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
SheetRender turns a spreadsheet into a stack of separate, print-ready PDFs. Upload your data (CSV, XLSX, or a Google Sheet) plus one example of a document you already use, like a certificate, invoice, or offer letter. It reads the layout and builds the template for you.
That's the difference. Other merge tools (Autocrat, Form Publisher, mail merge add-ons) make you rebuild your document as a template full of <<merge tags>>. With SheetRender you show it a finished example, check the field matching, fix anything in plain language, and generate. Each row becomes its own PDF, ready to download or send by email.
People use it for training certificates, HR offer letters, invoices and quotes, and personalized reports. Output is print-ready A4, Letter, Legal and more, with scheduled runs and email delivery built in. There's a free plan with no credit card required, and a set of free in-browser PDF tools (merge, split, extract pages) on the website.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
HR teams, trainers, schools, office managers, and small business ops and finance folks. Anyone who owns a spreadsheet and needs a separate PDF for every row: certificates, offer letters, invoices, quotes, reports.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$19/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDocumati
documati.com
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Company InformationSheetRender
Founded: 2026
United States
sheetrender.com
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Alternatives |
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Categories |
Categories |
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Document Generation Features
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
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Integrations
.NET
ActiveCampaign
Agile CRM
Copper
Credit Repair Cloud
Freshsales
HubSpot CRM
HubSpot Customer Platform
Insightly
Java
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Integrations
.NET
ActiveCampaign
Agile CRM
Copper
Credit Repair Cloud
Freshsales
HubSpot CRM
HubSpot Customer Platform
Insightly
Java
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