Impana J.
IJ
Impana J.
SEO Speacialist
Small-Business (50 or fewer emp.)
"An Excellent Choice for Growing Businesses"
4.5/5
What do you like best about Docupilot?

Docupilot has transformed how we handle document generation in our organization. The platform is straightforward to use, and the ability to create dynamic templates with conditional logic is a huge time-saver. The integrations with tools like Zapier and Google Drive have made our processes even more efficient.

What sets Docupilot apart is its simplicity paired with advanced features. It’s far less complex than PandaDoc. We've been able to generate contracts, invoices, and reports in minutes, cutting down on administrative overhead significantly. Review collected by and hosted on G2.com.

What do you dislike about Docupilot?

While Docupilot excels in automation and functionality, the design customization options for templates could be more extensive. Review collected by and hosted on G2.com.

AN
Verified User in Consulting
Small-Business (50 or fewer emp.)
"Docupilot: Saves time and hassle. Highly Recommended."
5/5
What do you like best about Docupilot?

My overall experience with Docupilot has been excellent. Docupilot allows me to generate word documents from a template directly inside Airtable. It is difficult to find an app that generates a Word document and I was pleased to discover Docupilot has this option. While setting up my templates, I received assistance from Docupilot using their helpful videos and via email. In cases when I couldn't reach them immediately, they got back to me by email within a reasonable amount of time. While setting up and testing your template, you are allowed to use a testing mode so it does not use up your monthly credits. This is especially important if you are on a lower tier plan. Review collected by and hosted on G2.com.

What do you dislike about Docupilot?

No cons to mention about Docupilot. Just be patient and once your template is set up, it is easy going. Review collected by and hosted on G2.com.

Naveen A.
NA
Naveen A.
Content Manager
Mid-Market (51-1000 emp.)
"Simple, Effective & Impeccable Customer Support"
5/5
What do you like best about Docupilot?

Their integrations work flawlessly & if at all there any hiccups their customer support team gets on the issue sand solves it quickly Review collected by and hosted on G2.com.

What do you dislike about Docupilot?

Nothing specific really. It is a little tech savvy to use for some of our users - but the speed at which things get automated and done makes up for it. Review collected by and hosted on G2.com.

Rebecca M.
RM
Rebecca M.
APRN MSN FNP-BC
Hospital & Health Care
Small-Business (50 or fewer emp.)
"Simple and Reliable"
5/5
What do you like best about Docupilot?

It's accessible for someone with little tech knowledge. I was able to automate pdf creation and delivery myself with no coding knowledge. I have integrated it with Typeform and Gmail using Make.com. It takes the info from my customers' forms, builds my pdfs, and saves them to Google Drive and AWS. It's been a very reliable and affordable addition to my business. We currently issue approximately 20k (and rising!) documents monthly using this service. I don't know where we'd be without it. Review collected by and hosted on G2.com.

What do you dislike about Docupilot?

I wish I could build my document templates by uploading PDFs rather than a Docs Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Docupilot Review"
5/5
What do you like best about Docupilot?

I love how simple and easy it makes generating documents with its ability to eliminate repetitive tasks. Our business uses Docupilot daily. The ability to integrate and implement the platform into our system has been seamless. Review collected by and hosted on G2.com.

What do you dislike about Docupilot?

Extending its feature set to include greater functionality such as more complex if...then capabilities including dropdown options in the customisation stage would further enhance its convenience for users. Review collected by and hosted on G2.com.

AN
Verified User in Alternative Medicine
"Great Experience"
4.5/5
What do you like best about Docupilot?

They have all the tools I needed to fully automate report sending and automation both from and to my platform Review collected by and hosted on G2.com.

What do you dislike about Docupilot?

A little expensive for the price per task Review collected by and hosted on G2.com.

Verified User in Legal Services
AL
Verified User in Legal Services
Small-Business (50 or fewer emp.)
"Excelent tool for mass creating documents"
4/5
What do you like best about Docupilot?

The best of all is the posiblity to use Docupilot with zapier in order to automatize mass document's generation. The customer support is very efficeint, the implementation process was really quick and the app is easy to use. Review collected by and hosted on G2.com.

What do you dislike about Docupilot?

It lacks of any IA in order to facilitate the completion of the documents Review collected by and hosted on G2.com.

KT
Kevin T.
Principal
Small-Business (50 or fewer emp.)
"Meets expectations"
5/5
What do you like best about Docupilot?

Docupilot meets all the expectations allowing my clients to sign documents from an online form and deliver them a copy for signing, and myself the final signed document. Review collected by and hosted on G2.com.

What do you dislike about Docupilot?

I have not yet found anything to dislike Review collected by and hosted on G2.com.

Joonatan N.
JN
Joonatan N.
CEO
Small-Business (50 or fewer emp.)
"Perfect solution to generate Word and PDF + very helpful support"
5/5
What do you like best about Docupilot?

Easy to use via Zapier and generates documents all according to our needs. We have been using it to generate Word and PDF-files since 2018. Fast and helpful support. We highly recommend Docupilot. Review collected by and hosted on G2.com.

What do you dislike about Docupilot?

Really nothing to dislike. We are satisfied. Review collected by and hosted on G2.com.

JJ
Jeremy J.
Project Management Team Lead
Mid-Market (51-1000 emp.)
"Easy to use product"
4/5
What do you like best about Docupilot?

Really good support team and intuitive product Review collected by and hosted on G2.com.

What do you dislike about Docupilot?

Although intuitive, some of the features seems complicated to use. Review collected by and hosted on G2.com.