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ActiveDocs

ActiveDocs

Overview

What is ActiveDocs?

ActiveDocs is a document management software offering from ActiveDocs.

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Recent Reviews

TrustRadius Insights

Users have reported that ActiveDocs has greatly improved team collaboration on document sharing, resulting in faster and more effective …
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Pricing

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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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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 and Ratings

(8)

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.

Attribute Ratings

Reviews

(1-1 of 1)
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Derek Schroeder | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
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.
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.
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.
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.
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