Documate vs OnBoard

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

Documate

Category: Documentation Tool
Industries: Education, Business

Pricing

Lite

$83/mo

Standard

$165/mo

OnBoard

Category: Documentation Tool
Industries: Marketing, Business, Education

Pricing

Contact for a Quote

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

OnBoard reviews

I like that the app works on all systems (iphone/android/table/laptop/desktop) - I love that it has become a digital filing cabinet and we have almost done away with paper files. It's a marvel.

- Roberto P. Director of Trusteeship & Executive Office Administration

I find it easy to create documents for Board and Committee meetings. Directors utilize a variety of devices to connect to OnBoard.

- Robert S. CFO

Training was great - it was one-on-one and over the internet. It made getting questions answered easy and allowed us to focus on the features we could not figure out on our own. The customer service/correspondence is amazing.

- Carla L. Finance Director

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."

OnBoard

Pros
The ease to upload and change out updated docs at the last minute is great
The ability to download then entire book into a pdf is great too
I sincerely appreciate all the help of the wonderful staff as we learned how to use the software
Overall, it's been a great tool to use for our company's board and I have been very very pleased with how friendly all of the staff have been from the very beginning of the process
This is the first online board portal we have used and we're already impressed
We previewed a few board portals before purchasing OnBoard and like the look and ease of OnBoard best."

Cons
For instance, it is difficult for members how to simply print a document
Also, the lagging when typing in some fields is very annoying
It is disappointing that the Actions functionality comes at an additional cost
I end up losing where I left off if trying to do a complete review and training OnBoard
No more Post-it notes that come off and get lost to contend with."

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