Documate Software

FrontRunners 2021

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 ...

Documate Pricing

$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.

Starting price: 

$99.00 per month

Free trial: 

Available

Free version: 

Not Available

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Documate interview questions

Documate User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Showing 1 - 5 of 25 reviews

Tika

Verified reviewer

Company size: 11-50 employees

Industry: Performing Arts

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 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.

Josh

Company size: 2-10 employees

Industry: Financial Services

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2021

Great product & customer service

Pros

Documate is exactly what we've been looking for to streamline our previously inefficient, manual drafting processes. The product is both powerful and intuitive, and the Word plug-in made automating our existing templates a breeze. Their customer service has also been above-and-beyond, and the online documentation is thorough and helpful (including video guides). Overall a useful tool, made by a good company, and at a very reasonable price.

Cons

Nothing significant yet! Down the road I'd love to see more service integrations (e.g. to input data from other form applications, or output documents to a cloud drive). But that is not a critical feature, nor one I was expecting.

Reasons for choosing Documate

Advanced features, user-friendly design, and nonprofit support

Eyüp

Company size: 1 employee

Industry: Financial Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2022

Documate EO

I can easily do most of the things I used to do manually.

Pros

It's very functional in almost a lot of ways. The tools are very practical, the templates are beautiful

Cons

It's really hard to say anything bad about this software.

Reasons for switching to Documate

Some of its features are much more functional and useful.

Anonymous

Company size: 11-50 employees

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 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

Company size: 2-10 employees

Industry: Legal Services

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

February 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.

Reasons for choosing Documate

Documate was more functional with pdfs.

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