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88 Mitratech HotDocs Reviews
Overall Review Sentiment for Mitratech HotDocs
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The training we finally received with Seth Hanisek this week. Training was excellent and all of our questions are finally being answered. The technical support members are very helpful. Call wait time is minimal and nearly all technical staff have been super helpful and able to answer all questions answered or provide a different point of reference. All calls are followed up with an email confirming problems have been resolved. Review collected by and hosted on G2.com.
Lack of response from sales team and the inability of one of your trainers to actually train users - so frustrating. We purchased the software about 2 months ago. The initial training sessions were not useful at all. Emailed and samples over to the trainer without receiving a response. Sent multiple emails to trainer and sales staff asking for an update. Finally switched trainers and received some help. I think that it would be helpful if sales team members understood that each customer - whether they purchase 1 license or 100 - should be treated as though they are the only customer. They need to follow through with the customer to confirm questions are answered, solutions are implemented, and the customer is getting the necessary assistance needed in implementing the software. This isn't like implementing an email program - a lot is involved. If a client is frustrated from the beginning then it makes it very difficult to be happy about the expenditure. One other thing is that the videos are outdated in HotDocs Academy so the platform you use looks different than what is in the vids making it tough to follow along. Review collected by and hosted on G2.com.
Ability to email a link to client, enabling client to run interview. New UI is an improvement over document services. I still recommend HotDocs to everyone but the newest version is somewhat disappointing. Review collected by and hosted on G2.com.
Advance: No ability to enable document download after client completes interview. Document Services has this feature. Allow sender to control whether or not the document can be assembled and downloaded for client review.
Author: I miss being able to code directly in the templates. This new interface is slow. Instead, I continue using desktop for development and import into Author, then upload to Advance. If you are used to coding directly in the template coding, you will find Author an impediment.
Limitations: HUGE scalability issue. You can only upload 20 templates so if you have interview script with more than 20 bundled templates (which for me is ALWAYS), you will be shut out. This has been reported to HD. Review collected by and hosted on G2.com.
You can automate any complexity of documents with HotDocs. Many other document automation products claim they have document automation, but it's basic and clunky so you can only do simple things like insert whole sections of text or simple date or text fields, and create one document at a time. With HotDocs you can create very customised variations, down to the precise punctuation or formatting of lists. You can capture multiple levels of repeats within repeats, and can also generate 20+ documents at once, from a single interview questionnaire.
I really like how quickly we can develop templates in HotDocs, and create dynamic interviews that make it really easy for users to see only the questions that they should see. We can give them a lot of question by question guidance (in writing or in video) and so create a solution that's not only very fast, but also ensures consistency and compliance, while also delivering real time training to users. Review collected by and hosted on G2.com.
The licensing model can be a constraint where you have a very large number of possible users, who only need to create documents occasionally. You get best value where you have users that are regularly using the solution, and so you should plan for that when making sure you automate as much as you can for your users. Review collected by and hosted on G2.com.
For new users this product is simple to use out of the box. It provides excellent tools that are useful in creating simple automation in a short amount of time. Also, the product is flexible enough to create more complex automation when needed and provides excellent help files, tutorials, and training to help when learning the software. Review collected by and hosted on G2.com.
There is no spell check for the variable prompts. Also, you have to be careful around the variable fields or risk creating an error. Fortunately there are ways of fixing these accidental errors. Review collected by and hosted on G2.com.
I like the flexibility. HotDocs is the most powerful of all the automation software options I have tried. Review collected by and hosted on G2.com.
Moving to HotDocs Advance has removed some great features in the desktop version. I hope they are added back in soon. Review collected by and hosted on G2.com.
It is User friendly. The ease of creating documents faster is useful. Review collected by and hosted on G2.com.
Nonexistent, I haven’t discovered anything, except maybe a chest sheet would help. Review collected by and hosted on G2.com.
I like its ability to automate complex documents Review collected by and hosted on G2.com.
It has a somewhat steep learning curve. It is not that useful for documents that go through many iterations as only the first one can be automated. Review collected by and hosted on G2.com.
I love that I can assemble multiple related documents from one answer file saving me hours of time. Review collected by and hosted on G2.com.
Many things in this program weren't intuitive to me at first, but then I realized that it's approaching the document construction from a different mindset that I typically use. Review collected by and hosted on G2.com.
