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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
Echo Publish is an online platform designed for the creation and dissemination of formatted documents by combining templates with data. Simplify the management of your organization's outgoing correspondence effortlessly. Currently, you can design templates with user-friendly tools like Google Docs, with plans for additional options in the future. Simply invoke the Echo Publish service, supplying the necessary data for integration into your templates. You will receive links to the completed documents, which can be accessed, saved, or archived according to your preferences. Furthermore, this service streamlines the entire process, making document management more efficient than ever.
API Access
Has API
Yes
API Access
Has API
No
Integrations
.NET
Yes
Agile CRM
Yes
Copper
Yes
Credit Repair Cloud
Yes
Dubsado
Yes
Freshsales
Yes
HubSpot CRM
Yes
Insightly
Yes
Java
Yes
Keap
Yes
Integrations
.NET
No
Agile CRM
No
Copper
No
Credit Repair Cloud
No
Dubsado
No
Freshsales
No
HubSpot CRM
No
Insightly
No
Java
No
Keap
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$50 per month
Free Trial
No
Free Version
Yes
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)
No
In Person
No
Vendor Details
Company Name
Documati
Website
documati.com
Vendor Details
Company Name
Echo Central Ventures
Founded
2014
Country
United Kingdom
Website
www.echopublish.com
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
Document Management
Access Controls
No
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
No
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
