What users are saying about
3 Ratings
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3 Ratings
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Score 7.9 out of 101
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Score 7 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

SOHODOX

For a smaller to medium organization, SOHODOX is a great solution when the need is collaborative storage with advanced searching. The software does a great job of allowing organization via files / folders or tagging. The cost is not cheap, but affordable, and is quick to spin up and use as well as add users as you go.
Derek Schroeder profile photo

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
  • Supports all document types as well as versioning.
  • Integrated across all computer and mobile device operating systems for complete access to data.
  • Complex indexing that allows for advanced and fast searching.
  • Easy to use interface that is not challenging for the average user.
Derek Schroeder profile photo

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
  • Not a truly scalable software package, best fit for single or smaller organizations up to 15 users.
  • Does not force structure and is less document management and more document storage / organization.
  • Pricing is not cheap but is relative to what you receive, online document storage and advanced access across devices.
Derek Schroeder profile photo

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
NetDocuments is the most comparable, as the interfaces are very similar and features match up. Worldox on the other hand, can be much more complex and force much more structure. Worldox is a bigger investment, but scales to large organizations much better. SOHODOX is a superb product for small to medium businesses.
Derek Schroeder profile photo

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
  • Very scalable, but only to a certain level (1-15 users or so max).
  • Interface and usability are user-friendly, without sacrificing features and power.
  • Advanced tagging and searching allows users to save documents and organize them "their way" without forcing specific workflows.
Derek Schroeder profile photo

Pricing Details

ActiveDocs

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

SOHODOX

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