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 Pricing Overview
Docupilot starts at US$29.00/month. Docupilot has a free version and offers free trial. See additional pricing details for Docupilot below.
Showing 5 of 15 reviews
Reviewed on 30/3/2019
Excellent cloud based tool
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.
Reviewed on 1/7/2019
Amazing product for Automating Document Creation and Distribution
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.
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.
Reviewed on 31/1/2020
Huge savings and so simple to use!!
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
Reviewed on 22/10/2019
Great product, great support
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.
Reviewed on 1/2/2020
Best tool for Document Automation
- 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