Document automation software that allows you to create powerful workflows to collect and push data into your templates and forms. Create client-facing portals to allow clients to enter data and retrieve documents.
Powerful, no-code document automation software that cuts 90% of drafting time. Most frequently used for legal and sales documents, Documate helps you turn your templates into workflows that populate client data into your forms:
Powerful. You can add complex conditional/branching logic, perform calculations, and generate document sets. You can even add images, videos, or custom CSS.
Easy to Use. Documate's drag and drop interface makes it easy to set up documents in minutes. No coding or technical knowledge needed.
Collaboration. Share your workflows with colleagues and clients by creating publicly-facing applications that can be branded to your company and allow embedding. Measure analytics with Data Manager.
Excellent Customer Support. All tiers of Documate customers get 7 day a week, unlimited phone, video, or email customer support.
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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.
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.
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Categories: Document Automation, Document Workflow Automation, Document Assembly