Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Docmosis Reviews & Ratings
    48 Ratings
    Company Website
  • Nutrient SDK Reviews & Ratings
    98 Ratings
    Company Website
  • Titan Reviews & Ratings
    363 Ratings
    Company Website
  • UnForm Reviews & Ratings
    18 Ratings
    Company Website
  • RAD PDF Reviews & Ratings
    3 Ratings
    Company Website
  • ONLYOFFICE Docs Reviews & Ratings
    706 Ratings
    Company Website
  • onPhase Reviews & Ratings
    206 Ratings
    Company Website
  • Docubee Reviews & Ratings
    115 Ratings
    Company Website
  • Expedience Software Reviews & Ratings
    27 Ratings
    Company Website
  • Apryse PDF SDK Reviews & Ratings
    148 Ratings
    Company Website

What is EDocGen?

A platform for document generation facilitates the production of PDF, HTML, JPG, and Word files from a variety of data sources, including databases, enterprise applications, XML, Excel, and JSON. It supports multiple methods of document generation such as on-demand, bulk, and interactive formats. Business users can easily use pre-existing templates by adding specific tags to them. The platform employs a tagging system featuring unique tags for various elements, including text, tables, images, content blocks (like paragraphs), hyperlinks, and other dynamic components. Users are able to integrate these tags into their templates using built-in editors, along with incorporating if-else conditions, loops, and calculations for enhanced customization. A centralized repository stores all approved business templates, ensuring adherence to compliance and brand standards, with the ability to upload or delete templates restricted to authorized individuals only. Furthermore, the system can automatically create fillable forms from these templates, enabling both internal and external users to enter information into dynamic fields, which then generates finalized documents in the chosen format. This efficient approach not only boosts productivity but also improves accuracy in document generation across various organizations, making it an essential tool for modern businesses.

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.

Media

Media

Integrations Supported

.NET
Clio
Copper
Credit Repair Cloud
Freshsales
HubSpot CRM
Insightly
Java
Keap
Kommo
LionDesk
Microsoft Dynamics 365
Microsoft Word
Node.js
Pipedrive
Salesforce
Zapier
Zendesk Sell
Zillow
Zoho CRM

Integrations Supported

.NET
Clio
Copper
Credit Repair Cloud
Freshsales
HubSpot CRM
Insightly
Java
Keap
Kommo
LionDesk
Microsoft Dynamics 365
Microsoft Word
Node.js
Pipedrive
Salesforce
Zapier
Zendesk Sell
Zillow
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$6 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

EDocGen

Date Founded

2017

Company Location

India

Company Website

www.edocgen.com

Company Facts

Organization Name

Documati

Company Website

documati.com

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Popular Alternatives

Popular Alternatives