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About

Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading the template, the merge tags are automatically detected based on the template content. Create personalized experiences for your business using our REST API. Generate in bulk thousands of PDF documents like invoices, letters, contracts, agreements, certificates, and more. Simply call the generate document API endpoint with your data and in a few seconds a document will be generated from the specified template, ready for use in your own application or workflow.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

DocuGenerate is designed for businesses, developers, and organizations looking to automate and streamline the creation of professional documents using customizable templates and data integration

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.5 / 5
support 4.8 / 5

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

Pros & Cons from Real Users

Pros

  • I’ve been really happy with DocuGenerate so far. The UI is clean and intuitive, making it easy to set up templates without a big learning curve. Pricing feels very fair for the value, and the customer service has been phenomenal — I’ve even spoken directly with the founder and always had my questions answered quickly and thoroughly. The grid template in particular has been a huge help for generating structured, table-style documents. It makes dynamic data like invoices or reports straightforward to set up, and the API connection is seamless.
  • The tool does exactly what it is supposed to do and fully meets expectations. It delivers reliable performance without unnecessary complexity, which makes it both efficient and pleasant to use on a daily basis. The interface is straightforward, clean, and well designed, allowing you to quickly understand the functions without spending time learning complicated features. It feels intuitive and smooth, which makes it accessible for both beginners and more experienced users. Overall, it is easy to work with, saves time, and makes tasks simpler. A highly practical solution that adds real value without any hassle.
  • Creating templates is a straightforward process in Microsoft Word using the DOCX format. The merge fields feature enables modifications to the tags, facilitating compatibility with software that does not support tag alterations. Additionally, the support team provides exceptional assistance and timely responses to any inquiries. Furthermore, the API is well-documented and user-friendly.
  • It is exactly what we needed: easy to implement and our software connects easy with it by api. We generate invoices, delivery notes, order confirmations, etc.
  • The support for this platform is second to none. Cosmin and the team are incredibly knowledgeable and have helped us at the early stages of adopting DocuGenerate into our workflows

Cons

  • If I had to mention a downside, it’s that building more complex templates sometimes takes a bit of trial and error, but once you get it dialed in, it runs smoothly. But I think that would also apply to any pdf generation tool. Getting the docs to look right is tricky.
  • I just have a couple of documents, maybe with more it will be a bit difficult to overview. Also it would be nice to change the document, instead of uploading a whole new one.
  • There are no cons that I have found while using or implementing this solution yet.
  • A better overview and classification of the templates would be nice
  • limitations on size of documents that can be generated via an api call

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocuGenerate
France
www.docugenerate.com

Company Information

Documati
documati.com

Alternatives

Docmosis

Docmosis

Docmosis Pty Ltd

Alternatives

The PDF Maker

The PDF Maker

Closer Innovation Labs Corporation
360 InstantDocs

360 InstantDocs

360 Degree Cloud Technologies Private Limited

Categories

Categories

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Zapier
.NET
ActiveCampaign
Agile CRM
Backendless
Coda
Credit Repair Cloud
Dubsado
Freshsales
HubSpot Customer Platform
Keap
Kommo
LionDesk
Microsoft Dynamics 365
Microsoft Word
Pipedream
Pipedrive
Salesforce
Zillow
monday AI work platform

Integrations

Zapier
.NET
ActiveCampaign
Agile CRM
Backendless
Coda
Credit Repair Cloud
Dubsado
Freshsales
HubSpot Customer Platform
Keap
Kommo
LionDesk
Microsoft Dynamics 365
Microsoft Word
Pipedream
Pipedrive
Salesforce
Zillow
monday AI work platform
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