Ratings Breakdown
User Reviews Overview
Feature Ratings
Ease-of-use
5.0 / 5
Value for Money
4.5 / 5
Customer Support
5.0 / 5
Functionality
5.0 / 5
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. "
"What I love about Docupilot is that it helped our organisation to simply automate a lot of work. "
"Everything about this service is great. I love the people behind the product and the product itself. Thank you."
Cons
"Would be nice if pricing was more aggressive for higher volumes."
"All been great so far! I have no concerns at all"
"There are still a few features that I'd like to see, but they are working diligently to add them."
Docupilot Reviews
Filter by:
April 2020

Don from Good Raising
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
PJ from Orbis
Company Size: 2-10 employees
Industry: Design
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2020
Works Great
Docupilot is great. Support is very fast to answer chat questions.
Pros
We use this to automate all document creation within the company.
Cons
None so far, everything has worked perfect.
Reasons for Switching to Docupilot
Easier to use
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.
January 2020
Zee from iBex
Company Size: 11-50 employees
Industry: Insurance
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2020
Huge savings and so simple to use!!
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
Reasons for Switching to Docupilot
Pricing and ease of use.
July 2020

Joonatan from OVK-center Sverige AB
Company Size: 11-50 employees
Industry: Marketing and Advertising
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
July 2020
Saves us huge amount of time
For us, together with Zapier, Docupilot makes true magic. We produce thousands of documents automatically, saving us huge amount of time.
Pros
Easy to use. Cheaper than alternatives and works like magic with Zapier.
Cons
Cant really say anything that could be better, all the features are good and other features can be managed elsewere (for example AND-logic).
Reasons for Switching to Docupilot
Easy to use, better logic in-document, cheaper. It was a triple-win to switch.
July 2019
Sam from Student Volunteer Army
Company Size: 2-10 employees
Industry: Education Management
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
July 2019
A really cool innovation for documents
A pretty fun learning experience overall
Pros
That it's like a web builder but for documents, that you can integrate many different technologies, use the API, style and customise to your hearts desire, very innovative and opens up a lot of options!
Cons
More video tutorials and walkthroughs that show some of the integrations that can be achieved with other technologies would be really quite helpful e.g. using the Bootstrap CDN for tables and form construction etc.
March 2019
Rob from Craft Beer Updates
Company Size: 2-10 employees
Industry: Food & Beverages
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2019
Excellent cloud based tool
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.
October 2019
Christopher from Hospitality
Company Size: 1 employee
Industry: Information Technology and Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2019
Great product, great support
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.
Reasons for Switching to Docupilot
Webmerge support is email only, so no way to address critical problems in real time. Additionally, Webmerge was acquired by Formstack and they immediately hiked the prices. No bueno.
July 2019
Ron from Quadica Developments Inc.
Company Size: 2-10 employees
Industry: Electrical/Electronic Manufacturing
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
July 2019
Perfect Companion For Zapier
Docupilot was the only solution we could find that allowed us to build a fully automated document generation process using Zapier, 3dCart, and our own custom designed order/production management system. Support is top notch. I never waited more than 20 minutes for a reply from a very knowledgeable and helpful support person who went out of their way to solve our problem.
Pros
Easy to set up and use with excellent integration with Zapier. It works exactly as it should. Before settling on Docupilot, we evaluated a dozen or more other options. But nothing was able to accommodate our requirements. All of the other apps we evaluated were missing one or more essential functions that we needed for automating document generation.
Cons
Would be nice if pricing was more aggressive for higher volumes.
April 2019
Karen from Training
Company Size: 2-10 employees
Industry: Non-Profit Organization Management
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Have been looking for such a solution for a long time!
I was looking for a solution to gain time filling documents for my organization. Support has been really helpful for all my questions. Very happy I could find this, no more days spent filling documents repetitively....
Pros
I like the fact I can just prepare a document once, with merge fields, and then automate all documents. My admin is now really simplified! My objective was to really gain time and as a non-technical person, I like the efficiency and simplicity of Docupilot!
Cons
I believe it is quite new as I didn't find it before when I was looking for such a solution but already with all features I need so far and even some I don't need yet. Initially I was not too sure about using Zapier, but it ended up being a very smooth process. :)
April 2020
Jordan from SoundKreations Residencies
Company Size: 2-10 employees
Industry: Education Management
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
Quick and helpful
Pros
Everything about this service is great. I love the people behind the product and the product itself. Thank you.
Cons
I like everything about it. Seriously. I have zero complaints
June 2019
Lloyd from BMP Advisory
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
June 2019
Customer service.... WAAAAY above expectations.
I'm using this software to merge PDF files from web forms. To date, it's been very useful, and much more cost effective than other providers (namely, Webmerge).
Pros
The software is intuitive enough to use, but more importantly, when I did come up with a problem, I was genuinely amazed by how the support team went out of their way to help me. Well above expectations... Highly recommended.
