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HotDocs Case Studies

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  • Reference Rating
    4.7 / 5.0
    Customer References165 total
    About

    Foxit PDF Editor is an intelligent, simplified document solution that uses Foxit's award-winning user interface to allow teams to create, edit, convert, and manage PDFs with speed and accuracy from any device, within both desktop and cloud applications.

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    4.7 / 5.0
    Customer References88 total
    About

    Templafy is a fast-growing B2B Software-as-a-Service company, helping over 3.5 million users. Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters. With Templafy, global businesses safeguard their brand integrity and increase productivity through a centrally governed, secure and easy to use platform.

  • Reference Rating
    4.7 / 5.0
    Customer References68 total
    About

    The Windward solution is an enterprise level document automation solution. It allows users to add document automation capabilities to online, desktop, SaaS or mobile products. Windward has 3-1/2 product lines. All are built around the template designer that runs in Microsoft Office. The engine product is an API you can integrate into your application. The Maestro product is a full document automation solution that fulfills all your document automation needs. Maestro also has versions that are directly integrated into Salesforce, NetSuite, Dynamics, etc. (this is the 1/2). The Solo product is a desktop document automation product for the individual user.

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