Compare Docupilot vs WebMerge

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

WebMerge is an online solution that streamlines the process of creating documents. Contracts, applications, government papers, and more may all be easily altered using PDF and Word documents. To use WebMerge, just connect it to your favorite online form tool, CRM, sales management system, or any other web service that can submit data to WebMerge. You may utilize data to create a variety of papers, from proposals and applications to agreements and contracts, with this simple document builder. With its drag-and-drop interface, you may construct dynamic documents. It provides you with editable templates. You can feed data into an easy-to-use document maker to generate a variety of papers, ranging from proposals and applications to agreements and contracts. You may swiftly generate many papers from a single data stream or combine files using smart data routing using this software. By adding conditional sections to your documents, you may create dynamic document content and save time on customization. To collect signatures, you may also integrate with popular eSignatures apps like Formstack Sign and DocuSign. Also, allow people to download documents from our system using safe passwords. ..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

Top alternatives to Docupilot

Document Locator

WebMerge

M-Files

DocuWare

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Top alternatives to WebMerge

Docupilot

Conga Contracts

M-Files

DocuWare

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