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
Top 5 alternatives to Documate
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
Markets
United Arab Emirates, Australia, Canada, United Kingdom, Hong Kong SAR China, New Zealand, United States and 2 others
Supported Languages
English
Pricing starting from:
US$99,00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Documate
Images
Features
Total features of Documate: 33
Alternatives
HotDocs
PandaDoc
Formstack Documents
PowerSchool Ecollect Forms
Reviews
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Write a Review!- Industry: Performing Arts
- Company size: 11-50 Employees
- Used Weekly for 6-12 months
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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.
- Industry: Financial Services
- Company size: 2-10 Employees
- Used Weekly for 1-5 months
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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.
Reasons for Switching to Documate
Advanced features, user-friendly design, and nonprofit support- Industry: Design
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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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.
- Industry: Financial Services
- Company size: Self Employed
- Used Weekly for 6-12 months
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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.
- Industry: Law Practice
- Company size: 11-50 Employees
- Used Daily for 1+ year
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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.
Documate FAQs
Below are some frequently asked questions for Documate.Q. What type of pricing plans does Documate offer?
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.
Q. Who are the typical users of Documate?
Documate has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000
Q. What languages does Documate support?
Documate supports the following languages:
English
Q. Does Documate support mobile devices?
Documate supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Documate integrate with?
We do not have any information about what integrations Documate has
Q. What level of support does Documate offer?
Documate offers the following support options:
Email/Help Desk, Phone Support, 24/7 (Live rep), Chat
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