This product's integration with Microsoft Word is outstanding.

The quintessential software for document automation. One of the best software (if not the best) for this purpose.

Because it is a very established product, with a lot of written guidance and a large user community, it's very easy to work out in advance what can be done and how best to do it.

I also don't like the storage on the local drive. If a user forgets to back up to the server we can lose information and have no record.

The developers sold me on the product and disappeared after purchase.

Works with our Cal Wills and Trusts program wonderfully.

Ease of use with other programs, customer service is very responsive, and documents look professional and clean.

It's great that we can keep all of our companies needed documents on one software that is accessible to everyone at our Firm.

I love the integration with Wealth Counsel and the customization that it allows with the word documents I produce for estate plans.

Now that it is moved to advanced there are many features missing out but the user interface and quality of process has improved to avoid scripting errors.

Great product for automating standard legal forms.

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.

As noted above, we find it is an extremely powerful document automation tool, which can be used on almost any forms of document.

While a lot of focus is on the actual document creation aspect, we also really like the ability to build organisational compliance and training into the interview questionnaires.

I use HotDocs while using my Trust Funding software.

Beware of entanglement with the new owners of this software. They will suck you into a monthly subscription scheme which is virtually impossible to cancel.

The more time you invest using it, the more you'll appreciate its many features and the better your templates will become.

We are lawyers who specialise in automating documents for other law firms in areas like loan and security documents, share sale agreements, and complex wills and estates.

If you don't use it daily, you have to retrain yourself. I get inscrutable update messages  and am fearful ty try.

It is difficult to understand, difficult to set up, and difficult to work with. I have read the instruction manual, taken the the three day course, and am still having problems with setting it up.

I think HotDocs is THE choice to use when you need to prepare more complex legal documents, particularly in packages.

Navigating the menus can be difficult. However, I use them so infrequently that this may just be a function of my lack of use.

Also recently developed author has many restrictions and lack features which are often used in developer.

Overall, it is a joy once it is set up and works well with other programs.

As it stands, each template is limited to only one component file.

The best thing I like about Nintex is the ease of use to generate a document with the click of a button.

DocGen allows our users to generate their own proposals, agreements, etc. which eliminates a bottleneck in the process. The support team is great when we run into issues or advanced templates.

Docgen is one of the best in market and the process simple to deploy.

I liked the flexibility for document generation which provided from drawloop against the other products in salesforce app exchange it is very good.

We have been using Nintex now for over 5 years. We have apretty solid relationship with the team and they always reach out to check in or to keep us up to date with the latest version.

It's very simple to integrate with salesforce and it uses word which makes it easy to create, edit, and change templates.

This runs the risk of a user going in there and possibly altering a system setting if they are in the back snooping around, it was hard to find a solution to this.

Configured it in my salesforce tennant and simply started to create more powerful and useful documents.

We've been a customer for over 5 years and overall it's been great to work with Nintex.

There are always some weird formatting issues that probably just stem from how Word formatting can be tricky.

Good once implemented, making any changes is very difficult and wish it was more user friendly (drag/drop or a better UI).

Excellent product with super quick customer support.

Integration with Salesforce is really great and good customer support.

Overall, I like the tool and would recommend to friends as it does a lot and requires very little training.

It does not fail or have issues often if ever. Once set up it is easy to use.

For the past year, they've had outages at least once a month, usually more often, and we have several business critical processes on DocGen so these outages have caused us to research other options.

It has added features that have helped our business achieve success more efficiently. The customer service is also out of this world.

We use it on a daily basis. It's great that you can add custom logic for different documents to pull, and there's a good amount of flexibility in the document templates themselves.

There are so many great features to Drawloop, but I really appreciate the ability to set up the tool without technical skills, and the broad range of options make it the best tool for us.

Setting up what we need, we used a consultant, but every time I need to try to make a change it is really confusing and takes me forever.

Great tool which integrates with Salesforce and met the expectations.

Ease of use in for Generating Documents in Salesforce.

US Dollar

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 institutes. It integrates with different business applications such as CRM, governance, risk and compliance management and more. Users can reach out to the support team through phone and email and access documentation and video tutorials available online.



LongDescription

Document Storage

Access Controls/Permissions

Templates

Change Management

Electronic Signature

Periodic Review

Approval Process Control

Document Capture

Customizable Fields

Collaboration Tools

Automated Routing

File Recovery

Template Management

Data Import/Export

Offline Access

Process/Workflow Automation

Version Control

Compliance Management

File Sharing

Customizable Templates

Document Review

Multiple Output Formats

Interaction Tracking

Multi-Language

Alerts / Escalation

Compliance Tracking

Batch Processing

Archiving & Retention

Document Management

Document Generation

Document Templates

Single Sign On

For Legal Professionals

Role-Based Permissions

Quality Control

Multiple Format Support

Document Automation

Customizable Branding

Customizable Forms

Contract Drafting

Secure Data Storage

Third-Party Integrations

Starting at $25 per user per month, with minimum 5 seats ($125). Contact AbacusNext for pricing on 6+ users.

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

11-50

51-200

201-500

501-1000

1000+

HotDocs

In Person

Live Online

Webinars

Documentation

Videos

Nintex DocGen is a document generation platform designed to help businesses create and share files in PDF and Microsoft Word Excel and PowerPoint formats using pre-approved templates and languages. 

Using Nintex DocGen, managers can configure and tag data fields to insert details about customers, pricing nad other elements according to requirements.

Professionals can automate document routing to streamline signing, approval and reviewing processes and securely store files within a centralized platform. 

Digital Signature

Sales Reports

Workflow Management

Email Management

Drag & Drop

Standard: $12/ month (minimum 1 user)
Creating, building, delivering & storing DDP in Salesforce

Business: $18/ month (minimum 5 users)
Standard features + advanced features for the enterprise

HotDocs vs Nintex Drawloop DocGen for Salesforce

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