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Your No-code and AI Automation PartnerAutomate Document Generation with Docupilot
Streamline your document creation process by automating the generation of contracts and proposals from Salesforce CRM data using Docupilot. Ensure consistent formatting, precise data transfer, and quick delivery to stakeholders.
When a Deal Reaches Specific Stage
1. Deal Stage Trigger
Trigger automation when a deal reaches a specific stage.
Fetch Deal Information
2. Retrieve CRM Data
Get client and deal specifics from Salesforce.
Populate Document Template
3. Generate Document
Use data to fill in a pre-created Docupilot template.
Save Document to Cloud
4. Store Document
Automatically save the document to Google Drive.
Email Document to Stakeholders
5. Distribute Document
Send the document to relevant stakeholders via Gmail.
- Repeat -
Automation Benefits
Benefits of Automation
Explore the advantages of automating document generation in your workflow.
Consistency in Formatting
Ensure every document follows a consistent format, boosting professionalism.
Time Efficiency
Save valuable time by eliminating manual data entry and formatting.
Improved Accuracy
Minimize errors with precise data transfer from CRM to document.
Enhanced Collaboration
Share documents seamlessly with team members and stakeholders.
Secure Document Management
Keep documents safe and accessible with cloud storage integration.
Accelerated Sales Cycle
Speed up decision-making with quick document generation and delivery.
Features
Core Features of Automation
Discover the key features of automating document generation with Docupilot and Salesforce.
- 1Seamless CRM Integration
Effortlessly pull data from Salesforce for accurate document generation.
- 2Automated Document Distribution
Automatically email generated documents to relevant parties.
- 3Cloud Storage Integration
Save documents securely in Google Drive for easy access.
Outcomes
Transformative Outcomes
Experience significant improvements in your document generation process.
50%
Increased Productivity
90%
Reduced Errors
3x
Faster Document Delivery
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FAQ
Frequently Asked Questions
Address common questions about automating document generation with Docupilot.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.