Docupilot

Docupilot

by Flackon

Who Uses Docupilot?

Customers use Docupilot to automate the document generation procress to save time and avoid errors.

What Is Docupilot?

Docupilot is a cloud based document automation software. Unlike competing products with steep pricing tiers, Docupilot is priced affordably, and is free forever for the first 20 documents generated. Built with an emphasis on usability, Docupilot also offers integrates with different data sources like CRM, Forms, Online databases, HR, Surveys etc.

Docupilot Details

Flackon

https://docupilot.app

Founded 2018

Docupilot Pricing Overview

Docupilot starts at USD 29.00/month. Docupilot has a free version and offers free trial. See additional pricing details for Docupilot below.

Starting Price

USD 29.00/month

Free Version

Yes

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Training

Live Online

Documentation

Support

Business Hours

Online

Docupilot Features

Forms Automation Software
Access Controls/Permissions
Archiving & Retention
Collaboration
Drag & Drop
Forms Creation & Design
Full Text Search
Process/Workflow Automation
Version Control

Docupilot Reviews

Showing 5 of 15 reviews

Overall
4.9/5
Ease of Use
4.8/5
Customer Service
5/5
Features
4.9/5
Value for Money
4.8/5

Excellent cloud based tool

Reviewed on 30/03/2019
Rob C.
Owner
Food & Beverages, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
4/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Will continue to use and am very happy with the amazing support I receive. Cost may become a factor in the future but not for now.

Pros: Ability to merge data using API and creation of PDF.

Cons: Wish there were other pricing options. In my case, a merge is a single page. Others may have one merge that created multiple pages. My cost per merge is the most expensive.

Amazing product for Automating Document Creation and Distribution

Reviewed on 01/07/2019
Chris J.
Operations Director
Transportation/Trucking/Railroad, 13-50 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: In automating all of our document creation we have managed to save a very significant amount of time for our Sales and Operations teams, who now use this time more productively in helping customers buy more from us and feel more supported overall.

Pros: So easy to use, brilliant world-class and instant support.
This software has saved us hours of work on a near daily basis, we now automate all documents coming out of our CRM through Docupilot. Other than out CRM, this is now the most used software in the office. Its flawless, works every time and is brilliantly supported.

Cons: Nothing, everything has surpassed every expectation so far, we're very very pleased.

Huge savings and so simple to use!!

Reviewed on 31/01/2020
Zee S.
Janitor
Insurance, 13-50 Employees
Used the Software for: 1-5 months
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Auto Mail PDF Invoices. Great product!

Pros: Moved from web merge because of the pricing and have loved docupilot! So easy to use and much easier to set up compared to the others.

Cons: All been great so far! I have no concerns at all

Great product, great support

Reviewed on 22/10/2019
Christopher H.
Designer/Consultant
Information Technology & Services, Self Employed
Used the Software for: 1-5 months
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Fantastic so far, I'm using it to consolidate the creation of many documents into a single form.

Pros: Ease of use, Docupilot is very user-friendly. I was already familiar with using merge software (Webmerge), so the learning curve was very small. Integrations are fast, and the Dropbox delivery of merged documents is much faster than what I've used in the past.

Cons: Only thing I've encountered so far was the ability to set conditional delivery of documents, but the Development team is working on this (I'm told) and the support staff was very helpful in showing me how it could be done in Zapier in the interim.

Best tool for Document Automation

Reviewed on 01/02/2020
Antonio G.
CEO
Computer Software, 13-50 Employees
Used the Software for: 1-5 months
Reviewer Source 
4/5
Overall
5/5
Ease of Use
4/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: - Really easy to use
- The Integration with Zapier is amazing
- The Customer Support is super responsive
- Perfect value for money

Cons: - The UI of the product is ok but could be modernised