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What is SmartDocuments?

SmartDocuments is a powerful software designed for document automation and creation, enabling organizations to efficiently generate and oversee their documents. Always remember to utilize and keep documents with the proper corporate identification to maintain compliance. The platform allows you to easily design custom templates and oversee them without the tedious process of copying and pasting from Word. You can seamlessly integrate external data into your documents, streamlining the creation process, and all it takes is a simple drag and drop to craft your templates. Our focus remains on user-friendliness, regardless of the many features we introduce, ensuring that the experience is straightforward for all users. In this way, SmartDocuments helps you save time and reduces the risk of errors in document management.

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
Aareon Smart World
ActiveCampaign
Centric
Clio
Copper
Credit Repair Cloud
Docusign
Dubsado
Freshsales
Microsoft Dynamics 365
Microsoft SharePoint
Pipedrive
Python
SAP Business One
Streak
Zendesk Sell
Zillow
monday AI work platform

Integrations Supported

.NET
Aareon Smart World
ActiveCampaign
Centric
Clio
Copper
Credit Repair Cloud
Docusign
Dubsado
Freshsales
Microsoft Dynamics 365
Microsoft SharePoint
Pipedrive
Python
SAP Business One
Streak
Zendesk Sell
Zillow
monday AI work platform

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

SmartDocuments

Date Founded

1994

Company Location

Netherlands

Company Website

www.smartdocuments.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

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Popular Alternatives

Popular Alternatives

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