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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

Docupilot logo
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79% 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 Stepshot is a document workflow software for writing user manuals and step by step guides. The software can be used to train employees, share knowledge, delegate tasks, create knowledge-base articles, document business processes and even deliver the documents to clients. Users can take screenshots with a mouse click and copy the text directly from them. It is also possible for them to create RPA bots. After capturing each scenario, the user receives a styled PDD document with all the necessary info about their process. The process can then be exported to UiPath and bot can be created without any coding. Similarly, IT documentation can be carried out using Confluence. After capturing the steps of the processes, the article can be exported to Confluence and then shared. Additionally, the designing of templates and documents to match business identity is possible. The documents can be exported in various formats such as Word, WordPress, images, videos, etc. Read more
Pricing Options
  • Free Trial Available
  • Starts at $29.0. Offers Free-forever plan.
  • Free Trial Not Available
  • StepShot Guides 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%

79% 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
    75%
  • Reviews
    70%
  • Momentum
    61%
  • Popularity
    73%

Features

Total Features
6 Features
4 Features
Common Features for All
    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
    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.
  • + 3 More - Show Less
    • 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
      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.
  • + 1 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Freelancers
    • Medium Business
    • Small Business
    • Individuals
    • Freelancers
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    5/5 27 user ratings
    4.3/5 22 user ratings
    Ratings Distribution
    • Excellent

      96.3%
    • Very Good

      3.7%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      53.5%
    • Very Good

      34.9%
    • Average

      4.7%
    • Poor

      4.7%
    • Terrible

      2.3%
      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 Not Available
    • StepShot Guides 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

    StepShot Guides Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

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

    Vendor information

    Company Details Located in: Walnut, CA 91789 Founded in: 2018 Founded in: 2016
    Contact Details

    Not available

    https://docupilot.app/

    Not available

    https://stepshot.net/

    Social Media Handles

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