Drive Connect

Drive Connect

Appiphony
+
+

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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.

About

Increase productivity with Google Drive file management and document generation from an easy-to-use AppExchange app. Keep important documents nearby and share them with your team using the Drive Links Lightning component. Build powerful merge templates that can generate documents for all of your business needs, all through clicks, not code. Drive Connect's trial allows you to explore all of its capabilities with up to 10 users for 14 days. Link Drive files and folders to Salesforce records. Use Google Doc merge templates for document generation. Automate Drive operations in record-triggered flows. Install Drive Connect today and use it with 10 free user licenses for 14 days with no credit card required. You can buy Drive Connect from the setup tab of the Drive Connect Salesforce app. Drive Connect empowers you to impact clients quickly by creating processes across Salesforce and Google Drive that help them scale their business.

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

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

Audience

Companies and enterprises interested in a solution to link Google Drive files to Salesforce records

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

No information available.
Free Version
Free Trial

Pricing

$16 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Documati
documati.com

Company Information

Appiphony
United States
driveconnect.me/

Alternatives

Alternatives

360 InstantDocs

360 InstantDocs

360 Degree Cloud Technologies Private Limited
Document.do

Document.do

Cloufi Technologies
360 InstantDocs

360 InstantDocs

360 Degree Cloud Technologies Private Limited

Categories

Categories

Integrations

Salesforce
.NET
Agile CRM
Credit Repair Cloud
Freshsales
Google Docs
HubSpot CRM
HubSpot Customer Platform
Insightly
Java
Keap
Kommo
LionDesk
Microsoft Word
Redtail CRM
Streak
Zapier
Zillow
Zoho CRM
monday AI work platform

Integrations

Salesforce
.NET
Agile CRM
Credit Repair Cloud
Freshsales
Google Docs
HubSpot CRM
HubSpot Customer Platform
Insightly
Java
Keap
Kommo
LionDesk
Microsoft Word
Redtail CRM
Streak
Zapier
Zillow
Zoho CRM
monday AI work platform
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