Total 50 reviews

4.9

All reviews are from verified customers

Rating Distribution

5

Stars

96%

4

Stars

2%

3

Stars

2%

2

Stars

0%

1

Stars

0%

Satisfaction score

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

DD
Dennis D.

Not Specified, N/A employees

5.0

Powerful logic across workflows

Pros

I really like this platform because it offers powerful logic capabilities across workflows and the target templates I use. Having the ability to set a paywall was essential for me since it saved me from dealing with invoicing and payment collection. Customer support has been outstanding.

Cons

There's definitely room for improvement. In our specific case I wish the platform included more advanced mathematical functions and a feature that forces signers to enter text as part of the e-signature workflow which would help our process.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

TA
Tadas A.

Not Specified, N/A employees

5.0

Versatile for non-legal tasks

Pros

it's versatile for non-legal tasks like contract management and document creation. for me the UX is convenient and easy to use without legal expertise. It gets constant updates and responsive customer support.

Cons

Built-in messaging within the app would make it much easier for me to communicate directly with clients. Having in-app chat would align conversations and reduce the need to rely on external tools.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

RL
Ruby L.

Not Specified, N/A employees

5.0

exceptionally capable automation platform

Pros

Honestly, this product feels ridiculously capable. After evaluating several legal automation platforms, I found this one stood out above the rest for what it can do. My aim with automation is to have documents arrive to me nearly perfect so I only need to do a final pass and this solution achieved that goal for my workflows. There were numerous little capabilities I hadn't even considered, for example, nested repeating elements, that turned out to be feasible to configure here. Beyond the functionality, the customer success team consistently shows they care about our outcomes and the founder is engaged and genuinely invested as well.

Cons

It's genuinely difficult for me to point out major drawbacks. Features I asked about during the demo were already available by the time I signed on which really impressed me. I also appreciate how the team keeps a public wishlist and actually follows through on implementing many customer suggestions instead of just making promises.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

AF
Arisa F.

Not Specified, N/A employees

5.0

Balanced power and simplicity

Pros

this strikes the perfect balance between power and simplicity. The tool has completely transformed how I run my law practice because I can crank out full sets of documents in a fraction of the time and getting it up and running was feasible. Honestly, it's excellent software across the board.

Cons

Direct messaging through the client portal is something I'd really value. From what I understand, that feature is planned for a future update and I'm definitely looking forward to using it once it's released.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

GS
George S.

Not Specified, N/A employees

5.0

Powerful yet easy to navigate

Pros

As a user, I've found it both powerful and very easy to navigate, it's genuinely user-friendly and pleasant to use.

Cons

Seeing ChatGPT integrated into the platform would be exciting for me and I'd also welcome more customization options to tailor the experience even further.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

AA
Alireza A.

Not Specified, N/A employees

5.0

Smooth interface

Pros

I found the interface incredibly smooth and the overall UI/UX feels effortless, plus their support team was really helpful.

Cons

My experience has been overwhelmingly positive and I've been genuinely happy working with Documate.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

EO
Eyup O.

Not Specified, N/A employees

5.0

practical tools

Pros

Personally, I've found it highly functional in a great many ways. The tools feel genuinely practical and the templates are truly beautiful

Cons

It's honestly challenging for me to identify anything negative about this software. The overall experience has been smooth and reliable.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

JG
Josh G.

Not Specified, N/A employees

5.0

Simplifies manual document drafting

Pros

Documate turned out to be exactly the solution we needed to simplify our formerly clunky, manual document drafting workflow. The platform feels both powerful and user-friendly and the Word plug-in made it simple to automate our current templates. Their support team has gone above and beyond and the online help is comprehensive and practical, with useful video walkthroughs. All in all, it's a handy product from a reputable company, offered at a very fair price.

Cons

So far, I don't have any major complaints. In the future, I'd appreciate additional service integrations, such as pulling data from other form applications or pushing completed documents directly to cloud storage. Still, those aren't dealbreakers for me.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

10

Functionality

10

JE
Joy E.

Not Specified, N/A employees

5.0

aligned client intake automation

Pros

Once it's set up, I've found it makes client intake and document automation incredibly feasible. In particular, the way it intelligently enumerates items and adjusts pronouns for me has been a huge time-saver and very helpful.

Cons

Implementation did require thoughtful planning on my part. Determining the right questions and embedding the correct code into documents involved some troubleshooting and a bit of technical understanding but the support team provided helpful guidance throughout the process.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

SS
Susan S.

Not Specified, N/A employees

5.0

Easy and simple logic builder

Pros

I've found this software incredibly easy to use. The way you write logic is feasible and convenient, honestly, it's actually enjoyable! I managed to convert a complicated contract into a clear, user-friendly questionnaire without much hassle. The support team was outstanding and they gave me the confidence and guidance to build the exact form I needed to accurately populate my contract.

