About Documate

Documate is a document automation software designed to help businesses create interview questions to collect information, populate client data into forms, upload documents to be tagged to interview questions and share them with colleagues and clients. Key features include contract drafting, workflow management, pre-built templates, document storage, file sharing and batch processing. Teams using Documate can add branching logic in order to determine when to show or hide pages or questions. The data manager allows users to visualize the status of interview workflows, search responses of each workflow, edit their own responses and re-use current data across multiple workflows. Additionally, it provides a no-code Microsoft Word add-in that allows organizations to set up documents via an API key. Documate offers various document settings, enabling team members to configure naming convention, duplicate documents for repeating items and modify display settings for the end-user. The solution also provides several question types for questionnaires, including text, text area, checkboxes, multiple-choice, dropdown, yes/no, number, date, repeating questions, signature and more. Documate is available for free for the first two months. It is priced on both monthly and annual subscriptions and support is extended via phone, FAQs, video tutorials and an online inquiry form.
Documate Software - Documate interview questions
Documate Software - Documate output documents
Documate Software - Documate dashboard
Documate Software - Documate question types
Documate Software - Documate documents issued
Documate Software - Documate interview questions - thumbnail
Documate Software - Documate output documents - thumbnail
Documate Software - Documate dashboard - thumbnail
Documate Software - Documate question types - thumbnail
Documate Software - Documate documents issued - thumbnail

Documate pricing

Documate does not have a free version but does offer a free trial. Documate paid version starts at USD 99.00/month.

Starting Price:
USD 99.00/month
Free Version:
No
Free trial:

Alternatives to Documate

Legito is a document management solution that helps businesses in legal, real estate, finance and other sectors draft... Learn more
Enterprises use Quixy's cloud-based no-code platform to empower their business users (citizen developers) to automate... Learn more

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and... Learn more

Contractbook

Contractbook is a cloud-based contract management solution that helps organizations of all sizes create, share and... Learn more
Odoo Point of Sale (POS) is part of Odoo’s integrated suite of business applications. The module is available both on... Learn more

Xpertdoc

Xpertdoc is a document generation and automation software designed to help manufacturing, legal, sales, insurance,... Learn more

Documate Reviews

Feature rating

Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5
5 reviews of 23 View all reviews
Tika M.
  • Industry: Performing Arts
  • Company size: 11-50 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 26/04/2019

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.

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.

Verified Reviewer
  • Industry: Law Practice
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 07/05/2019

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.

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.

Joy E.
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
5

5
Reviewed on 09/02/2021

A great solution for automation

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.

Verified Reviewer
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 25/04/2019

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.

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.

Susan S.
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 15/01/2021

Documate Has Made My Dream Project Possible

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.

Related categories