Related Products
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About
DocuGen allows you to automatically generate documents based on date, status, or a click of a button using integration recipes. You can generate a document at any time by going to the DocuGen view and clicking the green “Generate document” button. Your new document will be sent to you by email within seconds. Use split view! When you are on any DocuGen view, click the monday.com settings icon (the gear at the top right corner of the board view), and select Split View. This will allow you to preview the rows that will be included in the generated document. You can also filter the rows that will appear in your document using the familiar monday.com filter icon at the top of the board view. When you select specific filter values, the split view will automatically show you the rows that will be included in your document.
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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.
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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
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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
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Audience
Document Generation solution for companies
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Audience
Companies in need of a powerful Document Generation solution that helps generate Word and PDF documents directly from any CRM
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$25 per month
Free Version
Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationDocuGen
docugen.io
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Company InformationDocumati
documati.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
monday AI work platform
Supported
.NET
Not Supported
ActiveCampaign
Not Supported
Agile CRM
Not Supported
Clio
Not Supported
Dubsado
Not Supported
Freshsales
Not Supported
HubSpot CRM
Not Supported
Keap
Not Supported
LionDesk
Not Supported
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Integrations
monday AI work platform
Supported
.NET
Supported
ActiveCampaign
Supported
Agile CRM
Supported
Clio
Supported
Dubsado
Supported
Freshsales
Supported
HubSpot CRM
Supported
Keap
Supported
LionDesk
Supported
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