Documate vs FileInvite

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

Documate

Category: Documentation Tool
Industries: Education, Business

Pricing

Lite

$83/mo

Standard

$165/mo

FileInvite

Category: Documentation Tool
Industries: Marketing, Business, Education

Pricing

Lite

$29/ month

10 Invites / month

Pro

$49/ month

25 Invites / month

Multi

$99/ month

75 Invites / 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

FileInvite reviews

It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.

- Pawan M. Executive Consultant

I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform.

- Valentina H. Administrator

Very easy to work with, excellent customer service and always available when needed.

- Renee G. Finance Broker

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."

FileInvite

Pros
The way we are able to communicate through the software is also awesome
I do recommend this file to all business owners, you will always need this type of software
I found using this platform to be secure and allows us peace of mind during document transfers
The templates are great and a file invite takes me no longer then 5 minutes to do
I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for
What good is having a system if your customers and staff don't use it
File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion."

Cons
Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be
Set it and forget it -- and still get what you need
The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly
Collecting documents is one of the most time consuming parts of our process, and clients are always confused and annoyed at it."

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Learn more about text to speech online, for iOS, Mac, Android, and Chrome Extension.

Speechify is the #1 audio reader in the world

Get through books, docs, articles, PDFs, email – anything you read – faster.

4.6/5

20M+ downloads

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