Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Documill Dynamo is an easy-to-use document generation app for Salesforce. It empowers users to create documents with a click, right within Salesforce.
Quick and smooth deployment: just choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag-and-drop interface with no need for coding.
Personalized document workflows: fulfil your organization’s needs using pre-defined options.
Best quality, no matter which document type or layout: produce versions in multiple languages using a single template. Use freely nested tables and images.
Exert full control over users' editing rights for all document sections and tasks.
Intuitive Salesforce experience: empower users to complete each of their tasks without leaving Salesforce. Eliminate the need to jump between applications and ensure top productivity.
Automate now document creation and the related workflows for all kinds of documents: quotes, contracts, proposals and more!
API Access
Has API
Yes
API Access
Has API
No
Integrations
Salesforce
Yes
ActiveCampaign
Yes
Agile CRM
Yes
Chatter
No
Docusign
No
Dubsado
Yes
Freshsales
Yes
Gmail
No
Google Drive
No
HubSpot CRM
Yes
Integrations
Salesforce
Yes
ActiveCampaign
No
Agile CRM
No
Chatter
Yes
Docusign
Yes
Dubsado
No
Freshsales
No
Gmail
Yes
Google Drive
Yes
HubSpot CRM
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Professional services with separate agreement.
Free Trial
Yes
Free Version
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
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
Yes
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)
Yes
In Person
Yes
Vendor Details
Company Name
Documati
Website
documati.com
Vendor Details
Company Name
Documill
Founded
1997
Country
Finland
Website
www.documill.com/document-automation
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
Yes
Digital Signature
Yes
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes