Documate

Automation to create document-generating questionnaires.

5 /5 (21 reviews) Write a Review!

Documate Overview

What is 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.

Documate Overview

Pricing

Starting from
US$99,00/month

Pricing options

Free Trial
Subscription
Value for money

$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 Features

Devices
Business size
S M L
Markets
United States, Canada, Australia
Supported Languages
English

Media

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

Documate Reviews

Documate Reviews

Overall rating
5
/
5
Excellent
21

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
100% recommended this app
Tika M.

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

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


Verified Reviewer

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

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.


Verified Reviewer

Powerful app that is constantly impressing us

The experience has been great and the support is fabulous!


Verified Reviewer

Very powerful tool for complex document automation

Before we started using Documate, we were manually drafting documents with MS Word, which wasted thousands of hours of employee time. If you need a robust document automation or document assembly tool, Documate may be what you've been looking for.


Verified Reviewer

Does Everything You Can Think Of

We have com-ple-tely (!) automated all our template based work. I never thought it could be this good.


Tika M.
Industry: Performing Arts
Company size: 11-50 Employees

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

Used Weekly for 6-12 months
Reviewed on 2019/04/26
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Law Practice
Company size: 11-50 Employees

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

Used Daily for 1+ year
Reviewed on 2019/05/07
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Computer Software
Company size: 201-500 Employees

Powerful app that is constantly impressing us

Used Other for 6-12 months
Reviewed on 2019/06/13
Review Source: Capterra

The experience has been great and the support is fabulous!

Pros

This is a very powerful software that has allowed us to automate very length sales contracts that used to take us hours and now takes 15 minutes to generate. Every week or two there is a new feature that adds more value to our workflows and enables better integration and data analysis. They haven't increased the price either, even with all these new features. I would pay so much more for this functionality (but don't tell them ;-) ).

Cons

Salesforce integration will be nice when it's out. They've said this is in the roadmap.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Verified Reviewer
Industry: Information Technology & Services
Company size: 11-50 Employees

Very powerful tool for complex document automation

Used Daily for 6-12 months
Reviewed on 2019/04/25
Review Source: Capterra

Before we started using Documate, we were manually drafting documents with MS Word, which wasted thousands of hours of employee time. If you need a robust document automation or document assembly tool, Documate may be what you've been looking for.

Pros

Our company uses Documate to generate a variety of contract sets. Because no coding knowledge is required, we were able to set it up very quickly. It allows for quite a bit of complexity in formatting your documents, adding conditional logic, and setting up complex calculations. The system passed our high privacy and data security requirements, and they set every user up on a dedicated instance, which is crucial when you're dealing with sensitive legal information.

Cons

We love Documate, and it's hard to think of any cons. Whenever we have had any "wish list" items, they've been quick to add features. The customer service is excellent.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Import & Export
Company size: 10 000+ Employees

Does Everything You Can Think Of

Used Weekly for 2+ years
Reviewed on 2019/09/18
Review Source: Capterra

We have com-ple-tely (!) automated all our template based work. I never thought it could be this good.

Pros

Very flexible product that can take data and generate documents in a multitude of ways. Has saved us so much time and money and allowed us to scale our work.

Cons

I just hope they stop advertising so our competitors dont hear about them...!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,9/10
Based on 21 user ratings
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Documate Pricing

Documate Pricing

Starting from
US$99,00/month
Free Trial
Subscription
Value for money

$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.

$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.

Value for Money
5/5
Based on 21 user ratings
Compare value for money rating with alternatives
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Documate Features

Documate Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
5/5
Based on 21 user ratings
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Categories

Additional information for Documate

Additional information for Documate

Key features of Documate

  • Archiving & Retention
  • Batch Processing
  • Digital Signature
  • Document Assembly
  • Document Publishing
  • Document Tagging
  • Rules-Based Workflow
  • Text Editing

Benefits

• 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.

Documate FAQs

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. What are the main features of Documate?

Documate offers the following features:

  • Archiving & Retention
  • Batch Processing
  • Digital Signature
  • Document Assembly
  • Document Publishing
  • Document Tagging
  • Rules-Based Workflow
  • Text Editing

Q. Who are the typical users of Documate?

Documate has the following typical customers:

Small Business, Large Enterprises, Non Profit, Mid Size Business

Q. What languages does Documate support?

Documate supports the following languages:

English

Q. What type of pricing plans does Documate offer?

Documate has the following pricing plans:

Subscription

Q. Does Documate support mobile devices?

We do not have any information about what devices Documate supports

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:

Phone Support, Online Support