DocSend vs Documate
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Sir Richard BransonMost popular feedback for DocSend
Having received numerous business plans in the past via DocSend, I was incredibly impressed and quickly decided that we had to use it to communicate with our prospective investors and partners. Getting set up with DocSend was fast and easy, and managing documents and communications has been a breeze. What really keeps me coming back is the fast pace of innovation with new features and ideas. Raising money is a top priority for many companies. DocSend is an essential tool to make fundraising a success.
Dave W.
About DocSend
DocSend helps sales teams be more efficient by showing how and when prospects engage with sales content. Get real-time insights so you can have the right conversation, with the right person, at the right time. Control access or update your documents, even after you've sent them. Present live, with perfect quality, from any device plugin free.
Most popular feedback for Documate
The program helps me generate agreements and price lists for my event planning business. It was to set up, because it requires no prior coding experience, and it's saved me so much time. Now, I send the link to my web-based "interview" to my clients, and they fill out all the information on their end (which they can do on their phones). There are many customization possibilities, but I set it up so they don't see the final agreement right away. Instead, I get an email with the completed document, which I can review and send back over to them when I'm ready. Really great tool for small businesses who don't want to be bogged down with document generation.
Tika M.
About Documate
No-code document assembly software to create custom webforms 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/
DocSend reviews
Overall experience with DocSend is nice as it is feasible and easy to manage the document with security just keep in mind the pricing is bit higher.
- Aman Preet S. Developer
Easiness to consolidate a unique pitch and know which parts are getting the most attention.
- Harry C. Co-founder
Pricing looked attractive. BUT it turned out this was a "you get what you pay for" situation.
- Wayne D. President
Documate reviews
I have previously had a hard time finding good automation software for my Mac and often had to create a Windows environment in my Mac to be able to run different software. And even those were terrible. But Documate works with Macs and is easier to use than the clunky tools I've used in the past. So much better than HotDocs and Contract Express, and any other Thomson Reuters product for that matter.
- Ari A.
Documate is exactly what we've been looking for to streamline our previously inefficient, manual drafting processes. The product is both powerful and intuitive, and the Word plug-in made automating our existing templates a breeze. Their customer service has also been above-and-beyond, and the online documentation is thorough and helpful (including video guides). Overall a useful tool, made by a good company, and at a very reasonable price.
- Josh G. Director of Lending
Our client intake which previously took 1hr+ now takes approximately 15-20 minutes. Documents that we previously had to spend time changing pronouns and tenses can now be updated with the click of a button. We are new users, so we are still discovering benefits, but so far it has saved us quite a bit of time.
- Joy E. Paralegal
Pros & cons
DocSend
| Pros |
|---|
| Great, use it all the time, I promote it actively |
| Great tool for sending documents and getting quantitative feedback |
| I can organize all resources, decks, quotes, and relevant information for every opportunity into 1 unique place where I can then track and see who accesses it, how many times, and more |
| My overall experience is a very good experience with this software." |
| Cons |
|---|
| Docs must be sent via docsend and not through our own e-mail client |
| Also the way docs are organized in the platform can be a bit confusing |
| Sometimes confusing to differentiate between content, spaces, etc |
| Sometimes confusing to figure out how to create custom links |
| It wouldn't be so bad if they simply owned up to the lack of this feature in their software |
| Then a buyer can decide whether the feature is necessary and the rest of the package is worth the price |
| Get an idea of what page exactly is the one that our users pay more attention to, since we can access statistics of how many minutes per page each user invest on." |
Documate
| Pros |
|---|
| I (and especially our paralegals) are very happy we found Documate |
| We've saved a ton of time, and it's worth the monthly fee times 1000 |
| We've been using Documate to generate SOWs and sales-related agreements |
| It was clear how to set up our workflows and it's impressively powerful |
| Once it is set up, it's such an easy way to complete client intake and automate documents |
| Specifically, the intelligence of listing items and changing pronouns has been incredibly useful |
| It's very functional in almost a lot of ways |
| The tools are very practical, the templates are beautiful." |
| Cons |
|---|
| Before we started using Documate, we were manually drafting documents with MS Word, which wasted thousands of hours of employee time |
| Seriously nothing right now |
| Documate has made assembling documents a breeze." |
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