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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Avoid letting the tedious process of manually crafting essential documents such as contracts, work orders, and invoices hinder your business operations. Empower your teams with Nintex DocGen®, enabling them to swiftly generate and distribute documents with just a few clicks from within Salesforce or Office 365. Say goodbye to the hassle of cut-and-paste methods and the potential for errors. Ensure accurate and compliant documentation on the first attempt, every time. Harness the full potential of your data, regardless of its location, to boost productivity and reduce human mistakes. Enhance compliance by utilizing pre-approved templates and standardized language to effortlessly create a variety of documents, including Word, Excel, PowerPoint, and PDF formats. Streamline your processes by automating document routing for reviews, simplifying signing procedures, and securely archiving all documents. Getting started is straightforward; Nintex DocGen simplifies the connection of data from any source to your document templates. Just set up and label the fields for updates to automatically insert dynamic information like customer details, product specifics, pricing, and much more, ensuring a seamless workflow for your team. By adopting this innovative solution, your organization can not only save time but also improve accuracy and maintain a professional image across all documentation.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Word Yes 
Salesforce Yes 
ActiveCampaign Yes 
Agile CRM Yes 
Clio Yes 
Copper Yes 
Credit Repair Cloud Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Insightly Yes 
Integry No 
Java Yes 
Keap Yes 
LionDesk Yes 
Microsoft PowerPoint No 
Python Yes 
Redtail CRM Yes 
Streak Yes 
Zapier Yes 
Zendesk Sell Yes 

Integrations

Microsoft Word Yes 
Salesforce Yes 
ActiveCampaign No 
Agile CRM No 
Clio No 
Copper No 
Credit Repair Cloud No 
HubSpot CRM No 
HubSpot Customer Platform No 
Insightly No 
Integry Yes 
Java No 
Keap No 
LionDesk No 
Microsoft PowerPoint Yes 
Python No 
Redtail CRM No 
Streak No 
Zapier No 
Zendesk Sell No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Documati

Website

documati.com

Vendor Details

Company Name

Nintex

Founded

2006

Country

United States

Website

www.nintex.com/process-automation/document-generation/

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 Yes 
Collaboration No 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

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