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Average Ratings 2 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
Templater is a library that generates documents from existing Office templates. This makes it possible to create stunning reports in a fraction the time of other solutions.
Templater's simple and stable interface makes it easy to integrate third-party apps without any need for custom programming.
Microsoft Office tools will make designers and domain experts more productive. The customization of templates by other users can make your product stand out.
Templater Editor for Microsoft Office seamlessly integrates into Office tools and provides rich and useful editing experience.
Tag listing can be managed by your application to expose insights into your domain with additional information such as explanations/descriptions and examples.
The tag detection and analysis will validate documents for various issues and provide useful explanations.
API Access
Has API
API Access
Has API
Integrations
Microsoft Word
ActiveCampaign
Clio
Credit Repair Cloud
Dubsado
Freshsales
HubSpot CRM
HubSpot Customer Platform
Java
Kommo
Integrations
Microsoft Word
ActiveCampaign
Clio
Credit Repair Cloud
Dubsado
Freshsales
HubSpot CRM
HubSpot Customer Platform
Java
Kommo
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
250EUR
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
New Generation Software
Founded
2005
Country
Croatia
Website
templater.info/
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