Transparent pricing. No hidden fees. Choose your plan.

Whether you’re a solo practitioner or a large enterprise, Documate is priced to meet your needs. Try it risk free. We know you’ll love us.

Yearly Yearly plans get 2 months FREE



  • 1 "Builder" seat (template-creator)
  • 10 workflows
  • 200 fields per workflow
  • 7-day a week phone and email support
  • Dedicated AWS instance
  • 5,000 emails/month
  • 500 GB storage limit



  • All Lite features
  • 3 "Builder" seats
  • Unlimited workflows & fields
  • Access to Data Manager
  • Create answer files
  • Custom domain
  • Custom branding
  • Connect paywall (Stripe)
  • 10,000 emails/month
  • 1 TB (1000 GB) storage limit
  • Unlimited storage



  • All Standard features
  • Discounted per-seat pricing
  • White glove workflow building
  • Unlimited emails
  • Unlimited storage

We Love Non-Profits!

We offer special pricing for non-profits, students and educators. Contact us here for more information.

Bank-Level Security

As a company dealing with sensitive personal information, serving law firms and medical practices, we take security and privacy very seriously. Even our lowest tier secures your valuable intellectual property and client data through a dedicated AWS instance and database and server encryption.

Money Back Guarantee

If you’re not 100% satisfied, just email us letting us know why within 30 days, and we’ll refund your money. No questions asked.