XFormBi-Soft
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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
XForm on-prem is a self-hosted document generation engine that turns business data into pixel-perfect PDF or archive-ready PDF/A documents through a user interface or a REST API. It runs entirely on your own infrastructure, so your data never leaves your control. You design and update the layouts directly in Microsoft Word, so you have total control over branding and layout. Just set placeholders in the document where dynamic data should come in. Use the user interface to upload the layouts and test executions. Automate by sending data from your own applications (CRM/ERP/...) to the REST API or directly integrate with your databases, message brokers (Kafka, RabbitMQ, ActiveMQ), APIs or just files and get back a finished PDF in one call. XForm also generates dynamic barcodes and QR codes. Bulk generations for thousands of documents at once are supported as well.
Deploy in your own datacenter for full data sovereignty and GDPR-compliant, audit-proof archiving, and scale to high volume
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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
From small to big enterprises, all industries
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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 VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
1000€ / year
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 InformationBi-Soft
Germany
www.bi-soft.de
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Alternatives |
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Categories |
Categories |
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Integrations
Agile CRM
Copper
Credit Repair Cloud
Freshsales
HubSpot Customer Platform
Insightly
Java
Keap
Kommo
LionDesk
|
Integrations
Agile CRM
Copper
Credit Repair Cloud
Freshsales
HubSpot Customer Platform
Insightly
Java
Keap
Kommo
LionDesk
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