Average Ratings 0 Ratings
Average Ratings 34 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
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS
Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word!
THE MICROSOFT ADVANTAGE
Native to Microsoft Word, Expedience leverages the best of Microsoft 365:
• Use Rich Content (tables, charts, videos, PowerPoint slides, etc)
• Consistent Corporate Branding
• Copilot Generative AI
• Excel Data Integration
• Realtime Collaboration
AUTOMATED SALES PROPOSALS & SOWs
Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time.
TRUSTED CONTENT
Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft Word
Yes
ActiveCampaign
Yes
Agile CRM
Yes
Clio
Yes
Clipboard for Microsoft Outlook
No
Credit Repair Cloud
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Insightly
Yes
Kommo
Yes
Integrations
Microsoft Word
Yes
ActiveCampaign
No
Agile CRM
No
Clio
No
Clipboard for Microsoft Outlook
Yes
Credit Repair Cloud
No
HubSpot CRM
No
HubSpot Customer Platform
No
Insightly
No
Kommo
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Annual subscription priced by module by user.
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
No
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Documati
Website
documati.com
Vendor Details
Company Name
Expedience Software
Founded
2012
Country
United States
Website
www.expediencesoftware.com
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
AI RFP
Experience seamless automated RFP replies right in Microsoft Word. Your responses will be professional, well-structured, and precise! Maximize the potential of Microsoft Copilot AI using Expedience!
Document Generation
Expedience streamlines the creation of Microsoft Word documents by automating branding and formatting, utilizing a curated library of approved content.
Batch Processing
Yes
Collaboration
Yes
Digital Signature
No
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
Forms Automation
Streamline your proposal creation process with integrated automation in Microsoft Word. Unlock the full potential of Microsoft Copilot to enhance your proposal writing experience!
Approval Process Control
Yes
Archiving & Retention
No
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
No
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Proposal Management
Streamline your proposal creation and process management right inside Microsoft Word. Maximize the benefits of Microsoft Copilot for your proposal needs!
Automatic Formatting
Yes
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
No
Knowledge Library
Yes
Pipeline Management
No
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
Yes
Templates
Yes
Version Control
Yes
RFI
Receive automated RFI replies directly in Microsoft Word. Maximize the potential of Microsoft Copilot AI with Expedience!
RFP
Seamlessly create automated RFP replies directly in Microsoft Word. Ensure your documents are branded, well-formatted, and precise! Maximize the capabilities of Microsoft Copilot AI with Expedience!
Bid Management
Yes
Collaboration
Yes
Content Management
Yes
Data Import / Export
Yes
Due Date Tracking
Yes
Knowledge Library
Yes
Progress Tracking
Yes
RFP Creation
No
RFP Responding
Yes
Requirements Management
Yes
Task Management
Yes
Templates
Yes
Vendor Management
No
