Integrations | Omnidocs

Automating the documents, you care about

The benefits of automating documents that matter are many.
We help our clients create their most valuable documents from any business data.
We enable your users to deliver valuable and compliant documents with no training.

Documotor integrates with all systems capable of sharing data

You can integrate data in multiple formats and from multiple systems

Documotor is a modern document generation platform that allows you to use transformation steps, templates designed in Microsoft 365 (Office), and APIs to create documents from within any system.

ERP systems

Enterprise resource planning (ERP) systems like Microsoft Dynamics (MSD), SAP, or Oracle NetSuite help manage critical business functions like accounting, procurement, and inventory management.


By integrating with Documotor, businesses can streamline document creation by seamlessly transferring data from ERP systems into important business documents.

CRM systems

Customer relationship management systems like Salesforce, HubSpot, Zendesk, and Zoho are essential tools for managing and improving customer interactions.


With Documotor’s integration capabilities, businesses can combine data from other systems and generate documents like proposals, contracts, and more directly from their CRM solution, making the process more efficient and effective.

DAM systems

Digital asset management systems are used to store and manage digital assets like images, videos, and documents.


By integrating with Documotor, businesses can easily implement these assets directly into important business documents, creating a more streamlined and efficient document creation process.

PIM systems

Product information management systems are used to centralize and streamline the management of product data, improving data accuracy and consistency, enhancing customer experience, and facilitating collaboration and scalability.


By integrating with Documotor, businesses can ensure that all product information is readily available and can be easily included in the relevant documents, improving efficiency and accuracy in the document creation process.

BI systems

Business Intelligence systems such as Microsoft Power BI, Tableau, and QlikView are commonly used to collect and analyze data, but creating visual reports can still be a time-consuming task.


Documotor can help by seamlessly integrating with your BI system, automatically turning your data into stunning, on-brand reports, and dashboards. By automating report creation, Documotor saves you time, ensures data accuracy, and allows you to focus on making informed business decisions.

POS systems

Transform your sales data into beautiful invoices and receipts directly from your POS system.


Documotor’s seamless integration capabilities enable you to create documents that match your brand and streamline your sales process. With Square, Shopify, Lightspeed, and Vend integrations, you can easily enhance the use of data and combine data from across your platforms to generate effective business documents.

Marketing systems

Generate effective marketing documents like proposals, agreements, and more by seamlessly integrating data from your marketing automation systems like Marketo, HubSpot, and Pardot with Documotor.


Enhance your data usage and combine data from across your marketing platforms to streamline your marketing operations and generate on-brand, effective business documents with Documotor.

HRM Systems

Automate essential employment documents like offer letters, employment contracts, and more by integrating with popular recruitment or home-built systems


By combining data from across your HR platforms, Documotor helps you generate on-brand, effective employment documents that streamline the recruitment process and save time for HR professionals.

PMS systems

Generate essential commercial real estate documents with ease by integrating data from property management systems like Yardi, MRI Software, and CoStar.


With Documotor, you can create property listings, lease agreements, and other important business documents directly from your PMS. Enhance your data usage and streamline your commercial real estate operations with Documotor.

MRP systems

Documotor can integrate with popular MRP/ERP systems such as SAP, Microsoft Dynamics, and Oracle NetSuite to automate the creation of bills of materials, production schedules, and other essential documents.


Combining data from across your platforms, Documotor helps you enhance your manufacturing operations and streamline your data usage, ultimately generating more efficient and effective business documents.

Documotor allows virtually any system or process to easily benefit from document automation.

The service is system and data agnostic, meaning any system capable of transferring data can be used to generate automated documents. Automation of tedious manual processes for generation of for example quotes, proposals or contracts is one of the core strengths of our platform.

Documotor is hosted on the Microsoft Azure platform (Azure), the leading cloud infrastructure platform in the industry. Our services are distributed horizontally to improve resiliency and provide the expected availability. Azure is certified with ISO 27001 and PCI DDS amongst others and provides geo-redundancy of all template configurations stored in Documotor with high security and reliability. Server patches are maintained by Microsoft. All communication is encrypted in transit using SSL (TLS), and data is encrypted at rest.

Documotor does not require access to outside infrastructure but relies on data payloads send to produce documents. Documents are constructed in a synchronous stream without persisting document on our side.

Our Documotor services are built on Docker supporting cloud, hybrid, or self-hosted solutions.

Details on Azure security is available at the Microsoft Trust Center.

What can Documotor do for you?

The Templafy case
Templafy, the global leader in content enablement, has revolutionized their data fidelity, increased their average deal size, and gotten happier sales reps.

How? Using document automation software to streamline sales ensures that contracts and quotes are on-brand and compliant by default.

Learn more about how Templafy used Documotor to optimize their Salesforce platform and CPQ process. 

Is valuable data stuck in your system silos?

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Get a free review of your integration options

Learn how Documotor can help you create maximum business effect from all your data and systems.

Use your data to build better documents – fast, accurate, up-to-date by default, on-brand, and high performing.