The Gist
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Key Functionality
Reduce Drafting Time with Documentation Automation Software
Recommended Integrations for Documentation Automation Software
Investments
Platforms We Recommend
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SharePoint Online
Best for: healthcare, financial services, construction, education orgs.
Pricing $12.50-$57 user/month (including Office apps).
Description
Rating: 4.21/5 by Software Advice (Gartner)
Key strengths: Support of multiple document formats, robust security features, customizability, OOTB integration with Office 365.
Cautions: Lack of built-in digital signature and limited scope of OOTB document workflows, which require customization and integrations (e.g., DocuSign, Power Automate).
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Formstack Documents
Best for: accounting, education, healthcare, and real estate organizations.
Pricing Starts at $92/month, free trial is available.
Description
Rating: 4.78/5 by Software Advice (Gartner)
Key strengths: Built-in digital signature.
Cautions: Non-convenient pricing model for a large amount of documents.
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Windward Core
Best for: pharma, life sciences, banking, and insurance orgs, government agencies.
Pricing Starts at $547/month, free trial is available.
Description
Rating: 4.8/5 by Software Advice (Gartner)
Key strengths: Support of multiple data sources (e.g., Salesforce, Dynamics 365).
Cautions: No built-in digital signature.