--- title: "Docupilot Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Docupilot Software - reviews, pricing plans, popular comparisons to other Forms Automation products and more." source_url: "https://www.capterra.com/p/178577/Docupilot/" page_type: "product" language: "en" --- # Docupilot Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 8, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Docupilot ## What is Docupilot? Docupilot is a cloud based document automation software. Unlike competing products with steep pricing tiers, Docupilot is priced affordably, and is free forever for the first 20 documents generated. Built with an emphasis on usability, Docupilot also offers integrates with different data sources like CRM, Forms, Online databases, HR, Surveys etc. ## What is Docupilot used for? [Forms Automation](https://www.capterra.com/forms-automation-software/)[Document Generation](https://www.capterra.com/document-generation-software/)[Document Management](https://www.capterra.com/document-management-software/) Top alternative Featured Overall rating Based on 48 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $29 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Docupilot?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://docupilot.app&name=Docupilot) ## Docupilot Overview Updated September 2026 AI summary Docupilot is a cloud-based solution for small and midsize businesses seeking to automate document generation, management, and approval workflows. It features customizable templates, drag-and-drop forms creation, electronic signatures, and workflow automation, with notable strengths in third-party integrations and responsive customer support. Deployment is web-based, supporting forms automation, contract management, and document management needs. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Docupilot 5.0 (48) VS. [4.7 (4,260)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting Price $29 Flat Rate, Per Month Starting Price $19.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (48) Ease Of Use 4.6 (2,807) Value For Money 4.8 (44) Value For Money 4.3 (2,175) Customer Service 5.0 (48) Customer Service 4.3 (1,945) ## Docupilot alternatives [4.7 (2,924)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (1,258)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.5 (144)](https://www.capterra.com/p/161845/Square-9/reviews/) Starting price $68.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (24)](https://www.capterra.com/p/196081/airSlate/reviews/) Starting price $399.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/178577/Docupilot/alternatives/) ## FAQs about Docupilot Overview ### Which roles and teams benefit most from Docupilot? Docupilot is most used by executives, operations leaders, consultants, and legal or client-facing teams that need fast, repeatable document generation. CEOs, owners, and directors use it to streamline contracts, proposals, and internal paperwork, while consultants, attorneys, finance, and customer success teams automate client documents, approvals, and data-driven workflows. Answer based on 48 reviews Overview ### What company size and industries is Docupilot built for? Docupilot is built mainly for small businesses automating document generation, with 92% of reviewers from small companies and Education Management leading industries at 12%. It also serves midsize businesses at 6% and enterprises at 2%, with Computer Software and IT Services each at 8%, often for forms automation. Answer based on 48 reviews Features and Usability ### What are the key features of Docupilot? Docupilot offers document automation and document generation with customizable templates, drag and drop forms creation, and pre-built templates. It also includes workflow automation, approval process control, version control, digital signature, electronic signature, document management, and reporting/analytics for handling contract drafting, review, and renewal management. Pricing ### How much does it cost and what fees or limitations are included? Docupilot starts at $29/month flat for Starter, with Plus at 99, Pro at 149, Premium at 199 for 2,000 documents, Business at 399 for 5,000, and Enterprise at 699 for 10,000. A free version and free trial are available, though reviewers say the free plan feels like a trial and document-based pricing can raise costs. Answer based on 13 reviews Integrations ### Which third-party tools and platforms does Docupilot integrate with? Docupilot integrates with Zapier, Airtable, signNow, Signable, Jotform, and Zoho Creator. Reviewer feedback points most often to workflow automation through Zapier, data capture through Jotform and Airtable, and e-signature delivery through signNow and Signable, with API-based connections also used alongside custom CRM setups in Zoho Creator. Answer based on 24 reviews Getting Started and Support ### What training and onboarding options does Docupilot offer? Docupilot provides live online sessions and documentation for teams getting started. Live online sessions support guided instruction and setup, while documentation offers written reference material for self-paced review and step-by-step guidance. Answer based on 2 reviews Getting Started and Support ### What customer support options does Docupilot offer, and how do users rate the experience? Docupilot offers chat support. Users consistently describe the support experience as responsive, helpful, and hands-on, especially during onboarding, integrations, and complex setup questions. Many say the team replies quickly, helps meet urgent deadlines, and suggests practical workarounds when a feature is not yet available. Answer based on 11 reviews Ease of use ### Is Docupilot easy to use for document generation? Docupilot makes document generation easy for most teams through a clear interface, simple template setup, and quick integrations. Small businesses, startups, and Airtable users often