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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Agolix by Assessment Generator Yes 
Axis LMS Yes 
Integrately Yes 
KonnectzIT Yes 
Latenode Yes 
Make Yes 
Pipedream Yes 
Quickwork Yes 
Stackreaction Yes 
Workbooks Web Insights Yes 
Wufoo Yes 
Zapier Yes 

Integrations

Agolix by Assessment Generator No 
Axis LMS No 
Integrately No 
KonnectzIT No 
Latenode No 
Make No 
Pipedream No 
Quickwork No 
Stackreaction No 
Workbooks Web Insights No 
Wufoo No 
Zapier No 

Pricing Details

$29 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

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 No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

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