iDocumentsSynantix
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationDocumati
documati.com
|
Company InformationSynantix
United Kingdom
www.idocuments.co.uk
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
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
|
Integrations
Agile CRM
Clio
Copper
Credit Repair Cloud
HubSpot CRM
HubSpot Customer Platform
Java
Microsoft Dynamics 365
Microsoft Word
Mojo
|
|||||
|
|
|