Docupilot

Docupilot

Flackon
+
+

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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.

About

Kiip is a cloud-based platform designed to streamline client management for social service organizations. It offers secure, collaborative spaces where clients and providers can share documents, complete forms, and communicate efficiently. Key features include digitized intake packets, eligibility assessments, and consent forms, enabling remote completion without the need for in-person visits. Kiip facilitates the discovery and sharing of free or reduced-cost resources through program search, allowing direct sharing with clients. The platform supports sending, receiving, and tracking referrals, with automatic status updates for any actions taken. As a HIPAA-compliant system, Kiip serves as a secure repository for client data and documents, with the option to download information for integration into other databases like HMIS or EHR. Accessible from any device without the need for additional apps, Kiip enables flexible workflows from the office, home, or field.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Organizations wanting a solution to enhance client engagement and streamline service delivery

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Flackon
Founded: 2018
United States
docupilot.app

Company Information

Kiip
Founded: 2021
United States
www.kiipco.com

Alternatives

Docmosis

Docmosis

Docmosis Pty Ltd

Alternatives

Gavel

Gavel

Gavel.io
Gavel

Gavel

Gavel.io

Categories

Categories

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integrations

Agolix by Assessment Generator
Axis LMS
Integrately
Kochava
KonnectzIT
Latenode
Make
Pipedream
Quickwork
Stackreaction
Workbooks Web Insights
Wufoo
Zapier

Integrations

Agolix by Assessment Generator
Axis LMS
Integrately
Kochava
KonnectzIT
Latenode
Make
Pipedream
Quickwork
Stackreaction
Workbooks Web Insights
Wufoo
Zapier
Claim Docupilot and update features and information
Claim Docupilot and update features and information
Claim Kiip and update features and information
Claim Kiip and update features and information