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
Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 18,000 customers use PandaDoc’s all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts.
Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 18,000 customers use...

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

  • Free
  • Subscription

Starting from

N/A

  • Free
  • 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

4,5 /5
(766)
Ease of Use
4,3/5
Features & Functionality
4,2/5
Customer Service
4,3/5
Value for Money
4,2/5

Total features 40

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Batch Processing
  • Behavior Tracking
  • Business Process Automation
  • CRM
  • Cataloging/Categorization
  • Collaboration Tools
  • Completion Tracking
  • Compliance Tracking
  • Conditional Logic
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract Drafting
  • Contract Lifecycle Management
  • Contract/License Management
  • Cost Estimating
  • Credit Card Management
  • Customer Database
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Questions
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Digital Signature
  • Discount Management
  • Document Analytics
  • Document Automation
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Distribution
  • Email Management
  • Email Marketing
  • Employee Management
  • Engagement Analytics
  • Field Sales Management
  • File Conversion
  • File Sharing
  • For Legal Professionals
  • Forecasting
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Guided Selling
  • HIPAA Compliant
  • Image Library
  • Invoice Creation
  • Invoice History
  • Knowledge Base Management
  • Lifecycle Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Party Signing
  • Multiple Data Sources
  • Multiple Output Formats
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Partial Payments
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pre-built Templates
  • Presentation Tools
  • Price and Cost Calculations
  • Pricing Management
  • Process/Workflow Automation
  • Progress Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management
  • Question Library
  • Quota Management
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Automation
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Sell Side (Customers)
  • Single Sign On
  • Summary Reports
  • Tagging
  • Task Progress Tracking
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Text Editing
  • Third Party Integrations
  • Training Management
  • Web Forms
  • Website Integration
  • Workflow Configuration
  • Workflow Management

Total features 116

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Batch Processing
  • Behavior Tracking
  • Business Process Automation
  • CRM
  • Cataloging/Categorization
  • Collaboration Tools
  • Completion Tracking
  • Compliance Tracking
  • Conditional Logic
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract Drafting
  • Contract Lifecycle Management
  • Contract/License Management
  • Cost Estimating
  • Credit Card Management
  • Customer Database
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Questions
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Digital Signature
  • Discount Management
  • Document Analytics
  • Document Automation
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Distribution
  • Email Management
  • Email Marketing
  • Employee Management
  • Engagement Analytics
  • Field Sales Management
  • File Conversion
  • File Sharing
  • For Legal Professionals
  • Forecasting
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Guided Selling
  • HIPAA Compliant
  • Image Library
  • Invoice Creation
  • Invoice History
  • Knowledge Base Management
  • Lifecycle Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Party Signing
  • Multiple Data Sources
  • Multiple Output Formats
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Partial Payments
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pre-built Templates
  • Presentation Tools
  • Price and Cost Calculations
  • Pricing Management
  • Process/Workflow Automation
  • Progress Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management
  • Question Library
  • Quota Management
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Automation
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Sell Side (Customers)
  • Single Sign On
  • Summary Reports
  • Tagging
  • Task Progress Tracking
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Text Editing
  • Third Party Integrations
  • Training Management
  • Web Forms
  • Website Integration
  • Workflow Configuration
  • Workflow Management
  • Authorize.Net
  • Box
  • Canva
  • Close
  • Copper
  • Dropbox Business
  • Gmail
  • Google Drive
  • HubSpot CRM
  • Insightly
  • Integromat
  • Microsoft Word
  • Nimble
  • Nutshell
  • PayPal
  • Pipedrive
  • QuickBooks Payments
  • Salesforce Sales Cloud
  • SalesforceIQ
  • Salesmate
  • Slack
  • Stripe
  • SugarCRM
  • Zapier
  • Zendesk Sell
  • Zoho CRM
  • Authorize.Net
  • Box
  • Canva
  • Close
  • Copper
  • Dropbox Business
  • Gmail
  • Google Drive
  • HubSpot CRM
  • Insightly
  • Integromat
  • Microsoft Word
  • Nimble
  • Nutshell
  • PayPal
  • Pipedrive
  • QuickBooks Payments
  • Salesforce Sales Cloud
  • SalesforceIQ
  • Salesmate
  • Slack
  • Stripe
  • SugarCRM
  • Zapier
  • Zendesk Sell
  • Zoho CRM