Likelihood to Recommend While there's some things I'd love to see and maybe they will one day, I think this platform is an EXCELLENT choice for someone looking to automate forms. I love not having to manually update a spreadsheet daily, this is more of a set up and forget process although there are times that the automation fails and has to be done manually
Read full review CARET (Abacus Data Systems, Inc. )
It is well suited in the organisations which deals with lots of paper work like legal, teaching, research, etc as they need similar kind of documents again and again. In a typical office set up it is of great use by human resource, marketing and legal department. Hot docs is not suitable if you have a proprietary or solo business as it do not caters to them.
Read full review Pros The bots are fantastic, so many to use to really increase functionality User friendly for those who are first time users, and the system just gets easier and easier to use with experience The email notifications for bot failures are very much appreciated, we know right away if something is not functioning The customer technical support to assist with flow issues, they are quick to respond and assist until the problem is solved or the flow is functioning as envisioned Regular updates to the platform for improve functionality Read full review CARET (Abacus Data Systems, Inc. )
Personalized training. We were able to get an expert on a video call who walked us through solutions to each of our unique problems (i.e. all fifty states have different notary blocks, how can we auto-populate it when the state of the deal is selected?). Team access. Multiple people can work with the templates at once, thus allowing the members of our team who deal with financials to work on their documents while others focus on the organizational and legal documents. Once you have successfully drafted your templates, it runs incredibly smooth (barring any minor hiccups that happen with software updates) and efficiently. Read full review Cons On occasion, bots need to be reset/removed in order to work. I wish there was a way to add a quick document before sending something out similar to DocuSign envelopes. Versioning is very helpful but I do wish there was a way to prepare a form for sending, add in a quickly customized document and a field or two, and send it to just that person. Being able to assign fields while in the field editor would be helpful! Read full review CARET (Abacus Data Systems, Inc. )
Most HotDocs templates demand high-level code. This includes complicated Word codes Using HotDocs is incredibly user-friendly. Creating and maintaining templates is a programming task Read full review Likelihood to Renew I give this rating because I am hopeful the functions I would like will be added in the near future.
Read full review CARET (Abacus Data Systems, Inc. )
Usability It seems airSlate designers spent a significant amount of time ensuring the product is easy to use and appealing. They were able to accomplish this without sacrificing functionality and quality. The interface isn't cluttered and allows end-user to get going with minimal training. Designing workflows is a snap with the drag and drop "bots" (functions).
Read full review CARET (Abacus Data Systems, Inc. )
Could be more intuitive - could even "suggest" fill-ins with the option to take or not take the suggestion.
Read full review Support Rating I have reached out to airSlate support a number of times during setup and after. The platform includes a built-in support chat that is very convenient and fast. I'm able to get the answers I need is less time than it takes with any other software I use. And I don't need to pick up a phone or write an email and wait for a response. They support staff is very knowledgeable and accommodating
Read full review CARET (Abacus Data Systems, Inc. )
I haven't had to contact HotDocs very often for support. I suppose I rated them mid-level simply because I would like to see more online training options or white papers to view to assist with learning. I want to understand how to do something versus having it done for me.
Read full review Implementation Rating CARET (Abacus Data Systems, Inc. )
If you use WordPerfect X9 - choose"no word-processing software."
Read full review Alternatives Considered We had been unable to get much attention from
DocuSign support/sales when we decided we wanted to connect forms to
Salesforce . I stumbled across airSlate on the appExchange, and their sales team was responsive and helpful. I haven't worked in
DocuSign myself, but my users tell me that airSlate forms are much cleaner.
Read full review CARET (Abacus Data Systems, Inc. )
I haven't evaluated other products. We are so used to HotDocs that it would be difficult for us to switch to something else. We continue to use HotDocs because switching cost is high once you have already started. Be careful before beginning to use this program, as it is hard to breakaway.
Read full review Return on Investment Time saved on downloading documents, they are automatically added to our Google Drive. Capability to edit each document without creating a whole new template saves a lot of time. Cuts down on volunteers needed to do intake paperwork with a patient. Read full review CARET (Abacus Data Systems, Inc. )
Time savings by employees when generating documents mean better ROI efficiency for labor. Faster, more accurate turnaround for documents needing to be generated from templates. Large capital expenditure depending on the number of users and developers. Read full review ScreenShots