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HotDocs Comparison

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Overview

HotDocs is a document automation solution that turns frequently used documents or forms into intelligent templates for faster...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$25/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.1

(51)

5

4

3

2

1

25

14

6

3

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
76%
would recommend this app

Pros

I have had to enter in repetitive information on a set of 25 documents many times over the years, but being able to use HotDocs has been a great improvement and a fantastic time saver.
The quintessential software for document automation. One of the best software (if not the best) for this purpose.
I love the integration with Wealth Counsel and the customization that it allows with the word documents I produce for estate plans.

Cons

Beware of entanglement with the new owners of this software. They will suck you into a monthly subscription scheme which is virtually impossible to cancel.
Navigating the menus can be difficult. However, I use them so infrequently that this may just be a function of my lack of use.
So complicated that it's functionally unusable. Previously hired programmer to get working when they didn't charge usury monthly rates for worthless "lease.
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features33
  • API
  • Access Controls/Permissions
  • Alerts / Escalation
  • Applications Management
  • Approval Process Control
  • Archiving & Retention
  • Automated Routing
  • Batch Processing
  • Change Management
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Document Capture
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Electronic Signature
  • File Recovery
  • File Sharing
  • Interaction Tracking
  • Multi-Language
  • Multiple Output Formats
  • Offline Access
  • Periodic Review
  • Process/Workflow Automation
  • Template Management
  • Templates
  • Version Control
  • Website Integration

Integrations

  • Total integrations4
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Workspace
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Teams
  • Salesforce Sales Cloud
  • SharePoint
  • Slack
  • Trello
  • Twitter
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

10+ YEARS RECOMMENDING SOFTWARE

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