Your No-code and AI Automation Partner

Automate 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.

1
Seamless CRM Integration
Effortlessly pull data from Salesforce for accurate document generation.
2
Automated Document Distribution
Automatically email generated documents to relevant parties.
3
Cloud 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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Ask me anything and watch how I respond.

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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 is 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

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.