Docupilot

Docupilot

Flackon
MyDocSafe

MyDocSafe

DocSafe
+
+

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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

MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.

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

Companies searching for a document workflow and e-sign software solution

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

$8 per month
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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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

DocSafe
Founded: 2013
United Kingdom
mydocsafe.com

Alternatives

Docmosis

Docmosis

Docmosis Pty Ltd

Alternatives

CINCEL

CINCEL

Cincel
Gavel

Gavel

Gavel.io
SODA PDF

SODA PDF

Avanquest

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

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Integrations

Agolix by Assessment Generator
Axis LMS
Dropbox
Integrately
KonnectzIT
Latenode
Make
Microsoft Outlook
Pipedream
Quickwork
Stackreaction
Workbooks Web Insights
Wufoo
Xero
Zapier
viaSocket

Integrations

Agolix by Assessment Generator
Axis LMS
Dropbox
Integrately
KonnectzIT
Latenode
Make
Microsoft Outlook
Pipedream
Quickwork
Stackreaction
Workbooks Web Insights
Wufoo
Xero
Zapier
viaSocket
Claim Docupilot and update features and information
Claim Docupilot and update features and information
Claim MyDocSafe and update features and information
Claim MyDocSafe and update features and information