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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 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

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 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 Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month
Free Version Supported
Free Trial Supported

Pricing

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

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

Training

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

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

Categories

PDF APIs Supported
PDF Generators Supported

Categories

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Not Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Integrations

Zapier Supported
Backendless Supported
Clio Not Supported
Credit Repair Cloud Not Supported
HubSpot Customer Platform Not Supported
Keap Not Supported
Kommo Not Supported
LionDesk Not Supported
Make Supported
Microsoft Dynamics 365 Not Supported
Microsoft Word Not Supported
Node.js Not Supported
Pipedream Supported
Pipedrive Not Supported
Python Not Supported
Salesforce Not Supported
Streak Not Supported
Zillow Not Supported
Zoho CRM Not Supported
monday AI work platform Not Supported

Integrations

Zapier Supported
Backendless Not Supported
Clio Supported
Credit Repair Cloud Supported
HubSpot Customer Platform Supported
Keap Supported
Kommo Supported
LionDesk Supported
Make Not Supported
Microsoft Dynamics 365 Supported
Microsoft Word Supported
Node.js Supported
Pipedream Not Supported
Pipedrive Supported
Python Supported
Salesforce Supported
Streak Supported
Zillow Supported
Zoho CRM Supported
monday AI work platform Supported
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