HotDocs is easy to use for just about anyone. You just have to plug in the information that is interchangeable between client information and the documents are customized for each person.
The set up is extreme, I wish that Answer intakes were not hotdocs branded, I wish that an introduction tour with a human happened
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my...
I dislike that you can't use the tab key to move from one field to the next. This makes building the form take a lot longer because there are so many mouse clicks. I also dislike that when you have two input fields next to each other, they end up looking...
HotDocs is easy to use for just about anyone. You just have to plug in the information that is interchangeable between client information and the documents are customized for each person.
Integration with Hubspot is a huge help -- I can literally send agreements and proposals from HubSpot with deep personalization tokens in a flash. The ability to have payment set up in the doc is also amazing. However, PandaDoc lets me know when my...
The set up is extreme, I wish that Answer intakes were not hotdocs branded, I wish that an introduction tour with a human happened
I dislike that you can't use the tab key to move from one field to the next. This makes building the form take a lot longer because there are so many mouse clicks. I also dislike that when you have two input fields next to each other, they end up looking...