Who Uses This Software?

Documate started in the legal market with law firms of all sizes, legal aid, and courts. It has expanded as a document assembly platform for HR, finance, medical and anyone who touches documents


Average Ratings

8 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $83.00/month
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Documate
  • www.documate.org
  • Founded 2017
  • United States

About Documate

Document Automation. Easy, no-code document assembly software. Cloud-based platform allows anyone with template documents or forms to create a shareable document assembly workflow that generates finalized documents. Users start by creating questions (like on Typeform). Then, load template documents. Finally, they connect questions to the documents.You can add jumps, conditions, signatures, calculations, and formatting specifications. Easier than HotDocs - users save 90% of drafting time.


Documate Features

  • Batch Processing
  • Collaboration
  • Digital Signature
  • Interaction Tracking
  • Multiple Output Formats
  • Templates
  • Approval Process Control
  • Archiving & Retention
  • Collaboration
  • Document Indexing
  • Drag & Drop
  • Full Text Search
  • Remote Document Access
  • Rules-Based Workflow
  • Text Editing
  • Version Control

Documate Reviews Recently Reviewed!


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

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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.

Very powerful tool for complex document automation

Apr 25, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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.

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

Apr 25, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

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

Secure software with unmatched functionality

Apr 29, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The automation is great - easy, clean, and the formatting looks great. But what's most important to us (in the medical field) is a secure platform with a dedicated database that segregates our data on the web. Their team was helpful in setting us up with an Enterprise account and explaining exactly how data privacy, security, and data deletion can be set up according to our specifications.

Cons: Doesn't have themes or color options. Though they allow you to insert those yourself with CSS.

Overall: We use Documate daily, and it's proven to be a reliable and necessary part of our business.

Well worth the price

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Has saved us a fortune in administration time. We have all of our (very lengthy) contracts and contract packets set up in the interview builder. Anytime someone in the company wants to initiate a contract, they run the interview from the link. So much faster than spending half the day modifying a document.

Cons: Really hard to think of any. Maybe would be nice to be able to customize fonts and colors for the client-facing piece.

Overall: Love this software. Take the 7-day free trial and you'll see how easy it is to set up. You may need to have a round of layoffs because of how much time it saves.

Powerful software with a beautiful output. Saved so much time customizing documents for specific cli

Apr 29, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Our company has seen a great return with Documate. It has allowed me to merge client data into both MS office and Adobe documents, and share my workflows with others on my team to save us all time. It's customizable and well-documented. Client support is also available around the clock for any questions. Highly recommend.

Cons: None so far. Their support team has responded to everything I've needed or wanted added very quickly.

Overall: Documate has been a crucial tool for my role. Perfect documents every time.

Simplifies legal work and enhances productivity. GREAT customer service.

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Made it easy for my company to automate all of the form agreements we use. What used to take me 2 hours now takes me about 10 minutes to generate. The drag and drop interface made it easy to set up, too. It's also Mac compatible.

Cons: No real cons. Works perfectly. A longer trial would have been nice, but if you start using it within your trial, you'll know how it works.

Overall: Fast and code-free document generation. The python backend makes it easy to integrate with any software or web services, too.

Great way to populate multiple documents at once!

Apr 26, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Pros

Documate is a great piece of software with unlimited functionality. The interface is easy to understand, and I love that I can add multiple documents to my output documents, so they all populate at once. I have one interview with over 30 documents with complex logic. They also provide custom services, which I've used a few times to set up SMS messaging and other special notifications. I previously tried HotDocs, which was so burdensome to learn. I was able to learn Documate with just a 5 minute demo from the customer service team, who is also awesome.

Cons: Cons

Haven't had any cons so far. Everything has worked perfectly. It might be nice to have more content and examples so I can see what else is possible that I'm not thinking of myself.

Overall: Overall

Super easy way to get perfectly formatted, error-free documents and document packets. The interface makes it easy to build simple document assembly for one document in 5 minutes, but it's also a very powerful engine for much more complex tasks.