HotDocs by CARET vs. Revv
HotDocs by CARET vs. Revv
Product | Rating | Most Used By | Product Summary | Starting Price |
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HotDocs by CARET | N/A | HotDocs is a document automation and assembly software product, acquired and now supported by AbacusNext since 2017. | $25 per user/per month | |
Revv | N/A | Revv, an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF… | N/A |
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Entry-level Setup Fee | No setup 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 | ||||||||||||||
More Pricing Information |
HotDocs by CARET | Revv | |
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Top Cons |
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HotDocs by CARET | Revv | |
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Small Businesses | Conga Composer Score 9.2 out of 10 | PDFfiller Score 9.1 out of 10 |
Medium-sized Companies | Conga Composer Score 9.2 out of 10 | MSB Docs Score 9.4 out of 10 |
Enterprises | Conga Composer Score 9.2 out of 10 | DocuSign Score 8.5 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
HotDocs by CARET | Revv | |
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Likelihood to Recommend | 1.1 (10 ratings) | 9.0 (1 ratings) |
Usability | 1.0 (2 ratings) | - (0 ratings) |
Support Rating | 8.5 (2 ratings) | - (0 ratings) |
Implementation Rating | 4.0 (1 ratings) | - (0 ratings) |
HotDocs by CARET | Revv | |
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Likelihood to Recommend | CARET (Abacus Data Systems, Inc. ) | Revvsales, Inc. |
Pros | CARET (Abacus Data Systems, Inc. ) | Revvsales, Inc. |
Cons | CARET (Abacus Data Systems, Inc. ) | Revvsales, Inc. |
Usability | CARET (Abacus Data Systems, Inc. ) | Revvsales, Inc. No answers on this topic |
Support Rating | CARET (Abacus Data Systems, Inc. ) | Revvsales, Inc. No answers on this topic |
Implementation Rating | CARET (Abacus Data Systems, Inc. ) | Revvsales, Inc. No answers on this topic |
Alternatives Considered | CARET (Abacus Data Systems, Inc. ) | Revvsales, Inc. |
Return on Investment | CARET (Abacus Data Systems, Inc. ) | Revvsales, Inc. |
ScreenShots | Revv Screenshots |