HotDocs by CARET vs. Qwilr

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 great for presentations to customers and keeping them engaged in your presentation. Although it is great for creating a highly customizable presentation, some users may want even more control over font, font size and font color. Some of my colleagues have expressed some dissatisfaction with the formatting as well as saving any formatting changes that have made.

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

• It has different and useful templates that can help you start creating amazing presentations
• It is really intuitive to use
• It can incorporate files from other companies like: Drive and YouTube in a really organic way.

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

• Quick support
• Wish it was easier to turn the links on and off.
• Some of their custom block styles could be easier to edit.

Incentivized

Great product with great service.

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

Incentivized

At the beginning, there is a slight learning curve, but once you get the way out of it, it becomes easy to use.

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

Onboarding was very organized and simple. Our account manager made it easy for our team to learn the tool by organizing several group training sessions.

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

Qwilr was a really quick and easy setup, which I think is great for smaller teams that have simple sales processes and cycles. Once more complication is it will fall short in providing the level of control and detail that is needed for a larger sales team. The end product is very elegant but comes down to the needs of the organization.

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

• Increased efficiency when using Qwilr's library content to create proposals.
• Can save existing building blocks to use toward future proposals.
• Can keep track of analytics on who is viewing the documents sent.

Incentivized