Mitratech HotDocsMitratech
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Related Products
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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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About
Mitratech HotDocs is a document automation and assembly platform designed to turn frequently used documents and forms into intelligent templates and workflows. The platform helps legal, insurance, financial services, government, and enterprise teams generate accurate documents faster by auto-populating clauses, figures, fields, and jurisdiction-specific rules from existing data sources. Mitratech HotDocs supports centralized template management, batch processing, open API integrations, no-code configuration, version control, clause logic, approval workflows, and desktop or cloud use. Subject matter experts can build and update templates without relying on IT, helping teams reduce duplicate data entry and manual drafting errors. The platform can automate high-volume and complex document sets, including large-scale correspondence, legal documents, forms, questionnaires, and complete document packages.
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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
Supported
Mac
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
Companies in need of a powerful Document Generation solution that helps generate Word and PDF documents directly from any CRM
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Audience
Mitratech HotDocs is best suited for law firms, corporate legal departments, insurance companies, financial services firms, government agencies, HR teams, compliance teams, and enterprise organizations that need document automation, intelligent templates, batch processing, no-code workflows, clause logic, centralized template management, and API integrations
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
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
Supported
In Person
Not Supported
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Company InformationDocumati
documati.com
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Company InformationMitratech
Founded: 1987
United States
mitratech.com/products/hotdocs/
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Categories |
Categories |
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Document Management Features
Access Controls
Supported
Archiving & Retention
Not Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
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
Not Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Not Supported
Version Control
Supported
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Integrations
Microsoft Word
Supported
.NET
Supported
Agile CRM
Supported
BHL Insight
Not Supported
Clio
Supported
Copper
Supported
Credit Repair Cloud
Supported
Freshsales
Supported
Keap
Supported
LionDesk
Supported
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Integrations
Microsoft Word
Supported
.NET
Not Supported
Agile CRM
Not Supported
BHL Insight
Supported
Clio
Not Supported
Copper
Not Supported
Credit Repair Cloud
Not Supported
Freshsales
Not Supported
Keap
Not Supported
LionDesk
Not Supported
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