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ActiveDocs

ActiveDocs

Overview

What is ActiveDocs?

ActiveDocs is a document management software offering from ActiveDocs.

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Learn from top reviewers

great product with an excellent interface

Rating: 8 out of 10
April 29, 2022
IncentivizedVetted ReviewVerified User
One of the things I find most amazing about ActiveDocs are cloud services. The way we create documents is also fascinating. I tend to use the job offer document a lot and it i...
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Verified user
Analyst
ActiveDocs2 years of experience

Easiest, fastest and most flexible way to create high converting documents.

Rating: 10 out of 10
April 28, 2022
IncentivizedVetted ReviewVerified User
ActiveDocs is a revolutionary way to automate our data-driven content creation. It's a data-driven software with a modular approach that allows us to create, edit and validate...
Continue reading
Binayak Thakuri
Analyst - Marketing
Senior SEO Analyst
AdSenseArticle SEO Solution
ActiveDocs2 years of experience

Native Microsoft Word document generation made incredibly easy.

Rating: 7 out of 10
January 31, 2020
IncentivizedVetted ReviewVerified User
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 del...
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Verified user
Engineer
ActiveDocs10 years of experience

ActiveDocs - user-friendly template creation and document generation

Rating: 8 out of 10
January 11, 2019
IncentivizedVetted ReviewVerified User
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. T...
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Derek Schroeder
Manager - Information Technology
Service Manager
Kloud9
ActiveDocs1 year of experience
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Pricing

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ActiveDocs

ActiveDocs

N/A
Unavailable

What is ActiveDocs?

ActiveDocs is a document management software offering from ActiveDocs.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

HotDocs by CARET

HotDocs by CARET

$25
per user/per month
What is HotDocs by CARET?

HotDocs is a document automation and assembly software product, acquired and now supported by AbacusNext since 2017.

Nintex

Nintex

$480
Minimum 1,000 users per user
What is Nintex?

Nintex offers a platform that helps companies discover, automate, and optimize business processes.

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Product Details

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 Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews From Top Reviewers

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have reported that ActiveDocs has greatly improved team collaboration on document sharing, resulting in faster and more effective completion of work. They appreciate the software's safe storage and creation environment, which allows them to write without fear of losing progress. By utilizing templates and customizing them as needed, users have significantly reduced the time spent on writing contracts and other documents. The ability to collaborate simultaneously on the same platform has merged multiple workflows and facilitated efficient coordination of information. ActiveDocs' flexibility, intuitiveness, and features such as document wizards with conditional logic have increased productivity and streamlined document automation within organizations. Sales teams use ActiveDocs for generating customer proposals, while IT services and business solutions teams rely on it for delivering statements of work and project summaries. The software is highly regarded by users and considered a valuable tool for businesses across various domains.

Highly functional and user-friendly: Several users have found the software to be highly functional and user-friendly, making it easy for them to encourage teamwork and collaboration. They appreciate the intuitive environment for selecting templates, as well as the ability to put multiple documents together within the program. The software's customization options, including personalized document creation without coding knowledge, have been particularly praised.

Pleasing user interface: Users have expressed their appreciation for the pleasing user interface of the software. It is described as easy to navigate and locate key items without much searching. This has made it convenient for users to create business documents with just a click of a button, especially when it comes to customizing and creating contracts.

Time-saving document handling: Reviewers have highlighted that the software reduces document handling time and eliminates the need for IT developers. They find it relatively easy to use overall, even without coding knowledge. The seamless integration with Microsoft Word allows them to personalize documents effortlessly.

Convolution of Sharing: Some users have mentioned that sharing individual documents can become convoluted at times, causing frustration and inefficiency in their workflow.

Lackluster Template Designs: Several reviewers have expressed disappointment with the built-in template designs, finding them to be lackluster and not very diverse. They suggest expanding the selection of templates to cater to a wider range of aesthetic preferences.

Intermediate Skill Requirement for Designing Templates: Users have pointed out that designing document wizards and templates requires an intermediate understanding of Microsoft Word, which they consider a disadvantage. This may limit the usability of the program for those who are less proficient in Word.

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(1-4 of 4)

