All Docupilot Reviews
1-25 of 43 Reviews
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Raphaël
Verified reviewer
Education Management, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2024
Amazing product
I really like the customer service and this app capacity
PROSThe native integration with Airtable and Signnow and the ease of use The customer service is also very kind and patient
CONSI would say the time to understand the mechanic of the app, but it's only because it's required to answer to that question
Reason for choosing Docupilot
The ease of implementation and the app possibility
Reasons for switching to Docupilot
I couldn't do everything I want on Documint
Craig
Aviation & Aerospace, 501-1,000 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSDocupilot is easy to use and feature rich. Highly recommend this product for those who need output from complex business processes and data.
CONSsome competitors have easier to read html editor
Reason 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.
Alex
Performing Arts, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2023
Really enjoying Docupilot
Ease of use, automation integration to other platforms, and speed.
CONSSometimes extra clicking is involved which isn't necessary. It would also be great to have more detailed / step-by-step API documentation.
Reasons for switching to Docupilot
Found Documint too difficult to use
Nic
Legal Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Best Move We Made
Wonderful and refreshing. I wish we had begun looking for an alternative months and months ago.
PROSThe 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.
CONSNo 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.
Reason 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
Real Estate, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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!
PROSPrice 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
CONScould 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.
Scott
Law Practice, 1 employee
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2019
Heavyweight contender
Support is outstanding. I've made a couple requests for changes that were made within hours.
PROSDocupilot 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.
CONSThere 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.
Anonymous
11-50 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
Docupilot helped automate our document generation
Docupilot has been a valuable addition to our workflow, especially with its seamless integration with Zapier and SignNow, which we already use. However, I was somewhat taken aback when I realized the free plan was actually a trial, but that aside, it's a fantastic tool that has significantly improved our document generation process.
PROSDocupilot has been a game-changer for our organization, streamlining our document generation process with its intuitive automation features. Thanks to Docupilot, we've significantly reduced manual work, improved efficiency, and consistently produce polished documents in no time.
CONSI was a bit surprised to discover that the free plan turned out to be a trial, but it's still a great tool overall.
Reasons for switching to Docupilot
Docupilot was also able to output doc files, not just PDF.
Don
Verified reviewer
Fund-Raising, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSI 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.
CONSI 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.
Reason 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.
Ron
Electrical/Electronic Manufacturing, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2023
Ultra Reliable
In all the years that we have used Docupilot, it always worked.
CONSA bit tricky to design documents as MS Word was the only option available. Adobe InDesign or some other type of document layout program would be better.
Mikaela
Computer Software, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2023
Fantastic Customer Service and great Product
5 star support and 5 star product!
PROSCan really recommend Docupilot! They take time and help you with the questions you have. They are quick in answering and very kind & helpful. The product itself is very easy to use and super easy to succeed with the document generation in working how you want. Takes no time at all to create a Docx that is functionable and work graphically and looks good etc. All works so smoothly.
CONSDocx and PDF are "seperate" from each other meaning if you want to use PDF you need to create or upload a fillable PDF. Would appricate support for creating a DOCX and Docupilot enables PDF conversion through that template instead. They are saying that they are looking into that as a future feature. Hope it is a priority!
Reasons for switching to Docupilot
Features to enable using PPT aswell besides only Docx and PDF. The ease of use and the possibilities within Docupilot are aswell much higher. Support was a big plus aswell.
Michele
Real Estate, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2020
Powerful. Easy. Nothing else compares.
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.
CONSThe 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.
PJ
Design, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2020
Works Great
Docupilot is great. Support is very fast to answer chat questions.
PROSWe use this to automate all document creation within the company.
CONSNone so far, everything has worked perfect.
Reasons for switching to Docupilot
Easier to use
Sam
Education Management, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2019
A really cool innovation for documents
A pretty fun learning experience overall
PROSThat 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!
CONSMore 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.
Raphael
Education Management, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2023
Very great tool
Integrated with zapier which make it easy to integrate with airtable toovery good customer service
CONSthe fact that i can't edit my word documents in the app
Reason for choosing Docupilot
easy integration
Zee
Insurance, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2020
Huge savings and so simple to use!!
Auto Mail PDF Invoices. Great product!
PROSMoved 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.
CONSAll been great so far! I have no concerns at all
Reasons for switching to Docupilot
Pricing and ease of use.
Joonatan
Verified reviewer
Marketing and Advertising, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSEasy to use. Cheaper than alternatives and works like magic with Zapier.
CONSCant 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.
Adriana
Verified reviewer
Marketing and Advertising, 2-10 employees
Used monthly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2021
The best option for our document automation needs
We have a great experience using the software and managing our relationship with their support team. They are very open to our requests and we feel we have a good relationship with them. Aravind is a nice person to work with and has an outstanding customer service.
PROSI liked a lot that Docupilot offers a wide range of options from the easiest automation tasks to more complicated stuff so you can get a lot of value for the price you pay. We have used it continually to deliver automated diplomas for event attendees with different delivery options and it always does the job we need. I love the way they manage support. They respond timely and always give a solution to our problems.
CONSOnce we had a problem with a Zapier integration delivery. It didn't work at that time but we received the document credits back and could resolve the delivery via email.
Reason for choosing Docupilot
Because they offered exactly the number of documents I needed at a better price than the alternative. They are also very supportive and have an excellent customer service. I wouldn't switch for other tool because of their unbeatable level of service.
Reasons for switching to Docupilot
Because the other app was sold and changed its function.
Kenneth
Verified reviewer
Information Technology and Services, 1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2022
Great product!
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.
CONSWish it was able to integrate with Airtable outside of an extension. Would rather use it as an automation.
Christopher
Information Technology and Services, 1 employee
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Great product, great support
Fantastic so far, I'm using it to consolidate the creation of many documents into a single form.
PROSEase 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.
CONSOnly 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.
Julie
Medical Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
Well done Docupolit!
Great product and great customer service.
PROSReally useful and created the work flow we need in our business to create forms and letters
CONSWorked well for our purposes. we did not have any issues with the product
Stéphane
Airlines/Aviation, 1 employee
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
Great software
simple d'utilisation, le logiciel s'utilise sans guide
CONSle prix, les forfaits de base peuvent sembler important
Rob
Verified reviewer
Food & Beverages, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSAbility to merge data using API and creation of PDF.
CONSWish 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.
Jordan
Education Management, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2020
Quick and helpful
Everything about this service is great. I love the people behind the product and the product itself. Thank you.
CONSI like everything about it. Seriously. I have zero complaints
Michael
Luxury Goods & Jewelry, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Amazing support
The ongoing support and development of this product is incredible. We had a number of custom features or adjustments we wanted to be made which i expected to take forever to be released but got an email a couple of days later with all of them implemented.
CONSThis software is a great solution as a alternative to other document creating platforms.
Lloyd
Financial Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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).
PROSThe 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.
CONSI 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.