Item: HotDocs by CARET
Rating: 8
Author: Derek Schroeder

Overall Satisfaction with HotDocs

Use Cases and Deployment Scope

HotDocs is used as a document generation application, either stand-alone or with another information source. It is question-based and extremely powerful for creating documents in the proper format and with all necessary information.

Pros and Cons

Pros

User-friendly and quick for producing documents.
Customization for templates can be easy or extremely complicated.
Engine always functions and produces documents quickly and easily.
Can accept data from another system and force necessary questions to users.

Cons

Most HotDocs requires high-level coding in order to create templates. This includes complicated codes to insert into Word.
From the user perspective, using HotDocs is very simple and easy. Creating and maintaining templates requires nearly a programming background to perform.
Cost for software varies but is generally a sizable cost, especially Developer licenses.
New versions must be purchased to keep up with newer versions of Microsoft Office.

Return on Investment

Time savings by employees when generating documents mean better ROI efficiency for labor.
Faster, more accurate turnaround for documents needing to be generated from templates.
Large capital expenditure depending on the number of users and developers.

Alternatives Considered

ActiveDocs

HotDocs is the industry standard for document generation.

Other Software Used

ActiveDocs

Likelihood to Recommend

HotDocs is useful for any company that generates a large number of documents, especially when a majority of the documents are template-based. The time used for creating documents from templates without document generation makes employees much more efficient.

Comments

Please log in to join the conversation

HotDocs, efficient, quick, and easy document generation