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Best Document Automation Software

How We Review Document Automation Software

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Our reviews are transparent and consistent

So far we have compared 6 popular document automation companies. We've assessed their automation software using these criteria:

Criteria to Assess Document Automation Software

  1. Can I Include Whatever I Want in My Documents?
  2. Will My Documents Look How I Want?
  3. How Long Will it Take to Learn the Software?
  4. Will my IT Team Consider the Software Secure?
  5. Is the Software Well Maintained?
  6. Which Sectors Use the Software?
  7. If I Need Training and Support, Will the Company Help?
  8. Will the company's Sales Process Focus on Me?
  9. If I Switch Software, Can I Take My Data With Me?

All of our reviews are based on these nine criteria. We work hard to apply them objectively.

Something to consider...

While it may initially seem unimportant if a document automation provider already has a lot of clients in your sector — if it works for you, who cares right? — remember that software is always evolving. You'll be in the best position going forward if the software vendor is evolving the software in your direction, and the easiest way to do that is to use a provider who has a lot of clients in your sector.