+
+

Related Products

  • Foxit Document Workflow APIs
    8 Ratings
    Visit Website
  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • UnForm
    19 Ratings
    Visit Website
  • Lawmatics
    300 Ratings
    Visit Website
  • Titan
    378 Ratings
    Visit Website
  • Adobe Acrobat
    8,459 Ratings
    Visit Website
  • Docmosis
    51 Ratings
    Visit Website
  • LogicalDOC
    150 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • Apryse PDF SDK
    172 Ratings
    Visit Website

About

Create contracts from your existing templates using smart forms. Then delight your clients and teams with professional eSigning. Our technology allows you to create the same documents you currently do in a fraction of the time. Detailed audit logs and eSigning certificates. Impress clients with consistently branded documents, emails, and eSigning pages. Easily manage all of your templates in one place. Access all of your templates and documents from anywhere, on any device. What's not to love? Ensure your team always use the latest template, eradicating out-of-date template risks. Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up. Our experts will set up your templates for you. Exceed client expectations with professional documents in seconds. Ensure compliance with accurate, branded, onboarding documents. Close deals quickly and compliantly with branded engagement documents.

About

Workplate is cloud-based business software for Indian professional services firms, including CA and CS practices, law firms, IT services companies, agencies, and consultancies. Its modules cover project delivery, CRM, e-signing, invoicing, and AI-assisted team chat on a shared account. Projects supports engagement plans, tasks, milestones, time tracking, approvals, and work reports. CRM manages leads, client records, deal stages, owners, and follow-ups. eSign handles engagement letters, NDAs, and statements of work, including Aadhaar-based signing in India, with signed PDFs and audit trails. Invoice supports GST-compliant retainer and milestone billing, payment links, receivables tracking, and exports to Tally and Zoho Books. Modules can be bought separately; deeper data links and automated time-to-invoice workflows are still developing.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies and professionals in search of a solution to automate their B2B contract creation and management process

Audience

Professional services firms in India: CA and CS practices, law firms, IT services companies, agencies and consultancies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$55.42 per month
Free Version Not Supported
Free Trial Supported

Pricing

₹249/user/month
Starter: ₹249/user/month or ₹2,490/user/year; includes Projects and Invoice. Growth: ₹399/user/month or ₹3,990/user/year; includes CRM and eSign. Three-seat minimum; GST extra. Annual billing includes two months free. Aadhaar eSign is ₹15 per completed sign; OTP signing is included with Growth. Other module mixes, including AI Chat, are quoted separately.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Doc2
United Kingdom
doc2.co

Company Information

Workplate
Founded: 2020
India
workplate.io

Alternatives

Alternatives

No Alternatives

Categories

Categories

Digital Signature Features

Audit Trail Supported
Authentication Not Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Not Supported
Mobile Signature Not Supported
Multi-Party Signing Not Supported
Progress Tracking Not Supported
Task Progress Tracking Not Supported

Document Control Features

Archiving & Retention Supported
Automated Routing Not Supported
Change Management Not Supported
Compliance Management Supported
Electronic Signature Supported
Escalation Management Not Supported
Periodic Review Not Supported
Version Control Supported

Document Generation Features

Batch Processing Not Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Not Supported
Compliance Tracking Supported
Document Archiving Not Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Not Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Integrations

ChatGPT Not Supported
Claude Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Model Context Protocol (MCP) Not Supported
Salesforce Supported
Trustpilot Supported
Vtiger CRM Supported
Zoho Books Not Supported

Integrations

ChatGPT Supported
Claude Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Model Context Protocol (MCP) Supported
Salesforce Not Supported
Trustpilot Not Supported
Vtiger CRM Not Supported
Zoho Books Supported
Claim Doc2 and update features and information
Claim Doc2 and update features and information
Claim Workplate and update features and information
Claim Workplate and update features and information