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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:

  1. Powerful. You can add complex conditional/branching logic, perform calculations, and generate document sets. You can even add images, videos, or custom CSS.

  2. Easy to Use. Documate's drag and drop interface makes it easy to set up documents in minutes. No coding or technical knowledge needed.

  3. 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.

  4. Excellent Customer Support. All tiers of Documate customers get 7 day a week, unlimited phone, video, or email customer support.


Documate Alternatives

The best Documate alternatives based on verified products, votes, reviews and other factors.
Latest update: | + Suggest alternative

  1. Do meaningful work faster, automate the rest. Fluix is a no-code cloud platform that helps companies to digitize field documents and automate routine tasks.

    paid Free Trial $20.0 / Monthly ((*min 10 users) Basic document flow automation and tracking)

  2. Negotiate Better Contracts Faster

  3. ContractSafe is an intuitive and secure contract management software solution that lets you track, store and manage contracts in the cloud. Try it free.

  4. SaaS and services companies run on Armatic. Armatic replaces Recurly, Gainsight, Pandadocs,, Delighted, and many other SaaS solutions with one Armatic system, connected to your CRM and accounting software. Get rid of your SaaS overload.

    paid Free Trial $55.0 / Monthly (Per user per month)

  5. Create beautiful rich process documents in a simple to follow checklist format. Fast, free and incredibly simple to use.

  6. See every branch of your business. Control business entities, contracts, and compliance with web based software that is secure and easy to use.

    paid Free Trial $99.0 / Monthly (Professional Edition. Single User. )

  7. Intellect is a cloud BPM software platform allows you to automate complex business processes easily.

  8. HarmonyPSA - Professional Services Automation (PSA) for IT Businesses

  9. Understand contracts before you sign them!

  10. Bitrix24 is a free (for small businesses) social enterprise platform. It is a united work space which handles the many aspects of daily operations and tasks. Create your own social intranet in minutes!

    freemium $69.0 / Monthly (6 users / 50 GB / CRM+)

  11. Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 6,000+ companies.

  12. Clio provides a full suite of web-based practice management tools targeted specifically at the administrative needs of sole practitioners and small firms.

  13. PracticePanther offers CRM, invoicing, time tracking and communication solutions for law firms.

Documate Reviews

  1. User avatar
    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. User avatar
    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

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Categories: Document Automation, Document Workflow Automation, Document Assembly