HotDocs by CARET vs. Revv

Revv

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
HotDocs by CARET	Score 8.5 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 CARET

Revv

Editions & Modules

Basic: $25
per user/per month
Enterprise: Contact sales team

No answers on this topic

Offerings

Pricing Offerings
HotDocs by CARET	Revv
Free Trial
No	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	Yes

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

Community Pulse
	HotDocs by CARET	Revv
Top Pros	Pro Easy to use Pro Workflow process Pro Document assembly	Pro Saas version Pro Version upgrades Pro Easy integration
Top Cons	Minus Set up Minus Not helpful Minus Phone calls	Minus Not intuitive Minus New document Minus Previously created

Best Alternatives
	HotDocs by CARET	Revv
Small Businesses	Jotform Score 8.7 out of 10	PDFfiller Score 9.0 out of 10
Medium-sized Companies	Jotform Score 8.7 out of 10	MSB Docs Score 9.6 out of 10
Enterprises	Conga Composer Score 8.7 out of 10	Box Score 8.5 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	HotDocs by CARET	Revv
Likelihood to Recommend	7.4 (9 ratings)	9.0 (1 ratings)
Usability	5.0 (1 ratings)	- (0 ratings)
Support Rating	8.5 (2 ratings)	- (0 ratings)
Implementation Rating	4.0 (1 ratings)	- (0 ratings)

User Testimonials
	HotDocs by CARET	Revv
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. Incentivized Prakul Sharma AI Reporting Read full review	Revvsales, Inc. [Revv] is great in providing a template for sales documents for a team. Particularly proposals. Incentivized BS Brett Suarez Account Executive Read full review
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. Incentivized GL Garrett Lemons Paralegal Read full review	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 Incentivized BS Brett Suarez Account Executive Read full review
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 Incentivized Verified User Anonymous Read full review	Revvsales, Inc. It is not intuitive as far as creating a new document from a previously created template Incentivized BS Brett Suarez Account Executive Read full review
Usability	CARET (Abacus Data Systems, Inc. ) Could be more intuitive - could even "suggest" fill-ins with the option to take or not take the suggestion. Incentivized Riva Schwartz Office Manager Read full review	Revvsales, Inc. No answers on this topic
Support Rating	CARET (Abacus Data Systems, Inc. ) 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 Kandice McElroy Executive Administrator Read full review	Revvsales, Inc. No answers on this topic
Implementation Rating	CARET (Abacus Data Systems, Inc. ) If you use WordPerfect X9 - choose"no word-processing software." Incentivized Riva Schwartz Office Manager Read full review	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. Incentivized Jason Shindler Director Of Technology Read full review	Revvsales, Inc. Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options. Incentivized BS Brett Suarez Account Executive Read full review
Return on Investment	CARET (Abacus Data Systems, Inc. ) 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 Derek Schroeder Service Manager Read full review	Revvsales, Inc. It has saved the sales team time from having to create a proposal for each client. Incentivized BS Brett Suarez Account Executive Read full review
ScreenShots		Revv Screenshots