iDocuments

iDocuments

Synantix
+
+

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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

There are things you have to do and things you want to do. You want to focus on projects that drive growth, but you have to slog through time-intensive, manual processes that bog you down instead. iDocuments automates routine-but-critical daily business processes for sales, purchasing, and expenses. Stop wasting human talent on mundane transactions and let your team focus on projects that drive incremental value and business growth. iDocuments solutions seamlessly integrate with most core business systems, utilizing AI and machine learning to deliver unprecedented levels of ROI, efficiency, and compliance. iDocuments Expenses is an easy-to-use web-based and mobile expense management solution that enables you to create, submit, store, review, approve, and audit expense claims online.

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

Document Management platform for companies

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

No information available.
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

Synantix
United Kingdom
www.idocuments.co.uk

Alternatives

Alternatives

EasyFile CMS

EasyFile CMS

Information to Imaging Technologies
Expense Report

Expense Report

All Star Software Systems
SutiExpense

SutiExpense

SutiSoft

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Agile CRM
Clio
Copper
Credit Repair Cloud
HubSpot CRM
HubSpot Customer Platform
Java
Microsoft Dynamics 365
Microsoft Word
Mojo
Node.js
Python
Redtail CRM
Salesforce
Streak
Zapier
Zendesk Sell
Zillow
Zoho CRM
monday work management

Integrations

Agile CRM
Clio
Copper
Credit Repair Cloud
HubSpot CRM
HubSpot Customer Platform
Java
Microsoft Dynamics 365
Microsoft Word
Mojo
Node.js
Python
Redtail CRM
Salesforce
Streak
Zapier
Zendesk Sell
Zillow
Zoho CRM
monday work management
Claim Documati and update features and information
Claim Documati and update features and information
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Claim iDocuments and update features and information