find it straightforward for PDFs and Word files, though more complex workflows can still require support or extra setup to get everything working correctly. Answer based on 11 reviews ## Features AI summary Based on 7,051 Forms Automation reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating forms automation software: - **Customizable Forms** (**53%** of reviewers rated this feature as critical) - **Customizable Fields** (**53%**) - **Mobile Access** (**61%**) Docupilot includes other capabilities that Capterra reviewers also consider important, such as **Forms Creation & Design** (**46%**) and **Electronic Signature** (**45%**). Together, these features help businesses create branded documents, collect approvals faster, and manage form-driven workflows more efficiently, giving teams a simpler way to handle document generation and sign-off tasks. Forms Creation & Design 4.9 (11) 45.45% of 11 reviewers that rated this feature as important or highly important Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Workflow Automation 4.9 (16) 75.00% of 16 reviewers that rated this feature as important or highly important Streamlining repetitive tasks and activities through automated and predefined workflows Version Control 4.9 (8) 25.00% of 8 reviewers that rated this feature as important or highly important Track revisions and updates made to files and navigate between different versions Drag & Drop 4.7 (7) 28.57% of 7 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components Templates 5.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Alerts/Notifications 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Docupilot 32 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract Negotiation: Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Documents: Maintain a repository of documents related to the product, such as technical specifications or contracts - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Integrations: Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.) - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Software: Integrate with software such as ERP or CRM to use data for document generation - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.9 (48) 4.9 Based on 48 reviews ## Pricing Value for money 4.8 (44) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/178577/Docupilot/pricing/) Starter $29.00 Flat Rate,Per Month It includes: - Document Builder - PDF & Word Support - Third-Party Integrations - Unlimited Templates - Unlimited Testing - Zapier Integration Plus $99.00 Flat Rate,Per Month It includes: - Document Builder - PDF & Word Support - Third-Party Integrations - Unlimited Templates - Unlimited Testing - Zapier Integration Pro $149.00 Flat Rate,Per Month It includes: - Document Builder - PDF & Word Support - Third-Party Integrations - Unlimited Templates - Unlimited Testing - Zapier Integration Premium $199.00 Flat Rate,Per Month It includes: - Document Builder - PDF & Word Support - Third-Party Integrations - Unlimited Templates - Unlimited Testing - Zapier Integration Business $399.00 Flat Rate,Per Month It includes: - Document Builder - PDF & Word Support - Third-Party Integrations - Unlimited Templates - Unlimited Testing - Zapier Integration Enterprise $699.00 Flat Rate,Per Month It includes: - Document Builder - PDF & Word Support - Third-Party Integrations - Unlimited Templates - Unlimited Testing - Zapier Integration Value for money 4.8 (44) 4.8 Based on 44 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (48) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (48) 5.0 Based on 48 reviews ## User reviews Overall rating 5.0 Based on 48 reviews Filter by rating 5(46) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Victoria T. BDM Human Resources ### "Best tool for document management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 20, 2026 Pros The app is very easy to use, it helps me a lot with my document editing and management, highly recommend Cons Currently, I don't have any problem with the tool. Now all of the features are good for me, I have no issue with it Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/) Reasons for choosing Docupilot the other tools are hard to use, and the UI is not beautiful as well Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. YW Yukiko W. Executive Adinistrator Education Management ### "very useful to create customized lables" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 14, 2025 very good I like their customer service team too. Their response is very quick and very supportive. Pros Docupilot is exceptionally easy to use and perfectly suited for our customized label needs. Its intuitive interface and flexible features have streamlined our workflow and helped us achieve a professional, consistent look. Overall, it has been an extremely helpful and reliable tool Cons after log in it is not easy to find our comapny setting information details from our log in page. I needed to visit 2 different site to upgrade. Switched from [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) This app is compatible with and can be integrated into our database system. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NB Nathalia B. Operations Manager Legal Services ### "The best software for document generation." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 25, 2025 Our experience with Docupilot has been the best. The customer support is the best part, and we really appreciate it. The software is incredibly useful for our operations and service delivery, and we hope to continue with Docupilot for longer. Pros Its software is user-friendly and extremely intuitive. The customer service support team is very supportive if you don't know how to integrate Docupilot with other platforms, such as Make.com. Cons I think they should do custom credit packages for regular customers, offering them a special price. We would love to receive this. