Likelihood to Recommend [Formstack Documents (formerly WebMerge) is] well suited for a mid-size organization that has multiple data inputs and needs to provide structure and professional document generation. As helpful as it is, the cost would prevent smaller businesses from realizing the cost savings that a larger one will.
Read full review 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.
Read full review Pros Excellent integration with other popular platforms Clear and usable documentation to walk through setup in a number of scenarios Responsive support that provided appropriate answers when we had questions Flexibility in use cases that support multiple modes of use Read full review 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. Read full review Cons We've had some issues with document formatting when the Formstack document comes through. Nothing outrageous, but it has been very inconvenient and annoying. The Formstack website is not attractive or user friendly. I think it could be clearer to Formstack users that it is a tool that needs another tool, not a tool all its own. Read full review 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 Read full review Likelihood to Renew Ease of use, nice functionality that saves time
Read full review CARET (Abacus Data Systems, Inc. )
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.
Read full review Support Rating Support was always readily available and happy to assist whenever I had a question or needed help. Great experience every time.
Paul Mayo Paralegal/Business Development Associate
Read full review 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.
Read full review Implementation Rating CARET (Abacus Data Systems, Inc. )
If you use WordPerfect X9 - choose"no word-processing software."
Read full review Alternatives Considered Each of the programs above answered a specific call to action. While each addressed a small portion of our need, they never quite fit the bill for what we needed. It was actually a representative from three of the ones above which selected WebMerge. They wanted to sell their product, but knew that we would be unfulfilled if we went with them
Read full review 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.
Read full review Return on Investment The return on investment has been very good. It's very cost effective product. Our service team is on the phone and it takes away from the customer service if they are having to input the same information on applications. Web Merge eliminates additional key strokes while giving customers more time to run their business. Read full review 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. Read full review ScreenShots