--- 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" publication_date: "2026-11-03" --- # Docupilot Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 3, 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://www.g2.com/products/docupilot/claim_requests/new?auto=true) ## 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 (4,268)](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 (2,827) Value For Money 4.8 (44) Value For Money 4.3 (2,192) Customer Service 5.0 (48) Customer Service 4.3 (1,962) ## Docupilot alternatives [4.7 (2,934)](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 (1,260)](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 (145)](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 Contact vendor for pricing 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 business owners, executives, and directors who create repeatable documents for client delivery and internal operations. Consultants, attorneys, and finance teams generate client-ready reports, agreements, and records, while marketing, HR, recruiting, product, and operations teams produce personalized campaigns, hiring documents, and workflow-based documentation. Answer based on 48 reviews Overview ### What company size and industries is Docupilot built for? Docupilot is built for small businesses, which account for 92% of reviewers, especially Education Management organizations at 12%. It automates document generation to save time and avoid errors, while midsize and enterprise users represent 6% and 2%. Information Technology and Services and Computer Software each account for 8%; forms automation is the leading use case at 53%. 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, pre-built templates, and forms creation and design. It also includes workflow automation, approval process control, document review, version control, electronic signature, contract drafting, renewal management, reporting and analytics, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Docupilot offers a Starter plan at $29 per month, with Plus, Pro, Premium, Business, and Enterprise plans at 99, 149, 199, 399, and 699 monthly. A free version and free trial are available, though reviewers note the free plan is a trial. Higher tiers include 2,000–10,000 monthly documents; some users find per-document pricing costly for frequent report generation. Answer based on 13 reviews Integrations ### Which third-party tools and platforms does Docupilot integrate with? Docupilot integrates with Zapier, Airtable, and signNow, including airSlate SignNow references. Zapier supports connections to other software and CRM workflows, while Airtable can trigger document generation and signNow handles electronic signing. API, webhooks, and web forms provide additional connection options. Answer based on 24 reviews Getting Started and Support ### What training and onboarding options does Docupilot offer? Docupilot provides live online training and documentation. Live online sessions support guided setup and direct instruction from a trainer, while documentation gives teams written reference material for self-paced learning and feature review. 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 generally describe the support team as responsive, helpful, and patient, with assistance for integrations, onboarding, technical questions, and deadline-sensitive tasks. Reviewers report receiving practical workarounds and guidance for complex requests, including configuration help and code or process recommendations. Answer based on 11 reviews Ease of use ### How easy is Docupilot to use for document generation? Docupilot makes template-based document generation accessible for small business teams and operations users. Its interface supports uploading templates, connecting data sources, and producing Word or PDF files with limited setup. Users also value Airtable and cloud-storage integrations, while more complex workflows may still require support guidance or technical configuration. Answer based on 11 reviews ## Features AI summary Based on 7,153 Forms Automation reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating forms automation software: - **Customizable Fields** (**53%** of reviewers rated this feature as critical) - **Customizable Forms** (**53%**) - **Mobile Access** (**61%**) Docupilot includes other forms automation capabilities that reviewers also consider important, such as **Forms Creation & Design** (**46%**) and **Electronic Signature** (**45%**). Together, these features help businesses build documents and forms that match their workflows, collect approvals faster, and manage signing steps more efficiently, allowing teams to handle document-driven processes with less manual work. 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 Counts reflect reviews available in this feed. 5(46) 4(2) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Victoria T. BDM Used the software for: Less than 1 year ### "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 28, 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 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. RE Reviewer Founder Used the software for: Less than 1 year ### "Great product. Amazing Customer Service." 