Formstack Documents vs Documate

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

Formstack Documents

Category: Documentation Tool
Industries: Education, Business

Pricing

Starter

$92/month

Teams

$184/month

Pro

$367

/month

Documate

Category: Documentation Tool
Industries: Education, Business

Pricing

Lite

$83/mo

Standard

$165/mo

20M+ Downloads
5/5

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Formstack Documents reviews

Webmerge made our application process so easier. Thanks for developing this sort of software for the public.

- Michael L. Counselor

The thing I like most about this is how if an insured lives out of town or just isn't able to come into the office then it makes it super easy to just email it over to them and with a few clicks their document is signed.

- Melissa J. CSR

It's simple to use, but has a lot of functionality that makes it easy for a non-developer to use.

- Quan N. Promoter

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

Formstack Documents

Pros
Can save templates that you can easily send to the candidates
Candidates can easily electronically sign the Documents needed for their application
It has opened up a ton of doors for automated processes
We waited for years for a combination of products like Formstack Forms and Formstack Documents that fulfilled all of our use cases
Once setup with your document template you can be confident this product will be fit for purpose
Easy to get started and design your documents the way you want them to look
Pull in the data from multiple sources and it all happens super fast."

Cons
We are a small business and found ourselves wasting so much time with generating documentation for our customers
It's hard to explain all of the things made possible with Webmerge.me so you'll just have to go the site and check it out
Also there's alot of hidden features and some "bugs" with no logic reason why it appears
We did run into one issue where some internal code with Microsoft Word was creating errors, and their customer service team worked tirelessly until we figured it out."

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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