Home/Document Management Software/Docupilot vs M-FilesUpdated on: March 29, 2024

Compare Docupilot vs M-Files

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Overview

Summary

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. ..show more

M-Files is a platform that offers a variety of features that help businesses take care of their content and documents so that employees can concentrate on more value-adding tasks. It improves efficiency by changing the way paper documents are stored by transforming them into searchable PDF documents. It helps organize content with metadata where information is put in context, so that information can be searched and found easily using different criteria. The platform allows users to search for information in any system or repository without any problem. Information can be found, accessed, and managed in one view. Users can access content anytime, anywhere with any device even in offline mode. It enables users to easily share the documents with anyone and also add workflows to automate business processes. M-Files allows users to configure the platform and use templates to support general use cases and also comply with laws and regulations. ..show more

Features

Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork

Compliance Tracking Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Document Archiving Helps in storing documents which have become obsolete but is important as historical data

Document Assembly Helps in creating a document on an automated basis

Document Indexing Allows tagging documents with separate search-friendly terms to make them easily accessible.

Document Retention Helps in deleting automatically confidential files at a certain point of time, transfer file to new folders or to specified people to avoid misuse of vital information

File Recovery Helps in recovering lost, inaccessible, damaged or deleted files from a hard drive or disk

File Type Conversion Helps in converting one file type into another without compromising the data quality and visibility

Offline Access Allows users to access files and documents in offline mode

Optical Character Recognition (OCR) Helps in converting scanned paper documents into editable files

Version Control It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

e-Signature Electronic Signatures help users to sign their digital documents remotely

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Walnut, CA 91789

Plano, Texas / +1 800-224-4074

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Free
Free

Features

  • 20 Created Documents

All Plans includes these features

  • Unlimited Templates
  • Unlimited Testing
  • Document Builder
  • PDF and Word Support
  • Zapier Integration
  • Third-party Integrations
Starter
$29 /Month

PRICING:

  • $ 29 / Month

INCLUDES:

  • 100 Created Documents per Month

FEATURES:

  • Unlimited Templates
  • Unlimited Testing
  • Document Builder
  • PDF & Word Support
  • Zapier Integration
  • Third-party Integrations
Plus
$99 /Month

PRICING:

  • $ 99 / Month

INCLUDES:

  • 500 Created Documents per Month

FEATURES:

  • Unlimited Templates
  • Unlimited Testing
  • Document Builder
  • PDF & Word Support
  • Zapier Integration
  • Third-party Integrations
Pro
$149 /Month

PRICING:

  • $ 149 / Month

INCLUDES:

  • 1000 Created Documents per Month

FEATURES:

  • Unlimited Templates
  • Unlimited Testing
  • Document Builder
  • PDF & Word Support
  • Zapier Integration
  • Third-party Integrations
Premium
$199 /Month

PRICING:

  • $ 199 / Month

INCLUDES:

  • 2000 Created Documents per Month

FEATURES:

  • Unlimited Templates
  • Unlimited Testing
  • Document Builder
  • PDF & Word Support
  • Zapier Integration
  • Third-party Integrations
Business
$399 /Month

PRICING:

  • $ 399 / Month

INCLUDES:

  • 5000 Created Documents per Month

FEATURES:

  • Unlimited Templates
  • Unlimited Testing
  • Document Builder
  • PDF & Word Support
  • Zapier Integration
  • Third-party Integrations
Enterprise
$699 /Month

PRICING:

  • $ 699 / Month

INCLUDES:

  • 10000 Created Documents per Month

FEATURES:

  • Unlimited Templates
  • Unlimited Testing
  • Document Builder
  • PDF & Word Support
  • Zapier Integration
  • Third-party Integrations
View Price Page
Standard
Custom

Comprehensive feature set including the Intelligent Metadata Layer.

Features

  • Cloud, on premises or hybrid
  • Access documents in other systems and repositories
  • Metadata suggestions
Professional
Custom

Extends the standard functionality with integrations to multiple line-of-business applications and office productivity suites.

Features

  • Cloud, on premises or hybrid
  • Access documents in other systems and repositories
  • Metadata suggestions
  • M-Files Discovery – find business critical data
  • M-Files for SharePoint Online and Teams
  • M-Files for Salesforce
Enterprise
Custom

Designed for managing business-critical workloads in compliance with different industry regulations.

Features

  • Cloud, on premises or hybrid
  • Access documents in other systems and repositories
  • Metadata suggestions
  • M-Files Discovery – find business critical data
  • M-Files for SharePoint Online and Teams
  • M-Files for Salesforce
  • GDPR vault template
  • M-Files Quality Management System (QMS) vault template
  • Advanced Version Control
  • Print and Download Prevention

View Price Page

SCREENSHOTS

Docupilot Screenshots
View 3 screenshot(s)
M-Files Screenshots

ALTERNATIVES

Top alternatives to Docupilot

Document Locator
Document Locator
WebMerge
WebMerge
M-Files
M-Files
DocuWare
DocuWare
Laserfiche
Laserfiche

Top alternatives to M-Files

Laserfiche
Laserfiche
OpenText ECM
OpenText ECM
iManage Work
iManage Work
DocuWare
DocuWare
Microsoft SharePoint
Microsoft SharePoint