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Description
Docupilot allows you to create documents using intelligent templates and data. You can send the documents created on Docupilot as an email, or to your favorite apps like Zapier or Dropbox. It can be tedious to manually create new documents by changing the client's details, such as name and address. Docupilot allows you to use an existing document and modify the client details to client_name or client_address in order to create a customized document for each client. For client confidentiality, protect your documents with a password. Automated document creation means that you don't have to worry about accidentally entering the wrong client name. Automate tedious document creation. You can save an hour per document and spend that time on business growth. You can simplify your business's most complicated document workflows so you don't have repeat data entry. You can also integrate data from your CRM and HR, Forms, or Online databases automatically.
Description
Invantive BusinessDrive allows users to interact with documents located in various cloud applications and databases as if they were simply files on a network drive. The organization of these documents mirrors the business workflows established within your application. Any updates to documents are seamlessly synchronized with your application to ensure you always have the latest versions. Access controls are automatically applied according to the specifications of your application, maintaining security and compliance. This automatic organization of documents based on their relevance to your business processes facilitates efficient collaboration among team members. The structure is influenced by the specific application or database in use, incorporating elements like "sales orders," "production orders," or "projects." It's important to recognize that every document is distinct; modifying the contents of a file results in the creation of a new document entirely. Your business documents can be categorized by topics within Windows Explorer, allowing for easy navigation. This setup not only simplifies document management but also enhances the safety and efficiency of exchanging documents with your applications. Additionally, the streamlined integration promotes an organized approach to handling documents relevant to your daily operations.
API Access
Has API
API Access
Has API
Integrations
Agolix by Assessment Generator
Axis LMS
Integrately
KonnectzIT
Latenode
Make
Pipedream
Quickwork
Stackreaction
Workbooks Web Insights
Integrations
Agolix by Assessment Generator
Axis LMS
Integrately
KonnectzIT
Latenode
Make
Pipedream
Quickwork
Stackreaction
Workbooks Web Insights
Pricing Details
$29 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Flackon
Founded
2018
Country
United States
Website
docupilot.app
Vendor Details
Company Name
Invantive
Founded
2000
Country
Netherlands
Website
invantive.com/products/invantive-businessdrive.html
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control