Generating output in Word, Excel, or PDF. Review collected by and hosted on G2.com.
Documentation to support development, and Airtable extension. Review collected by and hosted on G2.com.
I evaluated Docupilot against several other tools to use for creating rich format exports of data from an Airtable base. The key feature that Docupilot provides is the ability to create the formatted output template in MS Office apps (Word, Excel). The template is uploaded to Docupilot and then mapped to the data in Airtable via an Airtable integration extension. Being able to create the templates using Word and Excel is much easier than using a drag-and-drop editor, which is an approach with some competitive products. There are also some good tools that use G-Suite apps for creating templates, but my client uses MS Office which made Docupilot the right tool for them.
I was able to set up the Airtable extension, create a test template, map the data fields and create an export document in a couple hours.
Docupilot's support team is also very helpful and responsive, even when I was initially using a trial version to test their product. Review collected by and hosted on G2.com.
Documentation is ok, but could use more detail and examples.
When you upload an Excel-based template, it renders weirdly in the Docupilot UI although it works properly when you generate an output from Airtable. Review collected by and hosted on G2.com.
Docupilot has completely transformed the way we handle document automation. The thing I like most is how intuitive and easy to use it is. The platform lets you quickly create, customize, and automate documents, saving us hours of manual work. The template library is also fantastic—customizable to meet a wide range of needs, and the ability to automate processes across different tools has made our workflows much more efficient. Review collected by and hosted on G2.com.
It would be great if there were more pre-designed templates for niche industries, but their support team is quick to help customize templates when needed. Review collected by and hosted on G2.com.
Saves time, and minimizes clerical errors. Review collected by and hosted on G2.com.
I'd like to pay per document, rather than per month Review collected by and hosted on G2.com.
We’ve been using Docupilot for a variety of documentation needs like generating contracts, invoices, and customer reports.
It has been very easy to tailor document templates for variety of use cases. We can select from features like dynamic variables, conditional logic, and list items and use these to create documents that adapt to different use-cases Review collected by and hosted on G2.com.
Docupilot's inbuilt automation capabilities does have scope of improvement. As of today, we do use tools like Zapier and leverage the APIs, to automate our document transfer processes. Review collected by and hosted on G2.com.
- Very simple process for creating document templates
- Jinja/templating
- API is simple, amazing for generating documents with data from our other systems
- Multi-user support
- Easy to setup and use Review collected by and hosted on G2.com.
- Template tokens on PDF documents with existing input fields are sometimes not labeled properly (text_1, text_2, etc). Would be nice to have a method to identify the input fields and rename the template tokens in the template editor. Review collected by and hosted on G2.com.
Simple and very flexible way to create automated document generation. Review collected by and hosted on G2.com.
I guess documentation could be wider and have more examples. Review collected by and hosted on G2.com.
nothing at all, literally doesnt allow me to do a single thing advertised, cant even edit a basic pdf. Review collected by and hosted on G2.com.
its garbage, everything. I literally cant do a single thing I paid for. Review collected by and hosted on G2.com.
Hi! Thank you for sharing your feedback—I’m truly sorry to hear about your frustrating experience.
Docupilot is built to help users automate document creation using pre-formatted templates. In the case of PDFs, our system currently requires uploading a fillable PDF—a type of PDF where fields like text boxes or checkmarks are already added using tools like Adobe Acrobat or PDFEscape. Our platform doesn’t yet support editing or adding fields directly inside the app, which I understand may not have been clear upfront—and that’s on us.
We’ve since followed up with you privately to offer guidance, sample templates, and alternative options—such as using Word templates for more flexibility. We’ve also extended a refund offer, as we always want to ensure our customers get value from the product.
While this experience didn’t meet your expectations, we’re committed to improving our clarity and onboarding process based on feedback like yours. If you’re open to it, we’d be happy to walk you through the platform to see if there’s a better fit—or help with the refund process.
Thank you again for your candid review.
—Rohit
CEO, Docupilot
It's like magic! I like how quick the reports are generated and without any errors. It helped me save numerous hours of boring and repetitive work. Review collected by and hosted on G2.com.
No complaints so far! Wish I knew about it few months ago so I would have made better progress in my research. Review collected by and hosted on G2.com.
Docupilot is incredibly easy to setup and its seamless integration with other platforms allowed us to streamline our workflow effortlessly.
The customer support is great - always quick, helpful and reliable.
Highly recommend it! Review collected by and hosted on G2.com.
Some additional tutorial resources for advanced features could make the learning curve even smoother. Review collected by and hosted on G2.com.