Documate is no-code document automation software that allows you to create custom webforms that populate data into your form Word or PDF documents. Key features include conditional logic, questionnaire creation, calculations, clause selection, and data collection.
Documate is no-code document automation software that allows you to create custom webforms that populate data into your form Word or PDF documents....

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate everything from back-office accounting processes to customer-facing dashboards and portals. Improve your day-to-day work experience, lower costs, and get your tasks done faster.
Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate everything from back-office...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

US$99,00/month

  • Subscription

Starting from

  • Subscription

Overall rating

5 /5
(23)
Ease of Use
4,9/5
Features & Functionality
5/5
Customer Service
5/5
Value for Money
5/5

Overall rating

4,4 /5
(47)
Ease of Use
4,4/5
Features & Functionality
4,3/5
Customer Service
4,3/5
Value for Money
4,2/5

Total features 40

  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Autofill
  • Barcode / Ticket Scanning
  • Batch Processing
  • Billing & Invoicing
  • Business Process Automation
  • Business Process Control
  • CRM
  • Change Management
  • Check Processing
  • Check Writing
  • Collaboration Tools
  • Collections Management
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Conditional Logic
  • Configurable Workflow
  • Content Management
  • Contract Drafting
  • Convert to PDF
  • Customizable Forms
  • Customizable Questions
  • Customizable Templates
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Data Replication
  • Data Verification
  • Digital Asset Management
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Payment Alert
  • Electronic Funds Transfer
  • Electronic Signature
  • Email Distribution
  • Email Management
  • Fax Management
  • File Conversion
  • File Recovery
  • File Sharing
  • File Storage
  • For Legal Professionals
  • Forms Creation & Design
  • Forms Management
  • Fraud Detection
  • Full Text Search
  • Graphical Workflow Editor
  • ID Scanning
  • Image Pre-processing
  • Indexing
  • Information Governance
  • Invoice History
  • Invoice Processing
  • Metadata Extraction
  • Mobile Access
  • Multiple Data Sources
  • Multiple Output Formats
  • No-Code
  • Offline Access
  • Optical Character Recognition
  • PDF Conversion
  • PO Reconciliation
  • Payment Processing
  • Pre-built Templates
  • Process Change Tracking
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Project Workflow
  • Question Library
  • Recurring Payments
  • Reporting/Analytics
  • Rules-Based Workflow
  • Search/Filter
  • Secure Data Storage
  • Tagging
  • Task Management
  • Template Management
  • Templates
  • Text Editing
  • Third Party Integrations
  • Time & Expense Tracking
  • Trend Analysis
  • Vendor Management
  • Version Control
  • Visual Workflow Management
  • Watermarking
  • Web Forms
  • Website Integration
  • Workflow Configuration
  • Workflow Management
  • Zone Selection Tool

Total features 93

  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Autofill
  • Barcode / Ticket Scanning
  • Batch Processing
  • Billing & Invoicing
  • Business Process Automation
  • Business Process Control
  • CRM
  • Change Management
  • Check Processing
  • Check Writing
  • Collaboration Tools
  • Collections Management
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Conditional Logic
  • Configurable Workflow
  • Content Management
  • Contract Drafting
  • Convert to PDF
  • Customizable Forms
  • Customizable Questions
  • Customizable Templates
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Data Replication
  • Data Verification
  • Digital Asset Management
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Payment Alert
  • Electronic Funds Transfer
  • Electronic Signature
  • Email Distribution
  • Email Management
  • Fax Management
  • File Conversion
  • File Recovery
  • File Sharing
  • File Storage
  • For Legal Professionals
  • Forms Creation & Design
  • Forms Management
  • Fraud Detection
  • Full Text Search
  • Graphical Workflow Editor
  • ID Scanning
  • Image Pre-processing
  • Indexing
  • Information Governance
  • Invoice History
  • Invoice Processing
  • Metadata Extraction
  • Mobile Access
  • Multiple Data Sources
  • Multiple Output Formats
  • No-Code
  • Offline Access
  • Optical Character Recognition
  • PDF Conversion
  • PO Reconciliation
  • Payment Processing
  • Pre-built Templates
  • Process Change Tracking
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Project Workflow
  • Question Library
  • Recurring Payments
  • Reporting/Analytics
  • Rules-Based Workflow
  • Search/Filter
  • Secure Data Storage
  • Tagging
  • Task Management
  • Template Management
  • Templates
  • Text Editing
  • Third Party Integrations
  • Time & Expense Tracking
  • Trend Analysis
  • Vendor Management
  • Version Control
  • Visual Workflow Management
  • Watermarking
  • Web Forms
  • Website Integration
  • Workflow Configuration
  • Workflow Management
  • Zone Selection Tool
  • Microsoft Dynamics GP
  • Microsoft Outlook
  • NetSuite
  • SAP Business One
  • Sage 500
  • Salesforce Sales Cloud
  • Microsoft Dynamics GP
  • Microsoft Outlook
  • NetSuite
  • SAP Business One
  • Sage 500
  • Salesforce Sales Cloud