Documate vs HotDocs

Side-by-side comparison of features, reviews, pricing and more

Documate

Category: Documentation Tool
Industries: Education, Business

Pricing

Lite

$83/mo

Standard

$165/mo

HotDocs

Category: Documentation Tool
Industries: Marketing, Financial, Business

Pricing

Basic

Starting at $25

Per user / month

20M+ Downloads
5/5

#1 in Magazines & Newspapers

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Documate reviews

I have previously had a hard time finding good automation software for my Mac and often had to create a Windows environment in my Mac to be able to run different software. And even those were terrible. But Documate works with Macs and is easier to use than the clunky tools I've used in the past. So much better than HotDocs and Contract Express, and any other Thomson Reuters product for that matter.

- Ari A.

Documate is exactly what we've been looking for to streamline our previously inefficient, manual drafting processes. The product is both powerful and intuitive, and the Word plug-in made automating our existing templates a breeze. Their customer service has also been above-and-beyond, and the online documentation is thorough and helpful (including video guides). Overall a useful tool, made by a good company, and at a very reasonable price.

- Josh G. Director of Lending

Our client intake which previously took 1hr+ now takes approximately 15-20 minutes. Documents that we previously had to spend time changing pronouns and tenses can now be updated with the click of a button. We are new users, so we are still discovering benefits, but so far it has saved us quite a bit of time.

- Joy E. Paralegal

HotDocs reviews

The flexibility in how we word the questions so that we get the best answers possible

- Angela K. Legal Administrative Assistant

I like the ability to input directly into the for ov via th eInterview method.

- Riva S. Office Manager

I am currently on classic. I enjoy the control over every character in the document and the scripting engine with debugger.

- Chad L. Program Manager

Pros & cons

Documate

Pros
I (and especially our paralegals) are very happy we found Documate
We've saved a ton of time, and it's worth the monthly fee times 1000
We've been using Documate to generate SOWs and sales-related agreements
It was clear how to set up our workflows and it's impressively powerful
Once it is set up, it's such an easy way to complete client intake and automate documents
Specifically, the intelligence of listing items and changing pronouns has been incredibly useful
It's very functional in almost a lot of ways
The tools are very practical, the templates are beautiful."

Cons
Before we started using Documate, we were manually drafting documents with MS Word, which wasted thousands of hours of employee time
Seriously nothing right now
Documate has made assembling documents a breeze."

HotDocs

Pros
It if very comprehensive-regarding surrogates courts and real estate documents
The tax forms are wonderful and helpful
While we use HotDocs ourselves, and have since 2012, our main use of HotDocs is now on behalf of our customers, who are mainly lawyers (in firms or in-house legal teams)
Once everything is set up, HotDocs is the most customized, helpful document assembly program out there
The ability to create my own forms and purchase pre-made sets of forms."

Cons
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
If you don't use it daily, you have to retrain yourself
I get inscrutable update messages and am fearful ty try
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
The developers sold me on the product and disappeared after purchase."

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