What users are saying about
3 Ratings
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Score 7.9 out of 101
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Score 9 out of 101

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Likelihood to Recommend

ActiveDocs

There are not a lot of competitors to compare this product with, but ActiveDocs holds its own as a very useful software for the need. I recommend doing a demo to see how the process works, but it's rather streamlined and easy to create a template and produce a document from it.
Derek Schroeder profile photo

KwikTag

Works fine for accounting but we've found workflow capabilities are limited for those who aren't using our accounting system. License seats need to be concurrent instead of user specific.
No photo available

Pros

  • The user-friendly interface guides you through the template creation process.
  • Highly customizable including rules for following client/customer information.
  • Fast and easy to use - anyone can create documents once templates are in place.
Derek Schroeder profile photo
  • Helps keep track of multiple vendors' receipts and invoices.
  • The integration with GP accounting is particularly helpful and it's why we chose the system.
  • Users find the system easy to understand.
No photo available

Cons

  • The built-in template designs are a bit lackluster. While there are numerous, they all have the same blase style and formatting
  • The built-in template designs are not very diverse and could be expanded upon.
Derek Schroeder profile photo
  • It would be nice if we could automatically email invoices from KwikTag to responsible parties for approval.
  • Need to provide a web interface that doesn't use up a license seat so other members than KwikTag users can view documents that go with what's been charged to their budget.
No photo available

Usability

ActiveDocs9.0
Based on 1 answer
Very good usability overall. Any user can pick this up and run with it. HotDocs, the closest competitor, has similar end-user usability, but from a designer of templates perspective, ActiveDocs definitely has the edge in this regard. I would recommend this for any company that mass produces documents from templates as deliverables.
Derek Schroeder profile photo
No score
No answers yet
No answers on this topic

Performance

ActiveDocs8.0
Based on 1 answer
The software overall is very excellent. It responds quickly and produces documents well. The integration with systems makes data input easy. Questions can be designed to allow further expansion of template creation/customization. The rules section is very useful for complicated If/Than/Else style templates. Although experience and training help, the software is very user-friendly out of the box.
Derek Schroeder profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

ActiveDocs and HotDocs are very similar. HotDocs requires training or a technically savvy mind to pick up and run with. ActiveDocs seems much more user-friendly and easy to use. HotDocs, however, can produce some very intricate documents based on the templates. Both use rules and question-based information intake. Another benefit of ActiveDocs is its integration with numerous systems including Office 365.
Derek Schroeder profile photo
We use Laserfiche for our legal and membership services departments. Laserfiche is a full blown workflow and document management system that runs on our own SQL server. Therefore we have much more control of how it's set up and we can customize it more easily.
No photo available

Return on Investment

  • Greatly increases productivity by removing document creation and copy-pasting from an employee's workflow.
  • Reduces mistakes made during the manual document creation process, ensuring better and more professional deliverables.
  • Cost for the software is market price and very fair for what is gained.
Derek Schroeder profile photo
  • KwikTag has taken a large burden off our AP staff.
  • Documents are readily available for retrieval without having to scan through directories full of files or boxes of paper.
  • Would like to see the ability for others to at least search and view documents.
No photo available

Pricing Details

ActiveDocs

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

KwikTag

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details