# Pathagoras Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Pathagoras Software - reviews, pricing plans, popular comparisons to other Document Generation products and more.

Source: https://www.capterra.com/p/127942/Pathagoras-Document-Automation

---

# 

 Pathagoras Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Pathagoras

## What is Pathagoras?

A Word(tm) add-in written in a 'plain-text' model. Simple keyboard characters are used to create sophisticated and highly formatted bespoke documents. No grey fields. No complex coding. No ancillary documents and 3rd party overlays. Our unique approach allows anyone to create automated documents of any complexity. Give other programs a try, but we think you will return to the elegance of our 'plain text' approach. Easy to learn. Easy to teach. Exceptional customer support. 90-day free trial.

## What is Pathagoras used for?

[Document Generation](https://www.capterra.com/document-generation-software/)

Top alternative

Featured

Overall rating

Based on 43 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

$379

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Pathagoras?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.pathagoras.com&name=Pathagoras)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Pathagoras

5.0 (43)

VS.

[4.7 (2,876)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting Price

$379

Per User

Starting Price

$39

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (43)

Ease Of Use

4.7 (2,852)

Value For Money

5.0 (43)

Value For Money

4.5 (2,287)

Customer Service

5.0 (42)

Customer Service

4.5 (2,116)

## Pathagoras alternatives

[4.7 (4,197)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting price

$19.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)

[4.7 (2,818)](https://www.capterra.com/p/227146/Microsoft-Word/reviews/)

Starting price

$9.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/227146/Microsoft-Word/)

Highest Rated

[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)

[4.7 (17,548)](https://www.capterra.com/p/247901/Google-Workspace/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/247901/Google-Workspace/)

[M-Files](https://www.capterra.com/p/122215/M-Files/)

[4.4 (275)](https://www.capterra.com/p/122215/M-Files/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/122215/M-Files/)

[View all alternatives](https://www.capterra.com/p/127942/Pathagoras-Document-Automation/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Templates

5.0 (6)

33.33% of 6 reviewers that rated this feature as important or highly important

Sample files or documents that could be customized as needed or used as is

Batch Processing

5.0 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Software's ability to perform similar action on multiple similar files simultaneously

Process/Workflow Automation

5.0 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Streamlining repetitive tasks and activities through automated and predefined workflows

Collaboration Tools

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Provides a channel for team members to share media files, communicate, and work together

Conditional Logic

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Capability of a software or system to make decisions and perform actions based on specified conditions

Digital Signature

5.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Electronic signing method that validates the authenticity and integrity of a digital document

Pathagoras 29 features

Define levels of authorization for access to specific files or systems

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Software's ability to perform similar action on multiple similar files simultaneously

Provides a channel for team members to share media files, communicate, and work together

Capability of a software or system to make decisions and perform actions based on specified conditions

Configure existing workflows to meet your organization's needs

Centralized repository to store content and assets

Create, edit, and revise contracts/written agreements

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Electronic signing method that validates the authenticity and integrity of a digital document

Automated or logic-based workflows that assist in the creation of electronic documents

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Pre-made examples and templates for emails

Store, manage and track all forms in a centralized location

Search for specific words or phrases within a document or database

Manage and support multiple languages

Create content in various formats, such as print, PDF, HTML and more

Ability of websites, web applications, or mobile applications to function without an active internet connection

Streamlining repetitive tasks and activities through automated and predefined workflows

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Edit text as needed

Set up connections to third-party platforms to improve business processes

Features

4.9 (43)

4.9

Based on 43 reviews

## Pricing

Value for money

5.0 (43)

Free Trial

[View pricing plan details](https://www.capterra.com/p/127942/Pathagoras-Document-Automation/pricing/)

Individual

$379.00

Per User,

It includes:

-   Backup and Restore
-   Conversion Tools
-   Document Assembly
-   Document Management
-   Dropdown Lists
-   Instant Database Module
-   Networking Tools
-   Smartnotes
-   Synchronize

Additional licenses

$250.00

Other,

It includes:

-   Backup and Restore
-   Conversion Tools
-   Document Assembly
-   Document Management
-   Dropdown Lists
-   Instant Database Module
-   Networking Tools
-   Smartnotes
-   Synchronize

Network Bundle

$799.00

Flat Rate,

It includes:

-   Backup and Restore
-   Conversion Tools
-   Document Assembly
-   Document Management
-   Dropdown Lists
-   Instant Database Module
-   Networking Tools
-   Smartnotes
-   Synchronize

Subscriptions

$25.00

Per User,Per Month

It includes:

-   Backup and Restore
-   Conversion Tools
-   Document Assembly
-   Document Management
-   Dropdown Lists
-   Instant Database Module
-   Networking Tools
-   Smartnotes
-   Synchronize

Value for money

5.0 (43)

5.0

Based on 43 reviews

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[

Firm Central](https://www.capterra.com/p/136050/Firm-Central/)

## Support, customer service and training options

Customer Service

5.0 (42)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (42)

5.0

Based on 42 reviews

## User reviews

Overall rating

5.0

Based on 43 reviews

Filter by rating

5(41)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Daniel S.

