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

Affordable Document Management Eliminate paper and automate processes with a digital office. SearchExpress document management software lets you workflow and share scanned documents as well as eForms, Word and Excel files. Employees can access documents from their PC, tablet or smartphone. Machine Learning SearchExpress can use Artificial Intelligence to replace manual data entry. For example, for invoices SearchExpress can use the pre-trained Microsoft Machine Learning AI to automatically extract the data on the invoices, with no trained needed. Manage Documents SearchExpress provides search and document workflow to automate business processes and ensure people have the information they need, at the time they need it. The SearchExpress Voice Digital Assistant, Cyber Express, provides speech queries of your business’s data, with verbal responses, from smart speaker or smartphone. Available in cloud and on-premises versions.

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

Audience

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

Audience

Medium and large-size organizations

Support

Phone Support 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 Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version Supported
Free Trial Not Supported

Pricing

$39/user/month Cloud.
Cloud and on-premises versions available.
Free Version Not 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 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 Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Flackon
Founded: 2018
United States
docupilot.app

Company Information

SearchExpress
Founded: 1984
United States
www.searchexpress.com

Alternatives

Docmosis

Docmosis

Docmosis Pty Ltd

Alternatives

FileHold

FileHold

FileHold Document Management Software
Gavel

Gavel

Gavel.io
eBA

eBA

Bimser International
UnForm

UnForm

Synergetic Data Systems, Inc.
Docsvault

Docsvault

Easy Data Access

Categories

Document Workflow Supported
Forms Automation Supported

Categories

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 Workplace Features

Activity / News Feed Not Supported
Calendar Management Not Supported
Chat / Messaging Not Supported
Content Management Not Supported
Document Management Supported
Employee Directory Not Supported
File Sharing Not Supported
Knowledge Management Supported
Surveys & Feedback Not Supported
Task Management Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Not Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Not Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Electronic Data Capture Features

Audit Trail Supported
CRF Tracking Not Supported
Data Entry Supported
Data Verification Supported
Distributed Capture Supported
Document Imaging Supported
Document Indexing Supported
Forms Management Supported
Remote Capture Supported
Study Management Not Supported

Remote Work Features

Collaboration Not Supported
Credential Management Not Supported
Electronic Signature Supported
Employee Monitoring Not Supported
Live Chat Not Supported
Meeting Management Not Supported
Project Management Not Supported
Remote Access Not Supported
Remote Support Not Supported
Screen Sharing Not Supported
Softphone Not Supported
Task Management Not Supported
Time Zone Tracking Not Supported
Video Chat Not Supported
Web Conferencing Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Not Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Supported
Task Management Not Supported
Third Party Integrations Not Supported
Workflow Configuration Supported

Integrations

Agolix by Assessment Generator Supported
Axis LMS Supported
Integrately Supported
KonnectzIT Supported
Latenode Supported
Make Supported
Microsoft 365 Not Supported
Microsoft Dynamics GP Not Supported
PSA Not Supported
Pipedream Supported
QuickBooks Desktop Pro Not Supported
Quickwork Supported
Stackreaction Supported
Workbooks Web Insights Supported
Wufoo Supported
Zapier Supported

Integrations

Agolix by Assessment Generator Not Supported
Axis LMS Not Supported
Integrately Not Supported
KonnectzIT Not Supported
Latenode Not Supported
Make Not Supported
Microsoft 365 Supported
Microsoft Dynamics GP Supported
PSA Supported
Pipedream Not Supported
QuickBooks Desktop Pro Supported
Quickwork Not Supported
Stackreaction Not Supported
Workbooks Web Insights Not Supported
Wufoo Not Supported
Zapier Not Supported
Claim Docupilot and update features and information
Claim Docupilot and update features and information
Claim SearchExpress and update features and information
Claim SearchExpress and update features and information