Verenia vs Documate
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Sir Richard BransonMost popular feedback for Verenia
With Verenia CPQ, we are able to input orders and quotes quickly and accurately. If needed, our sales team can make adjustments and reconfigure current orders with ease. The simplicity of the software means that very little training is required, so trainees can hit the ground running, unhindered by the frustrations that can accompany learning new software. Support from Verenia has been excellent from the beginning.
Eric Y.
About Verenia
Verenia is a complete omnichannel and sales enablement suite that includes CPQ and B2B Ecommerce under one easy to use platform. Trusted by thousands of users worldwide, it simplifies buying and selling processes across all channels and allows businesses to align with the expectations of today's buyers. Verenia is designed to handle simple to highly complex product and pricing configurations across all sales channels. With its robust rules engine, it includes “Guided Selling” in order to facilitate cross-selling and upsells. Verenia CPQ effortlessly manages product margins, discounts, and pricing for different products and services across all channels. Verenia CPQ’s interface is designed to allow the product team to view sales activities, enter price quotes, send sales proposals, and confirm product orders, whether on a desktop, laptop, tablet, or smartphone. It also allows product managers to edit product data and make changes to the pricing.. The software has controls that allow role-based access to product designs and pricing details. The tool provides a drag and drop configuration designing tool for eCommerce that allows customers to personalize the product as per their requirements. Verenia integrates with CRM and ERP platforms such as Salesforce, Microsoft Dynamics, Netsuite, Acumatica, Epicor, Macola, Syspro, Infor, and many more. It offers a rules engine and validation options for error-free quotes and orders. It also supports complex pricing matrices, 3D product visualizations, and data migration.
Most popular feedback for Documate
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.
About Documate
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/
Verenia reviews
This software application permits a straight as well as seamless quoting system and also setup for the end user. This saves time, money, as well as likewise supplies a expert as well as refined outcome. It likewise permits for developed in projecting and comply with up. Our team that works with Verenia CPQ has actually done a great work at communicating our demands and Verenia CPQ recognizes these needs and also functions very tough to give a product and also updates specific to our business. I look onward to the wonderful things Verenia CPQ will supply in the future.
- Jeff C.
I like how simple and easy to use the program is
- Cassandra K.
The ability to configure exactly what I need in minutes, see the configuration, and know my prices. As well as save the configurations as a reference point for purchases later on.
- Joshua K.
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
Verenia
| Pros |
|---|
| Easy to use |
| User friendly |
| Great Sales & Customer Service Tool. |
| Cons |
|---|
| Not having an end user |
| Can't copy configurations from one quote to another |
| Difficult to change line items. |
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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