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Documate v. Formstack

Both Documate and Formstack allow you to build web forms that automate document generation. We break down the differences below:

  • Documate Rated #1: Documate consistently scores higher than Formstack on Capterra, G2, Software Advice, and GetApp.
  • No Code: Documate's no-code platform makes it easy to set up, while Formstack requires you to learn complex code and syntax.
  • Better value: Documate packs more features in lower pricing tiers; Formstack limits workflows and document generation.
  • Award Winning Support: Documate provides support by phone, email, and screenshare every day. Formstack is limited to submitting a support ticket.
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Documate

Formstack

Ease of Use
Easy

Documate’s all-in-one Builder platform and document automation solution has a simple visual layout, allowing you to easily connect the questionnaire to documents. Documents can be tagged without using any code or learning any syntax.

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Moderate to Hard

Formstack has three platforms (Forms, Documents, and Sign), which are separate from each other, making it time-consuming to switch between the platforms and connect the pieces. You must manually link the questionnaire to the document templates using an API, and documents must be coded manually.

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Microsoft Word Add-In
Yes, and no code is required

Documate has a Microsoft Word add-in that allows you to add variables and complex logic without learning syntax, ensuring accuracy and speedy setup.

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No, and documents must be manually coded

Formstack requires you to manually code syntax for variables and all logic into your documents from scratch, which leads to errors and difficult setup.

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Client Portal
Full portal with data access

Branded client portal experience that allows end-users to see their workflows, data, and previous submissions.

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Light portal with no data access

Formstack's client portal only allows you to provide links to forms, but does not allow end-user to store data and see prior submissions.

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Generating Multiple Documents
Easy

Documate easily allows multiple documents to be generated at once. It also allows multiple versions of the same document to be generated for each item in a list/repeating item.

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Complicated

Because the Formstack Forms and Documents are separate, generating multiple documents from one set of data requires multiple steps.

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Pricing
More features for less

Documate's $165/mo Standard option allows for unlimited workflows and document generations.

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More expensive with more restrictions

Formstack's $225/mo Teams option limits you to 25 workflows and caps document generations at 250 per month.

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Customer Support
Phone, email screenshare, and community

Documate's customer support team is available by phone, email, screenshare, and a Slack community of fellow builders. Support is unlimited and very responsive.

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Email and bug tickets only

Formstack does not have phone or screenshare support options or a peer support community.

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Customer Ratings
Highest rated

Documate is rated higher on Capterra, Software Advice, GetApp, and G2.

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Rated lower
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Public API
Templating Service
Yes

Pro Documaters can help with setup for as low as $35/hour depending on the level of subject matter expertise (e.g., paralegal or lawyer).

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Yes

Professional services team can be hired to help with workflow and document creation.

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