Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Suralink's dynamic workflow solution can help you track engagement status and reduce time spent managing hundreds of documents. Suralink makes it easy for clients to engage with you. To ensure documents stay on track, create document request lists and establish timelines for completion. All client requests are stored in one place, which is updated in real-time and easily accessible by all involved in the engagement. For super-fast setup, import your spreadsheet list. You can create templates that you can reuse when adding clients. You can create a unique experience for users and make them feel secure by creating a sub-domain with your name and logo on the login page and in the system emails.
API Access
Has API
No
API Access
Has API
No
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
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
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
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)
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)
Yes
In Person
No
Vendor Details
Company Name
Flackon
Founded
2018
Country
United States
Website
docupilot.app
Vendor Details
Company Name
Suralink
Founded
2014
Country
United States
Website
www.suralink.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
Audit
Alerts / Notifications
No
Audit Planning
No
Compliance Management
No
Dashboard
Yes
Exceptions Management
No
Forms Management
No
Issue Management
No
Mobile Access
No
Multi-Year Planning
No
Risk Assessment
No
Workflow Management
No