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 Bewertung21 Bewertungen
- Gesamt 5 / 5
- Benutzerfreundlichkeit 5 / 5
- Kundenservice 5 / 5
- Funktionen 5 / 5
- Preis-Leistungs-Verhältnis 5 / 5
- Startpreis 83,00 $/Monat
- Kostenlose Version Nein
- Kostenlose Testversion Ja
Installiert - Mac
Cloud, SaaS, Web
Installiert - Windows
Mobile - iOS Native
Mobile - Android Native
24/7 (Live Vertreter)
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 2017
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.
- Archivierung & Aufbewahrung
- Drag & Drop
- Formularerstellung & Design
- Digitale Unterschrift
- Mehrere Ausgabeformate
- Verfolgung von Interaktionen
- Archivierung & Aufbewahrung
- Automatisiertes Routing
- Compliance Management
- Elektronische Unterschrift
- Periodische Prüfung
Die hilfreichsten Reviews für Documate
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.
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.
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.
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...!
Bewertet am 15.8.2019
Very intuitive and powerful document automation and expert system
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!