Docupilot

Docupilot

Docupilot is a document management software that allows organizations to store, organize, share, and track documents. It has features like version control, permissions management, search, and integrations with popular apps.
Docupilot image
documents storage organization sharing tracking version-control permissions search integrations

Docupilot: Document Management Software

Docupilot allows organizations to store, organize, share, and track documents with features like version control, permissions management, search, and integrations with popular apps.

What is Docupilot?

Docupilot is a cloud-based document management system designed for mid-size to large organizations. It provides a centralized and secure location to store and organize business documents, with controls around permissions, versioning, lifecycles, and metadata.

Key features of Docupilot include:

  • Centralized document repository with unlimited storage
  • Configurable permissions to manage document access
  • Version control to track document changes
  • Lifecycle workflows like review/approve and retention policies
  • Metadata tagging and search to easily locate documents
  • Mobile apps allow access from anywhere
  • Integrates with Office 365, SharePoint, OneDrive and other apps
  • OCR to ingest scanned documents and make them searchable

Docupilot aims to solve challenges businesses have with managing documents scattered in emails, network drives, and local hard drives. It provides one secure location to store, collaborate on, and manage access to documents. This improves productivity, ensures document integrity, and facilitates regulatory compliance.

Ideal users of Docupilot are medium to large businesses that deal with high document volumes and need capabilities like access controls, audit history, and integration with existing productivity platforms.

Docupilot Features

Features

  1. Document management
  2. Version control
  3. Permissions management
  4. Search capabilities
  5. Integrations with popular apps

Pricing

  • Freemium
  • Subscription-Based

Pros

Organized document storage

Collaboration features

Access control for sensitive docs

Easy to find documents

Works with other tools

Cons

Can be complex for basic needs

Limited free version

May require training

Potential security risks if not configured properly


The Best Docupilot Alternatives

Top Office & Productivity and Document Management and other similar apps like Docupilot


DocuGenerate icon

DocuGenerate

DocuGenerate is a powerful yet easy-to-use document creation and automation platform. It allows anyone to create customized, professional-looking documents in just minutes.With DocuGenerate, you can choose from 100+ templates for proposals, contracts, NDAs, invoices, reports, and many other common business and legal documents. Simply customize the templates by adding your...
DocuGenerate image
WebMerge icon

WebMerge

WebMerge is a cloud-based document automation and reporting software designed to help businesses consolidate data from multiple sources into custom documents like proposals, reports, letters, labels, and more. It works by creating reusable templates in Microsoft Word, Adobe PDF, or HTML formats that contain merge fields mapped to data sources.Once...
WebMerge image
HotDocs icon

HotDocs

HotDocs is advanced document automation software used by lawyers, law firms, governments, and corporations to generate customized legal documents and forms. The software works by creating templates for documents like contracts, wills, pleadings, and letters that have merge fields for variables, conditional logic based on answers to interview questions, optional...
HotDocs image
Zocuments icon

Zocuments

Zocuments is a powerful document creation and editing software suite that aims to provide an all-in-one solution for producing professional documents, spreadsheets, presentations, and more. Some key features of Zocuments include:Intuitive word processing with tools for formatting text, inserting images/charts/tables, reviewing changes, adding comments, etc.Robust spreadsheet editor with support for...
Knackly icon

Knackly

Knackly is a flexible no-code platform used by non-technical users to create custom web applications and workflows for business needs without writing any code. With an easy drag-and-drop interface, Knackly makes it simple for anyone to build feature-rich online database apps that can manage data, connect systems, automate processes and...
Knackly image
Plumsail Documents icon

Plumsail Documents

Plumsail Documents is a feature-rich document management system built specifically for SharePoint and Office 365. It provides a range of capabilities to help organizations manage documents more effectively, including:Advanced metadata and tagging - Apply custom metadata and tags to documents to make them easier to find and organize.Automated document routing...
Plumsail Documents image