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Document Automation

Customer Management | CRM Software
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Product Overview

Reduce compliance risk and save time with Document Automation Software

Revolutionize your document workflows with HotDocs Advance document automation platform.

Document automation software solutions for SMB

Reclaim your team’s time with HotDocs business document automation software — the trusted document management solution that’s simple to set up and scales as you grow.

Business document automation software that empowers employees

While improved ROI and reduced risk are organizational advantages of using HotDocs, the user benefits of SMB document automation software are seemingly endless. 

Enterprise document automation software

Remove the burden of document management off of your teams with HotDocs enterprise document automation software — the solution relied upon by Fortune 500 companies for decades.

Enterprise document automation that works for everyone

Not all technology has the ability to be one-size-fits all, but HotDocs does. With a single investment you can provide your entire organization with a customizable enterprise document management system that fits seamlessly into their workflow. 

Specifications

Embrace the benefits of document automation software

From faster turnaround to increased compliance, HotDocs Advance document automation solution helps you:

Maximize efficiency

Our document generation tool slashes the time it takes to draft, assemble, and distribute new documents to your staff, so you can focus on your business.

Minimize risk

Protect against legal issues stemming from inaccurate content or easy-to-miss keying errors.

Enhance compliance

Document template software lets you create document templates that adhere to internal business rules, and centrally control all versions.

Improve quality

Document creation software generates perfectly formatted documents by applying rules, version control, and internal brand guidelines to all templates.

Easy. Fast. Efficient. 

Stop wasting hours on manual copy-paste, search-and-replace, and other repetitive document management processes. In a matter of minutes, you can have your team up and running with a full-featured document automation software designed to help SMBs thrive. HotDocs’ robust feature set:

Improves ROI

Dramatically reduce the time staff spends manually creating documents, and gain back hours each day to focus on business-generating tasks.

Scales with you

It grows as you grow. Whether you’re creating 10 or 100 documents every day, HotDocs can easily be introduced to new individuals, offices, and departments, and incorporated into their day-to-day.

Reduces risk

Minimize the risk that comes with error-laden document creation tasks like find/replace and copy/paste by using pre-filled templates.

Provides consistency

Adding HotDocs Document Automation for SMBs to your workflow can dramatically reduce the time staff spends creating documents. See how much many hours your business can save by moving away from manual document creation.

Flexible. Scalable. Intuitive.

Your team is filled with innovators, creative thinkers, and problem solvers. The last thing they need is to be bogged down with time-intensive, repetitive tasks that can be easily automated. Enterprise document automation software dramatically simplifies document management processes, enabling you to reinvest the time savings into revenue-driving activities. With enterprise-class architecture, 

Improves your ROI

Save time and money, increase accuracy, and improve output rate by automating 99% of your document management processes.

Scales with ease

It can grow as fast as your business evolves, and with a simple UX the learning curve isn’t steep. HotDocs can quickly and easily be rolled out to new teams, departments, and offices.

Enhances compliance

The ability to create built-in internal and external rules and regulations ensures industry compliance, and drastically reduces your risk exposure.

Helps brand management

Your brand is a managed asset that needs protecting. Highly customizable, stylized templates will keep all company communication consistent and professional, increasing your brand’s equity.

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