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What is Docupilot?

Docupilot enables users to generate documents swiftly through intelligent templates and integrated data. Once created, these documents can be dispatched via email or sent to various applications like Zapier or Dropbox. The process of manually altering client-specific details, such as names and addresses, can be laborious. However, with Docupilot, you can take an existing document and simply replace client-specific information with placeholders like client_name or client_address, facilitating the creation of tailored documents for each client. To maintain client confidentiality, you have the option to secure your documents with a password. This automated approach to document creation eliminates the risk of mistakenly entering incorrect client information. By automating the tedious task of document generation, you can potentially save an hour per document, allowing you to redirect that time toward expanding your business. Additionally, Docupilot streamlines your organization’s most intricate document workflows, reducing repetitive data entry. It also supports seamless integration with data from your CRM, HR systems, forms, or online databases, enhancing efficiency even further. This means you can focus on what truly matters—growing your business and nurturing client relationships.

What is 3B Forms?

3B Forms enables users to gather information from clients and seamlessly integrate it with Salesforce. This user-friendly tool minimizes setup time and boasts a variety of robust features, including: - Support for pre-population - A rule engine to manage data entries - Relationships between parent and child objects - PDF generation capabilities - Merge-mapping for various objects - Customizable styling options - Compatibility with both mobile devices and desktops - Support for embedding and site templates - Extensive customization possibilities - Mailing forms directly from standard Salesforce reports - And much more... The application finds utility in sectors such as Recruitment, Marketing, Healthcare, Retail, and Agencies. During the design and development phase, we prioritized incorporating the most effective features from our competitors into an elegant and user-friendly interface. Understanding the diverse ways our clients might utilize the application, we also developed an Open API to facilitate seamless integration of forms into their existing systems, ensuring a versatile and adaptable solution for all users.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Flackon

Date Founded

2018

Company Location

United States

Company Website

docupilot.app

Company Facts

Organization Name

3B Soft

Date Founded

2017

Company Location

United Kingdom

Company Website

www.3bforms.com

Categories and 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

Categories and 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

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