Item: ActiveDocs
Rating: 7
Author: Verified User

Overall Satisfaction with ActiveDocs

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 and Cons

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.

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

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.

Key Insights

Do you think ActiveDocs delivers good value for the price?

Are you happy with ActiveDocs's feature set?

Yes

Did ActiveDocs live up to sales and marketing promises?

Yes

Did implementation of ActiveDocs go as expected?

Yes

Would you buy ActiveDocs again?

Yes

Other Software Used

Laserfiche, Microsoft Office 365, Atlassian Confluence

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).

Comments

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Native Microsoft Word document generation made incredibly easy.