HotDocs Software

4.20 / 5 (45)

Our advisors have recommended this product 1 time in the last 30 days

About HotDocs

HotDocs is a document automation solution designed for businesses of any size or type. It enables users to convert frequently used documents and forms into ready-to-use templates to automate customer documentation. The solution offers on-premise, cloud-based and hybrid deployment options. 

HotDocs offers end-to-end document control that allows document authors to control the data entered within the template and apply rules to populate data fields and generate documents. Authors can manage both internal compliance and external regulations while designing document templates to ensure that the documents are created and populated in accordance with required standards.

HotDocs is utilized in banking, legal, financial and government inst...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

44 Reviews of HotDocs

Average User Ratings

Overall

4.20 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(23)

23

4 stars

(13)

13

3 stars

(5)

5

2 stars

(3)

3

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 44 results

February 2018

Gordon from Monroe, Wallace & Morden, P.A.

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

February 2018

Outstanding document production, fair UI

Document automation saves time and reduces errors. I've found HotDocs to be extremely reliable, stable, and bug-free.

Pros

This product's integration with Microsoft Word is outstanding. It is a fantastic scripting tool for document generation. I've also prepared some documents in WordPerfect and it seems entirely capable with that as well.

Cons

Hands down, the data entry interview is crude at best. It is probably ok for a developer who has never worked with another UI, but the "automation" it provides comes at a steep price - loss of control. If you want truly professional user interfaces, you'll have to write the front-end in some other language, write an "answer file" HotDocs can understand (which is not hard, it is very basic XML) and then let HotDocs work its magic to assemble the language in Word. When used that way, HotDocs is very powerful and flexible. When used in its native UI, it is fairly inflexible.

December 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

1.0

Customer support

4.0

Functionality

5.0

December 2018

Great software, but beware of new owner's year-to-year subscription pricing.

Pros

I've used HotDocs in my law practice for more than 10 years. Love it. Very powerful. The more time you invest using it, the more you'll appreciate its many features and the better your templates will become.

Cons

My only warning concerns the new year-to-year subscription pricing requirement. How does that make sense for this kind of software? The software becomes helpful only after you make your own serious upfront investment of time to build HotDocs "templates". Without that investment, HotDocs will do nothing for you. Don't make such an investment without considering that, in future years, you'll have no guarantee that you'll be able to renew your HotDocs substription on a basis that makes sense. And without yearly renewals, you'll forfeit your own upfront investment of time in templates. But for the pricing scheme adopted by HotDoc's new owner, AbacusNext, I'd give HotDocs an overall rating of 5 out of 5. However, as it stands now, I suggest you look at other software. Perhaps XpressDox. Or, for less ambitious automation projects, consider TheFormTool or Pathagorus.

February 2019

Jason from Law Offices Of Jason F. Barnes, P.C.

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

1.0

Customer support

4.0

Functionality

5.0

February 2019

TOO PRICEY -- In my opinion HotDocs priced themselves right out of the market

Love it, but not for the price they want you to pay. I have been using Hotdocs since around the mid-nineties and have seen the company change hands. The current "custodians" of Hotdocs have unfortunately missed the boat on pricing.

Pros

I can easily sell this program to anyone, and have in fact have turned several attorneys on to this program. It's a great way to automate your documents. It's logical. Is it complex? Sure it can be, but that gives the user a lot of options and makes it a powerful tool.

Cons

Cost prohibitive. For some reason HotDocs has elected to increase the price of HotDocs well beyond what they charged. From my understanding they want to have you pay a MONTHLY FEE where they used to just charge you a one time fee for the program. The price is too high for solo attorneys and small law firms. Bottom-line: Until Hotdocs can figure things out on the pricing, do not start using Hotdocs; there are other ways to get the same job done for cheaper, A LOT CHEAPER!

December 2019

Jennifer from Gilk Legacy Law

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Functionality

5.0

December 2019

Streamlines your life, but expensive

I use HotDocs while using my Trust Funding software.

Pros

I love how HotDocs streamlines the drafting of frequently used documents, such as Health Care Directives and Powers of Attorney. You can enter info through a template, hit a button and viola, you are ready to go.

Cons

It has an expensive user license fee. It can be cumbersome to get started and require additional tech assistance.

Response from AbacusNext

Replied December 2019

Thank you for your review, Jennifer! HotDocs was designed to make drafting documents extremely efficient, and we're happy to hear it's hitting the mark for you. We're glad you mentioned the learning curve. We highly recommend our customers factor in adequate time for setup to get the most out of their investments, and take advantage of our knowledge base and support team. Please don't hesitate to reach out if we can still be of assistance. All the best, The team at AbacusNext

July 2019

Audra from Wickens Herzer Panza

Company Size: 51-200 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source


Ease-of-use

2.0

Value for money

1.0

Functionality

4.0

July 2019

Time to move on

Pros

The product takes substantial time to learn, but is robust and can be extremely helpful if you are willing to devote the time on the front end to save time on the back end.

Cons

We have been with HotDocs forever and likely would have continued; however, since they were acquired by AccessData they have switched to a new pricing model requiring a perpetual monthly cost per user that will dramatically increase our cost for this product. We are currently exploring alternatives. I do not yet have pricing or sufficient information to know if any of these will be less expensive and work for us, but we are looking at Contract Express, XpressDox, and Exari. I am online today performing research for other viable competitors.