Side-by-side comparison of features, reviews, pricing and more
Category: Documentation Tool
Industries: Business, Educational, Financial
AP Automation
Starting at $500
Per Month
Category: Documentation Tool
Industries: Education, Business
Lite
$83/mo
Standard
$165/mo
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Great resource for creating workflows to automate tasks and remove the need for back and forth paperwork or emails which can get lost. Document images are easily located within DocuPhase which eliminates contact from other departments looking for information.
Tiffany R.DocuPhase is an end-to-end AP Automation and Vendor Payment solution that automates the entire procure to pay process in one easy to use application. DocuPhase is the only AP and Vendor Payment solution that completely automates the 3-way match process and works with your ERP of choice. Finance teams are able to automate how invoices are routed for approval and receive real-time status updates. Gain more time back in your day by completely automating your AP processes with DocuPhase.
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.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/
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
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 |
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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 |
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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." |
Pros |
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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 |
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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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