Cons

there really aren't notable drawbacks. Compared to learning something complex like Excel, getting comfortable with Documate felt incredibly easy.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A
Anonymous

Not Specified, N/A employees

5.0

Adaptable multi-format document creation

Pros

Our team finds this product incredibly adaptable, it can take our data and create documents in a wide variety of formats and styles. It has saved us a huge amount of time and money and has enabled us to grow and scale the work we do.

Cons

Part of me even wishes they would scale back the advertising because I'd love to keep this competitive advantage to myself.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A
Anonymous

Not Specified, N/A employees

5.0

Rapid automation of custom workflows

Pros

my team used to be stuck making custom quotes and duplicating paperwork all the time. We put together our first automation in about ten minutes and since then we've been refining the rest and adding complexity. It feels like there are virtually no limitations to what we can build with it.

Cons

Whenever I've suggested new features, the support team has taken my input seriously and implemented improvements which makes it hard for me to think of any real downsides.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A
Anonymous

Not Specified, N/A employees

5.0

Tidy no-code interface efficiency

Pros

I've heard others mention this but I still find it incredible how much I can accomplish with such a tidy no-code interface. The app really centers on just two areas, the questions section (your questionnaire, or what they label as "interviews") and the generated documents. Despite the simple setup, I did pick it up within the first twenty minutes. It supports nested logic, bespoke naming rules, tables, gender agreement and more.

Cons

At this point, I truly have no complaints. The platform has made document creation simple and efficient for me.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

DH
Damian H.

Not Specified, N/A employees

5.0

aligned web-to-document workflow

Pros

Now I can align the whole process by collecting information via a web form and having those responses automatically flow into the document, where they trigger changes using conditional logic.

Cons

Every requirement I set has been met by the product and I haven't found any issues worth noting.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A
Anonymous

Not Specified, N/A employees

5.0

great statement and sales agreements

Pros

We've relied on Documate to create Statements of Work and a variety of sales agreements and setting up our workflows was feasible while the platform itself is surprisingly great. Whenever I throw at them something unusual or highly customized and ask if it's doable, they either confirm it's possible or they have a solution ready within a few days.

Cons

At the moment I'm waiting for them to integrate with Salesforce and I'm currently participating in the beta to try out that functionality.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

A
Anonymous

Not Specified, N/A employees

5.0

Smooth transition from outdated software

Pros

I've found Documate makes it feasible to move away from outdated software like HotDocs, letting people at any skill level get set up and running quickly. From my experience it's clearly designed to be simple and effective for end users.

Cons

That said, I know Documate is still expanding, so not every feature I want is available right now. I've noticed, however, that their team responds quickly and is actively working to meet customer needs and in my interactions they've been excellent at listening to and acting on feedback.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

A
Anonymous

Not Specified, N/A employees

5.0

User-friendly and capable automation

Pros

After spending more than a year researching and trying out different programs across the internet, I still haven't found anything else that matches what Documate can do, aside from maybe a single enterprise-grade solution that would have set me back tens of thousands of dollars every month. The interface is incredibly user-friendly, yet the system is capable of handling nearly any automation, calculation, or formatting task I can throw at it. And on the rare occasions when I couldn't figure out how to make something work, the support team stepped in and helped me get it done.

Cons

I can't think of any downsides, the product keeps getting better all the time, with new features rolling out almost every week.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A
Anonymous

Not Specified, N/A employees

5.0

Secure and versatile platform

Pros

it is the most great platform available and really the only one that met our strict security requirements. At first I adopted it just for preparing legal documents but pretty quickly I realized it had a lot more power and capacity than I expected, so I've expanded its use to handle my projects, HR paperwork and the PDF forms our teams need to fill out. It's genuinely been a game changer for us. The team set up SSO and the API let us integrate smoothly with our existing systems.

Cons

my company took far too long to discover them, I wish we had found them much earlier because it would have saved us time and hassle.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A
Anonymous

Not Specified, N/A employees

5.0

Simplifies daily document tasks

Pros

I honestly can't overstate how much this tool has simplified my day-to-day. During the demo, every capability I requested already existed or was implemented shortly afterward. Its user-friendly layout works great for individual team members here and has handled our expansion without hiccups. After testing nearly every product that brands itself as "document automation," this one finally feels like the right match for what I needed.

Cons

can't point to any real negatives. I had asked for a handful of additions and Documate actually rolled those features into their very next release shortly after I mentioned them.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A
Anonymous

Not Specified, N/A employees

5.0

simple logic with strong support

Pros

After switching from HotDocs, my overall experience has been excellent. Here are the highlights I care about, it's convenient and visually appealing both for me as the creator and for clients on their end, it works well on my Mac, I don't need to write code to make it do powerful stuff, it supports extremely complex logic, I can send interview workflows to clients or run them internally to produce documents, email ties in nicely and the support team is friendly, even on weekends.

Cons

only thing I wish for is more color choices and additional design themes, more visual options would make the app feel even more polished to me.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9