Who Uses This Software?

Large law firms, commercial banks, insurance providers, government agencies, corporate legal departments. Any organisation with the requirement to produce accurate standardised documents.


Average Ratings

6 Reviews
  • 4.5 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • HotDocs
  • www.hotdocs.com
  • Founded 1993
  • United Kingdom

About HotDocs

HotDocs is the world's #1 document automation software tool (also known as document generation or document assembly). HotDocs gives you the ability to convert word-processing documents & PDF forms into powerful templates. A template generates custom and error-free documents from a Q&A interview in a fraction of the time it once took - minimising business risk. It's ideal for sophisticated contracts, loan agreements, legal documents, or any other document that is vital to your organisation.


HotDocs Features

  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Compliance Management
  • Document Assembly
  • Document Conversion
  • Document Delivery
  • Document Indexing
  • Electronic Signature
  • Email Management
  • Forms Management
  • Full Text Search
  • OCR
  • Print Management
  • Version Control

HotDocs Reviews Recently Reviewed!

Great software for automation.

Oct 03, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It makes very complex form automation possible. The price of a developer license is very reasonable compared to the hours saved by using automated forms.

Cons: It needs an update for hi-res screen use. Better (or at least easier) interaction with MS OneDrive would be useful.

Can be challenging

Apr 20, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Comments: We've used Hotdocs for over 10 years. It's a great program to develop forms and templates such as letterhead. The end users love it as it's a simple series of clicks and the custom form/template is completed. It is a challenge though for developing those forms/templates as it is similar to coding at times. I'm not an IT person but I've learned how to make changes to forms/templates but I've never started one from scratch.

UI Holds it back

Apr 14, 2017
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Comments: Disclaimer: I am not the purchaser and have not interacted with customer support personally. I am simply an end user.

I have been using this software for a couple of years now. If there were more flexibility with the end user to be able to manipulate the field questions and links, it'd be a fantastic product. The need to switch between multiple applications keeps the maintenance end of it more siloed here, preventing those who are actually using it from understanding how it works and ways to improve it.

Simple & Easy to Use!

Dec 07, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality

Comments: I used this program to compile legal probate documents and it was a great tool! Very simple and user-friendly program! Just plug in the info you have and your document is ready for you! Great for simple, straightforward documents you need in a hurry.

Best Product for Document Automation

Nov 10, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Huge time saver
Generate documents in fractions of the time

Cons: Takes time to create templates
Must have extensive knowledge of word
Take time to learn how to use the software

Overall: The quintessential software for document automation. One of the best software (if not the best) for this purpose. It can take some time to learn all the available features to use in document creation but once start to understand the basics then you can start to unlock the true potential for this software. Very robust and the possibilities are endless. Generating documents and pleadings now take a fraction of the time they normally would using any other software. I highly recommend this product.

Recommendations to other buyers: Take your time to read the manual extensively before you begin creating templates. Once you think you have found all the available features you always are discovering more.

Great time saver

Jun 30, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Once we created our templates every document we produce is 100% accurate. The whole process is a lot quicker now as well.

Cons: It can be tricky to get the hang of.

Overall: We have to produce a large number of purchase agreements and contracts. Many hours were spent creating then proof reading these documents. We purchased Hotdocs and the difference in time spent on producing documents is amazing.

Recommendations to other buyers: Take the time to learn all that it can do.