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Documate

Name: Documate
Rating: 4.5 (2 reviews)

By Documate

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Highlights : About Documate

Branching Logic

Custom Branding

Document Automation

Electronic Signature

Multiple Output Formats

About Documate

Documate is a no-code web-based document automation solution where you can create custom questionnaires and generate your template and form documents. Create your own custom "Turbo Tax" for anything. It is primarily designed to help law firms, sales professionals, and HR teams drastically reduce the time to draft complex, fully assembled documents. With the interview creation module, users create a custom questionnaire to gather relevant data and add branching logic. Users' frequently used Word and PDF documents can be uploaded to the Documate database and "tagged" (connected) to the interview questions. Users can then share the completed workflows with colleagues (internally) or externally with clients, embed it on their website, and measure analytics. Documate lets organisations publish client facing web apps. Users can add logic jumps, conditions, signatures, calculations and formatting specifications without any coding. The cloud-based tool enables lawyers to insert relevant clauses into template agreements for any area of law.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Branching Logic

Custom Branding

Document Automation

Document Upload

Electronic Signature

Multiple Output Formats

Process/Workflow Automation

Secure Data Storage

Workflow Management

Benefits

Documate allows users to add complex branching and conditional logic to workflows without any need for coding.

Documate is a mobile friendly solution which lets firms put their intake online for clients to view and assess.

Documate’s bank-level security and multiple layers of encryption ensures that confidential client data is stored securely.

Lawyers can use the solution’s automated bot to avoid manual data entry of similar fields in multiple documents.

Legal professionals can include relevant clauses in templated agreements with a single click, and share drafts with clients.

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