Documate vs DocuPhase

Side-by-side comparison of features, reviews, pricing and more

Documate

Category: Documentation Tool
Industries: Education, Business

Pricing

Lite

$83/mo

Standard

$165/mo

DocuPhase

Category: Documentation Tool
Industries: Business, Educational, Financial

Pricing

AP Automation

Starting at $500

Per Month

20M+ Downloads
5/5

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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

DocuPhase reviews

I like the fluidity of the application and how they are passionate about listening to their customers requests

- James N. Senior Infrastructure Engineer

Versatile workflows, easy UI with great intuitive design

- Eri I. Technical Solutions Designer

Paperless & Automate operations. Document/Workflow/Form Management System Analytic Reports

- Harsha V. Sharepoint Administrator

Pros & cons

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."

DocuPhase

Pros
Also, I know if I have any issues I can call DocuPhase with anything and they're right there to help
The most valuable feature to me is the ability to create or change a process with very little time and expertise involved
DocuPhase is by far my favorite tool to work with because I am able to do so much with it to improve many areas
I work on DocuPhase almost daily and find it easy for completing my tasks
It lists out the pending tasks and being able to prioritize them helps."

Cons
When there are problems with ScanDox/Upload Manager, the solution that fixed the problem the time prior doesn't always work, which leads to a tech support request
Navigation through the application is not intuitive and cumbersome
The validations on data entry seem to miss the fact that the end goal is a valid application to the state
We have reduced our email burden tremendously, so we spend less time reviewing emails to determine what info we need
Since I am not an IT person, I don't really delve into the deep database stuff
However, when I get an exception error or something like that, I really struggle trying to find the error."

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