Docupilot

RATING:

4.97

(35)

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, coupons, gift material a...

Awards and Recognition

FrontRunner 2021
Software Advice's FrontRunners report ranks top products based based on user reviews, which helps businesses find the right software.

Docupilot Pricing

Starting price: 

$29.00 per month

Free trial: 

Available

Free version: 

Available

Docupilot customizable templates
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Docupilot Reviews

Overall Rating

4.97

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Showing 1 - 5 of 35 reviews

User Profile

Don

Verified reviewer

Company size: 2-10 employees

Industry: Fund-Raising

Time used: Less than 12 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

Craig

Company size: 501-1,000 employees

Industry: Aviation & Aerospace

Time used: Less than 6 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

October 2022

Excellent Customre Service

Docupilot has some of the best customer support I have ever experienced. We have asked them what we think are complex questions, assuming the ask would not be possible. Each time they have responded with code/processes that work perfectly for us.

Pros

Docupilot is easy to use and feature rich. Highly recommend this product for those who need output from complex business processes and data.

Cons

some competitors have easier to read html editor

Reasons for choosing Docupilot

This product was equally as feature rich as the competitor we were using. It was more cost-effective, but the customer support is what sets them apart.

Reasons for switching to Docupilot

This product was equally as feature rich as the competitor we were using. It was more cost-effective, but the customer support is what sets them apart.

Kenneth

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Information Technology and Services

Time used: Less than 12 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

November 2022

Great product!

Pros

We use it to automate agreement copies that are being signed digitally using Airtable and MiniExtensions and it was very easy to set up. We've never had it fail on us yet (knock on virtual wood), so it's great to have a tool that is truly "set it and forget it." An extremely vital part our no-code workflow.

Cons

Wish it was able to integrate with Airtable outside of an extension. Would rather use it as an automation.

Nic

Company size: 2-10 employees

Industry: Legal Services

Time used: Less than 6 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

April 2022

Best Move We Made

Wonderful and refreshing. I wish we had begun looking for an alternative months and months ago.

Pros

The feature set is comparable with other leading online document creation software we have used. The BEST element and 90%+ of our decision to switch was the customer care & support. Available when we needed and hand held us through any onboarding issues and queries we had. They had no idea that I was basing my decision to move 10,000+ merges a month on their support replies - but they aced it and we have moved 2 businesses so far, and will be moving a third next month.

Cons

No able to edit the document on the platform, instead editing in Word on your desktop and then uploading. Adds a little time to, but only minutes and not an overall distraction.

Reasons for choosing Docupilot

CC & Support

Reasons for switching to Docupilot

Support, reliability, price, but 90% of decision was based on support. Abysmal from Formstack and amazing so far from Docupilot.

Alex

Company size: 2-10 employees

Industry: Real Estate

Time used: Less than 6 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

October 2022

One day to setup, years to enjoy

I felt like they do care about their customers and they do genuinely want to help and provide a great service. Even when my initial decision was not to proceed (due to inntegration that I needed was not there) - they didn't give up - they followe up, they worked on it, they made it better and now they have me on-board for years to come, for sure!

Pros

Price plans are well structured and suitable for variaty of businesses and cases, so - thank you for that. Support is outstanding - they have develoepd new custom integration that we needed in a matter of days and provided outstanding documentation that is easy to follow. Very simple and intuitive interface

Cons

could not find "About Us" page, as I wanted to learn about the team behind :)

Reasons for switching to Docupilot

They recently had a very aggressive price increase, which was 3x times the original subscription. I have never experienced anything like that with any other vendors. Price increases are common and expected from time to time, but their aggressive approach made me to look for an alternative - not because I was desparate to save a few bucks, but because I felt this was very unfair and I didn't want to support them anymore.

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