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 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.
HotDocs Software - Author Field Editor
HotDocs Software - Author Simple Mark Up
HotDocs Software - Advance Work Group
HotDocs Software - Advance Interview
HotDocs Software - Advance Document Preview
HotDocs Software - Advance Answer Summary
HotDocs video
HotDocs Software - Author Field Editor - thumbnail
HotDocs Software - Author Simple Mark Up - thumbnail
HotDocs Software - Advance Work Group - thumbnail
HotDocs Software - Advance Interview - thumbnail
HotDocs Software - Advance Document Preview - thumbnail

HotDocs pricing

HotDocs does not have a free version but does offer a free trial. HotDocs paid version starts at US$25.00/month.

Starting Price:
US$25.00/month
Free Version:
No
Free trial:
Yes

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HotDocs Reviews for UK Users

Feature rating

Value for Money
3.5
Functionality
4
Ease of Use
3.5
Customer Support
4
5 reviews of 53 View all reviews
Gordon B.
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
3
Ease of Use
4
Customer Support
4

5
Reviewed on 28/02/2018

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.

Verified Reviewer
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
1
Features
5
Ease of Use
3
Customer Support
4

5
Reviewed on 14/12/2018

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.

Jay F.
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Features
2
Ease of Use
3
Customer Support
2

3
Reviewed on 22/06/2020

Gets the job done, quite overpriced, and does about 80% of what it should

Gets the job done, and is ultimately worth it if your time is very valuable. Very expensive, and clearly only going to get more so.

The document sets available are decent, but not amazing.

Pros

Saves time, and is very commonly used (and therefore understood) outside of our office.

Cons

Very expensive, and requires re-entry of data already entered far too often. The actual coding in documents is surprisingly opaque, and converting existing document structures to a HotDocs format is exceptionally cumbersome. The existing form sets that are on top of HotDocs are useful, and the community is broad, but the quality is hit or miss.

Maria M.
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
0

5
Reviewed on 03/03/2021

Quick Completion

Document Automation says it all. It integrates data into various documents with the click of a button.

Pros

Inputting client information one time to use with various forms. Court forms contain the same information in multiple areas and this fills the form.

Cons

There are two forms where the client information is not available from what was input. It is not a major issue since I am now aware.

Jonathan S.
  • Industry: Legal Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 03/03/2018

Great software, but still needs to improve

It's really the best software out there for what it does. It just still seems behind the times in terms of connectivity, componentization, and still no HiDPI support.

Pros

It is extremely flexible and can help you craft just about any document that you want. I prefer the desktop version to the cloud version. It just works every time!

Cons

I feel that HotDocs has been stagnating recently. Here are some things that they need to address:
*Easy import/export of answer data to other formats. For example, if I use some other tool such as an online form, it should have the ability to import that data into an answer file.
*It still doesn't support Hi-DPI displays.
*It would be great it if could be more flexible in the storage of answer data. The ability to componentize the fields/answer data would be wonderful. As it stands, each template is limited to only one component file.

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