Attorney

Legal Services

### "Retired Estate Planning Attorney"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 8, 2026

Extraordinary experience using this software. I used Pathagoras daily for many years. It saved me countless hours.

Pros

Very shallow learning curve. Productive from day one. It was the backbone of my legal practice until I retired. \[sensitive content hidden\] provides customer service that is extraordinary. How often are you able to talk to the \[sensitive content hidden\] and the coder of a software app?

Cons

No dislikes. The core functions are easy to implement. Copy and paste on steroids with a built-in database feature. I never used all of the features but I never had to. The basic functionality was more than enough.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DK

Douglas K.

Attorney

Law Practice

### "A document automation program for anyone"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 17, 2024

Wonderful. I would recommend to anyone who could use document automation.

Pros

It is simple to use while also having very robust options.

Cons

I can think of no Cons for this program.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 2, 2025

Many thanks for your kind words! Glad we could meet your expectations. If ever any questions or suggestions, our door is always open.

MW

Mary W.

Attorney

Law Practice

### "If you draft documents, you need Pathagoras!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 4, 2024

Fantastic. Like I said, it's transformed my practice. I'm able to serve so many more clients efficiently because of Pathagoras.

Pros

If I could give Pathagoras 10 stars, I would. I don't usually write reviews, but this one deserves this review (and more). I invested in Pathagoras in the mid-2010s and it has completely transformed my law practice by making complex transaction legal documents simple to draft. Using the software reduces errors and speeds up our turn around time significantly. For context, I took what was a half-day project and turned it into a half-hour long process. Since the software is plain English (and not complex coding), I was able to code the forms and have maintained the forms myself (I have no coding background). Also, \[sensitive content hidden\] (the software's creator) is always eager and ready to help troubleshoot issues. When we migrated our systems to the most recent version of Windows, there were some strange things that came up as part of that migration (not just with Pathagoras, but that was part of it). \[sensitive content hidden\] has been there to help us fix it from the start. Even my IT consultant said Pathagoras has the best customer service she's ever encountered! Thank you, \[sensitive content hidden\]!

Cons

Because my forms are so complex and long, sometimes it takes a while for the software to process. Since it's running in Word, you can't use any other Word related programs without causing more delays (i.e. Outlook). But, while it's working in the background, it gives me (or my team) an opportunity to get up and stretch - and we know we all need more of that!

Alternatives considered

[Mitratech HotDocs](https://www.capterra.com/p/123091/HotDocs-Developer/)

Reasons for choosing Pathagoras

Plain English coded (I wanted something I could do and maintain myself)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

August 14, 2024

Wow. I am blown away. Thank you for the very kind and generous remarks. You describe exactly what we were aiming for in developing this product. I am glad we were able to deliver.

JM

John M.

General Counsel

Real Estate

### "Complex Documentation made Easy and Efficient"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 15, 2023

I'm 100% satisfied with Pathagoras. The product functions as advertised and the customer service is top notch. I usually receive answers to questions about document programming the same day I send a request for help.

Pros

Its virtually unlimited flexibility. I can prepare any documents my company needs using Pathagoras.

Cons

Truthfully, I don't have problems/issues of any kind with Pathagoras.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Unmani S.

Attorney

Legal Services

### "I'd Die Without Pathagoras: Unbelievably Easy to Use and Fabulous Customer Service"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 19, 2023

My law office provides only two services: divorce and marriage contracts. So, Pathagoras has been vital over the years in helping us create the highest quality contracts with no fuss, extra work, confusion, or missed topics.

Pros

I'm someone who only uses a computer to work, I use it as a typewriter, letter-sender, and telephone and nothing else. So, using any computer program that's "fancy" or "complex" makes me nervous. Years ago, when my associate said, "Let's use Pathagoras to help us write the highest quality contracts," and she showed me how easy it was to use to use the program, I was immediately on board. We've been using Pathagoras for almost \*twenty years\* now and it's the most treasured product on my computer. I'd die without it at this point. It's so easy to update the underlying template to change over the years and easily access a treasure trove of past drafted sections to use going forward. And, more importantly in some ways, the customer service is \*highly personal and immediate.\* I recently had my hard drive crash and it wiped out my Office Suite so I had to repurchase and reload it. When I connected the new Word to Pathagoras I couldn't get it to work so reached out to \[sensitive content hidden\], the developer. He personally emailed me back within ONE HOUR and quickly scheduled a video call to go onto my computer and connect Pathagoras to the new Word, and voila, my office as back in business. This meant the world to me that a customer as old my my law office would be important enough for \[sensitive content hidden\] to drop everything and get my office up and running again, practically overnight. What a treasure!

