DocuPro

DocuPro

DocuPro (GoDocuPro)
Docupilot

Docupilot

Flackon
+
+

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About

DocuPro is a cloud-hosted document management system for organizations that capture, classify, secure and route high volumes of business records. It imports documents from scanners, bulk uploads, email, Microsoft Outlook and a virtual print driver, then organizes them using configurable document types and index fields. Folder permissions and index-based security rules control access. Workflow stages, queues, tasks, routing and notifications support review and approval processes. Users can view documents, apply annotations, stamps and signatures, and track version history. Parallel bulk-import jobs support repository migrations and identify uploads that need to be retried. DocuPro is designed for insurance and workers’ compensation, legal, accounting and accounts payable, human resources, financial services, and credit union teams. The cloud service is managed by the vendor and supports Microsoft Entra ID single sign-on.

About

Create documents on Docupilot using intelligent templates and data. Send the created documents as an email or to your favorite applications like Zapier, Dropbox or Docusign. Creating new documents manually by changing your client's details such as client's name and address can be very unrewarding. With Docupilot, you can use the existing document and change the client details to \{{client_name}} and \{{client_address}} to create a personalized document for every client. Protect your documents with a password for client confidentiality. Now that your document creation is automated, you no longer have to worry about accidentally using the wrong client name. Automate tedious document creation. Save an hour per document and use that time to work on your business growth. Simplify your business's most complex document workflow's so that you don't have to repeat data entry. You can also automatically integrate data from your CRM, HR, Forms, and Online databases.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Insurance, workers' compensation, legal, accounting and AP, HR, financial services and credit union teams that manage high volumes of typed documents

Audience

Anyone seeking a tool to create documents using intelligent templates and data

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Pricing is quoted for each organization after a demo, based on its document types and processing needs.
Free Version Not Supported
Free Trial Not Supported

Pricing

$29 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

DocuPro (GoDocuPro)
Founded: 2023
United States
godocupro.com

Company Information

Flackon
Founded: 2018
United States
docupilot.app

Alternatives

No Alternatives

Alternatives

Docmosis

Docmosis

Docmosis Pty Ltd
4.9 out of 5 stars
Gavel

Gavel

Gavel.io
5.0 out of 5 stars

Categories

Categories

Document Workflow Supported
Forms Automation Supported

Forms Automation Features

Approval Process Control Not Supported
Archiving & Retention Not Supported
Collaboration Not Supported
Document Indexing Not Supported
Drag & Drop Supported
Full Text Search Not Supported
Remote Document Access Not Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Integrations

Agolix Not Supported
Axis LMS Not Supported
Integrately Not Supported
KonnectzIT Not Supported
Latenode Not Supported
Make Not Supported
Microsoft Entra ID Supported
Microsoft Outlook Supported
Pipedream Not Supported
Quickwork Not Supported
Stackreaction Not Supported
Workbooks Web Insights Not Supported
Wufoo Not Supported
Zapier Not Supported

Integrations

Agolix Supported
Axis LMS Supported
Integrately Supported
KonnectzIT Supported
Latenode Supported
Make Supported
Microsoft Entra ID Not Supported
Microsoft Outlook Not Supported
Pipedream Supported
Quickwork Supported
Stackreaction Supported
Workbooks Web Insights Supported
Wufoo Supported
Zapier Supported
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