Documate Pricing, Features, Reviews & Alternatives

Documate

Automation to create document-generating questionnaires.

5.0/5 (23 reviews)

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.
www.documate.org

Pricing

Starting from
$99/month
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada

Supported languages

English
Documate screenshot: Create web-based interview workflows from the Interview DashboardDocumate Document Automation SoftwareDocumate screenshot: Add all questions that are relevant to documents and document setsDocumate screenshot: Create interview workflows and tag documentsDocumate screenshot: Lawyers can insert relevant clauses to the document templates

Documate user reviews

Excellent
23

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  5.0
  4.9
  5.0
Tika M.

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

Used weekly for 6-12 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

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

Used daily for 1-2 years
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Joy E.

A great solution for automation

Used daily for less than 6 months
Reviewed 2021-02-09
Review Source: Capterra

Our client intake which previously took 1hr+ now takes approximately 15-20 minutes. Documents that we previously had to spend time changing pronouns and tenses can now be updated with the click of a button. We are new users, so we are still discovering benefits, but so far it has saved us quite a bit of time.

Pros
Once it is set up, it's such an easy way to complete client intake and automate documents. Specifically, the intelligence of listing items and changing pronouns has been incredibly useful.

Cons
The implementation is a process. Identifying the questions you need to ask and inserting the code into the relevant documents can require a bit of troubleshooting and computer coding knowledge. Luckily, the support team is extremely helpful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Anonymous

Very powerful tool for complex document automation

Used daily for 6-12 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Susan S.

Documate Has Made My Dream Project Possible

Used daily for free trial
Reviewed 2021-01-15
Review Source: Capterra

Saif in tech support is very personable, and it was fun working with him to learn the basics of the software.

Pros
This software is very easy to use. The coding is simple and intuitive - it's actually fun! I was able to turn a complex contract into a simple and easy to use questionnaire. The technical support is terrific, and I was really empowered to create the form I needed to populate my contract correctly.

Cons
There are no cons. This is some of the easiest software I've used. If learning Excel is a 7 in terms of difficulty, learning Documate is a 1.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Documate pricing

Starting from
$99/month
Pricing options
Free trial
Subscription
View Pricing Plans

$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

Collaboration Tools
Data Import/Export
Document Storage
Drag & Drop
File Sharing
Search/Filter
Workflow Management

API (404 other apps)
Access Controls/Permissions (518 other apps)
Activity Dashboard (312 other apps)
Alerts/Notifications (416 other apps)
Commenting/Notes (298 other apps)
Communication Management (301 other apps)
Content Management (347 other apps)
Customizable Branding (293 other apps)
Document Management (495 other apps)
Mobile Access (313 other apps)
Task Management (321 other apps)
Third Party Integrations (385 other apps)
Version Control (305 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Documate

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.