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Samepage vs HotDocs Comparison

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Overview

Samepage is award-winning collaboration & project management software. Progress is shown in real time and helps teams get...

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
  • 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
$7.50/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$25.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

657

142

9

2

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

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

Pros

What I like about this software, is its flexibility in sharing task information to the team (members of the group). The ease in listing time and date of activities is very easy and user friendly.
I contacted customer service and they gave me a fabulous deal for my non profit. It is nice to see that some companies are still helping small businesses.
Very polished looking interface, with clean & sharp icons. The ability to have conversations, share files, and modify one file for updates to the team is great online.

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

All the problems our team been complaining about is now becoming reality to what they requested.
But they're easily manageable in settings. So no need to worry about that anymore.
It is hard to get an overview and the navigation not very intuitive - one can easily get lost in too many layers when dealing with larger team or project structures.

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 reviewa month ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features116
  • @mentions
  • API
  • Access Control
  • Action Item Tracking
  • Action Management
  • Action Planning
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Affiliate Management
  • Alerts / Escalation
  • Application Integration
  • Approval Process Control
  • Archiving & Retention
  • Asset Management
  • Audit Trail
  • Authentication
  • Automated Scheduling
  • Automatic Backup
  • Automatic Notifications
  • Availability Indicator
  • Avatars
  • Bug Tracking
  • Calendar Management
  • Campaign Management
  • Charting
  • Chat
  • Chat Transcript
  • Collaboration Tools
  • Collaborative Review
  • Collaborative Workspace
  • Commenting
  • Communication Management
  • Conferencing
  • Configurable Workflow
  • Contact History
  • Custom Fields
  • Custom Forms
  • Customizable Reporting
  • Customizable Templates
  • Dashboard Creation
  • Data Import
  • Data Synchronization
  • Deadline Management
  • Desktop Notifications
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop Interface
  • Email Integration
  • Email Invitations & Reminders
  • Email Notifications
  • Employee Onboarding
  • Event Calendar
  • Event Management
  • Feedback Collection
  • File Management
  • File Transfer
  • Forum / Discussion Board
  • Indexing
  • Instant Messaging
  • Job Management
  • Meeting Management
  • Mobile Integration
  • Monitoring
  • Multi-Department / Project
  • Multi-Language
  • Multiple Projects
  • Performance Reports
  • Permission Management
  • Planning Tools
  • Portfolio Management
  • Prioritizing
  • Project Budgeting
  • Project Estimating
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Updates
  • Reminders
  • Reporting & Statistics
  • Resource Management
  • Role-Based Permissions
  • SSL Security
  • Search Functionality
  • Secure Data Storage
  • Single Sign On
  • Status Reporting
  • Status Tracking
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Team Calendars
  • Template Management
  • Third Party Integration
  • Timeline Management
  • Two-Way Audio & Video
  • User Management
  • User Photos
  • Version Control
  • Video Conferencing
  • Video Management
  • Video Streaming
  • Video Support
  • Voting
  • Website Integration
  • Workflow Management
  • iCalendar Support
  • Total features11
  • @mentions
  • API
  • Access Control
  • Action Item Tracking
  • Action Management
  • Action Planning
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Affiliate Management
  • Alerts / Escalation
  • Application Integration
  • Approval Process Control
  • Archiving & Retention
  • Asset Management
  • Audit Trail
  • Authentication
  • Automated Scheduling
  • Automatic Backup
  • Automatic Notifications
  • Availability Indicator
  • Avatars
  • Bug Tracking
  • Calendar Management
  • Campaign Management
  • Charting
  • Chat
  • Chat Transcript
  • Collaboration Tools
  • Collaborative Review
  • Collaborative Workspace
  • Commenting
  • Communication Management
  • Conferencing
  • Configurable Workflow
  • Contact History
  • Custom Fields
  • Custom Forms
  • Customizable Reporting
  • Customizable Templates
  • Dashboard Creation
  • Data Import
  • Data Synchronization
  • Deadline Management
  • Desktop Notifications
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop Interface
  • Email Integration
  • Email Invitations & Reminders
  • Email Notifications
  • Employee Onboarding
  • Event Calendar
  • Event Management
  • Feedback Collection
  • File Management
  • File Transfer
  • Forum / Discussion Board
  • Indexing
  • Instant Messaging
  • Job Management
  • Meeting Management
  • Mobile Integration
  • Monitoring
  • Multi-Department / Project
  • Multi-Language
  • Multiple Projects
  • Performance Reports
  • Permission Management
  • Planning Tools
  • Portfolio Management
  • Prioritizing
  • Project Budgeting
  • Project Estimating
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Updates
  • Reminders
  • Reporting & Statistics
  • Resource Management
  • Role-Based Permissions
  • SSL Security
  • Search Functionality
  • Secure Data Storage
  • Single Sign On
  • Status Reporting
  • Status Tracking
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Team Calendars
  • Template Management
  • Third Party Integration
  • Timeline Management
  • Two-Way Audio & Video
  • User Management
  • User Photos
  • Version Control
  • Video Conferencing
  • Video Management
  • Video Streaming
  • Video Support
  • Voting
  • Website Integration
  • Workflow Management
  • iCalendar Support

Integrations

  • Total integrations34
  • 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
  • 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
  • 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

Samepage vs. HotDocs

See how Samepage and HotDocs 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.

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