Documate Document Automation Software

No-code document assembly software to create custom web forms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire (like on Typeform). 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time. Book a live demo: www.documate.org/automation/demo/

Languages supported:

10.0/10 (Expert Score) ★★★★★
Product is rated as #1 in category Document Generation Software
Ease of use
Support
Ease of Setup

Images

Check Software Images

No-code document assembly software to create custom web forms that populate data into your Word or PDF documents. Two steps: 1. First, create your questionnaire (like on Typeform). 2. Load your template documents and connect the questions to your documents. Add logic jumps, conditions, calculations, and formatting specifications. Then, run your workflow or share with others to generate finalized docs. Users save 90% of drafting time. Book a live demo: www.documate.org/automation/demo/

Documate Document Automation Software
Documate Document Automation Software

Show more categories

Customer Reviews

Documate Document Automation Software Reviews

User in Real Estate

Advanced user of Documate Document Automation Software
★★★★★
Great way to populate large document sets

What do you like best?

Documate is a powerful software with, as far as I've seen so far, unlimited functionality with respect to what you can do and how you can customize your documents. The platform is easy to use, and allows for complex logic and generation of multiple documents at once. I also love that I can use reference/lookup tables to store data easily. I was able to learn how to Documate (yes, I use it as a verb now) with just a 10 minute demo. The customer support is amazing, too.

What do you dislike?

Honestly, I haven't found anything I don't like yet. I have tried so many other softwares out there, and this one has by far been the most powerful and easy to use. It might be nice to have more examples of what can be done, but I often go to the Slack group to ask other Documate users if I don't have a particular form that I need.

Recommendations to others considering the product:

Documate is wonderful! They have a free trial, too, and their support is unlimited even during the free trial, so you can learn quite a bit about whether it meets your needs!

What problems are you solving with the product? What benefits have you realized?

Cutting down on document generation time drastically. I am able to complete my work in a fraction of the time, make it error proof, and spend more time with my kids that I would be spending on document generation.

Review source: G2.com

Leave a reply

Your total score

B2B Software Guide