Docupilot Review

Docupilot is a document automation program, taking the hassle out of document creation and distribution. It uses intelligent templates and data to streamline the process of writing up documents for your business.

Docupilot uses fill-in-the-blank coding to generate multiple documents for different clients with ease, reducing the time you spend drawing up new forms each time you have a new client or project. This can save hours of man-time sitting behind a desk writing up forms and filing information.

Features

Docupilot’s most exciting feature is that it is configured to work with over 1000 other apps. These apps are most likely ones you already use, such as Gmail, dropbox, google drive, and zapper. In addition, their document creation features are:

  • Building dynamic templates with variables, loops, conditionals, and tables.
  • Generating documents with things like data capture forms and other tools.
  • Document delivery through forms of PDF, Google Drive, Dropbox, and many others.

What You Can Use It For

You can use this software to save time tediously writing up forms, and instead go make real progress in your business with all your newly freed up time.

The program quickly shows you your document template and the inputs you have already used in past documents. Clients’ names, addresses, and quotes are on hand so you aren’t spending time digging up information to include in a single form. Docupilot recommends using their service for many things, such as:

  • HR Documents
  • Proposals and quotes
  • Contracts and agreements
  • Education
  • Purchase and sales orders
  • Invoices and receipts

Pros

  • Great customer service. The team is genuine and enthusiastic to help with all your needs you may encounter. They also have rapid response times.
  • They have a simple-to-use design so that people who are just starting out can understand it, but it has the power to support a large company and heavy processing demands.

Cons

  • While the capabilities of the program are outstanding, the UI has some room to improve. It could be modernized a bit and would be more attractive to the users. This is a minute detail.
  • If you are a small company generating large company levels of documents as a reporting system, the pricing can get expensive.

Pricing

Docupilot offers the first 20 active documents free before committing to a paid plan. The price is then based on the number of documents created per month.

Their Starter Plan begins at $29 for 100 documents a month. But if you are creating 10,000 documents a month, you get their Enterprise Plan for $699 a month.

On their website, they also offer contact information to work out a custom plan for your unique business needs.

Summary

Docupilot is a versatile app that beats out the competitors’ abilities. Pricing is affordable for the service in general unless you are creating an unprecedented number of documents as a small company.

There is little to complain about with a program that can offer so much for its users. Intuitive workflow and great design come together to make an incomparable app. To top it all off, the exceptional customer service knocks this one out of the ballpark.

Alternatives:

WebMerge

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GoSigner

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Doc One

Word document creation. Contract and workflow automation. 

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