Mitratech HotDocs vs. SAP CPQ

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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I would recommend SAP CPQ because it is powerful and works really well for handling complex pricing quotes and approvals. It save time and keep everything in one systems.

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• 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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• Simple order entry
• Fast order entry
• Quick contracts creations and pricings

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• 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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• It is a complex solution and could do better on ease of use
• Perhaps give mini explainer tutorials as you begin using it

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We definitely want to renew based on the functionality and the use we give to it. However you never know 100% so that's why it is not a 10. Let's imagine if pricing changed significantly or they made sudden changes to the product which we considered negative... Then we would move elsewhere. This is highly unlikely though

If I cannot get tech support (especially at the supervisory level) during my work hours, then what good is their program?

it make the pricing and quoting part easier and able to integrate with other sap products easily but the ui could have been better and the customizations is not straight forward, requires deep expertise. which make the work more difficult. but instead of custom designing. this way we can reduce the coding and can go straight ahead with custom pricing part

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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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Not used

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

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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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It connect much better with our existing SAP system like ERP and S/4HANA. keeping everything in sync automatically. Approval processes and automation are faster. reducing email and manual work.

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• 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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• Helped us make a lot of sales easier and quicker
• More revenue we have made since doing this
• Only negative is sometimes can be slow or want to attach custom email templates for send outs

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