Disappointing and infuriating. Uncountable hours building libraries and training staff are wasted now due to a random impractical update that was apparently untested.

The price point for advance features can be costly to smaller law firms.

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

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

Easy to use and beautiful interface from creator and client-side.

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.

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.

Very flexible product that can take data and generate documents in a multitude of ways. Has saved us so much time and money and allowed us to scale our work.

Documate has saved me time and made me money. M glad to be able to recommend it to others.

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

The product is extremely easy to use and the interface is great not only with the document automation, but how the form is presented to the client.

The technical support is terrific, and I was really empowered to create the form I needed to populate my contract correctly.

Seriously nothing right now. Documate has made assembling documents a breeze.

Very intuitive and powerful document automation and expert system.

We are new users, so we are still discovering benefits, but so far it has saved us quite a bit of time.

Before we started using Documate, we were manually drafting documents with MS Word, which wasted thousands of hours of employee time.

The experience has been great and the support is fabulous.

The platform is very easy to use, but it can accomplish almost anything in terms of automation, calculations, formatting, etc.

June 7, 2022 Update Renders Software Useless for Lawyers.

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.

Others have said this, but it's amazing how much you can do with such a clean no-code interface.

Even when I've wanted to do something that wasn't readily apparent, the support team has been able to help me accomplish it.

Super easy way to get perfectly formatted, error-free documents and document packets.

We've been using Documate to generate SOWs and sales-related agreements. It was clear how to set up our workflows and it's impressively powerful.

We have com-ple-tely automated all our template based work. I never thought it could be this good.

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.

Lack of in-app messaging for client communication.

I started using Documate for legal documents, and then realized how much more power and capacity it has, so I'm now using it for my projects, HR documents, and pdf forms we need to complete.

It is clearly built to be simple and effective for end users.

Documate has saved me time and made me money. I'm glad to be able to recommend it to others.

Prior to Gavel, our client intake relied on PDF forms that required a lot of manual manipulation and weren't the easiest to update. Talk about a time and energy suck.

Truly powerful enterprise software at a small business price.

The software is good but the people with Proposify are GREAT. Having multiple types of proposals for different types of clients.

Little issues of moving the pricing tables and images, sometimes they are embedded, sometimes not. It depends and is frustrating.

Easily to modify and build your proposal template, and easy to maintain it to deliver to your customers.

Integrating with our CRM was as easy as a few mouse clicks. Clients love being able to review and sign proposals online, and I love the notifications and analytics behind the proposals.

Love it , and I truly believe it’s worth the price I pay.

Beautiful looking proposals, easy to use templates and libraries, very impressive for clients and it looks great when printed out too.

It helped us to create high quality proposal template which are so easy to deploy to new clients. We especially love the integrations with Hubspot CRM and Fresh books.

Glitchiest software we have EVER used. Trying to format is horrible.

The worst experience was when I lost hours worth of work for a big proposal (and it didn't autosave), making for a sleepless night.

Even better is the seemless integrations with Harvest, creating an invoice from a proposal when it is signed, and importing contacts from Harvest. This automated approach is saving me a bunch of time.

Easy to use, beautiful software and amazing customer support.

If you take everything mentioned above and add a sweet integration with Zapier it makes me a happy business owner.

Very poor quality product, Poor integrations, Poor proposal layouts that are inconsistent.

Such a great product with such great potential and such shortsighted execution.

Missing a subtotal line which we have asked for.

Great platform, really user-friendly, and the customer support is fantastic.

From reluctant adopter, I now love using this tool and am excited to continue to learn more about it.

Love the ability to save snippets to reuse later. Videos in proposals are a game changer.

It's great to see a SaaS product backed up by brilliant and quick customer support. This is so rare these days.

It is also nice that you can track when someone has opened your email/proposal and how long they have viewed different sections, which greatly helps during sales follow-ups.

