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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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Overview

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 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. Read more
Pricing Options
  • Free Trial Available
  • Starts at $29.0. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $24.0. Offers Custom plan.
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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    80%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    68%

Features

Total Features
6 Features
6 Features
Common Features for All
    Compliance Tracking Helps in tracking and monitoring and auditing all the regulatory compliance requirements
    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
    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
  • + 3 More - Show Less
    • Compliance Tracking Helps in tracking and monitoring and auditing all the regulatory compliance requirements
      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
      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
  • + 3 More - Show Less
  • Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online
    API Support
    • Available
    • Available

    Reviews & Ratings

    User Rating
    5/5 27 user ratings
    4.7/5 317 user ratings
    Ratings Distribution
    • Excellent

      96.3%
    • Very Good

      3.7%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      73.1%
    • Very Good

      21.1%
    • Average

      5.4%
    • Poor

      0.2%
    • Terrible

      0.2%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $29.0. Offers Free-forever plan.
    • Free Trial Available
    • Starts at $24.0. Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    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

    Micro $24.00 $24.00 per month

    Starter $83.00 $83.00 per month

    Professional $166.00 $166.00 per month

    Business $333.00 $333.00 per month

    Enterprise Custom

     
    View Detailed Pricing

    Alternatives

     

    Screenshots & Videos

    Screenshots Capterra : Docupilot screenshot
    + 2 More
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    + 3 More
    Videos Not Available Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: Walnut, CA 91789 Founded in: 2018 Located in: Indiana, United States
    Contact Details

    Not available

    https://docupilot.app/

    Not available

    https://www.webmerge.me

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