Documate vs. HotDocs by CARET

Windows or Mac works well, and making client-based documents is flawless because of its customization ability.

Incentivized

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.

Incentivized

• More control over our data
• Ability to customize it as per our needs
• Cross platform work like Windows and Mac is good

Incentivized

• 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.

Incentivized

• Adding more examples for help
• Nothing more as it is such a good software

Incentivized

• 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

Incentivized

If I cannot get tech support (especially at the supervisory level) during my work hours, then what good is their program?

The support is fine, but make no mistake it is PAID support because you have to purchase it each year in order to keep the updates.

Incentivized

If you use WordPerfect X9 - choose"no word-processing software."

Incentivized

Easy to use as GUI is very user-friendly and meets all the expectations of someone who needs to take care of their documents.

Incentivized

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.

Incentivized

• Small monthly fee, so it's a budget-friendly software
• Keeping all the data and having control over it

Incentivized

• Positive - Quicker turn around on producing standard documents tailored to the client's specific needs.
• Negative - Long learning curve. Not an "out of the box" program. It has to be customized.

Incentivized