Microsoft Dynamics 365
Microsoft Word
Mojo
Pipedrive
Python
Wix
Zillow
Zoho CRM

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

Cloufi Technologies

Founded

2017

Country

United States

Website

cloufi.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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