TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Mitratech HotDocs

    Score1.1 out of 10
    N/AMitratech HotDocs is a document automation solution used to turn documents and forms into intelligent templates and workflows for document assembly. HotDocs was acquired by Abacus Next in 2017, and by Mitratech in 2024.N/A

    Revv, by LegalZoom

    Score9 out of 10
    N/ARevv, by LegalZoom, is 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 documents for electronic signatures.N/A
    Pricing
    Mitratech HotDocsRevv, by LegalZoom
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Mitratech HotDocsRevv, by LegalZoom
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    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
    Mitratech HotDocsRevv, by LegalZoom
    Considered Both Products
    Mitratech
    No answer on this topic
    LegalZoom
    No answer on this topic
    Key User Insights
    Would buy again
    86%
    Would buy again
    6 Answers
    No answers on this topic
    Delivers good value for the price
    80%
    Delivers good value for the price
    4 Answers
    No answers on this topic
    Happy with the feature set
    86%
    Happy with the feature set
    6 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    80%
    Implementation went as expected
    4 Answers
    No answers on this topic
    Best Alternatives
    Mitratech HotDocsRevv, by LegalZoom
    Small Businesses
    Formstack for Salesforce
    Score7.1 out of 10
    BoldSign, by Syncfusion
    Score10 out of 10
    Medium-sized Companies
    Formstack for Salesforce
    Score7.1 out of 10
    OneSpan Sign
    Score9.6 out of 10
    Enterprises
    Conga Composer
    Score7.9 out of 10
    DocuSign
    Score8.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Mitratech HotDocsRevv, by LegalZoom
    Likelihood to Recommend
    1.0
    (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
    Mitratech HotDocsRevv, by LegalZoom
    Likelihood to Recommend
    Mitratech
    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
    Read full review
    LegalZoom
    [Revv] is great in providing a template for sales documents for a team. Particularly proposals.
    Incentivized
    Read full review
    Pros
    Mitratech
    • 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
    Read full review
    LegalZoom
    • 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
    Read full review
    Cons
    Mitratech
    • 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
    Read full review
    LegalZoom
    • It is not intuitive as far as creating a new document from a previously created template
    Incentivized
    Read full review
    Usability
    Mitratech
    If I cannot get tech support (especially at the supervisory level) during my work hours, then what good is their program?
    Read full review
    LegalZoom
    No answers on this topic
    Support Rating
    Mitratech
    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.
    Incentivized
    Read full review
    LegalZoom
    No answers on this topic
    Implementation Rating
    Mitratech
    If you use WordPerfect X9 - choose"no word-processing software."
    Incentivized
    Read full review
    LegalZoom
    No answers on this topic
    Alternatives Considered
    Mitratech
    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
    Read full review
    LegalZoom
    Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options.
    Incentivized
    Read full review
    Return on Investment
    Mitratech
    • 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.
    Incentivized
    Read full review
    LegalZoom
    • It has saved the sales team time from having to create a proposal for each client.
    Incentivized
    Read full review
    ScreenShots

    Revv, by LegalZoom 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.