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About Docupilot

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.

Screenshots & Videos

Capterra : Docupilot screenshot
Capterra : Docupilot screenshot
Capterra : Docupilot screenshot

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Medium Business
  • Small Business

API Support

  • Available

Modes of Support

  • Business Hours, Online

Docupilot Features

Document Management Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    80%

File Type Conversion

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

File Recovery

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

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

Document Indexing

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

Document Assembly

Helps in creating a document on an automated basis

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.

Optical Character Recognition (OCR)

Helps in converting scanned paper documents into editable files

Offline Access

Allows users to access files and documents in offline mode

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Document Archiving

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

Compliance Tracking

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

Collaboration Tools

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

Docupilot Pricing

Free Trial

Available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Screenshots of Vendor Pricing Page

Pricing screenshot
Disclaimer: The pricing details were last updated on 15/11/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Docupilot Pricing.

Docupilot Alternatives

View All Docupilot Alternatives

Docupilot Reviews

User Rating

5/5 (Based on 26 Ratings)

Ratings Distribution

  • Excellent

    96.2%
  • Very Good

    3.8%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%

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Docupilot Screenshots

Docupilot FAQs

What is Docupilot used for?

Docupilot is Document Management Software. Docupilot offers the following functionalities:

  • File Type Conversion
  • File Recovery
  • Document Retention
  • Document Indexing
  • Document Assembly
  • Version Control

Learn more about Docupilot features.

What are the top alternatives for Docupilot?

Does Docupilot provide API?

Yes, Docupilot provides API.

Docupilot Contact

Vendor Details

Walnut, CA 91789 Founded : 2018

Contact Details

Not available

https://docupilot.app/

Social Media Handles

Grid Report for Docupilot

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