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. XJ Xavier J. Consultant Education Management ### "Docupilot: Highly Recommended, Time Saving" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 26, 2024 Positive experience with Docupilot. I received assistance from Docupilot when I was setting up my templates by using their helpful videos and via email. In cases when I couldn't reach them immediately, they got back to me via email within a reasonable amount of time. While setting up and testing your template, you are allowed to use a testing mode so it does not use up your monthly credits. This is especially important if you are on a lower tier plan. Pros Docupilot allows me to generate word documents from a template directly inside Airtable. It is difficult to find an app that generates a Word document and I was pleased to discover Docupilot has this option. Cons I don't have any complaints or cons about Docupilot. Switched from [Formstack Documents](https://www.capterra.com/p/206506/Formstack-Documents/) I switched to Docupilot because Formstack was significantly more expensive. Docupilot provides everything I need at a fraction of the price. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LS Luke S. Marketing Manager Machinery ### "Best bulk PDF editing tool in world" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 8, 2024 This was the best experience I have ever had!! Customer support helped me out so much with my ability to complete this task and meet a deadline I had! Pros The customer support helped me reach a timely deadline within minutes of reaching out. They truly blessed me there!! Additionally, no other tool is available to accomplish the tasks this tool completes! All alternatives really want to make things as difficult as possible versus being as simple as "upload a PDF" and "upload a CSV." There is no easier tool to use or implement than this. It took maybe 30 seconds to integrate my Google Drive and upload my pdf and csv. I will be using this tool probably 4x-5x times per year for a project I previously had to do manually. Cons Nothing. I didn't love the payment plans initially; however, customer support has helped me and shown me the Enterprise solutions that allow for one-time purchases of required credits (versus monthly!) This is perfect for people who will only need to use the service a handful of times (such as once per quarter!) Alternatives considered [PDFill](https://www.capterra.com/p/170840/PDFill/) [Edit Pdfs](https://www.capterra.com/p/10001619/Edit-Pdfs/) [PDFCreator](https://www.capterra.com/p/170829/PDFCreator/) Reasons for choosing Docupilot Its the only one that allows you to upload a PDF and a CSV file, and it automatically generates the PDFs per CSV cell. No code, easy integration, seamless, instant. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Raphael D. CEO Education Management ### "Amazing product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 22, 2024 I really like the customer service and this app capacity Pros The native integration with Airtable and Signnow and the ease of use The customer service is also very kind and patient Cons I would say the time to understand the mechanic of the app, but it's only because it's required to answer to that question Switched from [Documint](https://www.capterra.com/p/215492/Documint/) I couldn't do everything I want on Documint Alternatives considered [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Reasons for choosing Docupilot The ease of implementation and the app possibility Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User HR Operations Specialist Consumer Goods ### "Docupilot helped automate our document generation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 12, 2023 Docupilot has been a valuable addition to our workflow, especially with its seamless integration with Zapier and SignNow, which we already use. However, I was somewhat taken aback when I realized the free plan was actually a trial, but that aside, it's a fantastic tool that has significantly improved our document generation process. Pros Docupilot has been a game-changer for our organization, streamlining our document generation process with its intuitive automation features. Thanks to Docupilot, we've significantly reduced manual work, improved efficiency, and consistently produce polished documents in no time. Cons I was a bit surprised to discover that the free plan turned out to be a trial, but it's still a great tool overall. Switched from [CraftMyPDF](https://www.capterra.com/p/248554/CraftMyPDF/) Docupilot was also able to output doc files, not just PDF. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RW Ron W. Owner Electrical/Electronic Manufacturing ### "Ultra Reliable" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 30, 2023 Pros In all the years that we have used Docupilot, it always worked. Cons A bit tricky to design documents as MS Word was the only option available. Adobe InDesign or some other type of document layout program would be better. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MH Megan H. Clinical Operations Hospital & Health Care ### "Great to work with" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2023 Pros Easy to use. Errors codes are helpful when looking where you made a mistake. Cons Not sure if it is available, but an overall 'cheat sheet' that has all the types of mapping and explanations. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SV Stephane V. dsf Airlines/Aviation ### "Great software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 5, 2023 Pros simple d'utilisation, le logiciel s'utilise sans guide Cons le prix, les forfaits de base peuvent sembler important Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/178577/Docupilot/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Microsoft Word vs Docupilot](https://www.capterra.com/compare/178577-227146/Docupilot-vs-Microsoft-Word)