Docupilot
Automate your document workflows to save time and reduce errors.
G2 Rating
4.7 out of 5
Pricing
Starts at $29/month
Documents per month
From 100 to 10,000+
About Docupilot
Docupilot is a cloud-based document automation software designed to help businesses create, manage, and deliver documents more efficiently. Users can build dynamic templates or import existing ones from PDF, Word, or Excel, and then populate them with data from sources like CRMs, databases, or web forms. The platform supports conditional logic, loops, and calculations within templates for complex document creation. Key features include built-in eSignature capabilities, team collaboration tools, and a robust API for integration. It seamlessly connects with hundreds of apps through services like Zapier, Workato, and Power Automate, as well as offering direct integrations with Salesforce and Google Sheets.
Core Features
Template Editor
Build documents with a drag-and-drop editor, conditional logic, loops, and formatting tools.
Data Integration
Connect with JSON, Excel, Google Sheets, CRMs, and other data sources to populate documents.
Esignature
Built-in electronic signature capabilities to get documents signed quickly.
Delivery Options
Email, print, or send documents to cloud storage services like Dropbox, Google Drive, and OneDrive.
Api Access
REST API available for generating documents programmatically.
Integrations
Native
Salesforce, Google Sheets, Airtable
Automation Platforms
Zapier, Make (Integromat), Workato, Power Automate, Pabbly
Esignature
DocuSign, Dropbox Sign, SignNow
Cloud Storage
Google Drive, Dropbox, OneDrive, Box