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About

Integrated governance means produced content is always current and correct. Automation that handles exceptions means your team can focus on high-value work. Prepare custom templates instantly. Populate: images, tables, charts, etc. Reactive workflows. Add inputs, questionnaires, calculations. Compose emails with attachments. Professional customizations, configuration. Noninvasive. No migration. Secure, HIPAA compliant. Docmo lives behind Excel and automates Word, Outlook, etc. So, users don't need to learn a new system. Turn hours of work into minutes. No more double-entry. Pull content from any app. Ensure current templates, legal verbiage, and data are used. Easily revise previously prepared documents. Documents produced with Docmo are professional, complete, current, and correct. Log templates generated, revisions, user volume, etc. Relevant content, templates, calculations, and verbiage are automatically chosen.

About

Documati is a high volume document generation software that integrates with any CRM or ERP. Leverage our scalable REST API from Zapier, RPA platforms, no-code and low-code platforms or your custom build applications. Open your CRM in Chrome browser, choose a document template and simply click the button. You just generated a Word, PDF or PowerPoint document filled with the data from your CRM. Look how a tedious routine turns into a 1-minute activity. Connect to any CRM without starting a costly CRM integration project. Generate 100s of documents in 1 minute by merging data into the template. Just connect your CRM system and click the button. The last thing is to look while Documati fill out your document.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Document generation software for businesses

Audience

Companies in need of a powerful Document Generation solution that helps generate Word and PDF documents directly from any CRM

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$160 per hour
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Docmo
United States
www.docmo.co

Company Information

Documati
documati.com

Alternatives

Alternatives

ADA Pro

ADA Pro

ADA Veracity
empower

empower

empower GmbH

Categories

Categories

Integrations

Microsoft Word Supported
ActiveCampaign Not Supported
Agile CRM Not Supported
Credit Repair Cloud Not Supported
Dubsado Not Supported
Freshsales Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Java Not Supported
Keap Not Supported
LionDesk Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Supported
Pipedrive Not Supported
Python Not Supported
Streak Not Supported
Wix Not Supported
Zendesk Sell Not Supported
Zillow Not Supported
monday AI work platform Not Supported

Integrations

Microsoft Word Supported
ActiveCampaign Supported
Agile CRM Supported
Credit Repair Cloud Supported
Dubsado Supported
Freshsales Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Java Supported
Keap Supported
LionDesk Supported
Microsoft Dynamics 365 Supported
Microsoft Excel Not Supported
Pipedrive Supported
Python Supported
Streak Supported
Wix Supported
Zendesk Sell Supported
Zillow Supported
monday AI work platform Supported
Claim Docmo and update features and information
Claim Docmo and update features and information
Claim Documati and update features and information
Claim Documati and update features and information