ActiveDocs - user-friendly template creation and document generation

Rating: 8 out of 10
Incentivized
January 11, 2019
DS
Derek Schroeder
Service Manager
Kloud9 (Information Technology and Services, 11-50 employees)
Vetted Review
Verified User
ActiveDocs
1 year of experience
View profile
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
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.
Return on Investment
  • Greatly increases productivity by removing document creation and copy-pasting from an employee's workflow.
  • Reduces mistakes made during the manual document creation process, ensuring better and more professional deliverables.
  • Cost for the software is market price and very fair for what is gained.
Alternatives Considered
ActiveDocs and HotDocs are very similar. HotDocs requires training or a technically savvy mind to pick up and run with. ActiveDocs seems much more user-friendly and easy to use. HotDocs, however, can produce some very intricate documents based on the templates. Both use rules and question-based information intake. Another benefit of ActiveDocs is its integration with numerous systems including Office 365.
Performance
8
The software overall is very excellent. It responds quickly and produces documents well. The integration with systems makes data input easy. Questions can be designed to allow further expansion of template creation/customization. The rules section is very useful for complicated If/Than/Else style templates. Although experience and training help, the software is very user-friendly out of the box.
Usability
9
Very good usability overall. Any user can pick this up and run with it. HotDocs, the closest competitor, has similar end-user usability, but from a designer of templates perspective, ActiveDocs definitely has the edge in this regard. I would recommend this for any company that mass produces documents from templates as deliverables.
Ease of Integration
10
Connects easily with numerous popular systems including Office 365 (or direct to Outlook if necessary), SharePoint, Salesforce, and SAP i.e. it covers the majority of businesses platforms in 2019. Almost every company uses Office 365 or Outlook in some capacity and can, therefore, draw client or customer information directly from the software.

Native Microsoft Word document generation made incredibly easy.

Rating: 7 out of 10
Incentivized
January 31, 2020
Verified User
Engineer in Information Technology
Information Technology & Services Company, 201-500 employees
Vetted Review
Verified User
ActiveDocs
10 years of experience
Use Cases and Deployment Scope
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.
Pros
  • Easy to use for basic users, extremely configurable for advanced users.
  • Deep Microsoft Word integration ensuring consistent document output.
Cons
  • 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.
Likelihood to Recommend
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).
Return on Investment
  • Repeatable, consistent output ensures document generation isn't where time can be wasted.
  • Stringent logic ensures compliance and removes the opportunity for user error.
Support Rating
8
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.
Other Software Used

Easiest, fastest and most flexible way to create high converting documents.

Rating: 10 out of 10
Incentivized
April 28, 2022
BT
Binayak Thakuri
Senior SEO Analyst
AdSenseArticle SEO Solution (Marketing & Advertising, 11-50 employees)
Vetted Review
Verified User
ActiveDocs
2 years of experience
Use Cases and Deployment Scope
ActiveDocs is a revolutionary way to automate our data-driven content creation. It's a data-driven software with a modular approach that allows us to create, edit and validate any type of content quickly and with no coding skills. It also comes with an intuitive UI and makes it easy to create and edit any type of content that we need with just a few clicks.
Pros
  • Reliable, Flexible and Scalable document automation.
  • Secure cloud functionality.
  • User interface is really intuitive and clean.
Cons
  • Template could be better by adding features that make it easier for users.
  • Some features are missing like image editing, and SEO management.
Likelihood to Recommend
ActiveDocs is the best solution for automating our business documents. It's the easiest, fastest, and most flexible way to create high converting documents that are multichannel and future-proofed. It's the easy way to create high-quality, accurate content that our customers and prospects crave.
Most Important Features
  • Document automation.
  • Generation of H-Q content.
  • Modular approach.
  • Simple and Flexible.
  • Cloud based storage.
Return on Investment
  • ActiveDocs allows us to create, edit and validate any type of content quickly and with no coding skills.
  • Easy and quick editing.
  • Really flexible and simple to set up
  • Helped us achieve a much higher level of efficiency in our daily operations.
Other Software Used

great product with an excellent interface

Rating: 8 out of 10
Incentivized
April 29, 2022
Verified User
Analyst in Corporate
Education Management Company, 1001-5000 employees
Vetted Review
Verified User
ActiveDocs
2 years of experience
Use Cases and Deployment Scope
One of the things I find most amazing about ActiveDocs are cloud services. The way we create documents is also fascinating. I tend to use the job offer document a lot and it is very easy to customize with my options and hire with a click of a button. Whether you own a business or not, you must have this software with you or at your company for various reasons and uses. The UI was pleasant to use and didn't require extensive searches for key items.
Pros
  • The User Interface was pleasant to use.
  • it is a very intuitive software
  • the available templates help and facilitate the day-to-day work
Cons
  • I can't edit an image
  • Creating wizards and document templates requires a knowledge of Microsoft Word.
Likelihood to Recommend
I often use ActiveDocs for team building materials. During the day to day rush, we really like to use the models provided, we can be agile with that ease. And the team can share different documents. We no longer have to spend hours in front of the computer typing up a document that can easily be created in minutes.
Most Important Features
  • various template options
  • file sharing with the team
  • the user interface
Return on Investment
  • Consistent and reliable output ensures that when generating documents, we don't waste time on repairs or reworks.
  • The software is very robust, and with a super friendly interface, which helps us to guarantee the reduction of possible errors.
Alternatives Considered
In relation to other software that have a functionality similar to ActiveDocs, they don't even compare in relation to the interface, I didn't use all the software available on the market, but the ones I used and I can compare, ActiveDocs is without a doubt the best among them. We really likes the interface.
Other Software Used
Microsoft 365 (formerly Office 365), Adobe Acrobat, ActiveDocs
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