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 May 1, 2020 I can't recall getting this high quality customer service from any provider in any field. It's refreshing. Pros I stumbled onto Docupilot while looking for alternatives for our startup. Our effort is a bit complex but Docupilot was able to deliver everything we needed. The product is fantastic - reliable, versatile, and at a great price. We're completely satisfied with the product but the customer service is just incredible - seriously unbeatable. I had questions or needed help multiple times a week at some points. Unfailingly, they've gone way above and beyond to help us meet our goals. They've also reached out to others beyond their company to collaboratively help solve problems we encountered. For most of this period, they did all of that while I was still using their free version! They are patient, respond quickly, and will do what it takes to deliver. We are close to launch and it never could have happened without the top notch team at Docupilot. A special shout out to Rohit who provided immeasurable help every step of the way. Cons I thought the product had limitations at different points, but in every case it was because of my own lack of familiarity with the capabilities of Docupilot. I would ask if something could be done with the product and expected a "no" but the answer was always yes. We encountered a lot of obstacles but Docupilot overcame every one of them. I was surprised but grateful. 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 Used the software for: Less than 1 year ### "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 31, 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. 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. Kenneth O. Director, Operations Used the software for: Less than 1 year ### "Great product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 16, 2022 Pros We use it to automate agreement copies that are being signed digitally using Airtable and MiniExtensions and it was very easy to set up. We've never had it fail on us yet (knock on virtual wood), so it's great to have a tool that is truly "set it and forget it." An extremely vital part our no-code workflow. Cons Wish it was able to integrate with Airtable outside of an extension. Would rather use it as an automation. 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. RE Reviewer Attorney Used the software for: Less than 1 year ### "Heavyweight contender" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 16, 2019 Support is outstanding. I've made a couple requests for changes that were made within hours. Pros Docupilot is an excellent choice for cloud-based document generation. I use it specifically to create bespoke Fee Agreements and releases to then send to SignNow for electronic signatures from my clients. Cons There are still a few features that I'd like to see, but they are working diligently to add them. 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. RE Reviewer CEO Used the software for: 1-3 years ### "Saves us huge amount of time" 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, 2020 For us, together with Zapier, Docupilot makes true magic. We produce thousands of documents automatically, saving us huge amount of time. Pros Easy to use. Cheaper than alternatives and works like magic with Zapier. Cons Cant really say anything that could be better, all the features are good and other features can be managed elsewere (for example AND-logic). 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. Adriana A. CEO Used the software for: Less than 1 year ### "The best option for our document automation needs" 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 May 31, 2021 We have a great experience using the software and managing our relationship with their support team. They are very open to our requests and we feel we have a good relationship with them. Aravind is a nice person to work with and has an outstanding customer service. Pros I liked a lot that Docupilot offers a wide range of options from the easiest automation tasks to more complicated stuff so you can get a lot of value for the price you pay. We have used it continually to deliver automated diplomas for event attendees with different delivery options and it always does the job we need. I love the way they manage support. They respond timely and always give a solution to our problems. Cons Once we had a problem with a Zapier integration delivery. It didn't work at that time but we received the document credits back and could resolve the delivery via email. 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. RE Reviewer Recruiting Coordinator Used the software for: Less than 1 year ### "I love Docupilot!!" 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 September 15, 2022 It was easy to design the offer letters and connected to Jotform smoothly - cost is right too! Pros Docupilot connects with Jotform, so recruiters fill in my Jotform, and then Docupilot produces a highly customized offer letter for every investigator we hire (and that's a lot). This has saved me at least an hour a week! Cons It would be even faster if Docupilot connected to Adobe e-signature, but I am told that is coming. 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. VR Verified Reviewer CEO Used the software for: Less than 1 year ### "\[SENSITIVE CONTENT\] supports you directly!" 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 November 30, 2021 Great! Pros I love this product. It just works… and the \[SENSITIVE CONTENT\] is the customer champion with whom you can chat and get support. Cons It doesn’t integrate directly with Airtable, but I found a way around 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. Rob C. Owner Used the software for: Less than 1 year ### "Excellent cloud based tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 4, 2019 Will continue to use and am very happy with the amazing support I receive. Cost may become a factor in the future but not for now. Pros Ability to merge data using API and creation of PDF. Cons Wish there were other pricing options. In my case, a merge is a single page. Others may have one merge that created multiple pages. My cost per merge is the most expensive. 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. 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