Documate v. Bryter

Both Documate and Bryter provide a toolkit for experts to turn their knowledge into workflows. We break down the differences below, including why you might choose one over the other:

  • Rated #1: If you're looking for documents as part of your workflows, Documate is the best rated document automation software on Capterra and Lawyerist.
  • Document automation: Documate allows you to automate both Microsoft Word and PDF documents, and has significantly more features, which we break down below.
  • Client portal: Documate includes a client portal, which Bryter does not have.
  • Better value: Documate packs more features in lower pricing tiers.
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Documate

Bryter

Document Types
Word and PDF

Documate allows you to automate and generate Microsoft Word (docx) documents and PDF forms.

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Word Only

Bryter only allows you to automate Word documents.

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Client Portal
Yes

Documate provides options for both Organizational and Individual end-user client portals, with secure logins, data management and file storage.

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No

Bryter allows you to share workflow links with external users, but there is no way for those users to log in and store/see all data, documents, and workflows available to them.

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Document Automation Functionality
Robust

Documate allows for complex logic, nested repeating items, and extensive formatting.

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Basic

Bryter allows for some conditional logic, but does not allow for nested repeating items or formatting beyond tables for repeating items.

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Multiple Document Generation
Yes

Documate allows multiple documents to be generated at once, and allows individual documents to be generated for each item in a list.

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No

Bryter allows for a single document to be generated at a time.

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Microsoft Word Add In
Yes

Can add variables, conditions, date calculations, and lists in any format. Completely no-code.

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Yes, but limited

Can only add variables and conditions. Requires coding for anything beyond basic logic.

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Integrations and Open API
Integrations and Open API

Both integrations and public API allow data and documents to be pulled and pushed from other applications.

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Integrations, but no open API

Bryter has several integrations, but does not have a public API.

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Customer Support
Multiple Channels for Responsive Support

Documate’s responsive support is available via phone, email, screenshare, and an active Slack community every day.

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Email Only

Support is only readily available by email.

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