About Documate

Documate is a no-code web-based document automation solution where you can create custom web forms (questionnaires) to generate your template and form documents. Create your own custom "Turbo Tax" for anything. It is primarily designed to help law firms, sales professionals, and HR teams drastically reduce the time to draft complex, fully assembled documents.

With the interview creation module, users create a custom questionnaire to gather relevant data and add branching logic. Users' frequently used Word and PDF documents can be uploaded to the Documate database and "tagged" (connected) to the interview questions. Users can then share the completed workflows with colleagues (internally) or externally with clients, embed it on their website, and measure analytics.

Documate lets organizations publish client facing web apps. Users can add logic jumps, conditions, signatures, calculations and formatting specifications without any coding. The cloud-based tool enables lawyers to insert relevant clauses into template agreements for any area of law.

Pricing starting from:

US$99,00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Documate

• Documate allows users to add complex branching and conditional logic to workflows without any need for coding.

• Documate is a mobile friendly solution which lets firms put their intake online for clients to view and assess.

• Documate’s bank-level security and multiple layers of encryption ensures that confidential client data is stored securely.

• Lawyers can use the solution’s automated bot to avoid manual data entry of similar fields in multiple documents.

• Legal professionals can include relevant clauses in templated agreements with a single click, and share drafts with clients.

Devices

Business size

S M L

Markets

United Arab Emirates, Australia, Canada, United Kingdom, Hong Kong SAR China, New Zealand, United States

Supported Languages

English

Pricing starting from:

US$99,00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Documate Software - Create web-based interview workflows from the Interview Dashboard
Documate Software - Add all questions that are relevant to documents and document sets
Documate Software - Create interview workflows and tag documents
Documate Software - Lawyers can insert relevant clauses to the document templates
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Documate video
Documate Software - Create web-based interview workflows from the Interview Dashboard
Documate Software - Add all questions that are relevant to documents and document sets
Documate Software - Create interview workflows and tag documents
Documate Software - Lawyers can insert relevant clauses to the document templates

Features

Total features of Documate: 33

  • Archiving & Retention
  • Batch Processing
  • Collaboration Tools
  • Conditional Logic
  • Configurable Workflow
  • Contract Drafting
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Generation
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Sharing
  • For Legal Professionals
  • Forms Creation & Design
  • Forms Management
  • Multiple Output Formats
  • Pre-built Templates
  • Process/Workflow Automation
  • Reporting/Analytics
  • Rules-Based Workflow
  • Search/Filter
  • Secure Data Storage
  • Template Management
  • Templates
  • Text Editing
  • Workflow Management

Alternatives

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Formstack Documents

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#3 Alternative to Documate
Formstack Documents is a web-based document creation tool for teams that provides features such as customizable...

PowerSchool Ecollect Forms

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#4 Alternative to Documate
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Reviews

Overall rating

5 /5
(26)
Value for Money
5/5
Features
5,0/5
Ease of Use
4,9/5
Customer Support
5/5

Already have Documate?

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Showing 5 reviews of 26
Tika M.
Overall rating
  • Industry: Performing Arts
  • Company size: 11-50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Using Documate for my small business, and it seriously speeds up document production!

Reviewed on 2019/04/26

Great tool to seriously speed up document assembly and form generation. It's also Mac friendly and...

Great tool to seriously speed up document assembly and form generation. It's also Mac friendly and works on all browsers and devices.

Pros

The program helps me generate agreements and price lists for my event planning business. It was to set up, because it requires no prior coding experience, and it's saved me so much time. Now, I send the link to my web-based "interview" to my clients, and they fill out all the information on their end (which they can do on their phones). There are many customization possibilities, but I set it up so they don't see the final agreement right away. Instead, I get an email with the completed document, which I can review and send back over to them when I'm ready. Really great tool for small businesses who don't want to be bogged down with document generation.

Cons

None really. They market mostly to legal, which I think they're expanding out of, but they have been incredibly supportive in helping me set up a process within my business.

Josh G.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great product & customer service

Reviewed on 2021/06/30

Pros

Documate is exactly what we've been looking for to streamline our previously inefficient, manual drafting processes. The product is both powerful and intuitive, and the Word plug-in made automating our existing templates a breeze. Their customer service has also been above-and-beyond, and the online documentation is thorough and helpful (including video guides). Overall a useful tool, made by a good company, and at a very reasonable price.

Cons

Nothing significant yet! Down the road I'd love to see more service integrations (e.g. to input data from other form applications, or output documents to a cloud drive). But that is not a critical feature, nor one I was expecting.

Alternatives Considered

Formstack Documents and PandaDoc

Reasons for Switching to Documate

Advanced features, user-friendly design, and nonprofit support
Alireza A.
Overall rating
  • Industry: Design
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing software!

Reviewed on 2022/06/09

Really amazing!

Really amazing!

Pros

Super smooth UI/UX and very nice [SENSITIVE CONTENT]

Cons

Nothing, everything was great! Very glad to work with Documate.

Eyüp Ö.
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Documate EO

Reviewed on 2022/04/15

I can easily do most of the things I used to do manually.

I can easily do most of the things I used to do manually.

Pros

It's very functional in almost a lot of ways. The tools are very practical, the templates are beautiful

Cons

It's really hard to say anything bad about this software.

Verified Reviewer
Overall rating
  • Industry: Law Practice
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great software for litigators to automate retainers, discovery, and template-based pleadings

Reviewed on 2019/05/07

I (and especially our paralegals) are very happy we found Documate. We've saved a ton of time, and...

I (and especially our paralegals) are very happy we found Documate. We've saved a ton of time, and it's worth the monthly fee times 1000. Because it creates a web-based app, we've also considered rolling this out as an intake or document generation process for our clients - the interface is clean and mobile-friendly for that purpose, too.

Pros

I have used other document automation software, but they've been clunky, hard to use, and ugly. Documate is exactly what our firm was looking for. It was very easy to automate our documents; it keeps our formatting exactly as is (which is important for pleadings and documents with logos and footers); and it lowers human error.

Cons

So worth it. I haven't had any cons in the first year of using it. I even had a feature request that they added for our firm. Great customer service.

Showing 5 reviews of 26 Read all reviews

Documate FAQs

Below are some frequently asked questions for Documate.

Documate offers the following pricing plans:

  • Starting from: US$99,00/month
  • Pricing model: Subscription
  • Free Trial: Available

$99/month for the LITE version. $199/month for the STANDARD version. Enterprise plans are also available. Contact Documate for a custom quote. Annual subscription comes with 2 months free.

Documate has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

Documate supports the following languages:

English

Documate supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

We do not have any information about what integrations Documate has

Documate offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

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