HotDocs vs Intelledox Comparison

Overview

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

Intelledox is a cloud-based solution designed to help businesses automate processes for customer service, on-boarding, and...

  • 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

4.7

(10)

5

4

3

2

1

7

3

0

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

This software is super clever in terms of what you can do with rules and calculations.
I find them pleasant to work with and the product is one of the best out there.
The ease of use for the design aspect of infiniti. Most other softwares require a decent level of coding knowledge to successfully make eforms.

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

It also removes a lot of the risk we have around making mistakes by removing manual tasks from our workload.
Hard for administrators to build forms. Hard to implement the app from google store.
With the amount of business rules we have, we find that the page is constantly posting back to the server to process what the page needs to display. This can be a bit distracting at times.
  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features11
  • API
  • Application Integration
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Automatic Notifications
  • Batch Processing
  • Claims Management
  • Collaboration Tools
  • Configurable Workflow
  • Custom Fields
  • Custom Forms
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Digital Signature
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop Interface
  • Email Distribution
  • Email Integration
  • Email Marketing Management
  • Fixed Asset Management
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • Lead Generation
  • Multi-Channel Communication
  • Multi-Language
  • Offline Access
  • Policy Management
  • Print Management
  • Quote Management
  • Real Time Updates
  • Reporting & Statistics
  • Self Service Portal
  • Task Management
  • Template Management
  • Third Party Integration
  • Version Control
  • Watermarking
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management
  • Total features40
  • API
  • Application Integration
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Automatic Notifications
  • Batch Processing
  • Claims Management
  • Collaboration Tools
  • Configurable Workflow
  • Custom Fields
  • Custom Forms
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Digital Signature
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop Interface
  • Email Distribution
  • Email Integration
  • Email Marketing Management
  • Fixed Asset Management
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • Lead Generation
  • Multi-Channel Communication
  • Multi-Language
  • Offline Access
  • Policy Management
  • Print Management
  • Quote Management
  • Real Time Updates
  • Reporting & Statistics
  • Self Service Portal
  • Task Management
  • Template Management
  • Third Party Integration
  • Version Control
  • Watermarking
  • Web Forms
  • Website Integration
  • Work Order Management
  • 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 integrations6
  • 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. Intelledox

See how HotDocs and Intelledox 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.