What is Docupilot?
Docupilot is a document automation tool to generate PDFs, word, presentation, excel documents, contracts, and invoices with data from online services. Templates can be written in Microsoft Word or on the in-house Document Builder, or the user can upload a fillable PDF, and can build dynamic content using:
- Variables
- Conditionals
- Loops
- Tables
Docupilot also lets users automate document creation workflow in the following ways:
- Data Capture Form
- Connecting data source from online applications like CRM, Online Forms, Online Database, etc
- Zapier Integration
- API Integration
Document Delivery workflows can be automated further by configuring deliveries, with use cases that include:
- Generate and Email PDF"s from Google Forms response
- Create and Email personalized Sales Documents When a Lead is Created in SalesForce
- Generate Documents and store in Google Drive or Dropbox for Backup & Audit
- Send generated documents to Docusign for e-Signing
Categories & Use Cases
Videos
Technical Details
| Deployment Types | SaaS |
|---|---|
| Mobile Application | No |
FAQs
What is Docupilot?
Docupilot is a document automation tool to generate PDFs, word, presentation, excel documents, contracts, and invoices with data from online services.
How much does Docupilot cost?
Docupilot starts at $29.
What are Docupilot's top competitors?
Dropbox Sign, Formstack Documents, and templatesGo are common alternatives for Docupilot.