Compare Docupilot vs ShareFile

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

ShareFile is a multi-featured & multi-channel cloud-based document management and file sharing software. This web-enabled system can be run on Android, iOS, Mac etc. You can streamline your workflow and enjoy more data security. It includes features like collaboration tools, compliance tracking, document archiving, document assembly, document indexing, document retention and version control. Users can put digital signature on their documents as it supports e-signature. File encryption and synchronization are possible. ShareFile document management software helps simplifying and accelerating your document/file transfer process. You can enjoy unrestricted file storage in the cloud. ..show more

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

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• Basecamp
• Quickbooks
• Zapier
• Freshbooks
• Xero

Top alternatives to Docupilot

Document Locator

WebMerge

M-Files

DocuWare

Laserfiche

Top alternatives to ShareFile

Egnyte

DocuSign

SmartVault

Google Drive

Community Box