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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

SmartDocuments is a document automation and document creation software that allows businesses to create and manage documents quickly. Always ensure that you send and store documents with the correct corporate identification. You can easily create your own templates and manage them. No more copying and pasting Word documents. Insert external data into documents to automate the creation of documents Drag & Drop is all that's required to create a template. We value simplicity above all else, no matter how many features we add.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

.NET
ActiveCampaign
AnNoText
Cegeka
Freshsales
HubSpot CRM
HubSpot Customer Platform
Java
Keap
Kommo
Legisway Essentials
Microsoft 365
Microsoft Word
OpenText Process Automation
Redtail CRM
SMASHDOCs
Streak
Zillow

Integrations

.NET
ActiveCampaign
AnNoText
Cegeka
Freshsales
HubSpot CRM
HubSpot Customer Platform
Java
Keap
Kommo
Legisway Essentials
Microsoft 365
Microsoft Word
OpenText Process Automation
Redtail CRM
SMASHDOCs
Streak
Zillow

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

SmartDocuments

Founded

1994

Country

Netherlands

Website

www.smartdocuments.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

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Alternatives

Alternatives

SmoothDocs Reviews

SmoothDocs

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