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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Documents are organized systematically within directories in the Wiki, similar to how they would be arranged in a traditional file system. You can identify details such as the author and the person responsible for each document, as well as validity and rescheduling dates necessary for monitoring updates and managing specific document workflows. There is a straightforward mechanism for transferring existing documents from file systems, ensuring a seamless transition. Creating documents is made easy through a robust WYSIWYG (What You See is What You Get) editor that simplifies the design process. The system maintains a change history for documentation, allowing for easy tracking of revisions. Additionally, there is a requirement for the approval of critical documents, particularly those related to ISO or DSGVO compliance projects. A print function adheres to your corporate design (CD) for all documentation produced in Jack Project, which includes features like a cover page and an interactive table of contents. The integrated search engine offers full-text search capabilities, enabling users to locate all documentation and uploaded files regardless of how the query is entered. Furthermore, it can serve as an intranet portal to disseminate internal news and share relevant documents effectively. This comprehensive approach ensures that all users have access to the information they need in an organized and efficient manner.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$29 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Flackon

Founded

2018

Country

United States

Website

docupilot.app

Vendor Details

Company Name

Jack Project

Founded

2016

Country

Austria

Website

jackproject.rocks

Product 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

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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