HotDocs by CARET vs. Revv

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
HotDocs by CARET
Score 3.6 out of 10
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
Score 9.0 out of 10
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
Pricing
HotDocs by CARETRevv
Editions & Modules
Basic
$25
per user/per month
Enterprise
Contact sales team
No answers on this topic
Offerings
Pricing Offerings
HotDocs by CARETRevv
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional DetailsMake 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
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HotDocs by CARETRevv
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User Ratings
HotDocs by CARETRevv
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)
User Testimonials
HotDocs by CARETRevv
Likelihood to Recommend
CARET (Abacus Data Systems, Inc. )
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
CARET (Abacus Data Systems, Inc. )
  • 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
CARET (Abacus Data Systems, Inc. )
  • 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.
  • It is not intuitive as far as creating a new document from a previously created template
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Usability
CARET (Abacus Data Systems, Inc. )
If I cannot get tech support (especially at the supervisory level) during my work hours, then what good is their program?
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Revvsales, Inc.
No answers on this topic
Support Rating
CARET (Abacus Data Systems, Inc. )
The support is fine, but make no mistake it is PAID support because you have to purchase it each year in order to keep the updates.
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Revvsales, Inc.
No answers on this topic
Implementation Rating
CARET (Abacus Data Systems, Inc. )
If you use WordPerfect X9 - choose"no word-processing software."
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Revvsales, Inc.
No answers on this topic
Alternatives Considered
CARET (Abacus Data Systems, Inc. )
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
CARET (Abacus Data Systems, Inc. )
  • Positive - Quicker turn around on producing standard documents tailored to the client's specific needs.
  • Negative - Long learning curve. Not an "out of the box" program. It has to be customized.
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Revvsales, Inc.
  • It has saved the sales team time from having to create a proposal for each client.
Read full review
ScreenShots

Revv Screenshots

Screenshot of ELECTRONIC SIGNATURES - Add signature blocks and signer details to request eSignatures on your documents. Recipients get notified via email to fill and sign documents from their mobile or desktop.Screenshot of FASTER & EASY COLLABORATION - Have threaded conversations with all stakeholders on the document itself. Annotate text and add private comments for teammates. Switch to public notes to share with recipients. You can even add attachments with every note.Screenshot of TRACK DOCUMENT ACTIVITY - All actions taken on the document get recorded along with a timestamp. Keep a track of how recipients are interacting with your documents - who opened the email, who viewed the document, and who signed it.Screenshot of EASY SHARING - Multiple choices to share documents online via email, magic links (for live view of documents), snap links, and web forms.Screenshot of READY-TO-USE TEMPLATES - Get access to thousands of legally vetted, pre-formatted, and beautiful templates for every business need.Screenshot of RICH EDITOR - Creating professional-looking documents is easy with the drag & drop editor. Add text, images, tables, page breaks, signature blocks, and more. Personalize further with rich formatting options, customizable cover page themes, & backgrounds.