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What is Macro?

With Macro, users can easily click on any designated term, section, chapter, or clause to gain immediate contextual information. Additionally, it allows for the comparison of different files, the merging of edits from various Word and PDF documents into one cohesive version, the production of bulk blacklines, and comparison with templates. Users can generate documents from templates, creating one or more files at once from a spreadsheet, and combine PDF and Word documents seamlessly. This service is offered at no cost on both Windows and Mac systems. From an IT and support perspective, Macro shares similarities with the desktop editions of Adobe Acrobat and Microsoft Word, while also incorporating specialized features designed for financial and legal workflows. The IT documentation is structured in a chronological format. Furthermore, clicking on any defined term highlighted in blue triggers a popup that presents the definition as specified in the document, and users can access nested popups for a comprehensive understanding of their documents without any constraints. This feature greatly enriches the user experience, making the process of navigating documents more intuitive and efficient, ensuring that users can find the information they need quickly and effectively. Ultimately, Macro serves as a valuable tool for anyone looking to streamline their document management processes.

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

Microsoft Word
ActiveCampaign
Clio
Credit Repair Cloud
Freshsales
HubSpot CRM
Insightly
Java
Keap
Kommo
LionDesk
Mojo
Node.js
Pipedrive
Python
Salesforce
Zapier
Zillow
Zoho CRM
monday AI work platform

Integrations Supported

Microsoft Word
ActiveCampaign
Clio
Credit Repair Cloud
Freshsales
HubSpot CRM
Insightly
Java
Keap
Kommo
LionDesk
Mojo
Node.js
Pipedrive
Python
Salesforce
Zapier
Zillow
Zoho CRM
monday AI work platform

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per user 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

Macro

Date Founded

2020

Company Location

United States

Company Website

www.macro.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

PDF Editors

Access Controls / Permissions
Annotations
Commenting / Notes
Compare Side-by-Side
Customizable Branding
Delete Pages
Electronic Signature
Forms Management
Full Text Search
Merge / Append
Offline Access
Optical Character Recognition (OCR)
Rearrange Pages
Rotate Pages
Watermarking

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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