Name: Documate: Document Automation Software - What is Documate?
Uploaded: 2019-04-30T04:46:31.000Z
Duration: 1 min 14 s
Description: Documate: Document Automation Software - What is Documate?

Help Desk

Web and Video Conferencing

Customer Support

PHP Frameworks

Text Editors

Development

Admissions and Enrollment

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Corporate Performance Management (CPM)

Payment Facilitation

Visitor Management

Whistleblowing

Enterprise

Accounting

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Complex Event Processing

Data Pipeline

Data Virtualization

Database-as-a-Service (DBaaS)

Disk Cloning

Endpoint Security

Enterprise Service Bus

Extended Detection and Response (XDR)

Firewall

Fraud Detection

Hosted Virtual Desktop

Integration Platform as a Service (iPaaS)

Interoperability

Network Performance Monitoring

Software Defined Networking (SDN)

Storage as a Service (STaaS)

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Email Marketing

Marketing Attribution

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Proposal

Sales Intelligence

Sales

Data-Centric Audit Protection (DCAP)

Intrusion Detection

Operational Technology (OT) Security

Security

Aviation

Construction Accounting

Construction Takeoff and Estimating

Fleet Maintenance

Fleet Management

Insurance Policy Administration Systems

Online Fax

Population Health Management

Public Transportation

Telemedicine

Text Analysis

Vertical-Specific

Conga Composer

Likelihood to Recommend

Likelihood to Renew

Performance

Usability

Support Rating

Implementation Rating

Ease of integration

Conga Document Generation Ease of Use

Conga

Formstack for Salesforce

Formstack

Windward Core

Data Sources

Data Sharing and Collaboration

Apryse

Dropbox Paper

Dropbox

Formstack Documents

Nintex DocGen for Salesforce

Nintex

HotDocs by CARET

CARET (Abacus Data Systems, Inc. )

Litera Desktop

Litera

ActiveDocs

Documate is a document automation software company headquartered in San Francisco that enables users to turn frequently used templates into intelligent workflows and client-facing legal applications.

Lite

Standard

small

medium

HotDocs is a document automation and assembly software product, acquired and now supported by AbacusNext since 2017.

Basic

Document Generation

Top Rated 2023

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Essentials

Business

PandaDoc

Electronic Signature

Documate

Document generation or creation software enable the creation, editing, customization, and sharing of text-based files to create a range of documents such as contracts, notes, legal documentation, proposals, forms, and reports. These tools typically include dynamic templates, versioning, integration with content producing applications, analytics, workflow, and sometimes electronic signature.

Documate Review (Document Automation For Lawyers!)

Document automation is most commonly used on NDAs, but can be used for much more complex documents, too.  This video built by Gavel Expert Tricia Duffin demonstrates how to automate a non-disclosure agreement in a few minutes with Gavel, without using any code.

Visit gavel.io for a free trial, or to schedule a live demo.

Automating an NDA with Gavel (formerly Documate)

Testimonial from a Gavel (formerly Documate) attorney who uses the platform to automate litigation documents, including pleadings and discovery documents. 

Visit documate.org for more information or book a live demo at www.calendly.com/gavel-customer-success

Documate Testimonial - Litigation Attorney

Documate Demo

Gavel Document Automation Software: 10 Minute Demo of Basic Features

How LAWYERS Can Automate Their Documents (Documate Review)

Documate: Document Automation Software - What is Documate?

What is Documate?  Streamline template and form documents with Documate's no-code software.  Create customized interviews that generate file-ready documents.  Publish them on the web for internal or client-facing use.  

Contact us at hello@documate.org or visit www.documate.org.

Reviews

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Good software

Little expensive

Ui ux

Ability to customize

Cross platform

Windows and mac

Good templates

Home

Document Generation Software

VMware Horizon

Microsoft 365

Outlook4Gmail

Instead of using legacy tools, one can use Documate with the ability to have it customized as per own requirement to have more command over our data. Also, having it work on Mac is better than previous software for all our documentation needs.

Product Usage

Pros and Cons

More control over our data
Ability to customize it as per our needs
Cross platform work like Windows and Mac is good

Things done well

Adding more examples for help
Nothing more as it is such a good software

Things done poorly

Windows or Mac works well, and making client-based documents is flawless because of its customization ability.

Customization ability
Small monthly fee
Prompt Customer support

Most Important Features 3.4.21

Small monthly fee, so it's a budget-friendly software
Keeping all the data and having control over it

Return on Investment

Easy to use as GUI is very user-friendly and meets all the expectations of someone who needs to take care of their documents.

Conga Document Generation (Composer + Collaborate)

Alternatives

Outlook4Gmail, Microsoft 365 (formerly Office 365), VMware Horizon

Other Software Used

Team Lead

Documate 2022-05-13 17:46:29

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Unspecified
Mobile Application	No

Documate

Overview

What is Documate?

THE software that you need for all your document sets.

Pricing

Lite

$99

Standard

$199

Enterprise

Custom

Entry-level set up fee?

Offerings

Starting price (does not include set up fee)

Product Demos