Customer support is awesome and so responsive. Every proposal we have turned out with Proposify has looked amazing and our conversion rate has increased 20.

Save time doing tedious tasks so you can get to doing what you do best.

We used Proposify for a very long time and it was really nice. The template were great it  was a very easy to use software.

Additionally link sharing and signatures are super simple and make the signature process awesome.

I've used this both in an agency setting and as an individual consultant to craft and send proposals. I truly do believe that a great proposal (both visually and written) helps to win business.

We are also interested to see that a lot of third party integrations can be done on this tool like adding in Zoho platform etc.

It also lets us give options in the proposal for the client to pick things like # of years of licensing or change the amount of deliverables to get the final price they need.

Instead I've inherited a new set of problems created by Proposify that is far worse.

Pricey but looks like it is worth it. A free trial experience helps in knowing if it works for you.

The editor in the tool can also be a pain to work with - it's very clunky in parts and adding simple tables can be an infuriating experience.

We love being able to create beautiful, visually compelling proposals quickly from content that we have banked.

Honestly can't praise Proposify enough. The webapp runs really well, is very intuitive and straight forward.

US Dollar

Gavel is powerful document automation software to gather data that generates your forms, template documents, and agreements.

There are two steps to create custom webforms that populate data into your Word or PDF documents:

1. First, create your questionnaire. 
2. Load your template documents and connect the questions, tagging the fields to change in the Word or PDF docs based on user inputs. Add logic jumps, conditions, calculations, and formatting specifications.

Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time.

Book a live demo: https://www.gavel.io/schedule-a-demo

LongDescription

Document Templates

Document Storage

Templates

Digital Signature

Pre-built Templates

Electronic Signature

Rules-Based Workflow

Conditional Logic

Collaboration Tools

Template Management

Data Import/Export

For Legal Professionals

Process/Workflow Automation

Configurable Workflow

Text Editing

Forms Management

Workflow Management

Email Management

File Sharing

Customizable Templates

Document Review

Multiple Output Formats

Document Automation

Reporting/Analytics

Batch Processing

Customizable Forms

Contract Drafting

Forms Creation & Design

Drag & Drop

Secure Data Storage

Archiving & Retention

Document Generation

Search/Filter

Web browser (OS agnostic)

$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.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Gavel

In Person

Live Online

Webinars

Documentation

Videos

Proposify is the online proposal software that gives you the control and visibility you need to better manage your sales document process and double your close rates. Create, send, track, and close quotes, contracts, and proposals with confidence.

- Create impressive sales documents that stay brand-consistent and error-free.
- Receive valuable insights to  make timely engagements with prospects, scale your process, and accurately forecast.
- Deliver a seamless sign-off experience for your customers and prospects.
- Manage and organize all your sales documents from contracts and quotes to proposals and presentations.

Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.

Monthly and annual pricing is available.

Cataloging/Categorization

Status Tracking

Product Catalog

Customizable Reports

Proposal Generation

Access Controls/Permissions

Activity Tracking

Progress Tracking

Contract/License Management

Product Configurator

Automatic Formatting

Approval Process Control

Pipeline Management

Specialty Contracts

Customizable Fields

Content Library

Sales Trend Analysis

Contact Management

Audit Trail

Version Control

Content Management

Price and Cost Calculations

Real Time Data

Real-Time Notifications

Pricing Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Reminders

Chat/Messaging

For Sales Teams/Organizations

Discount Management

Customizable Branding

Quotes/Estimates

Team Collaboration

Third-Party Integrations

Document Management

RFP Creation

Team Plan
$49.00

Great for growing sales teams. Billed quarterly or annually.
- Unlimited Documents
- Standard Integrations
- Custom Fields & Variables
- Client Input Forms
- PDF Downloads
- White Labelling
- Chat Support

Business Plan
$590.00

Perfect for teams of 10 or more. Billed annually.
- 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services

Gavel vs Proposify

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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