Documate

A brief overview of Documate

Documate is a web-based, no-code document automation software for creating customized web forms, form documents, and templates. Using the tool, attorneys and other professionals can create document sets for internal use while creating intake forms for clients as well. The best part is that the software solution allows you to include complex logic without using any code. From uploading documents to conducting interviews, Documate is your one-stop no-code tool to build complex workflows efficiently. It reduces up to 90% of your time in generating documents and delivers 100% accuracy. You could embed the tool on your website as well.

Reasons to consider Documate in your no-code stack

• Reduced Time: The automated document creation tool allows for minimal time on the creation of documents.
• Streamlined Internal Workflow: The software handles complex document-related tasks for the ease of documentation and workflow management.
• Improved Accuracy: Ensure maximum accuracy for your documents throughout the organization with this document creation tool.
• Drag and drop: Create documents seamlessly with the innovative drag-and-drop feature
• File sharing: Allowing legal professionals and others to share files easily.

What can you accomplish with Documate?

• Document automation: Making use of the available document templates and information for creating documents on the go.
• Encryption: Makes use of the 2-way factor authentication mechanism for securing documents throughout different departments.
• Version control: Providing information on document revisions while ensuring that you are using the most recent version of the given template.

Top features of Documate

• Include effective workflows
• Develop a mobile-friendly document
• Convert file formats
• Share files on the go
• Password and access management

Pricing plans

• Standard: $199 per month
• LITE: $99 per month
• Enterprise: Custom

Learning resources

• Video Tutorials
• Documate "How To" Videos - General
• Documate "How To" - Specifics
• Documate 101 - Crash Course

A few tweets about Documate from real users