Automation to create document-generating questionnaires.
5/5 (21 reviews)Documate is a no-code web-based document automation solution where you can create custom questionnaires and 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 organisations 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.
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.
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.
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.
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...!
Pros
Documate is the most robust system and the only one that could satisfy our security needs. I started using Documate for legal documents, and then realized how much more power and capacity it has, so I'm now using it for my projects, HR documents, and pdf forms we need to complete. It's been a game changer. They were able to set up SSO and the API has allowed us to seamlessly integrate with our current systems.
Cons
It took our company too long to find them in the first place!
$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 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.
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 offers the following features:
Documate has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Small Business
Documate supports the following languages:
English
Documate has the following pricing plans:
Subscription
We do not have any information about what devices Documate supports
We do not have any information about what integrations Documate has
Documate offers the following support options:
Online Support, Phone Support
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.