What users are saying about
12 Ratings
2 Ratings
12 Ratings
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Score 7.7 out of 100
2 Ratings
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Score 8.5 out of 100

Attribute Ratings

  • Revv is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

7.4

HotDocs

74%
9 Ratings
8.5

Revv

85%
2 Ratings

Usability

5.0

HotDocs

50%
1 Rating

Revv

N/A
0 Ratings

Support Rating

8.2

HotDocs

82%
3 Ratings

Revv

N/A
0 Ratings

Implementation Rating

4.0

HotDocs

40%
2 Ratings

Revv

N/A
0 Ratings

Likelihood to Recommend

AbacusNext

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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Revvsales, Inc.

[Revv] is great in providing a template for sales documents for a team. Particularly proposals.
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Pros

AbacusNext

  • 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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Revvsales, Inc.

  • Creating templates for sales documents
  • Allows ability to see when client has opened up document
  • Ability to give client access to document through several methods
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Cons

AbacusNext

  • 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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Revvsales, Inc.

  • Prices for rentals could be more reasonable as zipcar offers same car with less price.
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Pricing Details

HotDocs

Starting Price

$0

Editions & Modules

HotDocs editions and modules pricing
EditionModules
Basic251
EnterpriseContact sales team2

Footnotes

  1. per user/per month
  2. none

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Revv

Starting Price

Editions & Modules

Revv editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    Make your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI) MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance

    Usability

    AbacusNext

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

    No answers on this topic

    Support Rating

    AbacusNext

    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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    Revvsales, Inc.

    No answers on this topic

    Implementation Rating

    AbacusNext

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

    No answers on this topic

    Alternatives Considered

    AbacusNext

    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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    Revvsales, Inc.

    Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options.
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    Return on Investment

    AbacusNext

    • 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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    Revvsales, Inc.

    • Prior, we utilized Word docs and Excel sheets to make our agreements. We needed an apparatus that could deal with not simply our estimating but make resulting contracts like SoWs and MSAs and so RevvSales encouraged us templatize every one of our agreements and it helps track them so easily.
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    Screenshots

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