Cons
I don't really have a 'con' so far. I'm simply typing here because it is required as part of the review... Genuinely impressed with the customer service.
April 2020
Neil from West Valley Mavericks Foundation
Company Size: 1 employee
Industry: Non-Profit Organization Management
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
Merge and make PDF's in a snap
Automation of documents for custom uses that are not available on some larger platforms. Creating a PDF and being able to mail or email is is useful in my workflow. This is a great product and is MUCH cheaper than Webmerge.
Pros
The price is unbeatable in this product space at the time of writing. I also like the integrations it offers with Zapier, Airtable and more.
Cons
Docupilot fits perfectly into my automation flow as I am a low volume user and is affordable for us as a non-profit to use it. I can't think of anything that I don't like.
May 2020
Roberto from Expediente Azul
Company Size: 2-10 employees
Industry: Computer Software
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
Functionality
5.0
May 2020
Does the job
Sometimes customers request to sign an NDA before talking to us, I send them the link to fill up their company information and an NDA is sent to them already filled up with their company info by email in PDF. Afterwards we just sign it. It helps that this is an automated process as it removes the stress of negotiating stuff, it looks professional and the NDA is as-is.
Pros
Extremely simple setup, you just upload the Word file with placeholders in it and a custom form is created with a public URL. Then you setup who gets an email with the resulting file (I choose PDF) and done.
Cons
I liked everything about the software and don't intend to change it unless someone does it for free.
Reasons for Choosing Docupilot
The alternative Webmerge was really expensive
August 2020
Noam from Noam Say
Company Size: 2-10 employees
Industry: Information Technology and Services
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
August 2020
Powerful and simple to use
Docupilot is one of the most powerful yet simple to use software. One of the most important tool in the no-code ecosystem
Pros
Intuitive interface and easy to integrate using API or Zapier Affordable pricing compared to alternative Excellent support
Cons
I only found one missing feature but I talked to support and they implemented it within a week !
Reasons for Switching to Docupilot
Pricing first, then ability to integrate without code and excellent customer support
August 2020
Breyten from liquidation Attorneys
Company Size: 2-10 employees
Industry: Law Practice
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
5.0
Functionality
5.0
August 2020
Easy to use
I am very pleased, especially the quick support reply time. Thanks to [SENSITIVE CONTENT HIDDEN]
Pros
I like that i have full control over how the document is styled.
Cons
it would be more enjoyable if I had more control over image placement.
Reasons for Choosing Docupilot
It worked with my database and it is easier to use.
Reasons for Switching to Docupilot
Docupilot was easier to use more user friendly
August 2020
Joost from Chess
Company Size: 11-50 employees
Industry: Telecommunications
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
August 2020
Great product
Its been great and their customer service is next level.
Pros
What I love about Docupilot is that it helped our organisation to simply automate a lot of work.
Cons
I hope they will add more integrations.
April 2020
Dong from NextGen Strata
Company Size: 2-10 employees
Industry: Real Estate
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2020
Always responsive on support on a timely manner
Pros
pretty intuitive to use, any problems, the supporting team is always standing by
Cons
have not found the cons yet, so far so good
May 2019
Angelo from Grafische Cursussen
Company Size: 1 employee
Industry: Graphic Design
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Customer support
5.0
Functionality
5.0
May 2019
Easy automation of repetetive docs
What I like a lot is the integration with software like Zapier. Now we don't have to make certificates by hand. These certificates are made automatically with the data that a student fills in when he applies for a course.
Pros
I like automation in all sorts of kind. And for me Docupilot automates repetitive docs very well! I tried some stuff, but in the end Docupilot must be one of the best.
Cons
There wasn't a small plan for us who only need 5-10 docs per month. But we made an agreement on that. Very nice.
May 2019
Victor from COMPLIMENT
Company Size: 2-10 employees
Industry: Health, Wellness and Fitness
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
3.0
Customer support
5.0
Functionality
5.0
May 2019
Great support and ease of use
Pros
Zapier-like UX & interface. Very easy to use
Cons
Much cheaper than webmerge but still expensive in my opinion
May 2019
Mmanape from EMGuidance Technologies
Company Size: 11-50 employees
Industry: Information Technology and Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
May 2019
Great app!
Pros
The user friendliness of the app and the amazing support . Their support is available 24/7 to explain things and even set up remote sessions and lessons, they are just amazing!
Cons
I haven't experienced any major concerns up to so far.
September 2019
John from Rising Sun Commerce
Company Size: 2-10 employees
Industry: Marketing and Advertising
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Customer support
5.0
Functionality
5.0
September 2019
Great for Automating Reports
It's great
Pros
It's easy to use and flexible. It was easy to set-up, get started and send test data. It's worked very well ever since.
Cons
I found a very minor bug, reported it and the team fixed it straightaway. Can't fault that.
October 2018
Anonymous
Company Size: 11-50 employees
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2018
Amazing product and even better support
Pros
All the features are in everyplans! The only difference is the amount of documents generated.
Cons
Not to much that I don´t like. In some areas it´s a bit complicated but the support is amazing and very fast!

Response from Flackon
Replied October 2018
Thank you for your review.