HotDocs by CARET vs. Nintex DocGen for Salesforce

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

It is best suited for scenarios that apply to generating documents based on information gathered in your Salesforce. By using the field inserter and uploading a template for generation, you are able to take that Salesforce information and create a digestible document for your intended audience. You are able to generate multiple documents by creating different templates for use.

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

• Building documentation is super easy
• Sending out that documentation after it is built is most of the time seamless
• Customer service at Nintex is awesome if we ever need anything

• 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

• Easier set up.
• Easier field mappings.

Incentivized

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

Incentivized

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

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

I believe that Conga is a great tool that is very similar to Nintex. However, I do believe Nintex is constantly updating its features. I also like the fact that their knowledge base on the website is wonderful and not convoluted. In addition to that, the customer service is amazing. I don't think I remember having any issues with Nintex, but I do remember one instance where they got back to me within 2 hours, and I appreciated that.

Incentivized

• 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

• A LOT of saved time on workflow automation
• Provides an easier solution for our clients to sign documents
• Customer Experience overall is great using this tool