HotDocs by CARET

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
HotDocs by CARET
Score 8.4 out of 10
N/A
HotDocs is a document automation and assembly software product, acquired and now supported by AbacusNext since 2017.
$25
per user/per month
Pricing
HotDocs by CARET
Editions & Modules
Basic
$25
per user/per month
Enterprise
Contact sales team
Offerings
Pricing Offerings
HotDocs by CARET
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details—
More Pricing Information
Community Pulse
HotDocs by CARET
Considered Both Products
HotDocs by CARET
Chose HotDocs by CARET
Hotdocs as compared to Legito is better because of many reasons. The subscription pricing of Legito is too expensive as compared to Hotdocs. Secondly, it doesn't integrate well with Microsoft Word as compared to Hotdocs. Thirdly, Legito is only web based where as Hotdocs can be …
Chose HotDocs by CARET
An attorney in a different area of practice (Wills & Estates) brought this program to our attention after witnessing how we typically drafted documents for these deals. He had come from a financial firm where they used it to create forms for trusts and retirement plans and …
Chose HotDocs by CARET
There used to be a product called Easysoft but I didn't like it as much - I might look at it again.
Chose HotDocs by CARET
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 …
Chose HotDocs by CARET
HotDocs integrates with all versions of Office, OEM, open license and O365 (as long as it's not too old). I can't think of any direct competitors of HotDocs as it is a very good program. There are other document generation programs out there, but HotDocs is far superior to any …
Top Pros
Top Cons
Best Alternatives
HotDocs by CARET
Small Businesses
Jotform
Jotform
Score 8.7 out of 10
Medium-sized Companies
Responsive
Responsive
Score 6.4 out of 10
Enterprises
Responsive
Responsive
Score 6.4 out of 10
All AlternativesView all alternatives
User Ratings
HotDocs by CARET
Likelihood to Recommend
7.4
(9 ratings)
Usability
5.0
(1 ratings)
Support Rating
8.5
(2 ratings)
Implementation Rating
4.0
(1 ratings)
User Testimonials
HotDocs by CARET
Likelihood to Recommend
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.
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Pros
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.
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Cons
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
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Usability
CARET (Abacus Data Systems, Inc. )
Could be more intuitive - could even "suggest" fill-ins with the option to take or not take the suggestion.
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Support Rating
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.
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Implementation Rating
CARET (Abacus Data Systems, Inc. )
If you use WordPerfect X9 - choose"no word-processing software."
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Alternatives Considered
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.
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Return on Investment
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.
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ScreenShots