HotDocs vs 12d Synergy Comparison

Overview

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

12d Synergy is a data management and project collaboration solution that helps architectural, engineering and construction...

  • 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
  • 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
$25.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.1

(50)

5

4

3

2

1

24

14

6

3

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
75%
would recommend this app

4.3

(27)

5

4

3

2

1

10

14

3

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
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.

Pros

The support is very helpful and responsive to issues when encountered and are easy to deal with.
When choosing a document management system 12d Synergy clearly stood out as the best in the market for the engineering industry. We would highly recommend.
If something doesn't work the way you want it to, or you think there's a feature that should be included, ask and you shall receive has been our experience. Customer service is amazing.

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.

Cons

Can be somewhat unstable directly after new version releases but generally settles down after a few patches.
Having to download another program just to force it to open where I want it to is frustrating.
Correct implementation with over 100 users becomes difficult.
  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last review8 months ago

Key features

  • Total features11
  • API
  • Access Control
  • Application Integration
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Auditing
  • Collaboration Tools
  • Collaborative Workspace
  • Contact Management
  • Custom Fields
  • Customizable Templates
  • Data Import
  • Data Recovery
  • Document Management
  • Document Review
  • Document Storage
  • File Management
  • File Transfer
  • Full Text Search
  • Issue Management
  • Job Management
  • Multi-Company
  • Multi-Language
  • Offline Access
  • Permission Management
  • Project Management
  • Project Workflow
  • Projections
  • Remote Access
  • Resource Management
  • Role-Based Permissions
  • SSL Security
  • Search Functionality
  • Task Management
  • Task Scheduling
  • Template Management
  • Version Control
  • Website Integration
  • Workflow Management
  • Total features32
  • API
  • Access Control
  • Application Integration
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Auditing
  • Collaboration Tools
  • Collaborative Workspace
  • Contact Management
  • Custom Fields
  • Customizable Templates
  • Data Import
  • Data Recovery
  • Document Management
  • Document Review
  • Document Storage
  • File Management
  • File Transfer
  • Full Text Search
  • Issue Management
  • Job Management
  • Multi-Company
  • Multi-Language
  • Offline Access
  • Permission Management
  • Project Management
  • Project Workflow
  • Projections
  • Remote Access
  • Resource Management
  • Role-Based Permissions
  • SSL Security
  • Search Functionality
  • Task Management
  • Task Scheduling
  • Template Management
  • Version Control
  • Website Integration
  • Workflow Management

Integrations

  • Total integrations4
  • Box
  • Dropbox Business
  • G Suite
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Teams
  • Salesforce Sales Cloud
  • SharePoint
  • Slack
  • Trello
  • Twitter
  • Zapier
  • Zendesk
  • Total integrations10
  • Box
  • Dropbox Business
  • G Suite
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • 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
  • 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

HotDocs vs. 12d Synergy

See how HotDocs and 12d Synergy stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.