Wer nutzt diese Software?

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

Durchschnittliche Bewertung

21 Bewertungen
  • Gesamt 5 / 5
  • Benutzerfreundlichkeit 5 / 5
  • Kundenservice 5 / 5
  • Funktionen 5 / 5
  • Preis-Leistungs-Verhältnis 5 / 5

Produktdetails

  • Startpreis 83,00 $/Monat
  • Kostenlose Version Nein
  • Kostenlose Testversion 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

Angaben zum Hersteller

  • Documate
  • https://www.documate.org
  • Gegründet 2017

Über 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 Funktionen

  • Archivierung & Aufbewahrung
  • Drag & 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.

Die hilfreichsten Reviews für Documate

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

Bewertet am 7.5.2019
Verifizierter Rezensent
Attorney
Anwaltskanzlei, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Very powerful tool for complex document automation

Bewertet am 25.4.2019
Verifizierter Rezensent
CEO
Informationstechnologie & -dienste, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

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

Bewertet am 26.4.2019
Tika M.
Director
Darstellende Künste, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Does Everything You Can Think Of

Bewertet am 18.9.2019
Verifizierter Rezensent
President
Import und Export, 10.001+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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...!

Very intuitive and powerful document automation and expert system

Bewertet am 15.8.2019
Verifizierter Rezensent
QA Manager
Informationstechnologie & -dienste, 10.001+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: Documate is the most robust system and the only one that could satisfy our security needs.  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's been a game changer.  They were able to set up SSO and the API has allowed us to seamlessly integrate with our current systems.

Nachteile: It took our company too long to find them in the first place!  

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