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What is Documati?

Documati is a sophisticated document generation tool tailored for high-volume requirements, effortlessly integrating with any CRM or ERP system. You can leverage our versatile REST API via platforms such as Zapier, RPA tools, or even within no-code and low-code frameworks, alongside your bespoke applications. To create your documents, just access your CRM using a Chrome browser, choose a document template, and press a button. In an instant, you'll receive a Word, PDF, or PowerPoint document filled with pertinent data from your CRM. Experience how a process that generally consumes considerable time is reduced to a swift one-minute task. Connecting to any CRM is straightforward, eliminating the need for costly integration projects. In a mere minute, you can generate hundreds of documents by merging data into your selected template, requiring only a simple connection to your CRM and a click, while Documati autonomously completes your documents in the background. This innovative method not only boosts productivity but also significantly enhances workflow efficiency. Moreover, the intuitive design of Documati ensures that anyone can start using it effectively, regardless of their technical expertise.

What is DocParrot?

DocParrot is a cutting-edge solution specifically created to automate the process of document generation, freeing users from the monotonous chore of repeatedly completing contracts, proposals, and various forms. Instead of painstakingly searching for and replacing text in lengthy documents—which can often lead to mistakes—you can effortlessly design a template by dragging and dropping fields into preferred positions, whether they are within a sentence or between paragraphs, all without any coding knowledge. When it’s time to create a document, these designated fields convert into a user-friendly form that you can fill out easily, enabling the tool to quickly generate a professional Word document with all the required information accurately inserted. Furthermore, you have the ability to store client details to facilitate the auto-fill process, while keeping all your created documents neatly organized in one place with up to 250GB of storage. This ensures that your entire team works from the same updated templates, enhancing collaboration and consistency. The platform is particularly beneficial for those who regularly manage repetitive documentation and seek to reduce busywork while avoiding complex software solutions or coding requirements. In summary, DocParrot not only streamlines document management but also significantly boosts user productivity and efficiency, making it a vital resource for professionals in various fields.

Media

Media

No images available

Integrations Supported

.NET
ActiveCampaign
Agile CRM
Clio
Credit Repair Cloud
Dubsado
HubSpot Customer Platform
Insightly
Java
Keap
LionDesk
Mojo
Node.js
Pipedrive
Python
Redtail CRM
Zapier
Zendesk Sell
Zoho CRM
monday.com

Integrations Supported

.NET
ActiveCampaign
Agile CRM
Clio
Credit Repair Cloud
Dubsado
HubSpot Customer Platform
Insightly
Java
Keap
LionDesk
Mojo
Node.js
Pipedrive
Python
Redtail CRM
Zapier
Zendesk Sell
Zoho CRM
monday.com

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$49/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Documati

Company Website

documati.com

Company Facts

Organization Name

DocParrot

Date Founded

2025

Company Location

United States

Company Website

docparrot.com

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Popular Alternatives

Popular Alternatives