ActiveDocs vs. Lob vs. PostGrid Print & Mail

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.

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

Perfect for companies that send mail at scale and want automation without infrastructure. Less ideal for very small teams doing infrequent sends.

• The User Interface was pleasant to use.
• it is a very intuitive software
• the available templates help and facilitate the day-to-day work

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

• Merge variables
• Triggered campaign sends
• Real-time analytics and tracking

• Template could be better by adding features that make it easier for users.
• Some features are missing like image editing, and SEO management.

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

• Audience matching
• audience enriching

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

Overall, Lob performs well for standard mailing needs and has helped streamline day-to-day processes. However, there are unique situations in the insurance industry that may require additional flexibility or capacity beyond their current model. Automation of certain state-required letters or follow-ups is something we wish we could perform.

Incentivized

1. Bulk mail processing and campaign automation.

2. Real-time delivery tracking.

3. Easy API integration with CRMs.

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

In relation to other software that have a functionality similar to ActiveDocs, they don't even compare in relation to the interface, I didn't use all the software available on the market, but the ones I used and I can compare, ActiveDocs is without a doubt the best among them. We really likes the interface.

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

PostGrid is our main solution for managing and automating outbound mail. We use it to send both one-time letters and recurring transactional communications. The integration with our internal tools makes the entire process smooth from template creation to mail delivery tracking. It’s removed the delays, confusion, and manual errors we used to deal with regularly.

it can be better because the volume pricing method doesn't benefit the clients much but lob itself

Incentivized

it will scale very well if its for saas companies

Incentivized

decent overall

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

• Integrations
• Saving on employee hours