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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
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
Yes
API Access
Has API
Yes
Integrations
Microsoft Word
Yes
Agile CRM
Yes
Clio
Yes
Copper
Yes
Credit Repair Cloud
Yes
Dubsado
Yes
HubSpot CRM
Yes
Java
Yes
Keap
Yes
LionDesk
Yes
Integrations
Microsoft Word
Yes
Agile CRM
No
Clio
No
Copper
No
Credit Repair Cloud
No
Dubsado
No
HubSpot CRM
No
Java
No
Keap
No
LionDesk
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
250EUR
SOLO license = 1 user / 250EUR with public support
Reporting team = up to 20 users / 1000EUR with email support for 1 year. Support renewal for 1 year = 300 EUR. Includes 1 Templater Editor license
Enterprise license = 1 location / 3000EUR with email support for 1 year. Source code access. Support renewal for 1 year = 500EUR. Includes 3 Templater Editor licenses
Reporting team = up to 20 users / 1000EUR with email support for 1 year. Support renewal for 1 year = 300 EUR. Includes 1 Templater Editor license
Enterprise license = 1 location / 3000EUR with email support for 1 year. Source code access. Support renewal for 1 year = 500EUR. Includes 3 Templater Editor licenses
Free Trial
Yes
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
Yes
Mac
Yes
Linux
Yes
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
No
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)
No
In Person
No
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
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
