Document Automation & SMB's

Are you an SMB considering a Document Automation solution?

DocGovern have removed the guess work and risk for small-to-medium (SMB) organisations considering adopting a new document automation solution.

We’ve taken our comprehensive understanding of the document automation market and matched it to your specific needs.

A good solution needs to quickly provide real, tangible value and with minimum financial and practical overhead. You should be able to focus on your own business, not figuring out how to choose the right solution and then how to make the software work.

DocGovern have curated a small collection of solutions that address this challenge. Each platform has gone through our 83-point assessment process and can provide you with everything you need in a cost effective, easy-to-use package.

  • Quick Start - Web-based or a simple Word add-on. Windows or Mac. It’s your preference – the platform you want, with no complex installation.
  • Affordable - Each is attractively priced, starting from just $18 per person, per month, providing excellent return on your investment.
  • Flexible - You can choose from month-to-month or annual subscriptions. No lengthy lock-ins or high upfront costs.
  • Scalable - From simple, per-user licensing through to functionality that’s designed to accommodate your needs as your business grows.
  • Continually Developing - Each solution is being actively developed and supported with new features. No risk of adopting a dead-end solution.
  • Modern - Intuitive design that helps you and your team quickly understand how to fully use the solution and get the most out of the technology. 
  • Client First - Each selected Partner has Client satisfaction front and centre. We’re confident you’ll receive the best possible support and service.
  • Safe & Secure - All solutions are embedded into globally recognised hosting platforms provided by Microsoft Azure and Amazon Web Services.

Additional Information

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New to Document Automation?

Why Document Automation?

What to look for in a solution

How to Successfully Adopt Document Automation

Document Automation Videos

What’s more, we have worked with our Partners to provide you with a quick, straightforward way to obtain a free trial of the software. We’ll even support you during your trial by sending you regular tips and information to help you get the very best from the solution.

The table below highlights just some of the features for each solution. You’ll find additional resources to help you understand what you need and what’s the best option for you. If at any time you have any questions don’t hesitate to get in touch. We’re here to help you.

