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Docupilot

Name: Docupilot
Rating: 4.5 (2 reviews)

By Docupilot

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Highlights : About Docupilot

Create and Email personalized Sales Documents With Salesforce

Integration with Google Drive or Dropbox for Backup & Audit

Connect To Multiple Online Data Sources

About Docupilot

Docupilot is a document generation and automation software designed to speed up the documentation process. In just a few clicks, anyone can create detailed and precise documents from scratch and adhere to professional documentation standards and to the user’s custom preferences without having to manually enter details such as client information, address, and main content. Users can also generate new documents using existing ones by easily replacing details, allowing users to maximize old templates while creating and delivering personalized documents per client. Docupilot helps users save time and effort by automating the documentation process, freeing them from the mundane tasks of writing, saving, editing, and sending content so that they can focus on other pressing tasks and priorities. Whether you are working on contracts, receipts, agreements, and other important paperwork, you can trust Docupilot to turn the whole process into a lightning-fast workflow.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Document Builder

Data Capture Form

Zapier Integration

Google Form Integration

Integration with Google Drive or Dropbox for Backup & Audit

Import Templates From MS Word

Connect To Multiple Online Data Sources

API Integration

Create and Email personalized Sales Documents With Salesforce

Send generated documents to Docusign for e-Signing

Benefits

Speed Up Your Documentation Process

Docupilot’s most obvious benefit is that it accelerates your documentation-related workflows by automating many of the steps, from creation to editing to delivery of the documents to email inboxes or cloud-based storages. Gone are the days where you have to spend hours in front of a computer and manually type the words and fill spaces and boxes with the appropriate information.

Eliminate Repetitive Data Entry

With Docupilot, everything is automated. All you have to do is select your preferences, fill in the necessary details, and Docupilot will take care of the rest. And if you want to use an existing document as a template, then all you have to do is change the details and you are good to go. The same is true even with the most complex documents. Integrations with CRMs, HRM systems, forms, and databases allow you to import data into the software, which means you never have to re-enter the same data more than once.

Strong Security Features

The information contained in your documents should be safe from unauthorized access and parties. You can add a password feature per document to ensure that they are only accessed by those with the proper permissions.

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