About Docupilot

Docupilot is a cloud-based document generation solution that helps businesses of all sizes create, implement and manage automated workflows to streamline document and forms creation operations across departments. The platform enables organizations to design personalized templates using Microsoft Word or the built-in document builder and define variables, loops and tables to capture data.

Docupilot includes predefined templates, which allows enterprises to create proposals, quotes, agreements, purchase and sales orders, invoices and other documents to handle sales, partnerships, and more on a unified portal. HR professionals can also generate offer letters, on-boarding documents and more. Additionally, users can also produce and send offers, cou...


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Supported Operating System(s):

Web browser (OS agnostic)

27 Reviews of Docupilot

Average User Ratings

Overall

4.96 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(26)

26

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 27 results

April 2020

User Profile Picture

Don from Good Raising

Verified Reviewer

Company Size: 2-10 employees

Industry: Fund-Raising

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2020

Great product. Amazing Customer Service.

I can't recall getting this high quality customer service from any provider in any field. It's refreshing.

Pros

I stumbled onto Docupilot while looking for alternatives for our startup. Our effort is a bit complex but Docupilot was able to deliver everything we needed. The product is fantastic - reliable, versatile, and at a great price. We're completely satisfied with the product but the customer service is just incredible - seriously unbeatable. I had questions or needed help multiple times a week at some points. Unfailingly, they've gone way above and beyond to help us meet our goals. They've also reached out to others beyond their company to collaboratively help solve problems we encountered. For most of this period, they did all of that while I was still using their free version! They are patient, respond quickly, and will do what it takes to deliver. We are close to launch and it never could have happened without the top notch team at Docupilot. A special shout out to Rohit who provided immeasurable help every step of the way.

Cons

I thought the product had limitations at different points, but in every case it was because of my own lack of familiarity with the capabilities of Docupilot. I would ask if something could be done with the product and expected a "no" but the answer was always yes. We encountered a lot of obstacles but Docupilot overcame every one of them. I was surprised but grateful.

Reasons for Choosing Docupilot

We looked at lots of alternatives. I liked the pricing for Docupilot compared to the alternatives, and they were quick to respond and follow up with me. We will stay with Docupilot because the product delivers consistently, is incredibly versatile, and the customer service is unbeatable.

July 2019

Chris from MoveSquad Group

Company Size: 11-50 employees

Industry: Transportation/Trucking/Railroad

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2019

Amazing product for Automating Document Creation and Distribution

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.

Reasons for Choosing Docupilot

Ease of use and the way we felt more supported by the team during the trial phase.

February 2020

Antonio from Userbot SRL

Company Size: 11-50 employees

Industry: Computer Software

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2020

Best tool for Document Automation

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

Reasons for Switching to Docupilot

Price and better Zapier integration with Word documents

July 2019

Scott from Law Offices of Scott C. Athen, PC

Company Size: 1 employee

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2019

Heavyweight contender

Support is outstanding. I've made a couple requests for changes that were made within hours.

Pros

Docupilot is an excellent choice for cloud-based document generation. I use it specifically to create bespoke Fee Agreements and releases to then send to SignNow for electronic signatures from my clients.

Cons

There are still a few features that I'd like to see, but they are working diligently to add them.

Reasons for Switching to Docupilot

Docupilot has nearly all the functionality of WebMerge at a MUCH more competitive pricing structure.

April 2020

Michele from Walnut Street Finance

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

April 2020

Powerful. Easy. Nothing else compares.

Pros

A powerful document generator, I haven't found anything that I cannot do. The insert dynamic image function and insert google map function for my template was critical to our business, and none of the other tools had this capability. Many others stop short at simple token/field insertion of raw data, but Docupilot allows for field formatting, calculations, if-then-else conditional statements, raw HTML source code. Easy enough for anyone to use, and powerful enough for a superuser/coder to be happy. The integration options are powerful enough to integrate with almost any software or CRM through webhooks, APIs, web forms, Zapier, etc. I am using it through Hubspot using Webhooks. I highly recommend Docupilot.

Cons

The only con I have is pricing by the document generated. We are a small business, but will probably end up in the enterprise pricing because we are essentially using this as a report writer and generating reports all the time.