What Can You Build?

What can you do with Documate?

A workflow is a set of questions that generates a set of documents (or simply automates a decision-making process).  Our no-coding-required platform helps you build custom workflows in three easy steps:

  1. Set up the questionnaire: Add questions and add logic to each question using each question's unique variable name.
  2. Connect your Output Documents: Add conditional logic, calculations, and loops to determine how the responses to the questions will generate the documents. You can generate both PDF and Word or .docx documents.

What are common use cases?

Use Documate for internal automation, to build client-facing applications, or to collect payments.  For example, you can:

  1. Use workflows within your organization to generate documents more efficiently.
  2. Create "multi-user" workflows to gather information from a client and generate documents in house.
  3. Publish your workflows publicly for client use, or generate revenue by adding a paywall before documents are generated.