HotDocs Review
March 20, 2018

HotDocs Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HotDocs

We are a managed services company that installs, configure and supports HotDocs for our clients. HotDocs is a document automation program that is used to generate similar documents/forms with minimal effort (once the system is set up on the backend). HotDocs, though a little complex on the backend, is extremely easy to use on the front end. It also integrates with many other software platforms, which is great.

Pros

  • Auto-generation of forms/documents (with little effort)
  • Reasonably priced, especially as the ROI is 10 fold (over time more like 100)
  • Very easy to use on the front end

Cons

  • Back end of the product is a little tricky at times
  • To fully benefit from the use of the product, training is highly recommended (developer)
  • Time savings
  • No metadata lingering from reusing old documents
  • Low price of entry, great ROI
HotDocs integrates with all versions of Office, OEM, open license and O365 (as long as it's not too old). I can't think of any direct competitors of HotDocs as it is a very good program. There are other document generation programs out there, but HotDocs is far superior to any we have used/seen.
HotDocs is a MUST for a law firm or any company that uses forms, contracts or similar documents. Generation of documents with HotDocs (after the program is configured) takes a couple mouse clicks, vs find/replace, saving the same document over and over (no no for law firms due to metadata, but many do it anyway).

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