Docmosis vs. HotDocs by CARET

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.

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

• 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.

• 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

• 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.

• 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

Could be more intuitive - could even "suggest" fill-ins with the option to take or not take the suggestion.

Incentivized

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.

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.

Incentivized

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

Incentivized

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.

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

• Very strong impact on ROI as it's value has been able to scale with our user growth.

• 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.

Incentivized