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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
TextBEAST SmartTemplates is a document assembly and automation application with user-defined variables that let you build intelligent templates with selectable options. Just set up a template and add your variables (textbox/checkbox/option button/dropdown) for high productivity.
Create templates with built-in variables that allow users to simply select the correct options each time a template is used to create a document. Multiple instances of the same variable are replaced all at once with the first selection. This is all done using a simple graphical user interface.
Variables with advanced features let you compose meaningful, grammatically correct sentences from the chosen options, saving time while producing professionally worded documents.
API Access
Has API
Yes
API Access
Has API
No
Integrations
ActiveCampaign
Yes
Agile CRM
Yes
Copper
Yes
Credit Repair Cloud
Yes
Dubsado
Yes
Freshsales
Yes
HubSpot Customer Platform
Yes
Insightly
Yes
Keap
Yes
Kommo
Yes
Integrations
ActiveCampaign
No
Agile CRM
No
Copper
No
Credit Repair Cloud
No
Dubsado
No
Freshsales
No
HubSpot Customer Platform
No
Insightly
No
Keap
No
Kommo
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$59.95
2 activations per license
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
No
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
No
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Documati
Website
documati.com
Vendor Details
Company Name
ASBware
Founded
2007
Country
United States
Website
www.asbware.com
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
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
Yes
