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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

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Score 7 out of 10
Vetted Review
Verified User
Incentivized
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).
  • Repeatable, consistent output ensures document generation isn't where time can be wasted.
  • Stringent logic ensures compliance and removes the opportunity for user error.
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.
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