Logic Dynamic questions, inclusions and exclusions based on interaction between the user and the interview/intake process.
Calculations Simple mathematical calculations such as Addition, Subtraction, Multiplication and Division.
Clauses Conditional support to allow the inclusion or exclusion of set text dependant upon the answer given by the user. This is a fantastic way to reuse corporate text across multiple templates where the text does not change across the templates, but is dependant upon a conditional choice by the user.
Lists Reuse of set lists to allow easy population of repeated content. For example by selecting the state, the solution populated the abbreviation as well as the state name.
Lists within lists The ability to have a repeat within a repeat, multiple levels
Client Interviews Why do all the work yourself, when you can push a request to your client.
Re-use Answers/Data If you need to make amendments or supply additional documents to your client, you might want to reuse answers to save time and reduce the risk of introducing errors.
E-signatures Native integration with an eSignature solution. Documents can be assembled in DOCX of PDF format and retain the tags required for an eSignature, however some solutions will natively integration with a third party solution through a secure login process.
Ready to use templates Rather than starting with a blank canvas, some suppliers have ready to use stock examples of templates.
Unique features
Market focus
Pricing from
Documate
Logic Dynamic questions, inclusions and exclusions based on interaction between the user and the interview/intake process.
Calculations Simple mathematical calculations such as Addition, Subtraction, Multiplication and Division.
Clauses Conditional support to allow the inclusion or exclusion of set text dependant upon the answer given by the user. This is a fantastic way to reuse corporate text across multiple templates where the text does not change across the templates, but is dependant upon a conditional choice by the user.
Lists Reuse of set lists to allow easy population of repeated content. For example by selecting the state, the solution populated the abbreviation as well as the state name.
Lists within lists The ability to have a repeat within a repeat, multiple levels
Client Interviews Why do all the work yourself, when you can push a request to your client.
Re-use Answers/Data If you need to make amendments or supply additional documents to your client, you might want to reuse answers to save time and reduce the risk of introducing errors.
E-signatures Native integration with an eSignature solution. Documents can be assembled in DOCX of PDF format and retain the tags required for an eSignature, however some solutions will natively integration with a third party solution through a secure login process.
Ready to use templates Rather than starting with a blank canvas, some suppliers have ready to use stock examples of templates.
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Unique features
Ability to add a paywall to directly monetize your document content
Market focus
Legal
Pricing from
$83.00
PandaDoc
Logic Dynamic questions, inclusions and exclusions based on interaction between the user and the interview/intake process.
Calculations Simple mathematical calculations such as Addition, Subtraction, Multiplication and Division.
Clauses Conditional support to allow the inclusion or exclusion of set text dependant upon the answer given by the user. This is a fantastic way to reuse corporate text across multiple templates where the text does not change across the templates, but is dependant upon a conditional choice by the user.
Lists Reuse of set lists to allow easy population of repeated content. For example by selecting the state, the solution populated the abbreviation as well as the state name.
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Lists within lists The ability to have a repeat within a repeat, multiple levels
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Client Interviews Why do all the work yourself, when you can push a request to your client.
Re-use Answers/Data If you need to make amendments or supply additional documents to your client, you might want to reuse answers to save time and reduce the risk of introducing errors.
E-signatures Native integration with an eSignature solution. Documents can be assembled in DOCX of PDF format and retain the tags required for an eSignature, however some solutions will natively integration with a third party solution through a secure login process.
Ready to use templates Rather than starting with a blank canvas, some suppliers have ready to use stock examples of templates.
Unique features
Over 50 ready made commercial templates provided.
Market focus
Business
Pricing from
$19.00
Woodpecker
Logic Dynamic questions, inclusions and exclusions based on interaction between the user and the interview/intake process.
Calculations Simple mathematical calculations such as Addition, Subtraction, Multiplication and Division.
Clauses Conditional support to allow the inclusion or exclusion of set text dependant upon the answer given by the user. This is a fantastic way to reuse corporate text across multiple templates where the text does not change across the templates, but is dependant upon a conditional choice by the user.
Lists Reuse of set lists to allow easy population of repeated content. For example by selecting the state, the solution populated the abbreviation as well as the state name.
Lists within lists The ability to have a repeat within a repeat, multiple levels
Client Interviews Why do all the work yourself, when you can push a request to your client.
Re-use Answers/Data If you need to make amendments or supply additional documents to your client, you might want to reuse answers to save time and reduce the risk of introducing errors.
E-signatures Native integration with an eSignature solution. Documents can be assembled in DOCX of PDF format and retain the tags required for an eSignature, however some solutions will natively integration with a third party solution through a secure login process.
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Ready to use templates Rather than starting with a blank canvas, some suppliers have ready to use stock examples of templates.
Unique features
AI driven auto template creation
Market focus
Legal
Pricing from
$39.00
XpressDox
Logic Dynamic questions, inclusions and exclusions based on interaction between the user and the interview/intake process.
Calculations Simple mathematical calculations such as Addition, Subtraction, Multiplication and Division.
Clauses Conditional support to allow the inclusion or exclusion of set text dependant upon the answer given by the user. This is a fantastic way to reuse corporate text across multiple templates where the text does not change across the templates, but is dependant upon a conditional choice by the user.
Lists Reuse of set lists to allow easy population of repeated content. For example by selecting the state, the solution populated the abbreviation as well as the state name.
Lists within lists The ability to have a repeat within a repeat, multiple levels
Client Interviews Why do all the work yourself, when you can push a request to your client.
Re-use Answers/Data If you need to make amendments or supply additional documents to your client, you might want to reuse answers to save time and reduce the risk of introducing errors.
E-signatures Native integration with an eSignature solution. Documents can be assembled in DOCX of PDF format and retain the tags required for an eSignature, however some solutions will natively integration with a third party solution through a secure login process.
Ready to use templates Rather than starting with a blank canvas, some suppliers have ready to use stock examples of templates.
-
Unique features
Can be installed on premise for companies requiring absolute privacy and security
Market focus
Legal, Finance, Insurance
Pricing from
$18.00
 
 

Next Steps

We hope you found this high level overview of these Document Automation solutions useful. Each one of the solutions highlighted can bring substantial savings and improvements for small to medium sized business and organisations.

We can also help if your needs are more complex, or on a larger scale. Feel free to get in touch; we’d be happy to give you a call at your convenience.

Let's work together

Let DocGovern help you make the right choice, fully based on your needs, to help you get the most out of your technology investment.