Cons

There is nothing about the program that isn't optimal. I love it and have never had a problems with using it.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PB

Pamela B.

Attorney

Law Practice

### "Great document assembly and Document Management Features Too - I wouldn't be without it"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 11, 2023

I'm a solo practitioner. If I didn't have Pathagoras I would have to hire help and raise my fees, or buy some kind of subscription software and raise my fees.

Pros

I've been using it for about 10 years now to make templates and fill in the data (names, addresses, phone numbers, case numbers, judges, etc.) If I had to look all these things up it would take me forever. To me this product is a must have. I looked at using Form Tool for a while because of their I saw that you could make a questionnaire for your forms... Well - I didn't realize it but Pathagoras will do that too, and even better.

Cons

It is a bit of a challenge if you want to do "everything" with it. You can use it quickly by putting placeholders in your templates and then filling them in from your records with a touch of a button. That's pretty easy and I used it that way for a long time. But I'm the kind of person who digs in and wants to use ALL the bells and whistles and that is challenging because this software does SO much. As the documentation says - don't try to do it all at once (like me).

Reasons for choosing Pathagoras

I tried Form Tool for a while, but went back to Pathagoras. I find it easier to use and it has document management tools as well.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

August 14, 2023

Thanks, Pamela. It's good to hear such nice things about our program, and all that you are finding it can do. But we still reiterate -- baby steps, and don't try to do it all at one time. 😊 Roy

JH

John H.

Lawyer

Law Practice

### "Comments from a satisfied long-term user."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 28, 2022

I like it because I was able to Pythagoras one of my basic forms during the first 15 minutes following the most simple user manual.

Pros

Comments from a satisfied long-term user.

Cons

I like it because I was able to Pythagoras one of my basic forms during the first 15 minutes following the most simple user manual.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JS

Jacqueline S.

Attorney

Law Practice

### "Game changer for document production!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 21, 2022

The customer service is excellent. I inquired about an additional feature that didn't currently exist, and the Pathagoras team worked with me to create it!

Pros

This has transformed my document production process. Previously I was relegated to manual production of a huge number of reports on a weekly basis. With the help of the Pathagoras team, this program completely automated the production of customized legal reports for dozens of clients. I am (and I'm sure the clients are) extremely grateful for the efficiencies this has provided.

Cons

Pathagoras is best used in medium-length documents. If the document gets too large sometimes it's safest to break it into pieces before processing.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 23, 2022

Thanks so much for your reviews. Glad we helped to streamline your manual processes. As to the new feature you proposed, it seemed to be a good suggestion. We were glad to add it to our growing list of 'Pathagoras exclusives.'

AU

Anonymous User

Attorney

Law Practice

### "Can't live without it"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 17, 2022

Pros

This software is a great value and time saver. It helps us create a template out of any Word document. It protects our templates by allowing us to pull up a new document from a drop down list and start fresh with each client. Great personal customer support.

Cons

We encounter glitches sometimes with running the software. Hard to tell sometimes if it is Pathagorus or Word.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

May 18, 2022

Thank you. I hope you are reporting any of those glitches as soon as you see them. We take the position that any glitch is presumptively Pathagoras related. We want to get it fixed as soon as possible. (This is as opposed to our presuming it is Word or user error until you prove otherwise.) I hope that this has been your experience with us. Again thanks for your kind words.

Benjamin K.

Attorney

Law Practice

### "Powerful, but easy to learn"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 7, 2022

Pros

The learning curve is steep, and when you quickly learn the basics it will become indispensable for creating forms for future use. Also, Pathagoras's principal, \[SENSITIVE CONTENT\], has provided the best customer service of any technology service I have ever used (and that is not an embellishment).

Cons

Because of Pathagoras's significant functionality, you will have to spend a few hours familiarizing yourself with it but after that, you are off to the races.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

April 8, 2022

Benjamin, Many thanks for the very kind review of Pathagoras. All of us here at ISPV will continue to strive to provide the type of product and service you have described. Thanks again.

[View all Reviews](https://www.capterra.com/p/127942/Pathagoras-Document-Automation/reviews/)

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Popular comparisons

[Microsoft Word vs Pathagoras](https://www.capterra.com/compare/127942-227146/Pathagoras-Document-Automation-vs-Microsoft-Word) 

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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