Gavel Reviews

1. Roy N.

   | Agent at Real Estate Professional | about 4 years ago
   Great way to populate multiple documents at once and create client-facing portals

   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.

   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.

2. Troy

   | CEO | about 4 years ago
   Very powerful tool for complex document automation

   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.

   🏁 Competitors: HotDocs, Formstack, WebMerge

Cirrus Insight Reviews

Gavel mentions (2)

• Best Document Automation Platform (for the money)

  I looked at documate.org, which looks promising, and hotdocs (which looks more complicated). But I want to make sure I'm not missing something. Source: almost 2 years ago

• Document Automation Recommendation?

  I use documate.org. It works great. Source: about 2 years ago

Cirrus Insight mentions (0)