Docmosis vs. Revv, by LegalZoom

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Docmosis	Score10 out of 10	Small Businesses (1-50 employees)	Docmosis is a self-hosted or SaaS template-based document generation solution that integrates with custom-built software applications or popular third-party apps using the API. Templates can be created using using MS Word or LibreOffice, and plain-text placeholders control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; and format data/numbers. Used by customers in Finance, Health,…	$50 Monthly
Revv, by LegalZoom	Score9 out of 10	N/A	Revv, by LegalZoom, is an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF documents for electronic signatures.	N/A

Make your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI) MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance

Best Alternatives
	Docmosis	Revv, by LegalZoom
Small Businesses	Formstack for Salesforce Score7.1 out of 10	BoldSign, by Syncfusion Score10 out of 10
Medium-sized Companies	Formstack for Salesforce Score7.1 out of 10	OneSpan Sign Score9.6 out of 10
Enterprises	Conga Composer Score7.9 out of 10	DocuSign Score8.7 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Docmosis	Revv, by LegalZoom
Likelihood to Recommend	10.0 (1 ratings)	9.0 (1 ratings)
Support Rating	10.0 (1 ratings)	- (0 ratings)

User Testimonials
	Docmosis	Revv, by LegalZoom
Likelihood to Recommend	Docmosis With customer support and flexibility in handling specific, unique scenarios, they are able to provide solutions quickly. There are no scenarios currently which we are aware that it may be less appropriate. If you have very large documents you should review architecture choices on how best to optimize your performance using Docmosis. Verified User Read full review	LegalZoom [Revv] is great in providing a template for sales documents for a team. Particularly proposals. Incentivized Brett Suarez Account Executive Read full review
Pros	Docmosis Docmosis is excellent at support and will work with you to find a solution for your particular use cases. During our evaluation process, they were very helpful to get us up and running and we were one of the first docker based implementations so they worked quickly to get our infrastructure support setup. Their solution is very flexible and allows several ways to allow support dynamic document generation at a very good value. Verified User Read full review	LegalZoom Creating templates for sales documents Allows ability to see when client has opened up document Ability to give client access to document through several methods Incentivized Brett Suarez Account Executive Read full review
Cons	Docmosis There isn't much in terms of what could be improved, but the only challenge we have which is in terms of future scaling and isn't a limitation, but just something we're trying to be cognizant of as it might increase our infrastructure costs. Since we have large numbers of multi-nested document templates, and large documents. Although Docmosis did help us reduce the time to generate our largest documents by a large percentage. This is likely an area of improvement that all providers would need to address. Verified User Read full review	LegalZoom It is not intuitive as far as creating a new document from a previously created template Incentivized Brett Suarez Account Executive Read full review
Support Rating	Docmosis They always respond to support and provide resolutions quickly and even provide the ability for new features/support to be incorporated very cooperatively by help with with alternate solutions as necessary. Verified User Read full review	LegalZoom No answers on this topic
Alternatives Considered	Docmosis We also evaluated Winward Studios solution along with HotDocs, we selected Docmosis for the following reasons: 1. We were using docker very early on, so they were very cooperative in helping us get our infrastructure working during the early evaluation phases, and went above and beyond to help with some of our template processing efforts. 2. When we were looking to improve the processing speed due to our complex large number of dynamically inserted templates, Docmosis was helpful with ideas. We were able to improve speed quite significantly with Docmosis' help by managing some dynamic aspects of our templates and including them inline vs. having them loaded dynamically. Verified User Read full review	LegalZoom Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options. Incentivized Brett Suarez Account Executive Read full review
Return on Investment	Docmosis Very strong impact on ROI as it's value has been able to scale with our user growth. Verified User Read full review	LegalZoom It has saved the sales team time from having to create a proposal for each client. Incentivized Brett Suarez Account Executive Read full review
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Docmosis vs. Revv, by LegalZoom

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