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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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Description | Docupilot is a cloud-based document automation software used to create documents. Documents are created using its preset templates and data. Users can also create their own templates using MS Word or the native Document Builder to create dynamic content via an automated process. Docupilot helps to save time with its automated process and creates error-free documents secured with password protection. Docupilot can be used to create proposals, contracts & agreements, purchase and sale order, invoices and many more types of documents. Docupilot connects to data source from online applications like CRM Online Forms, CRM Database and can be integrated to Zapier and various API. Document workflow is further automated by configurable deliveries. Other features include generating e-mail PDF’s from Google Forms response, storage of created documents in Google Drive or Dropbox for backup. Docupilot can be integrated with Docusign for e-signing along with over 1000 apps to create a seamless workflow. Read more | FileHold is a smart doc management software solution that can handle tens of thousands or millions of documents with ease. FileHold's smart scanning system can convert boxes and cabinets of paper into electronic data that can be searched in seconds. Document storage, scanning, search, capture, versioning, indexing and document workflow approval and review are all included in its feature set. FileHold can be deployed on your server or in the cloud for maximum protection. Organizations can use FileHold document management software to raise compliance, enhance security, minimize paper use, and simplify processes while saving time and money. With FileHold document management software, you can transform paper and electronic data into a version-controlled, safe, searchable, and well-organized electronic library. By enabling employees to collaborate and approve papers electronically, FileHold improves process efficiency. The visual design tool in FileHold Process software allows users to construct pre-defined workflow templates that include approval tasks and document review. Additionally, the platform can store almost any sort of content and integrates well with the Microsoft SharePoint and Microsoft Office suite products. Read more |
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SW Score & Breakdown |
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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SaaSworthy Awards |
Not Available
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# 3 Most Worthy # 7 Fastest Growing |
Total Features |
6 Features
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12 Features
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Common Features for All |
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Indexing
Document Retention
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition (OCR)
Version Control
e-Signature
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Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Indexing
Document Retention
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition (OCR)
Version Control
e-Signature
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Ratings Distribution |
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Free Free Starter $29.00 $29.00 per month Plus $99.00 $99.00 per month Pro $149.00 $149.00 per month Premium $199.00 $199.00 per month Business $399.00 $399.00 per month Enterprise $699.00 $699.00 per month |
FileHold Express Custom FileHold Enterprise Custom |
View Detailed Pricing
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View Detailed Pricing
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Documate
5 Based on 25 Ratings
docMgt
4.6 Based on 16 Ratings
DocsCloud
4.6 Based on 14 Ratings |
EZ Doc Filer
5 Based on 1 Ratings |
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Screenshots |
+ 2 More
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Videos | Not Available |
+ 3 More
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Company Details | Located in: Walnut, CA 91789 Founded in: 2018 | Located in: British Columbia, Canada Founded in: 2005 |
Contact Details |
Not available https://docupilot.app/ |
+1 877-833-1202 https://www.filehold.com/ |
Social Media Handles |
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