Documate

Documate

von Documate

Wer verwendet Documate?

Documate started in the legal market with law firms of all sizes, legal aid, and courts. It has expanded as a document assembly platform for HR, finance, medical and anyone who touches documents

Was ist Documate?

No-code document assembly software to create custom webforms that populate information into your template Word or PDF documents. Two steps:
1. First, create your questionnaire (like on Typeform).
2. Then, load your template documents and connect questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications.
3. Finally, run your workflow or share with others to generate finalized docs.

Users save 90% of drafting time.

Documate – Details

Documate

https://www.documate.org

Gegründet 2017

Documate – Preisübersicht

Documate ist verfügbar ab 83,00 $/Monat. Documate bietet keine Gratisversion, aber eine kostenlose Testversion. Weitere Preisinformationen für Documate findest du unten.

Startpreis

83,00 $/Monat

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Installiert - Mac

Cloud, SaaS, Web

Installiert - Windows

Mobile - iOS Native

Mobile - Android Native

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

24/7 (Live Vertreter)

Support während der Geschäftszeiten

Online

Documate Funktionen

Dokumentenautomatisierung Software
Archivierung & Aufbewahrung
Drag-and-Drop
Formularerstellung & Design
Kollaboration
Prozess-/Workflow-Automatisierung
Versionskontrolle
Volltextsuche
Zugriffskontrollen/Berechtigungen
Digitale Unterschrift
Kollaboration
Mehrere Ausgabeformate
Stapelverarbeitung
Verfolgung von Interaktionen
Vorlagen
Archivierung & Aufbewahrung
Automatisiertes Routing
Compliance Management
Elektronische Unterschrift
Eskalationsmanagement
Periodische Prüfung
Versionskontrolle
Veränderungsmanagement

Der Softwareanbieter hat diese Information nicht vervollständigt.

Der Softwareanbieter hat diese Information nicht vervollständigt.

Documate – Nutzerbewertungen

Zeigt 5 von 21 Nutzerbewertungen

Gesamt
5/5
Benutzerfreundlichkeit
5/5
Kundenservice
5/5
Funktionen
5/5
Preis-Leistungs-Verhältnis
5/5
Tika M.
Director
Darstellende Künste, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Overall Rating
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Likelihood to Recommend
    10/10
  • Quelle des Nutzers 
  • Bewertet am 26.4.2019

"Using Documate for my small business, and it seriously speeds up document production! "

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

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 26.4.2019
Verifizierter Rezensent
Attorney
Anwaltskanzlei, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Overall Rating
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Likelihood to Recommend
    10/10
  • Quelle des Nutzers 
  • Bewertet am 7.5.2019

"Great software for litigators to automate retainers, discovery, and template-based pleadings"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 7.5.2019
Verifizierter Rezensent
CEO
Informationstechnologie & -dienste, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Overall Rating
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Likelihood to Recommend
    10/10
  • Quelle des Nutzers 
  • Bewertet am 25.4.2019

"Very powerful tool for complex document automation"

Kommentare: Before we started using Documate, we were manually drafting documents with MS Word, which wasted thousands of hours of employee time. If you need a robust document automation or document assembly tool, Documate may be what you've been looking for.

Vorteile: 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.

Nachteile: We love Documate, and it's hard to think of any cons. Whenever we have had any "wish list" items, they've been quick to add features. The customer service is excellent.

  • Quelle des Nutzers 
  • Bewertet am 25.4.2019
Verifizierter Rezensent
Sr. Salesforce Engineer
Computer-Software, 201-500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Overall Rating
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Likelihood to Recommend
    8/10
  • Quelle des Nutzers 
  • Bewertet am 13.6.2019

"Powerful app that is constantly impressing us"

Kommentare: The experience has been great and the support is fabulous!

Vorteile: This is a very powerful software that has allowed us to automate very length sales contracts that used to take us hours and now takes 15 minutes to generate. Every week or two there is a new feature that adds more value to our workflows and enables better integration and data analysis. They haven't increased the price either, even with all these new features. I would pay so much more for this functionality (but don't tell them ;-) ).

Nachteile: Salesforce integration will be nice when it's out. They've said this is in the roadmap.

  • Quelle des Nutzers 
  • Bewertet am 13.6.2019
Verifizierter Rezensent
President
Import und Export, 10.001+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Overall Rating
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Likelihood to Recommend
    10/10
  • Quelle des Nutzers 
  • Bewertet am 18.9.2019

"Does Everything You Can Think Of"

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

Vorteile: 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.

Nachteile: I just hope they stop advertising so our competitors dont hear about them...!

  • Quelle des Nutzers 
  • Bewertet am 18.9.2019