ActiveDocs vs. Lob

I often use ActiveDocs for team building materials. During the day to day rush, we really like to use the models provided, we can be agile with that ease. And the team can share different documents. We no longer have to spend hours in front of the computer typing up a document that can easily be created in minutes.

Incentivized

It is great for low-cost, high-volume mail campaigns for our agents. The price is very reasonable, and they can send out a lot. Once the design is approved and they send a list, we handle it, then Lob. When we have agents who want to handwrite the addresses, we choose someone else (a local print shop) to print and send them to our agents.

Incentivized

• Easy to use for basic users, extremely configurable for advanced users.
• Deep Microsoft Word integration ensuring consistent document output.

Incentivized

• Address Verification and NCOA Cleaning
• Autocomplete for our forms that allow a user to SKIP typing
• Printing and mailing documents automatically over API

Incentivized

• 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.

Incentivized

• An automatically scheduled data export would be nice.
• Functions such as adding or editing bank accounts, updating check details, and querying data require knowledge of the specific code and API infrastructure. It would be nice to do these things without being an engineer trained in their specific interface language.
• They reduced their retention period on their interface to like 3 months, which is not ideal.

Incentivized

will continue to use for specific mailing requirements

Incentivized

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.

Incentivized

In my opinion, the admin usability is horrendous. Specifically when looking for specific mailers, the search and pagination UI requires back end loading, it doesn't allow opening in new browser windows, it doesn't remember state when clicking into mailer requiring you to search again. I've started using Claude Code integrated with the API instead of clicking through the Admin UI because, in my experience, it is so hard to use.

Incentivized

i never witnessed a problem with lob

Incentivized

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.

Incentivized

perfect except from a minor tracking options missed

Incentivized

ActiveDocs can be a considerably complex product because your use cases can be potentially endless. In our experience, when we have come across a problem or issue with the product ActiveDoc's support has always responded to our queries within 24 hours. Support is only provided via email in 95% of cases. Each year your support and maintenance includes support hours. These are used when you contact support and your issue is not found to be a bug or problem with the product (completely fair and understandable). When we've identified or discovered bugs (mainly with the latest version of Word) it is patched by the next release. They typically release about 4-5 updates per year.

Incentivized

good support, not many examples I can think of

Incentivized

didn't participate but as for my information it was smooth

Incentivized

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.

Incentivized

Root keeps Lob because it is already deeply integrated into our systems, and replacing it would require significant engineering effort with limited expected cost savings. As well as the unknowns that come with other options, switching vendors would likely require a significant multi-quarter effort without clear cost savings or efficiency gains.

Incentivized

it will scale very well if its for saas companies

Incentivized

• ActiveDocs allows us to create, edit and validate any type of content quickly and with no coding skills.
• Easy and quick editing.
• Really flexible and simple to set up
• Helped us achieve a much higher level of efficiency in our daily operations.

Incentivized

• The hard part is that the agents mostly see the returns over us, so I don't know the specific numbers.
• Some agents have great responses; others not as much. Or they get 75% of their mailers returned, and we don't know why.

Incentivized