HotDocs vs MetaDocs Comparison

Overview

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

MetaDocs is a Dynamics NAV/365 BC add-on/ extension that enables the user to attach and manage documents to any entity 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
$5000.00
  • 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

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

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

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

  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features11
  • API
  • Application Integration
  • Archiving & Retention
  • Automatic Backup
  • Backup Management
  • Built-In Database
  • Categorization
  • Collaboration Tools
  • Content Filter
  • Custom Fields
  • Customizable Templates
  • Data Import
  • Disaster Recovery
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop Interface
  • Fax Management
  • Filtered Views
  • Metadata Management
  • Multi-Language
  • Offline Access
  • Preview Functionality
  • Real Time Updates
  • Role Management
  • Role-Based Permissions
  • Search Functionality
  • Secure Data Storage
  • Template Management
  • Third Party Integration
  • Version Control
  • Website Integration
  • Total features25
  • API
  • Application Integration
  • Archiving & Retention
  • Automatic Backup
  • Backup Management
  • Built-In Database
  • Categorization
  • Collaboration Tools
  • Content Filter
  • Custom Fields
  • Customizable Templates
  • Data Import
  • Disaster Recovery
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop Interface
  • Fax Management
  • Filtered Views
  • Metadata Management
  • Multi-Language
  • Offline Access
  • Preview Functionality
  • Real Time Updates
  • Role Management
  • Role-Based Permissions
  • Search Functionality
  • Secure Data Storage
  • Template Management
  • Third Party Integration
  • Version Control
  • Website Integration

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 integrations3
  • 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. MetaDocs

See how HotDocs and MetaDocs 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.