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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

PortalsXpress offers a secure method for sharing documents with both clients and field offices. Clients can access and modify documents within a portal that prominently features your company's branding. You can swiftly distribute documents using our direct-to-portal PDF printer driver—simply print from any application, select a client, and the document will be instantly available. Our Padlocks present an effective and user-friendly approach to ensure document security. Sensitive files intended solely for your accounting department and CEO can be safeguarded using these Padlocks. Have you ever struggled to locate a specific document? Now, consider that issue on a larger scale throughout your organization. Our Secure Document Search Engine provides comprehensive search capabilities for your entire portal, ensuring that documents remain hidden from view unless you possess the appropriate permissions. The integration of Padlocks and secure document search guarantees that sensitive information is protected while still being accessible to authorized users. This dual-system enhances document management and security across your organization.

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

$311.40 per year
Free Trial Yes 
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
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) No 
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) No 
In Person No 

Vendor Details

Company Name

Flackon

Founded

2018

Country

United States

Website

docupilot.app

Vendor Details

Company Name

PortalsXpress

Founded

2011

Country

United States

Website

www.portalsxpress.com

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

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Portal

Chat No 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

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