Docupilot

Docupilot

Flackon
MyDocSafe

MyDocSafe

DocSafe
+
+

Related Products

  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • LogicalDOC
    150 Ratings
    Visit Website
  • MyQ
    197 Ratings
    Visit Website
  • Titan
    376 Ratings
    Visit Website
  • UnForm
    19 Ratings
    Visit Website
  • Adobe Experience Manager
    1,886 Ratings
    Visit Website
  • Lawmatics
    289 Ratings
    Visit Website
  • PDFCreator
    557 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • Process Street
    1,119 Ratings
    Visit Website

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 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

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

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not 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

$29 per month
Free Version Supported
Free Trial Not Supported

Pricing

$8 per month
Free Version Supported
Free Trial 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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I like how this can be set up as a template so I can send to onboard new employees and get paperwork done easy.

Cons

  • The development has been slightly slow but the platform is reliable.

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

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
BlueRelay

BlueRelay

Indellient

Categories

Document Workflow Supported
Forms Automation Supported

Categories

Digital Signature Supported
Document Workflow Supported
Onboarding Supported
Portal 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

Digital Signature Features

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

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Supported
Electronic Forms Supported
Electronic Signature Supported
Employee Handbook Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Not Supported
Training Management Supported

Portal Features

Chat Supported
Collaboration Not Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Integrations

Agolix by Assessment Generator Supported
Axis LMS Supported
Dropbox Not Supported
Integrately Supported
KonnectzIT Supported
Latenode Supported
Make Supported
Microsoft Outlook Not Supported
Pipedream Supported
Quickwork Supported
Stackreaction Supported
Workbooks Web Insights Supported
Wufoo Supported
Xero Not Supported
Zapier Supported
viaSocket Not Supported

Integrations

Agolix by Assessment Generator Not Supported
Axis LMS Not Supported
Dropbox Supported
Integrately Not Supported
KonnectzIT Not Supported
Latenode Not Supported
Make Not Supported
Microsoft Outlook Supported
Pipedream Not Supported
Quickwork Not Supported
Stackreaction Not Supported
Workbooks Web Insights Not Supported
Wufoo Not Supported
Xero Supported
Zapier Not Supported
viaSocket Supported
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