ActiveDocs Reviews

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Ratings and Reviews
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Score 7 out of 10
Vetted Review
Verified User
Review Source
ActiveDocs is being used primarily by the sales team to streamline the generation of customer proposals. It is also used by the IT services and business solutions teams to deliver statements of work and project summaries. The ability to build rigid document wizards that use conditional logic is the primary benefit of using ActiveDocs to streamline and control document automation within our organisation.
  • Easy to use for basic users, extremely configurable for advanced users.
  • Deep Microsoft Word integration ensuring consistent document output.
  • Designing document wizards and templates require an intermediate understanding of Microsoft Word.
  • Would like to see expansion into PowerPoint. That would provide our sales team with the ability to generate a supporting presentation/slide deck alongside the paperwork required to close the deal.
Excellent for building documents that need to reference a library of pre-determined content when being generated.
Excellent for highly complex documents that require easy to use conditional logic (such as statement of works, commercial proposals, insurance documentation).
ActiveDocs can be a considerably complex product because your use cases can be potentially endless. In our experience, when we have come across a problem or issue with the product ActiveDoc's support has always responded to our queries within 24 hours. Support is only provided via email in 95% of cases. Each year your support and maintenance includes support hours. These are used when you contact support and your issue is not found to be a bug or problem with the product (completely fair and understandable). When we've identified or discovered bugs (mainly with the latest version of Word) it is patched by the next release. They typically release about 4-5 updates per year.
Derek Schroeder | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
ActiveDocs is used for document generation and can quickly pump out a professional document based on a template with all relevant information regarding a client or customer. The software includes base templates that can be used to create customized templates. There are a large array of templates available and creating one from scratch is very easy.
  • The user-friendly interface guides you through the template creation process.
  • Highly customizable including rules for following client/customer information.
  • Fast and easy to use - anyone can create documents once templates are in place.
  • The built-in template designs are a bit lackluster. While there are numerous, they all have the same blase style and formatting
  • The built-in template designs are not very diverse and could be expanded upon.
There are not a lot of competitors to compare this product with, but ActiveDocs holds its own as a very useful software for the need. I recommend doing a demo to see how the process works, but it's rather streamlined and easy to create a template and produce a document from it.

ActiveDocs Scorecard Summary

What is ActiveDocs?

ActiveDocs Opus is document automation software for large organizations. The vendor says it makes it easy for you to design templates, and produce the documents you need with the greatest speed, success, and minimum risk.

ActiveDocs Competitors

  • Intelledox
  • Exari
  • Thunderhead

ActiveDocs Pricing

ActiveDocs Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

What is ActiveDocs?

ActiveDocs is a document management software offering from ActiveDocs.

Who uses ActiveDocs?

The most common users of ActiveDocs are from Small Businesses and the Information Technology & Services industry.